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Hedge Funds Similar to CURA WEALTH ADVISORS,

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

CURA WEALTH ADVISORS, LLC is an institutional investor managing $223M across 126 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 CURA WEALTH ADVISORS, are WOODLEY FARRA MANION PORTFOLIO, Muzinich & ,, NORTH POINT PORTFOLIO MANAGERS /OH, with shared positions in $ABT, $DOV, $ACN, $FSK, $MFIC, $GBDC. The full ranking of 25 similar funds is below.

#1WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$ABT$DOV$ACN
$2.1B
122 positions
#2Muzinich & Co., Inc.Active
Some overlap · 3 shared positions
$FSK$MFIC$GBDC
$286M
38 positions
#3NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Some overlap · 3 shared positions
$DOV$ABT$ACN
$561M
76 positions
#4CINCINNATI INSURANCE COActive
Some overlap · 5 shared positions
$ABT$ACN$DOV$USB$DUK
$6.6B
63 positions
#5CINCINNATI CASUALTY COActive
Some overlap · 4 shared positions
$DOV$ACN$USB$DUK
$191M
24 positions
#6Asset Advisors Investment Management, LLCActive
Some overlap · 4 shared positions
$DOV$ABT$ACN$KMI
$1.0B
106 positions
#7Barry Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$ALPS$USB$SHEL
$454M
99 positions
#8Evelyn Partners Asset Management LtdPassive
Some overlap · 3 shared positions
$DOV$ACN$USB
$406M
308 positions
#9CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$DOV$ACN$USB
$5.0B
55 positions
#10ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ABT$ACN$SHEL
$853M
70 positions
#11Hartmann Taylor Wealth Management, LLCActive
Some overlap · 4 shared positions
$DOV$GBTC$PLTR$BRZE
$151M
54 positions
#12Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 3 shared positions
$ABT$ACN$USB
$39.1B
628 positions
#13HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$DOV$USB$BRZE$GBTC
$212M
59 positions
#14CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$DOV$FSK$GBTC$PLTR$BRZE
$157M
130 positions
#15Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$ABT$ACN$USB$DUK
$139M
62 positions
#16Next Capital Management LLCPassive
Some overlap · 3 shared positions
$MFIC$GBDC$USB
$330M
134 positions
#17Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$USB$ALPS$BRZE
$186M
163 positions
#18TCFG Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$TME$ALPS$PLTR$KMI
$267M
274 positions
#19TCFG WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$TME$ALPS$PLTR$KMI
$267M
274 positions
#20HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DOV$PLTR$BRZE$ALPS
$238M
142 positions
#21Ferguson Shapiro LLCActive
Some overlap · 3 shared positions
$DOV$ALPS$DUK
$328M
84 positions
#22Ethos Financial Group, LLCPassive
Some overlap · 3 shared positions
$DOV$ALPS$MFIC
$1.4B
540 positions
#23Hegarty Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$ALPS$USB
$127M
57 positions
#24Windsor Advisory Group, LLCActive
Some overlap · 3 shared positions
$DOV$ALPS$BRZE
$120M
82 positions
#25Fielder Capital Group LLCPassive
Some overlap · 4 shared positions
$TME$GBTC$USB$PLTR
$459M
290 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.