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 OverlapQ2 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 Q2 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, Keystone Financial Services, CRUX WEALTH ADVISORS, with shared positions in $PM, $DE, $ADI, $GD, $SCHW, $MDT. The full ranking of 25 similar funds is below.

#1FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 12 shared positions

$PM $DE $ADI $GD $SCHW $MDT

$355M

257 positions

#2Keystone Financial ServicesActive

Notable overlap · 12 shared positions

$PM $ADI $GD $SCHW $MDT $WFC

$388M

131 positions

#3CRUX WEALTH ADVISORSPassive

Notable overlap · 12 shared positions

$PM $ADI $SCHW $WFC $GD $NVS

$289M

192 positions

#4ProVise Management Group, LLCPassive

Notable overlap · 11 shared positions

$PM $ADI $GD $SCHW $MDT $WFC

$1.5B

282 positions

#5Tranquilli Financial Advisor LLCPassive

Notable overlap · 11 shared positions

$PM $GD $ADI $SCHW $MDT $WFC

$186M

135 positions

#6Voya Financial Advisors, Inc.Smart money

Notable overlap · 12 shared positions

$PM $SCHW $WFC $ADI $BKNG $MDT

$1.1B

208 positions

#7Meriwether Wealth & Planning, LLCActive

Notable overlap · 11 shared positions

$GD $SCHW $ADI $MDT $DE $NVS

$202M

122 positions

#8Independence Wealth Advisors, LLCActive

Notable overlap · 10 shared positions

$PM $ADI $SCHW $WFC $NVS $GD

$199M

85 positions

#9Tulsa Wealth Advisors, INCActive

Notable overlap · 8 shared positions

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

$710M

166 positions

#10HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 8 shared positions

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

$461M

144 positions

#11TriCert Investment Counsel Inc.Active

Notable overlap · 8 shared positions

$ETN $DE $GD $NVS $UNP $UL

$1.1B

88 positions

#12Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 7 shared positions

$ETN $ADI $GLW $JCI $CMI $O

$251M

74 positions

#13Winthrop Partners - WNY, LLCPassive

Notable overlap · 7 shared positions

$ETN $GLW $ADI $JCI $UNP $PM

$202M

87 positions

#14SPWM Advisors LLCActive

Notable overlap · 9 shared positions

$PM $SCHW $WFC $BKNG $MDT $GD

$108M

90 positions

#15Oregon Pacific Wealth Management, LLCActive

Notable overlap · 8 shared positions

$PM $SCHW $ADI $GD $BKNG $WFC

$107M

115 positions

#16Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 7 shared positions

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

$378M

205 positions

#17Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$ETN $GLW $DE $ADI $GD

$214M

33 positions

#18Clear Trail Advisors, LLCPassive

Notable overlap · 7 shared positions

$ETN $ADI $JCI $UNP $EPD $O

$655M

161 positions

#19Phoenix Wealth AdvisorsActive

Notable overlap · 6 shared positions

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

$297M

129 positions

#20Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

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

$10.2B

208 positions

#21MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

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

$233M

122 positions

#22Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 7 shared positions

$GLW $ADI $GD $MDT $BNY $O

$327M

94 positions

#23Scissortail Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$ETN $ADI $JCI $WFC $O $UNP

$520M

106 positions

#24CITIZENS & NORTHERN CORPActive

Notable overlap · 7 shared positions

$GLW $ADI $WFC $ETN $SCHW $MDT

$438M

117 positions

#25Fruth Investment ManagementPassive

Notable overlap · 7 shared positions

$DE $ETN $GLW $ADI $TT $UNP

$421M

225 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.