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Hedge Funds Similar to Crews Bank &

13F Portfolio OverlapQ1 2026Crews Bank & portfolio →
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Most similar hedge funds by 13F overlap

Crews Bank & Trust is an institutional investor managing $766M across 662 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 Crews Bank & are Buska Wealth ,, SWAN, Tide Cove Partners, with shared positions in $HUM, $KKR, $USB, $OKTA, $MCD, $DHR. The full ranking of 25 similar funds is below.

#1Buska Wealth Management, LLCActive
Notable overlap · 4 shared positions
$HUM$KKR$USB$OKTA
$249M
74 positions
#2SWAN Capital LLCPassive
Notable overlap · 4 shared positions
$HUM$KKR$USB$MCD
$272M
554 positions
#3Tide Cove Capital Partners LLCSmart money
Notable overlap · 4 shared positions
$KKR$HUM$USB$DHR
$147M
13 positions
#4Adirondack Capital Advisors, LLCSmart money
Notable overlap · 4 shared positions
$KKR$HUM$MS$DHR
$156M
44 positions
#5Juno Financial Group LLCActive
Notable overlap · 5 shared positions
$HUM$KKR$DHR$DE$GLW
$255M
70 positions
#6Seneca Financial Advisors LLCActive
Notable overlap · 4 shared positions
$HUM$KKR$USB$MCD
$341M
64 positions
#7Accretive Wealth Partners, LLCPassive
Notable overlap · 6 shared positions
$HUM$KKR$MS$USB$MCD$CME
$356M
180 positions
#8Granite FO LLCActive
Notable overlap · 3 shared positions
$HUM$KKR$MDY
$169M
170 positions
#9Western Pacific Wealth Management, LPActive
Notable overlap · 3 shared positions
$HUM$KKR$ICE
$98M
197 positions
#10Blackston Financial Advisory Group, LLCActive
Notable overlap · 4 shared positions
$HUM$KKR$MDY$MCD
$160M
106 positions
#11SPRENG CAPITAL MANAGEMENT, INC.Active
Notable overlap · 3 shared positions
$HUM$KKR$DE
$212M
66 positions
#12Ballast Financial Advisors LLCActive
Notable overlap · 5 shared positions
$HUM$USB$MS$KKR$DHR
$98M
68 positions
#13Joel Isaacson & Co., LLCActive
Notable overlap · 3 shared positions
$HUM$KKR$MS
$3.0B
455 positions
#14Ariston Services GroupActive
Notable overlap · 3 shared positions
$HUM$KKR$DE
$167M
71 positions
#15Human Investing LLCSmart money
Notable overlap · 4 shared positions
$KKR$HUM$MS$MCD
$687M
96 positions
#16Capital Advisors Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$HUM$USB$KKR
$745M
219 positions
#17Cornerstone Financial Management LLCPassive
Notable overlap · 4 shared positions
$HUM$USB$KKR$MS
$109M
1,311 positions
#18White Lighthouse Investment Management Inc.Active
Notable overlap · 4 shared positions
$KKR$USB$HUM$DHR
$721M
145 positions
#19Financial Perspectives, IncPassive
Notable overlap · 4 shared positions
$KKR$HUM$MS$USB
$358M
716 positions
#20Arlington Trust Co LLCActive
Notable overlap · 3 shared positions
$KKR$HUM$DHR
$1.1B
844 positions
#21Piedmont Capital Management, LLCActive
Notable overlap · 4 shared positions
$KKR$USB$HUM$OKTA
$197M
50 positions
#22Infinity Wealth Counsel, LLCPassive
Notable overlap · 3 shared positions
$HUM$KKR$DHR
$109M
63 positions
#2321 West Wealth Management LLCPassive
Notable overlap · 3 shared positions
$HUM$USB$KKR
$108M
63 positions
#24DAGCO, INC.Passive
Notable overlap · 4 shared positions
$KKR$HUM$MS$DHR
$461M
353 positions
#25Cannon Wealth Management Services, LLCPassive
Notable overlap · 3 shared positions
$KKR$HUM$MCD
$148M
85 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.