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Hedge Funds Similar to Sculati Wealth

13F Portfolio OverlapQ2 2026Sculati Wealth portfolio →
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Most similar hedge funds by 13F overlap

Sculati Wealth Management, LLC is an institutional investor managing $300M across 123 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Sculati Wealth are Richwood Investment Advisors, FINANCIAL ADVISORY PARTNERS, Ironwood Investment Counsel, with shared positions in $LOW, $GD, $MS, $BA, $NOW, $DAL. The full ranking of 25 similar funds is below.

#1Richwood Investment Advisors, LLCActive
Notable overlap · 9 shared positions
$LOW$GD$MS$BA$NOW$DAL
$142M
106 positions
#2FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 5 shared positions
$MS$SCHW$LOW$PH$MDT
$383M
74 positions
#3Ironwood Investment Counsel, LLCPassive
Notable overlap · 8 shared positions
$SCHW$LOW$UPS$NOW$CRM$DIS
$762M
267 positions
#4Cohen Investment Advisors LLCPassive
Notable overlap · 8 shared positions
$BX$BA$NOW$VZ$UPS$CRM
$223M
81 positions
#5Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$MS$GD$VZ$UPS$MDT
$159M
62 positions
#6Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$MS$LOW$GD$UPS$MDT
$10.2B
208 positions
#7VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 6 shared positions
$MS$DAL$VZ$CRM$VRTX$AMGN
$1.7B
345 positions
#8TriCert Investment Counsel Inc.Active
Some overlap · 6 shared positions
$MS$GD$VZ$ETN$MDT$AMGN
$1.1B
88 positions
#9Biondo Investment Advisors, LLCActive
Some overlap · 7 shared positions
$LOW$OHI$GD$NOW$VRTX$UPS
$817M
89 positions
#10MOODY LYNN & LIEBERSON, LLCPassive
Some overlap · 5 shared positions
$MS$BX$ETN$VRTX$WM
$1.9B
264 positions
#11BOWEN HANES & CO INCActive
Some overlap · 6 shared positions
$SCHW$BX$BA$PH$ETN$VRTX
$4.1B
151 positions
#12Edgemoor Investment Advisors, Inc.Active
Some overlap · 6 shared positions
$LOW$BX$GD$SCHW$VRTX$VZ
$1.5B
188 positions
#13Harvest Investment Advisors, LLCActive
Some overlap · 5 shared positions
$MS$BX$GD$UPS$AMGN
$202M
58 positions
#14Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 7 shared positions
$BX$GD$VZ$CRM$MDT$WM
$327M
94 positions
#15Gallagher Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$BX$NOW$VZ$GD
$175M
71 positions
#16Cravens & Co Advisors, LLCActive
Some overlap · 6 shared positions
$BX$LOW$BA$CRM$DIS$VRTX
$149M
67 positions
#17ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$MS$SCHW$VZ$UPS$MDT
$665M
122 positions
#18Live Oak Private Wealth LLCPassive
Some overlap · 5 shared positions
$SCHW$LOW$BA$UPS$DIS
$800M
211 positions
#19Bradyco, Inc.Active
Some overlap · 5 shared positions
$MS$ETN$DIS$LOW$NOW
$87M
33 positions
#20MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$MS$LOW$MDT$AMGN
$1.2B
106 positions
#21Arbor Wealth Advisors LLCSmart money
Some overlap · 6 shared positions
$BX$GD$BA$ETN$DTB$DAL
$164M
60 positions
#22INSIGHT 2811, INC.Active
Some overlap · 4 shared positions
$SCHW$MS$BA$VZ
$259M
108 positions
#23Longview Financial Advisors LLCActive
Some overlap · 3 shared positions
$MS$SCHW$PH
$202M
150 positions
#24NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$MS$UNM$BX$ETN
$82M
37 positions
#25DCM Advisors, LLCActive
Some overlap · 4 shared positions
$MS$BA$DIS$VZ
$253M
38 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.