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 OverlapQ1 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 Q1 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 HAMEL ASSOCIATES,, BROOKS, MOORE & ASSOCIATES,, SKBA, with shared positions in $AMGN, $HON, $VZ, $COP, $LMT, $CB. The full ranking of 25 similar funds is below.

#1HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$AMGN $HON $VZ $COP $LMT $CB

$351M

81 positions

#2BROOKS, MOORE & ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$HON $VZ $ABT $SHEL $COP $LMT

$199M

110 positions

#3SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$APD $PSX $AMGN $VZ $COP $TXN

$728M

79 positions

#4Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$AMGN $VZ $PSX $CMI $LMT $TXN

$1.3B

138 positions

#5Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$AMGN $PSX $VZ $SWK $VLO $CMI

$223M

109 positions

#6U S WEALTH GROUP, LLC.

Notable overlap · 6 shared positions

$AMGN $HON $VZ $APD $LMT $DUK

$152M

43 positions

#7Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$AMGN $VZ $COP $PSX $APD $LMT

$245M

98 positions

#8Corsicana & Co.Passive

Notable overlap · 8 shared positions

$MDY $APD $TXN $VLO $VZ $PSX

$158M

276 positions

#9VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$AMGN $PSX $VZ $CB $DUK $ABT

$187M

55 positions

#10UNITED BANKActive

Notable overlap · 7 shared positions

$AMGN $APD $CMI $HON $ABT $LMT

$781M

121 positions

#11Advisory Resource GroupPassive

Notable overlap · 6 shared positions

$PSX $HON $CMI $COP $CRM $VLO

$581M

172 positions

#12VANTAGE WEALTH

Notable overlap · 4 shared positions

$AMGN $APD $HON $TXN

$463M

30 positions

#13Walsky Investment Management, Inc.Passive

Notable overlap · 6 shared positions

$APD $HON $AMGN $ABT $TXN $CSX

$98M

50 positions

#14Willis Investment CounselActive

Notable overlap · 8 shared positions

$VZ $COP $SHEL $LMT $CB $DUK

$1.8B

123 positions

#15BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 6 shared positions

$AMGN $VZ $HON $LMT $CB $DUK

$480M

133 positions

#16BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$PSX $AMGN $APD $ABT $CB $TXN

$321M

110 positions

#17Kesler, Norman & Wride, LLCPassive

Some overlap · 7 shared positions

$AMGN $PSX $APD $ABT $LMT $CB

$581M

245 positions

#18Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$AMGN $HON $ABT $LMT $DUK

$353M

78 positions

#19Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$AMGN $VZ $PSX $COP $CB $DUK

$308M

137 positions

#20Aull & Monroe Investment Management CorpPassive

Some overlap · 7 shared positions

$AMGN $CMI $VZ $COP $LMT $DUK

$215M

125 positions

#21ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 6 shared positions

$MDY $COP $ABT $HON $CRM $CMI

$228M

90 positions

#22Nordwand Advisors, LLCPassive

Some overlap · 5 shared positions

$PSX $AMGN $APD $CMI $ABT

$572M

150 positions

#23HFR Wealth Management, LLCActive

Some overlap · 4 shared positions

$AMGN $APD $INTU $DUK

$407M

49 positions

#24Wallington Asset Management, LLCActive

Some overlap · 4 shared positions

$PSX $AMGN $HON $CMI

$752M

61 positions

#25Eliot Finkel Investment Counsel, LLCActive

Some overlap · 4 shared positions

$AMGN $APD $LMT $DUK

$184M

32 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.