How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Curran Financial Partners,

13F Portfolio OverlapQ1 2026Curran Financial Partners, portfolio →

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Most similar hedge funds by 13F overlap

Curran Financial Partners, LLC is an institutional investor managing $559M across 127 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 Curran Financial Partners, are White Lighthouse Investment, Breakwater Investment, Seneca Financial Advisors, with shared positions in $BRZE, $KKR, $USB, $HUM, $UPST, $SCHW. The full ranking of 25 similar funds is below.

#1White Lighthouse Investment Management Inc.Active

Notable overlap · 7 shared positions

$BRZE $KKR $USB $HUM $UPST $SCHW

$721M

145 positions

#2Breakwater Investment ManagementPassive

Notable overlap · 7 shared positions

$BRZE $KKR $HUM $UPST $WT $SCHW

$269M

506 positions

#3Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$BRZE $KKR $HUM $USB

$341M

64 positions

#4Juno Financial Group LLCActive

Notable overlap · 6 shared positions

$BRZE $KKR $HUM $SCHW $LOW $GE

$255M

70 positions

#5RATIONAL ADVISORS, INC.Active

Notable overlap · 4 shared positions

$GSAT $HUM $USB $WT

$980M

179 positions

#6Family CFO IncActive

Notable overlap · 4 shared positions

$BRZE $HUM $USB $SCHW

$223M

41 positions

#7Cornerstone Financial Group, LLC /NE/Active

Notable overlap · 6 shared positions

$BRZE $USB $UPST $WT $KKR $MAR

$156M

73 positions

#8Clarity Capital Advisors, LLCActive

Notable overlap · 7 shared positions

$BRZE $KKR $USB $UPST $HUM $SCHW

$215M

95 positions

#9STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$BRZE $USB $HUM

$140M

29 positions

#10McClarren Financial Advisors, Inc.Active

Notable overlap · 6 shared positions

$BRZE $HUM $KKR $UPST $SCHW $MAR

$169M

79 positions

#11Tandem Investment Partners LLCPassive

Notable overlap · 6 shared positions

$BRZE $USB $HUM $WT $LOW $MAR

$118M

73 positions

#12Reality Financial Planning Services, LLCSmart money

Notable overlap · 6 shared positions

$KKR $BRZE $HUM $WT $TXN $SCHW

$104M

20 positions

#13Sagace Wealth Management LLCPassive

Notable overlap · 3 shared positions

$BRZE $USB $KKR

$149M

70 positions

#14FIDUCIARY ADVISORS, INC.Active

Notable overlap · 4 shared positions

$BRZE $KKR $USB $MAR

$133M

121 positions

#15American Alpha Advisors, LLCActive

Notable overlap · 3 shared positions

$GSAT $TECK $WT

$188M

96 positions

#16FIDELIS iM, LLCSmart money

Notable overlap · 4 shared positions

$BRZE $HUM $WT $SCHW

$264M

25 positions

#17Fortis Advisors, LLCPassive

Notable overlap · 3 shared positions

$GSAT $HUM $USB

$200M

119 positions

#18Luminvest Wealth Management LLCSmart money

Notable overlap · 5 shared positions

$BRZE $USB $KKR $HUM $SCHW

$382M

55 positions

#19Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 5 shared positions

$BRZE $KKR $HUM $UPST $TXN

$111M

63 positions

#20MRWM Advisors, LLCActive

Notable overlap · 6 shared positions

$BRZE $HUM $UPST $WT $SCHW $LOW

$184M

74 positions

#21SWAN Capital LLCPassive

Notable overlap · 7 shared positions

$KKR $HUM $USB $SCHW $MAR $GE

$272M

554 positions

#22Good Harbor Advisors, Inc.Passive

Notable overlap · 4 shared positions

$BRZE $HUM $WT $GE

$92M

82 positions

#23Madrid Financial ServicesActive

Notable overlap · 3 shared positions

$GSAT $USB $WT

$169M

26 positions

#24Topsail Wealth Management, LLCActive

Notable overlap · 5 shared positions

$BRZE $USB $TXN $MAR $HUM

$678M

294 positions

#25Causey Wealth LLCPassive

Notable overlap · 7 shared positions

$KKR $USB $UPST $WT $BRZE $SCHW

$236M

81 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.