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Hedge Funds Similar to Curat Global

13F Portfolio OverlapQ3 2026Curat Global portfolio →
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Most similar hedge funds by 13F overlap

Curat Global, LLC is an institutional investor managing $117M across 256 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Curat Global are BUTENSKY & COHEN FINANCIAL SECURITY, Kerusso, Phoenix Wealth Advisors, with shared positions in $CMI, $JCI, $AMGN, $CSX, $CVS, $NUE. The full ranking of 25 similar funds is below.

#1BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Notable overlap · 6 shared positions
$CMI$JCI$AMGN$CSX$CVS$NUE
$405M
98 positions
#2Kerusso Capital Management LLCPassive
Notable overlap · 9 shared positions
$AMGN$PFG$PEP$AXP$TJX$SYY
$306M
59 positions
#3Phoenix Wealth AdvisorsActive
Notable overlap · 7 shared positions
$JCI$CMI$ADI$AXP$AMGN$PEP
$297M
129 positions
#4BRADY FAMILY WEALTH, LLCPassive
Some overlap · 7 shared positions
$AMGN$ADI$APH$PEP$TJX$AFL
$346M
113 positions
#5SMA Capital LLCPassive
Some overlap · 3 shared positions
$JCI$CSX$APH
$238M
121 positions
#6Insight Inv LLCPassive
Some overlap · 7 shared positions
$AMGN$JCI$PEP$AXP$EMR$TJX
$210M
108 positions
#7ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 9 shared positions
$CMI$AMGN$SYY$CSX$TROW$EMR
$549M
195 positions
#8Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$CSX$AMGN$PFE$PEP$AXP$CVS
$227M
73 positions
#9JLB & ASSOCIATES INCPassive
Some overlap · 6 shared positions
$APH$AMGN$PEP$AXP$TJX$WSM
$740M
68 positions
#10Stonebridge Financial Group, LLCPassive
Some overlap · 7 shared positions
$CMI$ADI$AMGN$AXP$AFL$EMR
$1.4B
275 positions
#11Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$CSX$CMI$AMGN$PEP$EMR
$231M
125 positions
#12EADS & HEALD WEALTH MANAGEMENTPassive
Some overlap · 6 shared positions
$APH$ADI$AMGN$AXP$AFL$EMR
$204M
148 positions
#13Bristlecone Value Partners, LLCActive
Some overlap · 4 shared positions
$JCI$AMGN$PEP$AXP
$124M
70 positions
#14ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 7 shared positions
$APH$PEP$AXP$JCI$AFL$TJX
$2.0B
91 positions
#15North Forty Two & Co.Passive
Some overlap · 6 shared positions
$AMGN$CMI$CSX$CVS$GILD$WY
$121M
106 positions
#16Peloton Wealth StrategistsPassive
Some overlap · 5 shared positions
$AMGN$CMI$APH$PEP$EMR
$271M
91 positions
#17Richard C. Young & CO., LTD.Passive
Some overlap · 5 shared positions
$CMI$APH$ADI$KR$EMR
$1.4B
101 positions
#18Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 6 shared positions
$AMGN$CMI$PFG$AFL$GILD$ORI
$111M
62 positions
#19Ranch Capital Advisors Inc.Passive
Some overlap · 6 shared positions
$AMGN$CMI$PFE$PEP$AFL$GILD
$316M
157 positions
#20Stone Summit Wealth LLCPassive
Some overlap · 6 shared positions
$APH$CMI$PEP$AXP$GILD$AMGN
$370M
137 positions
#21Bull Street Advisors, LLCPassive
Some overlap · 7 shared positions
$AMGN$PEP$AXP$NUE$EMR$TJX
$221M
92 positions
#22Smith Group Asset Management, LLCActive
Some overlap · 5 shared positions
$TPR$HBAN$ADI$AXP$TJX
$1.5B
143 positions
#23Nicholson Wealth Management Group, LLCPassive
Some overlap · 6 shared positions
$APH$ADI$AMGN$PEP$AFL$CB
$170M
111 positions
#24Saraza Management, LPActive
Some overlap · 3 shared positions
$JCI$APH$ADI
$251M
19 positions
#25Wealth Intelligence, LLCActive
Some overlap · 6 shared positions
$JCI$CMI$ADI$CVS$AFL$CB
$209M
60 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.