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Hedge Funds Similar to Curbstone Financial

13F Portfolio OverlapQ1 2026Curbstone Financial portfolio →
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Most similar hedge funds by 13F overlap

Curbstone Financial Management Corp is an institutional investor managing $587M across 215 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Curbstone Financial are ARBOR WEALTH ADVISORS,, Corsicana &, Granite FO, with shared positions in $MDY, $TJX, $ABT, $HON, $KO, $NEE. The full ranking of 25 similar funds is below.

#1ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MDY$TJX$ABT$HON$KO
$228M
90 positions
#2Corsicana & Co.Passive
Some overlap · 3 shared positions
$MDY$NEE$PSX
$158M
276 positions
#3Granite FO LLCActive
Some overlap · 3 shared positions
$MDY$KKR$INTC
$169M
170 positions
#4Conservest Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$MDY$KKR$USB
$1.1B
127 positions
#5Tandem Investment Partners LLCPassive
Some overlap · 5 shared positions
$MDY$TJX$NEE$USB$HON
$118M
73 positions
#6Newport Capital Group, LLCPassive
Some overlap · 4 shared positions
$MDY$KKR$USB$KO
$164M
73 positions
#7TI-TRUST, INCPassive
Some overlap · 4 shared positions
$MDY$KKR$NEE$HON
$168M
128 positions
#8FineMark National Bank & Trust
Some overlap · 5 shared positions
$MDY$TJX$KKR$NEE$HON
$3.2B
452 positions
#9Crescent Sterling, Ltd.Passive
Some overlap · 4 shared positions
$MDY$PSX$ABT$HON
$103M
80 positions
#10Montz Harcus Wealth Management LLCActive
Some overlap · 3 shared positions
$MDY$KKR$KO
$248M
93 positions
#11TSG Advice Partners, LLCActive
Some overlap · 3 shared positions
$MDY$USB$ABT
$667M
135 positions
#12LYNCH & ASSOCIATES/INPassive
Some overlap · 7 shared positions
$TJX$NEE$ABT$HON$SYY$USB
$533M
126 positions
#13HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$TJX$KKR$NEE$HON$USB$KO
$1.5B
477 positions
#14MONTAG A & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$MDY$TJX$KO$ABT
$2.2B
940 positions
#15Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 4 shared positions
$MDY$HON$KKR$KO
$216M
133 positions
#16DAVIDSON TRUST COPassive
Some overlap · 6 shared positions
$MDY$KKR$NEE$ABT$HON$KO
$232M
176 positions
#17WASHINGTON TRUST CoActive
Some overlap · 4 shared positions
$MDY$TJX$KKR$NEE
$3.0B
281 positions
#18HANOVER ADVISORS INCActive
Some overlap · 3 shared positions
$MDY$KKR$KO
$246M
118 positions
#19BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 4 shared positions
$MDY$HON$PSX$ABT
$326M
390 positions
#20Hills Bank & Trust CoActive
Some overlap · 3 shared positions
$MDY$TJX$ABT
$2.1B
355 positions
#21WELCH & FORBES LLCActive
Some overlap · 4 shared positions
$TJX$MDY$NEE$ABT
$7.7B
368 positions
#22McLaughlin Asset Management, Inc.Passive
Some overlap · 3 shared positions
$MDY$TJX$KO
$105M
91 positions
#23HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$TJX$NEE$ABT$HON$USB$KO
$280M
107 positions
#24Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$ABT$HON$KO
$446M
104 positions
#25BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$TJX$NEE$ABT$HON$USB$KO
$199M
110 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.