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Hedge Funds Similar to CURA WEALTH ADVISORS

13F Portfolio OverlapQ2 2026CURA WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

CURA WEALTH ADVISORS, LLC is an institutional investor managing $234M across 140 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 CURA WEALTH ADVISORS are Alpha Wealth Funds, Beach Point, Muzinich, with shared positions in $FSK, $ABT, $PLTR, $MFIC, $KREF, $GBDC. The full ranking of 25 similar funds is below.

#1Alpha Wealth Funds, LLCActive
Some overlap · 3 shared positions
$FSK$ABT$PLTR
$183M
63 positions
#2Beach Point Capital Management LPActive
Some overlap · 3 shared positions
$FSK$MFIC$KREF
$258M
14 positions
#3Muzinich & Co., Inc.Active
Some overlap · 3 shared positions
$FSK$MFIC$GBDC
$293M
38 positions
#4WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$DOV$ABT$ACN
$2.1B
131 positions
#5CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$DOV$FSK$GBTC$PLTR
$183M
146 positions
#6Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$DOV$ABT$DUK
$170M
121 positions
#7Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$DOV$ABT$PLTR
$277M
87 positions
#8St. Louis Trust CoActive
Some overlap · 3 shared positions
$DOV$ABT$DUK
$875M
125 positions
#9Financial Symmetry IncSmart money
Some overlap · 3 shared positions
$DOV$ABT$DUK
$300M
68 positions
#10NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 3 shared positions
$DOV$ABT$ACN
$606M
79 positions
#11Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 3 shared positions
$DOV$ABT$PLTR
$252M
108 positions
#12CINCINNATI CASUALTY COSmart money
Some overlap · 3 shared positions
$DOV$ACN$DUK
$188M
24 positions
#13Tudor Financial Inc.Passive
Some overlap · 3 shared positions
$ABT$DOV$ACN
$222M
152 positions
#14Ethos Financial Group, LLCPassive
Some overlap · 3 shared positions
$DOV$MFIC$FSK
$1.5B
648 positions
#15CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$DOV$ACN$ABT
$5.2B
56 positions
#16Asset Advisors Investment Management, LLCActive
Some overlap · 3 shared positions
$DOV$ABT$KMI
$1.1B
102 positions
#17Hartmann Taylor Wealth Management, LLCActive
Some overlap · 3 shared positions
$DOV$GBTC$PLTR
$151M
54 positions
#18NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$GBTC$PLTR
$270M
74 positions
#19Ferguson Shapiro LLCActive
Some overlap · 3 shared positions
$DOV$DUK$NAD
$342M
91 positions
#20Sollinda Capital Management LLCActive
Some overlap · 4 shared positions
$DOV$DUK$PLTR$KYN
$468M
80 positions
#21Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$GBTC$DUK
$166M
570 positions
#22Colter Lewis Investment Partners LLCActive
Some overlap · 3 shared positions
$DOV$KYN$SHEL
$225M
114 positions
#23Sageworth Trust CoActive
Some overlap · 3 shared positions
$DOV$ABT$PLTR
$2.5B
127 positions
#24Hopwood Nicholas HunterActive
Some overlap · 3 shared positions
$DOV$DUK$FSK
$365M
131 positions
#25CINCINNATI INSURANCE COActive
Some overlap · 4 shared positions
$ABT$DOV$ACN$DUK
$6.9B
64 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.