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Hedge Funds Similar to CULTIVAR ,

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

CULTIVAR CAPITAL, INC. is an institutional investor managing $155M across 40 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 CULTIVAR , are KEYVANTAGE WEALTH,, Strategic Financial Services,, Marion Wealth, with shared positions in $USB, $IBM, $TXN, $DDOG, $GEV, $GE. The full ranking of 25 similar funds is below.

#1KEYVANTAGE WEALTH, LLCActive
Notable overlap · 5 shared positions
$USB$IBM$TXN$DDOG$GEV
$227M
92 positions
#2Strategic Financial Services, Inc.Smart money
Notable overlap · 6 shared positions
$USB$GE$GEV$LUV$NEE$DDOG
$2.1B
152 positions
#3Marion Wealth ManagementPassive
Notable overlap · 5 shared positions
$USB$KO$VLTO$DE$NEE
$451M
146 positions
#4Davidson Capital Management Inc.Active
Notable overlap · 4 shared positions
$USB$GEV$DUK$NEE
$552M
93 positions
#5POWER WEALTH MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$USB$VLTO$DE$NEE$VZ
$269M
96 positions
#6Sagace Wealth Management LLCPassive
Notable overlap · 4 shared positions
$USB$IBM$GEV$NEE
$149M
70 positions
#7Financial Futures Ltd Liability Co.Active
Notable overlap · 4 shared positions
$USB$DDOG$IBM$DUK
$228M
72 positions
#8Insight Wealth Partners, LLCSmart money
Notable overlap · 3 shared positions
$USB$OKE$TXN
$713M
120 positions
#9Shotwell Rutter Baer IncActive
Notable overlap · 3 shared positions
$USB$IBM$TXN
$170M
38 positions
#10Arista Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$USB$KO$NEE
$822M
253 positions
#11Evergreen Advisors, LLCActive
Notable overlap · 5 shared positions
$USB$VLTO$DDOG$GE$GEV
$426M
168 positions
#12BRANDYWINE OAK PRIVATE WEALTH LLCActive
Notable overlap · 3 shared positions
$USB$TXN$DDOG
$1.2B
229 positions
#13BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Notable overlap · 3 shared positions
$USB$GEV$NEE
$689M
87 positions
#14SpringVest Wealth Management LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$DUK
$146M
67 positions
#15ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$USB$VLO$SO
$112M
69 positions
#16FIRST INTERSTATE BANKActive
Notable overlap · 3 shared positions
$USB$VLTO$PFE
$1.8B
187 positions
#1725 LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$NEE
$324M
69 positions
#18Newton One Investments LLCActive
Notable overlap · 4 shared positions
$USB$DDOG$DE$IBM
$368M
121 positions
#19Piedmont Capital Management, LLCActive
Notable overlap · 5 shared positions
$USB$IBM$KO$VZ$GBCI
$197M
50 positions
#20GoalFusion Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$USB$NEE$IBM
$220M
30 positions
#21Equita Financial Network, Inc.Active
Notable overlap · 3 shared positions
$USB$TXN$DDOG
$318M
87 positions
#22MERIDIAN MANAGEMENT COActive
Notable overlap · 6 shared positions
$USB$KO$IBM$GE$GEV$DE
$402M
81 positions
#23CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$IBM
$363M
102 positions
#24BRIDGE GENERATIONS WEALTH MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$USB$TXN$NEE
$174M
32 positions
#25Essex LLCActive
Notable overlap · 7 shared positions
$USB$GE$IBM$GEV$SO$PFE
$566M
175 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.