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 CULLEN INVESTMENT GROUP, LTD.

13F Portfolio OverlapQ1 2026CULLEN INVESTMENT GROUP, LTD. portfolio →

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Most similar hedge funds by 13F overlap

CULLEN INVESTMENT GROUP, LTD. is an institutional investor managing $827M across 181 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 CULLEN INVESTMENT GROUP, LTD. are FSB PREMIER WEALTH ,, ProVise Group,, SPWM Advisors, with shared positions in $PM, $DE, $GD, $SCHW, $WFC, $ADI. The full ranking of 25 similar funds is below.

#1FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 14 shared positions

$PM $DE $GD $SCHW $WFC $ADI

$319M

251 positions

#2ProVise Management Group, LLCPassive

Notable overlap · 13 shared positions

$PM $ADI $MDT $SCHW $CCZ $GD

$1.4B

261 positions

#3SPWM Advisors LLCPassive

Notable overlap · 13 shared positions

$PM $SCHW $ADI $BKNG $WFC $COP

$115M

93 positions

#4Meriwether Wealth & Planning, LLCActive

Notable overlap · 13 shared positions

$SCHW $CCZ $GD $COP $BKNG $ADI

$183M

126 positions

#5CRUX WEALTH ADVISORSPassive

Notable overlap · 11 shared positions

$PM $SCHW $COP $ADI $BKNG $WFC

$261M

181 positions

#6TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 9 shared positions

$PM $MDT $SCHW $CCZ $WFC $COP

$132M

96 positions

#7HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 9 shared positions

$ETN $ADI $JCI $O $CMI $TT

$419M

144 positions

#8Cullen Capital Management, LLCActive

Notable overlap · 8 shared positions

$PM $JCI $GD $MDT $CCZ $NVS

$9.8B

213 positions

#9Creegan & Nassoura Financial Group, LLC

Notable overlap · 7 shared positions

$ETN $DE $MDT $EPD $NVS $UNP

$154M

78 positions

#10Phoenix Wealth AdvisorsActive

Notable overlap · 7 shared positions

$ETN $ADI $JCI $WFC $CMI $UNP

$253M

126 positions

#11Winthrop Partners - WNY, LLCPassive

Notable overlap · 8 shared positions

$ETN $ADI $JCI $GLW $UNP $SCHW

$188M

87 positions

#12Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$ETN $DE $ADI $GD $GLW $AMAT

$184M

32 positions

#13Edgemoor Investment Advisors, Inc.Active

Notable overlap · 8 shared positions

$JCI $GD $SCHW $DE $O $NVS

$1.3B

170 positions

#14Tranquilli Financial Advisor LLCPassive

Notable overlap · 10 shared positions

$SCHW $PM $WFC $COP $BKNG $AMAT

$171M

132 positions

#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$PM $GD $MDT $WFC $CMI $UNP

$220M

148 positions

#16Clear Trail Advisors, LLCPassive

Notable overlap · 7 shared positions

$ETN $ADI $JCI $MDT $EPD $O

$601M

149 positions

#17PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 7 shared positions

$ETN $SCHW $WFC $CMI $UNP $COP

$166M

72 positions

#18Tulsa Wealth Advisors, INCActive

Notable overlap · 10 shared positions

$ETN $ADI $JCI $O $UNP $CMI

$570M

150 positions

#19WEDGEWOOD INVESTORS INC /PA/Passive

Some overlap · 6 shared positions

$PM $DE $GLW $UNP $ETN $COP

$87M

99 positions

#20Van Diest Capital, LLCPassive

Some overlap · 8 shared positions

$PM $SCHW $WFC $BKNG $ADI $AMAT

$127M

190 positions

#21HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 7 shared positions

$PM $ADI $EPD $O $UNP $WFC

$243M

44 positions

#22Comprehensive Financial Consultants Institutional, Inc.Passive

Some overlap · 6 shared positions

$ETN $ADI $JCI $CCZ $CMI $UNP

$337M

193 positions

#23KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Some overlap · 6 shared positions

$PM $JCI $MDT $SCHW $COP $UL

$181M

93 positions

#24EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$GD $SCHW $CCZ $WFC $UNP $COP

$1.4B

56 positions

#25DMKC Advisory Services, LLCPassive

Some overlap · 6 shared positions

$DE $MDT $ETN $WFC $O $CMI

$240M

84 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.