What hedge funds are most similar to Crestwood Advisors Group, LLC?

The funds with the most similar 13F portfolios to Crestwood Advisors Group, LLC are Renaissance Investment Group, DUNCKER STREETT, NZS, based on overlapping conviction holdings in the latest SEC filings.

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 Crestwood Advisors Group

13F Portfolio OverlapQ2 2026Crestwood Advisors Group portfolio →

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Most similar hedge funds by 13F overlap

Crestwood Advisors Group, LLC is an institutional investor managing $6.7B across 880 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 Crestwood Advisors Group are Renaissance Investment Group, DUNCKER STREETT, NZS, with shared positions in $APH, $TJX, $BKNG, $DHR, $XYL, $URI. The full ranking of 25 similar funds is below.

#1Renaissance Investment Group LLCPassive

Some overlap · 8 shared positions

$APH $TJX $BKNG $DHR $XYL $URI

$508M

84 positions

#2DUNCKER STREETT & CO INCPassive

Some overlap · 7 shared positions

$KLAC $PWR $APH $DHR $TJX $URI

$591M

521 positions

#3NZS Capital, LLCActive

Some overlap · 6 shared positions

$KLAC $APH $PWR $DHR $URI $TXN

$3.9B

61 positions

#4Penobscot Investment Management Company, Inc.Passive

Some overlap · 6 shared positions

$KLAC $APH $PWR $TJX $AZN $DHR

$1.5B

315 positions

#5Essential Investment Partners LLCPassive

Some overlap · 8 shared positions

$TJX $BKNG $KLAC $QCOM $KMI $APH

$125M

312 positions

#6Guinness Atkinson Asset Management IncPassive

Some overlap · 7 shared positions

$KLAC $APH $DHR $TMO $TXN $QCOM

$223M

107 positions

#7Venturi Wealth Management, LLCPassive

Some overlap · 6 shared positions

$KLAC $TJX $QCOM $DHR $URI $TXN

$2.6B

632 positions

#8ALKEON CAPITAL MANAGEMENT LLCSmart money

Some overlap · 5 shared positions

$KLAC $APH $TJX $BKNG $HLT

$74.1B

109 positions

#9Seascape Capital ManagementPassive

Some overlap · 6 shared positions

$KLAC $APH $BKNG $QCOM $AZN $NXPI

$417M

96 positions

#10SFE Investment CounselPassive

Some overlap · 7 shared positions

$PWR $BX $QCOM $DHR $KLAC $URI

$742M

152 positions

#11Acumen Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$KLAC $HLT $TJX $APH $TMO $USB

$472M

493 positions

#12Grantham, Mayo, Van Otterloo & Co. LLCActive

Some overlap · 6 shared positions

$KLAC $TJX $HLT $TXN $TMO $USB

$44.4B

663 positions

#13ALBION FINANCIAL GROUP /UTPassive

Some overlap · 6 shared positions

$APH $PWR $TJX $QCOM $TXN $TMO

$1.7B

652 positions

#14Renasant BankPassive

Some overlap · 6 shared positions

$APH $PWR $BX $QCOM $TXN $TMO

$156M

141 positions

#15WASHINGTON TRUST CoPassive

Some overlap · 5 shared positions

$KLAC $PWR $TJX $BKNG $TMO

$3.2B

296 positions

#16BALDWIN WEALTH PARTNERS LLC/MAPassive

Some overlap · 5 shared positions

$KLAC $PWR $BX $DHR $URI

$1.5B

234 positions

#17Progressive Investment Management CorpActive

Some overlap · 6 shared positions

$KLAC $APH $DHR $URI $TXN $TJX

$454M

56 positions

#18Williams Jones Wealth Management, LLC.Active

Some overlap · 6 shared positions

$APH $TJX $PWR $DHR $BX $MTD

$8.9B

547 positions

#19Local Pensions Partnership Investment LtdActive

Some overlap · 5 shared positions

$KLAC $APH $BKNG $TXN $TMO

$4.8B

32 positions

#20Ayrshire Capital Management LLCPassive

Some overlap · 5 shared positions

$KLAC $APH $TJX $DHR $BX

$214M

50 positions

#21Railway Pension Investments LtdActive

Some overlap · 5 shared positions

$KLAC $APH $QCOM $TXN $TMO

$8.0B

102 positions

#22PATTON ALBERTSON MILLER GROUP, LLCPassive

Some overlap · 5 shared positions

$KLAC $PWR $DHR $URI $TMO

$1.0B

213 positions

#23PROFESSIONAL ADVISORY SERVICES INCActive

Some overlap · 6 shared positions

$APH $TJX $BKNG $AZN $TMO $USB

$836M

93 positions

#24South Street Advisors LLCActive

Some overlap · 5 shared positions

$APH $PWR $HLT $TJX $QCOM

$769M

84 positions

#25CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$PWR $TJX $XYL $KMI $TXN $TMO

$767M

184 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.