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Hedge Funds Similar to CURIO WEALTH,

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

CURIO WEALTH, LLC is an institutional investor managing $293M across 1,255 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 CURIO WEALTH, are Cauble & Harre Wealth ,, Moisand Fitzgerald Tamayo,, PROFESSIONAL FINANCIAL SOLUTIONS /ADV, with shared positions in $IAU, $AMN, $ORLY, $NKE, $UNIT, $SCHW. The full ranking of 25 similar funds is below.

#1Cauble & Harre Wealth Management, Inc.Passive
Substantial overlap · 3 shared positions
$IAU$AMN$ORLY
$126M
74 positions
#2Moisand Fitzgerald Tamayo, LLCActive
Substantial overlap · 7 shared positions
$IAU$AMN$NKE$UNIT$SCHW$SE
$931M
518 positions
#3PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADVActive
Substantial overlap · 4 shared positions
$IAU$PLTR$NKE$LMT
$112M
38 positions
#4Trailhead Planners LLCActive
Substantial overlap · 4 shared positions
$IAU$AMN$NKE$NEE
$104M
49 positions
#5Arcadia Wealth Management, Inc.Smart money
Notable overlap · 3 shared positions
$IAU$AMN$PLTR
$185M
55 positions
#6Financial Harvest, LLCActive
Notable overlap · 6 shared positions
$IAU$LMT$NKE$IBM$AMD$SE
$170M
57 positions
#7Burk Holdings LLCPassive
Notable overlap · 6 shared positions
$AMN$IAU$NKE$AMD$SCHW$IBM
$233M
676 positions
#8Burton Enright WelchActive
Notable overlap · 3 shared positions
$IAU$AMN$SCHW
$736M
134 positions
#9Pillar Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$NKE$COP$UNIT
$171M
106 positions
#10Oceanside Advisors LLCActive
Notable overlap · 6 shared positions
$IAU$NKE$AMN$SCHW$NSC$NEE
$175M
53 positions
#11Pacific Asset Management, LLCActive
Notable overlap · 3 shared positions
$AMN$IAU$NKE
$179M
70 positions
#12Rather & Kittrell, Inc.Active
Notable overlap · 4 shared positions
$IAU$NKE$NSC$NEE
$648M
113 positions
#13ACCREDITED INVESTOR SERVICES, LLCSmart money
Notable overlap · 4 shared positions
$AMN$IAU$SE$UNIT
$156M
77 positions
#14FMB WEALTH MANAGEMENTActive
Notable overlap · 6 shared positions
$AMN$IAU$NKE$NSC$SCHW$NEE
$242M
73 positions
#15Ballast Financial Advisors LLCActive
Notable overlap · 5 shared positions
$AMN$IAU$COP$TJX$UNIT
$98M
68 positions
#16GRAND WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 4 shared positions
$IAU$COP$AMN$UNIT
$212M
87 positions
#17WESCAP Management Group, Inc.Active
Notable overlap · 5 shared positions
$IAU$COP$SCHW$SE$UNIT
$508M
107 positions
#18GREAT OAK CAPITAL PARTNERS, LLCSmart money
Notable overlap · 3 shared positions
$IAU$NKE$NEE
$430M
47 positions
#19Yeomans Consulting Group, Inc.
Notable overlap · 5 shared positions
$IAU$NSC$NEE$IBM$AMD
$341M
113 positions
#20Porter White Investment Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$AMN$IAU$NKE$NSC
$250M
40 positions
#21Sterling Financial Planning, Inc.Active
Notable overlap · 7 shared positions
$IAU$NKE$COP$NSC$SCHW$SE
$337M
117 positions
#22Vannoy Advisory Group, Inc.Smart money
Notable overlap · 4 shared positions
$IAU$SCHW$SE$UNIT
$158M
28 positions
#23Core Wealth Management, Inc.Smart money
Notable overlap · 3 shared positions
$IAU$NSC$NEE
$326M
40 positions
#24CPA Asset Management LLCActive
Notable overlap · 3 shared positions
$IAU$NSC$NEE
$298M
99 positions
#25Ruedi Wealth Management, Inc.Smart money
Notable overlap · 3 shared positions
$IAU$SCHW$NKE
$388M
58 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.