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Hedge Funds Similar to Curran Financial Partners

13F Portfolio OverlapQ2 2026Curran Financial Partners portfolio →
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Most similar hedge funds by 13F overlap

Curran Financial Partners, LLC is an institutional investor managing $672M across 140 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 Curran Financial Partners are XN, DEMMING FINANCIAL SERVICES, Brendel Financial Advisors, with shared positions in $SHW, $SPCX, $GLW, $CMI, $PLTR, $LOW. The full ranking of 25 similar funds is below.

#1XN LPActive
Some overlap · 3 shared positions
$SHW$SPCX$GLW
$3.8B
27 positions
#2DEMMING FINANCIAL SERVICES CORP /ADVSmart money
Some overlap · 3 shared positions
$SHW$CMI$PLTR
$157M
41 positions
#3Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$SHW$CMI$PLTR
$216M
101 positions
#4Legacy Financial Strategies, LLCActive
Some overlap · 3 shared positions
$SHW$LOW$PLTR
$646M
152 positions
#5Regents Gate Capital LLPActive
Some overlap · 3 shared positions
$SHW$CMI$LOW
$75M
37 positions
#6Peregrine Asset Advisers, Inc.Passive
Some overlap · 3 shared positions
$SHW$SPCX$CMI
$461M
218 positions
#7DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$SHW$LOW$CASY
$517M
137 positions
#8ACIMA PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$SHW$LOW$GLW
$344M
173 positions
#9Convergence Financial, LLCPassive
Some overlap · 4 shared positions
$SPCX$GBTC$LOW$PLTR
$1.3B
272 positions
#10LMR Partners LLPPassive
Slight overlap · 3 shared positions
$SLV$SPCX$PLTR
$26.8B
1,491 positions
#11Tamar Securities, LLCActive
Slight overlap · 3 shared positions
$SHW$PLTR$SPCX
$1.1B
98 positions
#12Hartmann Taylor Wealth Management, LLCActive
Slight overlap · 3 shared positions
$SLV$GBTC$PLTR
$151M
54 positions
#13Westview Management dba Westview Investment AdvisorsPassive
Slight overlap · 3 shared positions
$SHW$GLW$CASY
$204M
67 positions
#14Blackston Financial Advisory Group, LLCActive
Slight overlap · 3 shared positions
$SHW$SPCX$SLV
$177M
106 positions
#15Beaird Harris Wealth Management, LLCActive
Slight overlap · 3 shared positions
$SHW$PLTR$GLW
$1.6B
707 positions
#16THOMPSON DAVIS & CO., INC.Active
Slight overlap · 3 shared positions
$SHW$GLW$PLTR
$167M
168 positions
#17AMG National Trust BankActive
Slight overlap · 3 shared positions
$LOW$SLV$GLW
$4.9B
444 positions
#18Networth Advisors, LLCActive
Slight overlap · 3 shared positions
$SHW$PLTR$LOW
$172M
383 positions
#19Maxele Advisors, LLC
Slight overlap · 3 shared positions
$SPCX$SLV$LOW
$143M
98 positions
#20Alamea Verwaltungs GmbHActive
Slight overlap · 3 shared positions
$SLV$GBTC$CASY
$125M
73 positions
#21TCM Advisors, LLCSmart money
Slight overlap · 3 shared positions
$SLV$CMI$LOW
$1.3B
67 positions
#22Fulcrum Equity ManagementPassive
Slight overlap · 3 shared positions
$LOW$SLV$PLTR
$136M
144 positions
#23WILLIAM JOHN SEMPOLINSKIActive
Slight overlap · 3 shared positions
$SHW$GLW$SPCX
$248M
106 positions
#24Alpha Financial Partners, LLCActive
Slight overlap · 3 shared positions
$SPCX$SLV$CMI
$190M
118 positions
#25Strathmore Capital Advisors, Inc.Active
Slight overlap · 3 shared positions
$LOW$CMI$PLTR
$371M
142 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.