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Hedge Funds Similar to Crestmont Private Wealth

13F Portfolio OverlapQ1 2026Crestmont Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Crestmont Private Wealth LLC is an institutional investor managing $317M across 105 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 Crestmont Private Wealth are Deane Retirement Strategies,, KEYVANTAGE WEALTH,, Flagstone Financial, with shared positions in $IAU, $TXN, $VLO, $EOG, $TME, $LRCX. The full ranking of 25 similar funds is below.

#1Deane Retirement Strategies, Inc.Passive
Some overlap · 5 shared positions
$IAU$TXN$VLO$EOG$TME
$249M
57 positions
#2KEYVANTAGE WEALTH, LLCActive
Some overlap · 4 shared positions
$TXN$LRCX$COP$USB
$227M
92 positions
#3Flagstone Financial ManagementSmart money
Some overlap · 5 shared positions
$TXN$USB$IAU$MKL$VLO
$403M
71 positions
#4Fermata Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$TXN$MKL
$444M
232 positions
#5Shotwell Rutter Baer IncActive
Some overlap · 4 shared positions
$TXN$COP$USB$ITW
$170M
38 positions
#6SGL Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$TXN$IAU$DGX$USB
$266M
126 positions
#7Local Pensions Partnership Investment LtdActive
Some overlap · 6 shared positions
$TXN$MCO$AZO$IDXX$MSCI$ADSK
$4.6B
32 positions
#8Smith Partners Wealth Management, LLCPassive
Some overlap · 3 shared positions
$TXN$MKL$USB
$112M
76 positions
#9Guinness Asset Management LTDActive
Some overlap · 4 shared positions
$TXN$LRCX$ITW$ICE
$5.8B
143 positions
#10Avant Financial Advisors LLCActive
Some overlap · 3 shared positions
$TXN$COP$USB
$142M
65 positions
#11CarsonAllaria Wealth Management, Ltd.Active
Some overlap · 3 shared positions
$TXN$IAU$ITW
$202M
69 positions
#12Equita Financial Network, Inc.Active
Some overlap · 4 shared positions
$TXN$MKL$COP$USB
$318M
87 positions
#13VEGA INVESTMENT SOLUTIONSActive
Some overlap · 3 shared positions
$TXN$DGX$PH
$418M
175 positions
#14Benchmark Financial Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$TXN$MKL$IAU
$361M
133 positions
#15Socorro Asset Management LPPassive
Some overlap · 3 shared positions
$TXN$LRCX$ICE
$221M
32 positions
#16RIT CAPITAL PARTNERS PLCActive
Some overlap · 3 shared positions
$TXN$ICE$USB
$374M
12 positions
#17Longview Partners (Guernsey) LTDActive
Some overlap · 3 shared positions
$TXN$MCO$MSCI
$7.1B
25 positions
#18Insight Wealth Partners, LLCSmart money
Some overlap · 4 shared positions
$IAU$TXN$COP$USB
$713M
120 positions
#19Fundsmith LLPActive
Some overlap · 4 shared positions
$TXN$IDXX$MSCI$VRSN
$12.8B
34 positions
#20ENTREWEALTH, LLCPassive
Some overlap · 5 shared positions
$TXN$IAU$COP$USB$MKL
$223M
104 positions
#21Moisand Fitzgerald Tamayo, LLCActive
Some overlap · 5 shared positions
$IAU$LRCX$MKL$VLO$TXN
$931M
518 positions
#22Elyxium Wealth, LLCPassive
Some overlap · 4 shared positions
$TXN$IAU$LRCX$IDXX
$312M
165 positions
#23MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 4 shared positions
$IAU$LRCX$TME$USB
$1.3B
143 positions
#24Fielder Capital Group LLCPassive
Some overlap · 4 shared positions
$IAU$MLI$TME$USB
$459M
290 positions
#25DCF Advisers, LLCActive
Some overlap · 4 shared positions
$IAU$LRCX$TME$USB
$375M
86 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.