Hedge Funds Similar to Curry Webb Wealth

13F Portfolio OverlapQ2 2026Curry Webb Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Curry Webb Wealth Management LLC is an institutional investor managing $241M across 67 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 Curry Webb Wealth are SENTINEL LBA, Carlson, Black Maple, with shared positions in $HBAN, $GLDM, $MCD, $IAU, $COF, $C. The full ranking of 25 similar funds is below.

#1SENTINEL TRUST CO LBASmart money

Some overlap · 4 shared positions

$HBAN $GLDM $MCD $IAU

$1.1B

136 positions

#2Carlson Capital, L.P.Passive

Some overlap · 3 shared positions

$HBAN $MCD $COF

$494M

74 positions

#3Black Maple Capital Management LPActive

Some overlap · 3 shared positions

$176M

94 positions

#4Bangor Savings BankActive

Some overlap · 3 shared positions

$1.4B

543 positions

#5Hobbs Group Advisors, LLCActive

Some overlap · 3 shared positions

$380M

164 positions

#6CONTINUUM WEALTH ADVISORS, LLCActive

Slight overlap · 3 shared positions

$GLDM $MCD $IAU

$296M

82 positions

#7Accretive Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$GLDM $MCD $IAU

$412M

181 positions

#8WFA of San Diego, LLCPassive

Slight overlap · 3 shared positions

$122M

94 positions

#9Upper Left Wealth Management, LLCActive

Slight overlap · 3 shared positions

$GLDM $SGOL $IAU

$180M

73 positions

#10Timber Creek Capital Management LLCPassive

Slight overlap · 3 shared positions

$GLDM $SGOL $IAU

$490M

80 positions

#11RETIREMENT INCOME SOLUTIONS, INCSmart money

Slight overlap · 3 shared positions

$GLDM $MCD $IAU

$581M

172 positions

#12NavPoint Financial, Inc.Active

Slight overlap · 3 shared positions

$GLDM $MCD $IAU

$270M

74 positions

#13CFS Investment Advisory Services, LLCPassive

Slight overlap · 3 shared positions

$1.5B

357 positions

#14SENTINEL PENSION ADVISORS, LLCActive

Slight overlap · 3 shared positions

$GLDM $IAU $MCD

$762M

147 positions

#15GOULD ASSET MANAGEMENT LLC /CA/Smart money

Slight overlap · 3 shared positions

$GLDM $IAU $MCD

$635M

176 positions

#16Beckerman Institutional, LLCActive

Slight overlap · 3 shared positions

$GLDM $IAU $COF

$210M

124 positions

#17MALTESE CAPITAL MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$549M

100 positions

#18InTrack Investment Management IncPassive

Slight overlap · 3 shared positions

$202M

110 positions

#19Silverleafe Capital Partners, LLCActive

Slight overlap · 3 shared positions

$HBAN $IAU $MCD

$367M

99 positions

#20Asempa Wealth AdvisorsActive

Slight overlap · 3 shared positions

$GLDM $MCD $IAU

$134M

119 positions

#21JNBA Financial AdvisorsActive

Slight overlap · 3 shared positions

$GLDM $MCD $IAU

$1.3B

830 positions

#22HUDSON EDGE INVESTMENT PARTNERS INC.Active

Slight overlap · 3 shared positions

$732M

123 positions

#23CHATHAM CAPITAL GROUP, INC.Passive

Slight overlap · 3 shared positions

$GLDM $MCD $IAU

$783M

200 positions

#24Delta Global Management LPPassive

Slight overlap · 3 shared positions

$922M

149 positions

#25China Universal Asset Management Co., Ltd.Passive

Slight overlap · 3 shared positions

$GLDM $SGOL $IAU

$1.7B

513 positions

Compare Curry Webb Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Curry Webb Wealth’s holdings

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.