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Hedge Funds Similar to Sculati Wealth ,

13F Portfolio OverlapQ1 2026Sculati Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Sculati Wealth Management, LLC is an institutional investor managing $271M across 116 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 Sculati Wealth , are CASTLE WEALTH, EARNED WEALTH ADVISORS,, Falcon Wealth Planning, with shared positions in $NKE, $AMN, $WT, $ALPS, $ARCC, $LOW. The full ranking of 25 similar funds is below.

#1CASTLE WEALTH MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$NKE$AMN$WT$ALPS$ARCC$LOW
$309M
132 positions
#2EARNED WEALTH ADVISORS, LLCActive
Notable overlap · 4 shared positions
$NKE$MS$AMN$WT
$1.5B
468 positions
#3Falcon Wealth PlanningActive
Some overlap · 5 shared positions
$NKE$SCHW$AMN$WT$NOW
$1.5B
236 positions
#4Del-Sette Capital Management, LLCActive
Some overlap · 5 shared positions
$NKE$AMN$WT$ALPS$SCHW
$167M
44 positions
#5Fonville Wealth Management LLCPassive
Some overlap · 4 shared positions
$NKE$SCHW$AMN$GD
$525M
138 positions
#6COWA, LLCActive
Some overlap · 4 shared positions
$NKE$AMN$ALPS$WT
$371M
158 positions
#7FMB WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$NKE$AMN$SCHW$BA
$242M
73 positions
#8APS Management Group, Inc.Passive
Some overlap · 4 shared positions
$NKE$MS$BA$NOW
$117M
72 positions
#9Tillman Hartley LLCActive
Some overlap · 4 shared positions
$NKE$SCHW$AMN$WT
$398M
88 positions
#10Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Some overlap · 5 shared positions
$NKE$SCHW$WT$AMN$NOW
$5.8B
996 positions
#11ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$AMN$MS$OHI$WT$NOW$ALPS
$197M
204 positions
#12Cambridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$NKE$MS$NOW$AMN
$295M
168 positions
#13Frankly Finances, LLCActive
Some overlap · 4 shared positions
$NKE$SCHW$AMN$WT
$110M
64 positions
#14Trademark Financial Management, LLCPassive
Some overlap · 3 shared positions
$NKE$MS$WT
$204M
102 positions
#15OMNI 360 Wealth, Inc.Passive
Some overlap · 3 shared positions
$NKE$MS$WT
$194M
125 positions
#16Heritage Wealth Management, Inc./TexasSmart money
Some overlap · 4 shared positions
$NKE$SCHW$WT$MS
$234M
41 positions
#17Burk Holdings LLCPassive
Some overlap · 4 shared positions
$NKE$AMN$WT$SCHW
$233M
676 positions
#18Financial Futures Ltd Liability Co.Active
Some overlap · 4 shared positions
$NKE$SCHW$AMN$NOW
$228M
72 positions
#19Clarity Asset Management, Inc.Passive
Some overlap · 6 shared positions
$NKE$MS$WT$NOW$PH$LOW
$198M
290 positions
#20Kondo Wealth Advisors, Inc.Active
Some overlap · 5 shared positions
$NKE$AMN$WT$VZ$LOW
$266M
69 positions
#21McLean Asset Management CorpActive
Some overlap · 4 shared positions
$NKE$AMN$MS$WT
$572M
165 positions
#22ELEVATE WEALTH ADVISORY, INCActive
Some overlap · 4 shared positions
$NKE$SCHW$AMN$MS
$158M
125 positions
#23Econ Financial Services CorpPassive
Some overlap · 5 shared positions
$NKE$LOW$WT$DAL$BA
$215M
74 positions
#24RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$NKE$AMN$MS$NOW$SCHW
$296M
80 positions
#25BAYSHORE ASSET MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$NKE$SCHW$AMN
$251M
40 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.