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Hedge Funds Similar to Creekside Partners

13F Portfolio OverlapQ2 2026Creekside Partners portfolio →
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Most similar hedge funds by 13F overlap

Creekside Partners is an institutional investor managing $276M across 193 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 Creekside Partners are Powerhouse Assets, PROFFITT & GOODSON, American National Bank of Texas, with shared positions in $DOV, $STT, $MCD, $MDY, $NLY, $NEE. The full ranking of 25 similar funds is below.

#1Powerhouse Assets LLCSmart money
Notable overlap · 4 shared positions
$DOV$STT$MCD$MDY
$125M
54 positions
#2PROFFITT & GOODSON INCActive
Notable overlap · 4 shared positions
$DOV$STT$NLY$NEE
$728M
298 positions
#3American National Bank of TexasActive
Notable overlap · 4 shared positions
$DOV$STT$MCD$MDY
$109M
52 positions
#4Prentice Wealth Management LLCActive
Some overlap · 4 shared positions
$DOV$STT$NEE$WFC
$493M
124 positions
#5Whipplewood Advisors, LLCPassive
Some overlap · 5 shared positions
$DOV$PHK$MCD$HYT$EPD
$148M
200 positions
#6Luminist Capital LLCActive
Some overlap · 3 shared positions
$DOV$STT$MCD
$89M
418 positions
#7Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$STT$DE
$166M
570 positions
#8Selby Wealth Management, LLCActive
Some overlap · 4 shared positions
$DOV$STT$WFC$MDY
$284M
86 positions
#9Silver Oak Advisory Group, Inc.Active
Some overlap · 5 shared positions
$DOV$WFC$MDY$SBUX$TXN
$254M
86 positions
#103EDGE Asset Management, LPActive
Some overlap · 3 shared positions
$DOV$STT$MDY
$2.2B
94 positions
#11WBH ADVISORY INCPassive
Some overlap · 4 shared positions
$DOV$STT$MCD$DE
$1.5B
363 positions
#12Newton One Investments LLCActive
Some overlap · 5 shared positions
$DOV$MCD$DE$MDY$STT
$392M
150 positions
#13Foster Group, Inc.Active
Some overlap · 4 shared positions
$DOV$WFC$DE$MCD
$3.7B
316 positions
#14Goldstone Financial Group, LLCPassive
Some overlap · 3 shared positions
$DOV$STT$MCD
$1.1B
243 positions
#15HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$DOV$WFC$EPD$SBUX
$251M
69 positions
#16Wilson & Boucher Capital Management, LLCPassive
Some overlap · 4 shared positions
$DOV$WFC$NEE$SBUX
$170M
121 positions
#17Novak & Powell Financial Services, Inc.Passive
Some overlap · 5 shared positions
$DOV$EPD$TXN$MCD$NEE
$212M
171 positions
#18PLANNING DIRECTIONS INCActive
Some overlap · 4 shared positions
$DOV$MCD$DE$NEE
$216M
110 positions
#19Wealth Management NebraskaSmart money
Some overlap · 4 shared positions
$DOV$DE$TXN$NEE
$1.1B
109 positions
#20Weil Company, Inc.Passive
Some overlap · 4 shared positions
$DOV$MCD$MDY$SBUX
$580M
134 positions
#21ARCADIA INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$DOV$STT$MCD
$241M
87 positions
#22Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$DOV$MDY$TXN$WFC
$241M
98 positions
#23MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$STT$DOV$MDY
$171M
73 positions
#24Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$STT$WFC$MCD$TXN$NEE
$108M
52 positions
#25Fingerlakes Wealth Management, Inc.Active
Some overlap · 4 shared positions
$DOV$MCD$NEE$STT
$186M
101 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.