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 Crescent Sterling, Ltd.

13F Portfolio OverlapQ2 2026Crescent Sterling, Ltd. portfolio →

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Most similar hedge funds by 13F overlap

Crescent Sterling, Ltd. is an institutional investor managing $112M across 85 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Crescent Sterling, Ltd. are Corsicana, VIRGINIA WEALTH GROUP, PINKERTON WEALTH, with shared positions in $MDY, $APD, $CMI, $TXN, $VLO, $PSX. The full ranking of 25 similar funds is below.

#1Corsicana & Co.Passive

Notable overlap · 10 shared positions

$MDY $APD $CMI $TXN $VLO $PSX

$206M

309 positions

#2VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 8 shared positions

$AMGN $PEP $PSX $VZ $QCOM $CB

$201M

57 positions

#3PINKERTON WEALTH, LLCActive

Notable overlap · 9 shared positions

$PSX $AMGN $PEP $VZ $QCOM $TXN

$1.2B

103 positions

#4SHERMAN PORFOLIOS, LLCSmart money

Notable overlap · 9 shared positions

$PSX $AMGN $PEP $VZ $QCOM $TXN

$1.3B

97 positions

#5BROOKS, MOORE & ASSOCIATES, INC.Passive

Notable overlap · 10 shared positions

$PEP $VZ $QCOM $HONA $CB $HON

$223M

114 positions

#6Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$APD $AMGN $PEP $QCOM $TXN $HONA

$108M

52 positions

#7OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$AMGN $PEP $APD $PSX $LMT

$183M

31 positions

#8UNITED BANKActive

Notable overlap · 8 shared positions

$CMI $AMGN $APD $PEP $TXN $HON

$853M

130 positions

#9Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$AMGN $PEP $CMI $VZ $PSX $TXN

$1.5B

138 positions

#10Martin Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$AMGN $PEP $PSX $VZ $TXN

$272M

72 positions

#11MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$AMGN $PEP $QCOM $TXN $LMT $ABT

$1.2B

106 positions

#12CINCINNATI INSURANCE COActive

Notable overlap · 7 shared positions

$PEP $APD $CMI $QCOM $DUK $ABT

$6.9B

64 positions

#13HAMEL ASSOCIATES, INC.Passive

Notable overlap · 9 shared positions

$AMGN $HONA $CB $HON $DUK $ABT

$363M

92 positions

#14Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$PEP $AMGN $VZ $TXN $APD $PSX

$261M

101 positions

#15SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 6 shared positions

$AMGN $APD $PEP $CB $LMT $MDY

$1.8B

176 positions

#16NEW ENGLAND ASSET MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$VZ $QCOM $AMGN $TXN $DUK $ABT

$863M

131 positions

#17BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$AMGN $PSX $PEP $APD $TXN $CB

$346M

113 positions

#18Wallington Asset Management, LLCActive

Notable overlap · 7 shared positions

$AMGN $PSX $CMI $HONA $HON $PEP

$814M

61 positions

#19Sage Capital Advisors,llcPassive

Notable overlap · 8 shared positions

$PEP $VZ $AMGN $APD $SWK $QCOM

$482M

140 positions

#20Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 7 shared positions

$PEP $CMI $AMGN $HON $DUK $ABT

$170M

121 positions

#21VAN STRUM & TOWNE INC.Passive

Notable overlap · 5 shared positions

$AMGN $PEP $QCOM $TXN $CRM

$367M

111 positions

#22OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 7 shared positions

$PEP $CMI $QCOM $TXN $DUK $VLO

$2.7B

54 positions

#23Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 6 shared positions

$AMGN $CMI $PSX $QCOM $TXN $LMT

$111M

62 positions

#24Kensington Investment Counsel, LLCPassive

Notable overlap · 6 shared positions

$AMGN $PEP $QCOM $TXN $HON $HONA

$230M

85 positions

#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$PEP $CMI $VZ $TXN $DUK $LMT

$233M

122 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.