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Hedge Funds Similar to Curtis Advisory Group,

13F Portfolio OverlapQ1 2026Curtis Advisory Group, portfolio →
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Most similar hedge funds by 13F overlap

Curtis Advisory Group, LLC is an institutional investor managing $464M across 118 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 Curtis Advisory Group, are Hobart Private ,, Quaker Wealth ,, APS Group,, with shared positions in $MAR, $COP, $GSAT, $JHG, $KKR, $DHR. The full ranking of 25 similar funds is below.

#1Hobart Private Capital, LLCPassive
Notable overlap · 3 shared positions
$MAR$COP$GSAT
$509M
132 positions
#2Quaker Wealth Management, LLCActive
Notable overlap · 4 shared positions
$MAR$COP$JHG$KKR
$320M
972 positions
#3APS Management Group, Inc.Passive
Some overlap · 6 shared positions
$MAR$GSAT$COP$KKR$DHR$GILD
$117M
72 positions
#4Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 5 shared positions
$MAR$COP$AMGN$GSAT$LMT
$153M
344 positions
#5White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$MAR$COP$UNIT$KKR$DHR
$721M
145 positions
#6VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 3 shared positions
$MAR$COP$JHG
$301M
176 positions
#7Beacon Capital Management, Inc.Active
Some overlap · 3 shared positions
$MAR$COP$JHG
$1.8B
57 positions
#8FCA CORP /TXPassive
Some overlap · 4 shared positions
$MAR$COP$AMGN$LMT
$354M
191 positions
#9Bulwark Capital CorpActive
Some overlap · 4 shared positions
$MAR$JHG$COP$KKR
$162M
100 positions
#10WBH ADVISORY INCPassive
Some overlap · 3 shared positions
$MAR$COP$DHR
$1.3B
350 positions
#11Fingerlakes Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$MAR$DIA$LMT$KKR
$151M
97 positions
#12Osbon Capital Management LLCPassive
Some overlap · 3 shared positions
$MAR$DIA$AMGN
$123M
493 positions
#13Family Office Research LLCActive
Some overlap · 3 shared positions
$MAR$JHG$GSAT
$230M
75 positions
#14RCW Management, LLCPassive
Some overlap · 3 shared positions
$MAR$COP$KKR
$98M
68 positions
#15HARBOR INVESTMENT ADVISORY, LLCPassive
Some overlap · 3 shared positions
$MAR$JHG$AMGN
$1.3B
1,233 positions
#16SNOWWATER INVESTMENT PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MAR$DIA$DHR
$106M
89 positions
#17Eldridge Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$MAR$JHG$KKR$DHR$DIA
$456M
154 positions
#18Junk Investment Group, LLCPassive
Some overlap · 4 shared positions
$MAR$UNIT$AMGN$KKR
$191M
88 positions
#19Sharper & Granite LLCPassive
Some overlap · 6 shared positions
$COP$MAR$DIA$UNIT$GILD$DHR
$293M
107 positions
#20Financial Perspectives, IncPassive
Some overlap · 5 shared positions
$MAR$AMGN$KKR$ASML$GILD
$358M
716 positions
#21Balance Wealth, LLCPassive
Some overlap · 5 shared positions
$COP$GSAT$JHG$UNIT$MAR
$322M
149 positions
#22ABSOLUTE CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$JHG$DIA$MAR$COP
$301M
146 positions
#23Precision Wealth Strategies, LLCPassive
Some overlap · 4 shared positions
$MAR$JHG$UNIT$EH
$301M
156 positions
#24ARMSTRONG ADVISORY GROUP, INCActive
Some overlap · 5 shared positions
$MAR$KKR$COP$GILD$GSAT
$1.5B
958 positions
#25New Insight Wealth AdvisorsActive
Some overlap · 3 shared positions
$MAR$COP$KKR
$279M
107 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.