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Hedge Funds Similar to Crown Wealth Group

13F Portfolio OverlapQ3 2026Crown Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

Crown Wealth Group, LLC is an institutional investor managing $404M across 148 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Crown Wealth Group are True Vision MN, Modus Advisors, Connective Portfolio, with shared positions in $IAU, $WFC, $CRWD, $ANET, $PLTR, $ARM. The full ranking of 25 similar funds is below.

#1True Vision MN LLC
Some overlap · 5 shared positions
$IAU$WFC$CRWD$ANET$PLTR
$194M
98 positions
#2Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$CRWD$ARM$PLTR
$405M
118 positions
#3Connective Portfolio Management, LLCPassive
Some overlap · 4 shared positions
$IAU$PHYS$ARM$PL
$67M
39 positions
#4Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$CRWD$ANET$PLTR
$819M
339 positions
#5Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$SPOT$WFC
$412M
181 positions
#65T Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$WFC$ANET
$269M
134 positions
#7Harbour Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$IAU$PHYS$CRWD
$148M
89 positions
#8Kure Advisory, LLCActive
Some overlap · 3 shared positions
$IAU$WFC$PLTR
$216M
62 positions
#9REBALANCE, LLCSmart money
Some overlap · 3 shared positions
$IAU$PHYS$CRWD
$1.9B
100 positions
#10FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$IAU$ANET$PLTR$WFC
$857M
394 positions
#11Variant Private Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$CRWD$PLTR
$113M
45 positions
#12Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$CRWD$WFC
$319M
123 positions
#13MACROVIEW INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$IAU$PHYS$CRWD
$167M
106 positions
#14EverSource Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$CRWD$PLTR
$3.0B
4,392 positions
#15Independent Family Office, LLCActive
Some overlap · 3 shared positions
$IAU$PHYS$ANET
$249M
85 positions
#16Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$IAU$CRWD$SPOT$PLTR
$251M
74 positions
#17MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 3 shared positions
$IAU$CRWD$PLTR
$431M
230 positions
#18NTV ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$UBSI$PLTR
$1.1B
331 positions
#19QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$IAU$ANET$PLTR
$856M
115 positions
#20Intellus Advisors LLCActive
Some overlap · 3 shared positions
$IAU$CRWD$PLTR
$823M
134 positions
#21WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$IAU$CRWD$ANET$PLTR
$553M
119 positions
#22Excelsior Advisor Network LLCPassive
Some overlap · 3 shared positions
$IAU$WFC$PLTR
$759M
453 positions
#23Synergy Investment Management, LLCPassive
Some overlap · 3 shared positions
$IAU$ANET$PLTR
$413M
1,086 positions
#24Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 3 shared positions
$IAU$PLTR$ARM
$437M
707 positions
#25VIMA LLCPassive
Some overlap · 3 shared positions
$IAU$CRWD$ANET
$98M
351 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.