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Hedge Funds Similar to Hillcrest Wealth Advisors - NY,

13F Portfolio OverlapQ1 2026Hillcrest Wealth Advisors - NY, portfolio →
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Most similar hedge funds by 13F overlap

Hillcrest Wealth Advisors - NY, LLC is an institutional investor managing $247M across 51 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Hillcrest Wealth Advisors - NY, are Williams Financial,, Idaho, FC Advisory, with shared positions in $MKL, $SNOW, $USB, $CTVA, $MAR, $SCHW. The full ranking of 25 similar funds is below.

#1Williams Financial, LLCSmart money
Notable overlap · 3 shared positions
$MKL$SNOW$USB
$172M
25 positions
#2Idaho Trust CoPassive
Notable overlap · 7 shared positions
$MKL$CTVA$SNOW$MAR$USB$SCHW
$308M
97 positions
#3FC Advisory LLCActive
Notable overlap · 4 shared positions
$MKL$SNOW$USB$SCHW
$342M
115 positions
#4Red Mountain Financial, LLCPassive
Notable overlap · 7 shared positions
$SNOW$MKL$CTVA$MAR$IAU$SCHW
$106M
79 positions
#5Valpey Financial Services, LLCPassive
Notable overlap · 3 shared positions
$MKL$SNOW$USB
$154M
75 positions
#6Verus Financial Partners, Inc.Smart money
Notable overlap · 4 shared positions
$MKL$SNOW$IAU$GE
$1.1B
121 positions
#7Capital Advisors Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$SNOW$USB$MAR$IAU$SCHW
$745M
219 positions
#8Efficient Advisors, LLCActive
Notable overlap · 3 shared positions
$MKL$SNOW$SCHW
$1.4B
58 positions
#9LWM ADVISORS INCSmart money
Notable overlap · 3 shared positions
$CTVA$SNOW$MKL
$115M
31 positions
#10Gladwyn Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$MKL$USB$GE
$160M
82 positions
#11Newton One Investments LLCActive
Notable overlap · 3 shared positions
$MKL$USB$SNOW
$368M
121 positions
#12FELL CAPITAL MANAGEMENT /ADVPassive
Notable overlap · 3 shared positions
$CTVA$SNOW$GE
$105M
91 positions
#13HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 3 shared positions
$MKL$USB$SCHW
$280M
107 positions
#14MilWealth Group LLCSmart money
Notable overlap · 4 shared positions
$MKL$USB$CTVA$AMD
$420M
81 positions
#15Luminvest Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$MKL$USB$SCHW
$382M
55 positions
#16Archvest Wealth Advisors, Inc.Active
Notable overlap · 6 shared positions
$MKL$USB$CTVA$GE$SNOW$SCHW
$155M
74 positions
#17Hurlow Wealth Management Group, Inc.Active
Notable overlap · 5 shared positions
$SNOW$USB$GE$IAU$SCHW
$420M
120 positions
#18Foundation Wealth Management, LLC\PAActive
Notable overlap · 7 shared positions
$USB$MKL$CTVA$SNOW$MAR$SCHW
$284M
91 positions
#19PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Notable overlap · 5 shared positions
$MKL$USB$MAR$IAU$SCHW
$1.6B
236 positions
#20Foundation Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$CTVA$SNOW$IAU
$148M
44 positions
#21Rosenberg Matthew HamiltonActive
Notable overlap · 4 shared positions
$SNOW$USB$MAR$SLV
$488M
799 positions
#22Graetz Wealth LLCPassive
Notable overlap · 4 shared positions
$SNOW$USB$IAU$SCHW
$112M
80 positions
#23Financial Futures Ltd Liability Co.Active
Notable overlap · 4 shared positions
$SNOW$USB$IAU$SCHW
$228M
72 positions
#24Journey Beyond Wealth, LLCSmart money
Notable overlap · 3 shared positions
$MKL$SNOW$IAU
$116M
29 positions
#25Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$SNOW$USB$IAU
$149M
70 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.