How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to CURTIS WEALTH

13F Portfolio OverlapQ1 2026CURTIS WEALTH portfolio →

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Most similar hedge funds by 13F overlap

CURTIS WEALTH MANAGEMENT LLC is an institutional investor managing $107M across 50 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 CURTIS WEALTH are Arcadia Wealth ,, Asempa Wealth Advisors, Daviman Financial,, with shared positions in $SE, $LEN, $IAU, $MDLZ, $GLDM, $IBIT. The full ranking of 25 similar funds is below.

#1Arcadia Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SE $LEN $IAU $MDLZ

$276M

67 positions

#2Asempa Wealth AdvisorsPassive

Notable overlap · 5 shared positions

$LEN $SE $MDLZ $IAU $GLDM

$115M

115 positions

#3Daviman Financial, LLCActive

Notable overlap · 4 shared positions

$LEN $SE $IBIT $GLDM

$169M

84 positions

#4One Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$MDLZ $SE $LEN $DDOG $GLDM $IAU

$803M

304 positions

#5Horst & Graben Wealth Management LLCActive

Notable overlap · 5 shared positions

$SE $LEN $MDLZ $GLDM $IAU

$729M

195 positions

#6TSA Wealth Managment LLCActive

Notable overlap · 4 shared positions

$SE $MDLZ $IAU $DDOG

$309M

105 positions

#7Centerline Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$SE $DDOG $IAU

$278M

73 positions

#8Dentgroup LLC

Notable overlap · 4 shared positions

$LEN $SE $MDLZ $IAU

$146M

93 positions

#9Jordan Park Group LLCSmart money

Notable overlap · 3 shared positions

$SE $DDOG $LEN

$1.9B

69 positions

#10ONE Advisory Partners, LLCActive

Notable overlap · 4 shared positions

$SE $DDOG $MDLZ $IAU

$324M

72 positions

#11NewCorp Financial Services, Inc.Active

Notable overlap · 3 shared positions

$LEN $DDOG $IBIT

$115M

50 positions

#12Shared Vision Wealth Group LLCActive

Some overlap · 4 shared positions

$SE $DDOG $MDLZ $IAU

$245M

95 positions

#13Madson Wealth Advisors IncPassive

Some overlap · 3 shared positions

$SE $IAU $MDLZ

$120M

84 positions

#14Henderson Brothers Financial Partners, LLCActive

Some overlap · 3 shared positions

$SE $GLDM $IAU

$395M

105 positions

#15Davis Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$SE $MDLZ $DDOG $IAU

$120M

72 positions

#16Bienville Capital Management, LLCActive

Some overlap · 3 shared positions

$SE $DDOG $IBIT

$550M

74 positions

#17Chatterton & Associates Inc.Passive

Some overlap · 4 shared positions

$SE $LEN $GLDM $MDLZ

$143M

97 positions

#18Kelly Financial Services LLCActive

Some overlap · 3 shared positions

$SE $MDLZ $IAU

$414M

128 positions

#19ALTERNA WEALTH MANAGEMENT, INCActive

Some overlap · 4 shared positions

$SE $MDLZ $IAU $IBIT

$132M

105 positions

#20Triad Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$SE $IAU $LEN

$1.3B

478 positions

#21Sharkey, Howes & JaverActive

Some overlap · 5 shared positions

$SE $IAU $MDLZ $LEN $IBIT

$742M

153 positions

#22Hobbs Wealth Management, LLCActive

Some overlap · 3 shared positions

$LEN $SE $GLDM

$101M

23 positions

#23ATX Financial Planning, LLCActive

Some overlap · 3 shared positions

$LEN $IAU $IBIT

$132M

81 positions

#24WEALTHGARDEN F.S. LLCPassive

Some overlap · 7 shared positions

$LEN $MDLZ $IAU $DDOG $SE $GLDM

$147M

165 positions

#25Cobblestone Asset Management LLCActive

Some overlap · 3 shared positions

$SE $IAU $IBIT

$222M

73 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.