13F Pro

Hedge Funds Similar to Crewe Advisors

13F Portfolio OverlapQ2 2026Crewe Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Crewe Advisors LLC is an institutional investor managing $1.4B across 1,135 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 Crewe Advisors are DC Investments, Arvest Bank Division, Tandem Investment Partners, with shared positions in $MDY, $EQT, $EXE, $ANET, $AXP, $TJX. The full ranking of 25 similar funds is below.

#1DC Investments Management, LLCActive
Some overlap · 3 shared positions
$MDY$EQT$EXE
$293M
55 positions
#2Arvest Bank Trust DivisionPassive
Some overlap · 3 shared positions
$MDY$ANET$AXP
$2.1B
240 positions
#3Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$MDY$AXP$TJX
$130M
76 positions
#4Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$MDY$APH$TJX
$102M
68 positions
#5ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$AXP$TJX
$248M
96 positions
#6Powerhouse Assets LLCSmart money
Some overlap · 3 shared positions
$MDY$APH$TJX
$123M
57 positions
#7Canopy Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$AXP$APH
$332M
256 positions
#8MEITAV INVESTMENT HOUSE LTDActive
Some overlap · 3 shared positions
$MDY$EQT$ANET
$14.9B
299 positions
#9RMR Wealth BuildersActive
Slight overlap · 4 shared positions
$MDY$ANET$AXP$TJX
$1.6B
316 positions
#10Omega Financial Group, LLCActive
Slight overlap · 3 shared positions
$MDY$AXP$APH
$329M
91 positions
#11Veracity Capital LLCPassive
Slight overlap · 3 shared positions
$MDY$ANET$AXP
$370M
223 positions
#121ST SOURCE BANKActive
Slight overlap · 3 shared positions
$MDY$AXP$TJX
$2.2B
289 positions
#13Caldwell Trust CoPassive
Slight overlap · 3 shared positions
$MDY$ANET$AXP
$1.2B
811 positions
#14GHE, LLCSmart money
Slight overlap · 4 shared positions
$MDY$ANET$AXP$MCO
$265M
57 positions
#15Bank of New HampshirePassive
Slight overlap · 3 shared positions
$MDY$AXP$TJX
$479M
537 positions
#16Union Bankshares CorpPassive
Slight overlap · 3 shared positions
$MDY$AXP$TJX
$6.0B
1,699 positions
#17Clarendon Private LLCPassive
Slight overlap · 4 shared positions
$MDY$AXP$APH$TJX
$156M
124 positions
#18MAYPORT, LLCSmart money
Slight overlap · 3 shared positions
$MDY$AXP$TJX
$645M
134 positions
#19Elyxium Wealth, LLCPassive
Slight overlap · 3 shared positions
$MDY$ANET$TJX
$952M
298 positions
#20MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Slight overlap · 3 shared positions
$EQT$ANET$EXE
$167M
84 positions
#21Rokos Capital Management LLPSmart money
Slight overlap · 3 shared positions
$EQT$ANET$EXE
$26.8B
194 positions
#22TIAA TRUST, NATIONAL ASSOCIATIONActive
Slight overlap · 3 shared positions
$MDY$AXP$TJX
$1.7B
347 positions
#23May Barnhard Investments LLCActive
Slight overlap · 3 shared positions
$MDY$APH$TJX
$247M
88 positions
#24McAlvany Wealth Management LLCPassive
Slight overlap · 3 shared positions
$EQT$EXE$RGLD
$134M
48 positions
#25Copper Harbor Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$MDY$ANET$TJX
$472M
95 positions

Compare Crewe Advisors’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 Crewe Advisors’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.