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Hedge Funds Similar to Crown Wealth Group,

13F Portfolio OverlapQ1 2026Crown Wealth Group, portfolio →
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Most similar hedge funds by 13F overlap

Crown Wealth Group, LLC is an institutional investor managing $340M across 145 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 Crown Wealth Group, are Kure Advisory,, Merited Wealth,, Asempa Wealth Advisors, with shared positions in $LEN, $IAU, $PLTR, $WFC, $SHW, $NTRB. The full ranking of 25 similar funds is below.

#1Kure Advisory, LLCActive
Notable overlap · 4 shared positions
$LEN$IAU$PLTR$WFC
$184M
56 positions
#2Merited Wealth, LLCPassive
Notable overlap · 4 shared positions
$LEN$SHW$NTRB$CRM
$121M
79 positions
#3Asempa Wealth AdvisorsPassive
Some overlap · 3 shared positions
$LEN$IAU$NTRB
$115M
115 positions
#4GM Advisory Group, LLCActive
Some overlap · 3 shared positions
$LEN$IAU$SHW
$2.6B
374 positions
#5Pachira Investments Inc.Passive
Some overlap · 4 shared positions
$SHW$LEN$IAU$PLTR
$214M
72 positions
#6Prairie Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$LEN$IAU$SHW$PLTR
$231M
152 positions
#7FFG Partners, LLCActive
Some overlap · 4 shared positions
$LEN$IAU$PLTR$CRWD
$253M
36 positions
#8Arcadia Wealth Management, LLCActive
Some overlap · 3 shared positions
$LEN$IAU$PHYS
$276M
67 positions
#9Parker Investment Management, LLCActive
Some overlap · 3 shared positions
$SHW$IAU$PLTR
$659M
40 positions
#10Sageworth Trust CoActive
Some overlap · 3 shared positions
$LEN$PLTR$IAU
$2.3B
172 positions
#11PlanVest Financial, IncPassive
Some overlap · 3 shared positions
$LEN$IAU$UBSI
$131M
565 positions
#12WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$SHW$IAU$PLTR$CRWD
$470M
119 positions
#13Urban Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SHW$IAU$WFC$PLTR
$98M
93 positions
#14First Financial Group CorpActive
Some overlap · 3 shared positions
$SHW$IAU$CRWD
$122M
80 positions
#15Oasis Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$IAU$WFC
$509M
210 positions
#16Clear Creek Financial Management, LLCPassive
Some overlap · 6 shared positions
$LEN$IAU$SHW$PLTR$CRWD$CRM
$1.3B
608 positions
#17Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$SHW$SPOT$WFC
$1.3B
60 positions
#18RiverFront Investment Group, LLCActive
Some overlap · 4 shared positions
$SHW$PHYS$PLTR$WFC
$6.5B
384 positions
#19Saudi Central BankPassive
Some overlap · 3 shared positions
$SHW$SPOT$PLTR
$4.7B
514 positions
#205T Wealth, LLCPassive
Some overlap · 3 shared positions
$SHW$IAU$WFC
$253M
129 positions
#21Guardian Capital, LLCPassive
Some overlap · 3 shared positions
$SHW$NTRB$PLTR
$105M
81 positions
#22Tamar Securities, LLCActive
Some overlap · 3 shared positions
$SHW$SPOT$PLTR
$934M
91 positions
#23WNY Asset Management, LLCPassive
Some overlap · 3 shared positions
$SHW$NTRB$CRM
$967M
249 positions
#24Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 5 shared positions
$LEN$SHW$NTRB$PLTR$CRWD
$144M
387 positions
#25Navigation Group, LLCActive
Some overlap · 3 shared positions
$SHW$LEN$PLTR
$427M
113 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.