How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Cresta Advisors, Ltd.

13F Portfolio OverlapQ1 2026Cresta Advisors, Ltd. portfolio →

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Most similar hedge funds by 13F overlap

Cresta Advisors, Ltd. is an institutional investor managing $244M across 53 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 Cresta Advisors, Ltd. are Intrua Financial,, Dickmeyer Boyce Financial ,, Argo Wealth Advisory,, with shared positions in $WT, $EPD, $ENB, $VZ, $LMT, $MAR. The full ranking of 25 similar funds is below.

#1Intrua Financial, LLCPassive

Notable overlap · 4 shared positions

$WT $EPD $ENB $VZ

$969M

459 positions

#2Dickmeyer Boyce Financial Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $LMT $VZ

$170M

125 positions

#3Argo Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $LMT $MAR

$170M

48 positions

#4tru Independence LLCPassive

Notable overlap · 3 shared positions

$WT $LMT $MAR

$202M

102 positions

#5Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $LMT $MAR

$3.2B

481 positions

#6Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 3 shared positions

$WT $LMT $MAR

$153M

344 positions

#7WIN ADVISORS, INCPassive

Notable overlap · 3 shared positions

$WT $LMT $HAL

$219M

78 positions

#8MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$WT $LMT $MAR

$240M

234 positions

#9Key FInancial IncPassive

Notable overlap · 3 shared positions

$WT $VZ $MAR

$562M

1,394 positions

#10Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $VZ $MAR

$153M

96 positions

#11Lauer Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $VZ $MAR

$126M

67 positions

#12Powers Advisory Group, LLCActive

Notable overlap · 4 shared positions

$WT $EPD $LMT $VZ

$284M

125 positions

#13Vertex Planning Partners, LLCActive

Notable overlap · 3 shared positions

$WT $VZ $MAR

$515M

135 positions

#14Horizon Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $VZ $GE

$682M

137 positions

#15Warner Group LLCPassive

Notable overlap · 3 shared positions

$WT $GE $MAR

$153M

78 positions

#16Wright Wealth LLCActive

Notable overlap · 3 shared positions

$WT $VZ $EPD

$149M

51 positions

#17Shore Point Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $VZ $MAR

$253M

76 positions

#18PRECEDENT WEALTH PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$WT $LMT $VZ

$500M

166 positions

#19Linscomb Wealth, Inc.Active

Some overlap · 3 shared positions

$WT $EPD $LMT

$2.2B

337 positions

#20Bouchey Financial Group LtdActive

Some overlap · 3 shared positions

$WT $MAR $GE

$1.4B

173 positions

#21WealthPlan Investment Management, LLCPassive

Some overlap · 3 shared positions

$WT $LMT $VZ

$1.8B

458 positions

#22Yoder Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$WT $VZ $MAR

$219M

124 positions

#23ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 3 shared positions

$WT $EPD $MAR

$84M

65 positions

#24SFM, LLCActive

Some overlap · 3 shared positions

$WT $GE $MAR

$165M

63 positions

#25Elwood & Goetz Wealth Advisory Group, LLCActive

Some overlap · 3 shared positions

$WT $LMT $MAR

$589M

138 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.