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Hedge Funds Similar to Curated Wealth Partners

13F Portfolio OverlapQ1 2026Curated Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Curated Wealth Partners LLC is an institutional investor managing $774M across 838 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 Curated Wealth Partners are SUMITOMO MITSUI FINANCIAL GROUP,, Partners Group Holding AG, Guardian Wealth ,, with shared positions in $ARES, $MAR, $COP, $APO, $AMCR, $ABT. The full ranking of 25 similar funds is below.

#1SUMITOMO MITSUI FINANCIAL GROUP, INC.Smart money
Substantial overlap · 3 shared positions
$ARES$MAR$COP
$4.9B
190 positions
#2Partners Group Holding AGActive
Notable overlap · 3 shared positions
$APO$ARES$MAR
$1.4B
50 positions
#3Guardian Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$APO$AMCR$ABT$COP
$183M
61 positions
#4ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 4 shared positions
$APO$ARES$SNOW$LYV
$3.6B
215 positions
#5Allen Investment Management, LLCActive
Some overlap · 3 shared positions
$APO$ARCC$COP
$8.1B
221 positions
#6Hamlin Capital Management, LLCActive
Slight overlap · 3 shared positions
$ARES$MS$COP
$4.1B
30 positions
#7Aureus Asset Management, LLCPassive
Slight overlap · 3 shared positions
$APO$MS$ABT
$1.5B
225 positions
#8KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$ARES$AMCR$MS$DAR
$743M
262 positions
#9Saba Capital Management, L.P.Passive
Slight overlap · 3 shared positions
$APO$ARES$SNAP
$3.6B
390 positions
#10ATX Financial Planning, LLCPassive
Slight overlap · 5 shared positions
$APO$MAR$MS$IAU$ABT
$132M
81 positions
#11MACKAY SHIELDS LLCPassive
Slight overlap · 4 shared positions
$APO$SNOW$IAU$LYV
$2.7B
111 positions
#12SCHNIEDERS CAPITAL MANAGEMENT, LLC.Passive
Slight overlap · 3 shared positions
$APO$MAR$ABT
$629M
206 positions
#13CSS LLC/ILPassive
Slight overlap · 4 shared positions
$APO$SNOW$IAU$LYV
$2.1B
961 positions
#14VCI Wealth Management LLCPassive
Slight overlap · 6 shared positions
$MAR$MS$PKG$SNOW$IAU$ABT
$361M
123 positions
#15Odyssey Capital Advisors, Inc.Passive
Slight overlap · 3 shared positions
$APO$MAR$MS
$112M
97 positions
#16Stonebridge Financial Planning Group, LLCPassive
Slight overlap · 5 shared positions
$MAR$ARCC$MS$SNOW$COP
$272M
171 positions
#17Compass Ion Advisors, LLCActive
Slight overlap · 4 shared positions
$TPL$MAR$MS$COP
$1.0B
279 positions
#18JPL Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$ARES$MS$SNOW
$435M
1,554 positions
#19Painted Porch Advisors LLCSmart money
Slight overlap · 3 shared positions
$ARES$COP$AON
$210M
67 positions
#20Sculptor Capital LPPassive
Slight overlap · 3 shared positions
$APO$SNOW$LYV
$9.6B
363 positions
#21Sentinus, LLCPassive
Slight overlap · 4 shared positions
$ARES$MAR$MS$COP
$1.1B
596 positions
#22American Money Management, LLCActive
Slight overlap · 4 shared positions
$TPL$MAR$SNOW$COP
$632M
168 positions
#23Wealth Management Associates, Inc.Passive
Slight overlap · 5 shared positions
$MAR$MS$SNOW$PR$IAU
$290M
234 positions
#24MGO ONE SEVEN LLCPassive
Slight overlap · 4 shared positions
$TPL$MAR$SNOW$IAU
$5.0B
1,399 positions
#25FIFTH THIRD SECURITIES, INC.Passive
Slight overlap · 5 shared positions
$MAR$MS$SNOW$IAU$COP
$1.5B
341 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.