Hedge Funds Similar to Cresta Advisors, Ltd.

13F Portfolio OverlapQ2 2026Cresta Advisors, Ltd. portfolio →

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Most similar hedge funds by 13F overlap

Cresta Advisors, Ltd. is an institutional investor managing $279M across 54 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 Cresta Advisors, Ltd. are SHEPHERD KAPLAN KROCHUK, A. D. Beadell Investment Counsel, Canal Insurance, with shared positions in $EPD, $NUV, $VZ, $ENB, $LMT, $PEP. The full ranking of 25 similar funds is below.

#1SHEPHERD KAPLAN KROCHUK, LLCActive

Slight overlap · 3 shared positions

$126M

62 positions

#2A. D. Beadell Investment Counsel, Inc.Passive

Slight overlap · 4 shared positions

$EPD $ENB $LMT $PEP

$156M

104 positions

#3Canal Insurance COActive

Slight overlap · 4 shared positions

$EPD $ENB $LMT $VZ

$456M

76 positions

#4TECTONIC ADVISORS LLCPassive

Slight overlap · 4 shared positions

$EPD $ENB $PEP $VZ

$2.1B

289 positions

#5Pathway Financial Advisers, LLCPassive

Slight overlap · 4 shared positions

$EPD $ENB $PEP $VZ

$397M

167 positions

#6SHRIER WEALTH MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$EPD $ENB $PEP $VZ

$296M

134 positions

#7PENN DAVIS MCFARLAND INCActive

Slight overlap · 4 shared positions

$EPD $LMT $PEP $VZ

$1.1B

79 positions

#8Jackson Hole Capital Partners, LLC

Slight overlap · 4 shared positions

$EPD $LMT $PEP $VZ

$605M

313 positions

#9Optimist Retirement Group LLCActive

Slight overlap · 4 shared positions

$EPD $LMT $PEP $VZ

$259M

118 positions

#10Powers Advisory Group, LLCActive

Slight overlap · 4 shared positions

$EPD $LMT $PEP $VZ

$319M

130 positions

#11SL ADVISORS, LLCActive

Slight overlap · 3 shared positions

$57M

32 positions

#12Meixler Investment Management, Ltd.Passive

Slight overlap · 3 shared positions

$181M

90 positions

#13MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Slight overlap · 3 shared positions

$167M

84 positions

#14HUTNER CAPITAL MANAGEMENT INCActive

Slight overlap · 3 shared positions

$252M

43 positions

#15Koenig Investment Advisory, LLCActive

Slight overlap · 3 shared positions

$129M

37 positions

#16MILLER HOWARD INVESTMENTS INC /NYActive

Slight overlap · 3 shared positions

$3.8B

152 positions

#17Corps Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$124M

99 positions

#18Gilman Hill Asset Management, LLCPassive

Slight overlap · 3 shared positions

$731M

236 positions

#19Shoker Investment Counsel, Inc.Active

Slight overlap · 3 shared positions

$398M

113 positions

#20Adams Asset Advisors, LLCActive

Slight overlap · 3 shared positions

$882M

88 positions

#21CHIRON CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$111M

136 positions

#22AR ASSET MANAGEMENT INCActive

Slight overlap · 3 shared positions

$546M

122 positions

#23EDMP, INC.Passive

Slight overlap · 3 shared positions

$124M

70 positions

#24ALLEN WEALTH MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$205M

60 positions

#25Disciplined Investments, LLCPassive

Slight overlap · 3 shared positions

$310M

144 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.