13F Pro

Hedge Funds Similar to Curat Global,

13F Portfolio OverlapQ1 2026Curat Global, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Curat Global, LLC is an institutional investor managing $102M across 265 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 Curat Global, are Maytus ,, TRUSTCO BANK N Y, Glassy Mountain Advisors,, with shared positions in $AMAT, $IBM, $TXN, $ADI, $INTC, $ON. The full ranking of 25 similar funds is below.

#1Maytus Capital Management, LLCPassive
Notable overlap · 6 shared positions
$AMAT$IBM$TXN$ADI$INTC$ON
$562M
62 positions
#2TRUSTCO BANK CORP N YPassive
Notable overlap · 7 shared positions
$AMAT$IBM$TXN$INTC$JCI$AXP
$113M
71 positions
#3Glassy Mountain Advisors, Inc.Passive
Notable overlap · 7 shared positions
$AMAT$JCI$CSX$BAC$WSM$LOW
$322M
77 positions
#4GRANDFIELD & DODD, LLCPassive
Notable overlap · 5 shared positions
$AMAT$JCI$ADI$GILD$CB
$1.8B
209 positions
#5Midway Capital Research & ManagementPassive
Notable overlap · 5 shared positions
$AMAT$APH$PFE$ADI$AXP
$106M
117 positions
#6Cohen Capital Management, Inc.Passive
Notable overlap · 4 shared positions
$AMAT$IBM$CSX$CVS
$644M
154 positions
#7AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 6 shared positions
$AMAT$AMGN$APH$TXN$IBM$TJX
$1.4B
114 positions
#8Insight Inv LLCPassive
Notable overlap · 7 shared positions
$AMAT$JCI$AMGN$IBM$AXP$WSM
$183M
104 positions
#9Harbor Island Capital LLCActive
Notable overlap · 5 shared positions
$AMAT$LRCX$KLAC$INTC$BAC
$269M
16 positions
#10Barnes Dennig Private Wealth Management LLCPassive
Notable overlap · 4 shared positions
$AMAT$AMGN$CVS$ON
$101M
307 positions
#11Dundas Partners LLPActive
Notable overlap · 4 shared positions
$AMAT$APH$ADI$AXP
$1.3B
49 positions
#12FORTERIS WEALTH MANAGEMENT INC.Passive
Notable overlap · 4 shared positions
$AMAT$IBM$TPR$GILD
$104M
68 positions
#13Green Alpha Advisors, LLCPassive
Notable overlap · 4 shared positions
$AMAT$IBM$ADI$LRCX
$102M
107 positions
#14ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Notable overlap · 7 shared positions
$AMAT$APH$TXN$ADI$LRCX$KLAC
$331M
183 positions
#15Karani Asset Management LLCPassive
Some overlap · 7 shared positions
$AMAT$TXN$CMI$ADI$LRCX$KLAC
$122M
54 positions
#16McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$AMAT$CMI$ADI$LRCX$AMGN
$885M
121 positions
#17HOLDERNESS INVESTMENTS COPassive
Some overlap · 6 shared positions
$AMAT$IBM$KLAC$BAC$TJX$LOW
$498M
252 positions
#18HALL LAURIE J TRUSTEEPassive
Some overlap · 5 shared positions
$AMAT$IBM$APH$ADI$TJX
$283M
104 positions
#19Cornerstone Investment Partners, LLCActive
Some overlap · 5 shared positions
$AMAT$CMI$KLAC$AXP$CB
$2.4B
291 positions
#20CULLINAN ASSOCIATES INCActive
Some overlap · 9 shared positions
$AMAT$IBM$TXN$LRCX$AMGN$KLAC
$1.2B
207 positions
#21Bank OZKPassive
Some overlap · 7 shared positions
$AMAT$AMGN$IBM$CSX$AXP$BAC
$283M
149 positions
#22Taylor Hoffman Capital Management LLCPassive
Some overlap · 4 shared positions
$AMAT$CSX$LRCX$KLAC
$325M
116 positions
#23Edgemoor Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$AMAT$JCI$PFE$WSM$LOW
$1.3B
170 positions
#24Churchill Financial Advisors, LLCActive
Some overlap · 8 shared positions
$AMAT$IBM$CMI$ADI$KLAC$TXN
$476M
123 positions
#25Dorato Capital ManagementPassive
Some overlap · 8 shared positions
$AMAT$AMGN$CVS$KLAC$INTC$TXN
$135M
254 positions

Compare Curat Global,’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 Curat Global,’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.