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Hedge Funds Similar to Curated Wealth Partners

13F Portfolio OverlapQ3 2026Curated Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Curated Wealth Partners LLC is an institutional investor managing $1.2B across 567 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 Curated Wealth Partners are Temasek (Private) Ltd, Aurdan, SPRING, with shared positions in $BLK, $SPGI, $APO, $GWW, $PNC, $PM. The full ranking of 25 similar funds is below.

#1Temasek Holdings (Private) LtdActive
Notable overlap · 3 shared positions
$BLK$SPGI$APO
$37.3B
196 positions
#2Aurdan Capital Management, LLCActive
Notable overlap · 4 shared positions
$GWW$PNC$PM$ABT
$394M
99 positions
#3SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$GWW$TPL$VZ$KMB
$208M
56 positions
#4Prana Capital Management, LPActive
Some overlap · 3 shared positions
$BLK$SPGI$TGT
$3.3B
122 positions
#5EVEXIA WEALTH LLCPassive
Some overlap · 4 shared positions
$BLK$NOC$PH$PWR
$369M
77 positions
#6NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 5 shared positions
$BLK$MTD$TPL$ANET$ABT
$595M
264 positions
#7Advanced Asset Management Advisors IncActive
Some overlap · 4 shared positions
$GWW$SO$UNP$T
$387M
88 positions
#8First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$BLK$SO$UNP$PM
$529M
75 positions
#9American Money Management, LLCPassive
Some overlap · 6 shared positions
$BLK$NOC$TPL$UNP$PM$SPGI
$700M
174 positions
#10Fruth Investment ManagementPassive
Some overlap · 3 shared positions
$GWW$UNP$PH
$409M
224 positions
#11Vivid Wealth Management, LLCPassive
Some overlap · 8 shared positions
$TPL$NOC$ANET$UNP$PNC$PM
$284M
73 positions
#12PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$GWW$SO$SPGI$ABT
$209M
54 positions
#13ASSET PLANNING SERVICES INC /LA/ /ADVActive
Some overlap · 3 shared positions
$BLK$NOC$PM
$245M
36 positions
#14Mendel Capital Management LLCActive
Some overlap · 6 shared positions
$GWW$BLK$UNP$SPGI$PH$VZ
$222M
99 positions
#15Amanah Holdings TrustSmart money
Some overlap · 3 shared positions
$LITE$GWW$MTD
$1.8B
21 positions
#16Junto Capital Management LPPassive
Some overlap · 4 shared positions
$BLK$GWW$PNC$WAB
$5.7B
81 positions
#17SCHMIDT P J INVESTMENT MANAGEMENT INCPassive
Some overlap · 5 shared positions
$BLK$GWW$UNP$ABT$PNC
$643M
215 positions
#18BCWM, LLCPassive
Some overlap · 5 shared positions
$NOC$UNP$SRE$T$VZ
$342M
57 positions
#19TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 4 shared positions
$GWW$BLK$UNP$ABT
$1.0B
1,024 positions
#20Provident Investment Management, Inc.Active
Some overlap · 3 shared positions
$BLK$SPGI$ABT
$999M
87 positions
#21Bey-Douglas LLC
Some overlap · 3 shared positions
$GWW$SPGI$SO
$115M
56 positions
#22JGP Wealth Management, LLCActive
Some overlap · 4 shared positions
$GWW$TPL$PNC$ABT
$1.1B
242 positions
#23Hummer Financial Advisory Services IncActive
Some overlap · 4 shared positions
$GWW$BLK$ABT$PH
$153M
127 positions
#24VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$BLK$SO$ABT$TGT$VZ
$203M
58 positions
#25Beaumont Asset Management, L.L.C.Smart money
Some overlap · 3 shared positions
$BLK$SO$TGT
$289M
80 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.