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 Crestmont Private Wealth

13F Portfolio OverlapQ2 2026Crestmont Private Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Crestmont Private Wealth LLC is an institutional investor managing $356M across 105 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 Crestmont Private Wealth are Private, Retail Employees Superannuation Pty Ltd as trustee for Retai, Hardworking Advisors, with shared positions in $TH, $KKR, $PSA, $PLD, $MCO, $ICE. The full ranking of 25 similar funds is below.

#1Private Capital Management, LLCActive

Notable overlap · 3 shared positions

$TH $KKR $PSA

$1.1B

202 positions

#2Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Notable overlap · 6 shared positions

$PLD $MCO $ICE $MSCI $IDXX $VRSK

$373M

28 positions

#3Hardworking Capital Advisors, LLCActive

Some overlap · 7 shared positions

$ICE $DGX $ITW $AZO $PSA $AMGN

$122M

84 positions

#4COMPASS CAPITAL MANAGEMENT, INCActive

Some overlap · 4 shared positions

$QCOM $ITW $ICE $ROP

$1.7B

91 positions

#5Loudon Investment Management, LLCPassive

Some overlap · 5 shared positions

$QCOM $ITW $EMR $PLD $AMGN

$204M

95 positions

#6Nutshell Asset Management LtdActive

Some overlap · 6 shared positions

$MSCI $AZO $MCO $IDXX $VRSK $VRSN

$300M

45 positions

#7Mendel Capital Management LLCActive

Some overlap · 5 shared positions

$FDX $QCOM $PH $AMGN $KKR

$222M

99 positions

#8Bell & Brown Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$QCOM $FDX $VLO $AMGN

$330M

73 positions

#9Cushing Capital Partners, LLCPassive

Some overlap · 5 shared positions

$ITW $KKR $ROP $PLD $PH

$145M

99 positions

#10DLK Investment Management, LLCPassive

Some overlap · 4 shared positions

$ITW $QCOM $ICE $AMGN

$235M

96 positions

#11CINCINNATI FINANCIAL CORPActive

Some overlap · 4 shared positions

$QCOM $VLO $PLD $SNA

$5.2B

56 positions

#12Robinson Value Management, Ltd.Passive

Some overlap · 4 shared positions

$QCOM $PLD $IDXX $EOG

$187M

75 positions

#13Oak Asset Management, LLCActive

Some overlap · 4 shared positions

$QCOM $FDX $ICE $AMGN

$311M

115 positions

#14Birch Capital Management, LLCPassive

Some overlap · 5 shared positions

$FDX $ICE $SNA $ITW $AMGN

$205M

79 positions

#15Harrington Investments, INCPassive

Some overlap · 5 shared positions

$QCOM $ITW $PLD $EMR $AMGN

$206M

82 positions

#16Capital Investment Services of America, Inc.Active

Some overlap · 4 shared positions

$QCOM $ITW $IDXX $ROP

$1.0B

83 positions

#17Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 5 shared positions

$QCOM $ITW $SNA $PKG $AMGN

$111M

62 positions

#18Canoe Financial LPActive

Some overlap · 5 shared positions

$MCO $AZO $ICE $MSCI $EMR

$8.1B

110 positions

#19Shelter Mutual Insurance CoActive

Some overlap · 4 shared positions

$ITW $QCOM $VRSK $MKL

$473M

58 positions

#20Smart Money Group LLCSmart money

Some overlap · 5 shared positions

$QCOM $AZO $MCO $EME $EOG

$390M

86 positions

#21VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 4 shared positions

$QCOM $MKL $EMR $AMGN

$201M

57 positions

#22CONNING INC.Passive

Some overlap · 5 shared positions

$ITW $DGX $VLO $PKG $AMGN

$3.3B

327 positions

#23Paradiem, LLCPassive

Some overlap · 3 shared positions

$QCOM $DGX $VLO

$464M

68 positions

#24DELTA CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$QCOM $DGX $FDX $AMGN

$217M

108 positions

#25FENIMORE ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$ITW $MKL $AZO $VRSK

$4.8B

92 positions

Compare Crestmont Private Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Crestmont Private Wealth’s holdings

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.