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Hedge Funds Similar to Creative Investments

13F Portfolio OverlapQ2 2026Creative Investments portfolio →
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Most similar hedge funds by 13F overlap

Creative Capital Management Investments LLC is an institutional investor managing $433M across 1,438 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 Creative Investments are SIGNATURE ESTATE & INVESTMENT ADVISORS, Harvest Investment Advisors, Renasant Bank, with shared positions in $C, $PWR, $ATI, $ODFL, $RKLB, $VRT. The full ranking of 25 similar funds is below.

#1SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Some overlap · 7 shared positions
$C$PWR$ATI$ODFL$RKLB$VRT
$5.6B
669 positions
#2Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$QCOM$GD$GILD$LHX
$202M
58 positions
#3Renasant BankPassive
Some overlap · 4 shared positions
$QCOM$GD$PWR$LHX
$156M
141 positions
#4FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$QCOM$C$GILD$USB
$1.7B
256 positions
#5Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$QCOM$GD$C
$10.2B
208 positions
#6Insight Inv LLCPassive
Some overlap · 3 shared positions
$QCOM$GD$C
$212M
109 positions
#7Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 3 shared positions
$QCOM$GD$GILD
$111M
62 positions
#8Talon Private Wealth, LLCPassive
Some overlap · 4 shared positions
$GD$C$QCOM$LHX
$1.7B
462 positions
#9LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$GD$C$GILD$USB
$143M
89 positions
#10WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$QCOM$C$VRT$ISRG
$245M
149 positions
#11KLCM Advisors, Inc.Active
Some overlap · 4 shared positions
$QCOM$C$ATI$USB
$1.3B
299 positions
#12Pacer Advisors, Inc.Passive
Some overlap · 4 shared positions
$QCOM$GD$GILD$MCK
$39.3B
2,614 positions
#13McKinley Carter Wealth Services, Inc.Active
Some overlap · 4 shared positions
$GD$C$PWR$MCK
$1.9B
322 positions
#14BOURNE LENT ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$QCOM$PWR$LHX$ISRG
$289M
65 positions
#15Richwood Investment Advisors, LLCActive
Some overlap · 4 shared positions
$GD$C$GILD$WELL
$142M
106 positions
#16Gleason Group, Inc.Active
Some overlap · 3 shared positions
$QCOM$C$GILD
$1.1B
449 positions
#17Beta Wealth Group, Inc.Active
Some overlap · 3 shared positions
$QCOM$C$GILD
$267M
114 positions
#18SFE Investment CounselPassive
Some overlap · 4 shared positions
$QCOM$PWR$LHX$USB
$742M
152 positions
#19BECKER CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$QCOM$GD$USB$MCK
$3.7B
303 positions
#20Aquatic Capital Management LLCPassive
Some overlap · 5 shared positions
$QCOM$ISRG$LHX$PWR$MCK
$2.9B
1,217 positions
#21Cairn Investment Group, Inc.Active
Some overlap · 4 shared positions
$QCOM$GILD$USB$MCK
$227M
65 positions
#22MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 4 shared positions
$QCOM$C$GILD$MCK
$466M
250 positions
#23Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$QCOM$GD$USB
$47.7B
212 positions
#24SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$QCOM$GD$ISRG
$216M
78 positions
#25Unified Investment ManagementPassive
Some overlap · 3 shared positions
$QCOM$C$PWR
$108M
145 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.