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Hedge Funds Similar to CURIO WEALTH

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

CURIO WEALTH, LLC is an institutional investor managing $322M across 78 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 CURIO WEALTH are Cumberland Partners Ltd, United of KS, WEIK, with shared positions in $RY, $TJX, $UNP, $PLTR, $LMT, $AN. The full ranking of 25 similar funds is below.

#1Cumberland Partners LtdPassive
Some overlap · 3 shared positions
$RY$TJX$UNP
$1.5B
153 positions
#2United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$PLTR$TJX$LMT
$763M
98 positions
#3WEIK CAPITAL MANAGEMENTActive
Some overlap · 3 shared positions
$TJX$LMT$UNP
$260M
93 positions
#4Fox Hill Wealth Management
Some overlap · 3 shared positions
$PLTR$TJX$LMT
$208M
117 positions
#5Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$TJX$LMT$UNP
$467M
118 positions
#6Gold Investment Management Ltd.Passive
Some overlap · 3 shared positions
$RY$LMT$UNP
$369M
202 positions
#7High Note Wealth, LLCPassive
Some overlap · 3 shared positions
$PLTR$LMT$UNP
$586M
959 positions
#8Pachira Investments Inc.Active
Some overlap · 3 shared positions
$LMT$PLTR$UNP
$265M
78 positions
#9BayBridge Capital Group, LLCActive
Some overlap · 3 shared positions
$TJX$PLTR$RY
$192M
96 positions
#10Clarus Wealth AdvisorsPassive
Some overlap · 3 shared positions
$PLTR$TJX$LMT
$260M
86 positions
#11Sun Financial IncPassive
Some overlap · 3 shared positions
$PLTR$TJX$UNP
$212M
161 positions
#12Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 3 shared positions
$TJX$LMT$UNP
$310M
144 positions
#13HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 3 shared positions
$LMT$TJX$UNP
$321M
107 positions
#14Centric Wealth ManagementPassive
Some overlap · 4 shared positions
$PLTR$UNP$LMT$TJX
$643M
209 positions
#15ALBION FINANCIAL GROUP /UTPassive
Some overlap · 3 shared positions
$TJX$LMT$UNP
$1.7B
652 positions
#16Teamwork Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$TJX$UNP
$1.1B
215 positions
#17BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$TJX$PLTR$UNP
$414M
106 positions
#18KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PLTR$UNP$LMT
$351M
166 positions
#19BUILDER INVESTMENT GROUP INC /ADVActive
Some overlap · 3 shared positions
$TJX$LMT$UNP
$505M
107 positions
#20Archon Partners LLCActive
Some overlap · 3 shared positions
$LMT$PLTR$UNP
$937M
37 positions
#21DIAMANT ASSET MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$TJX$UNP$LMT
$147M
81 positions
#22Rydar Equities, Inc.Passive
Some overlap · 3 shared positions
$PLTR$LMT$UNP
$178M
107 positions
#23Davis Capital ManagementPassive
Some overlap · 3 shared positions
$LMT$AN$UNP
$169M
1,270 positions
#24EagleClaw Capital Managment, LLCPassive
Some overlap · 3 shared positions
$TJX$UNP$LMT
$745M
145 positions
#25FARMERS TRUST CO
Some overlap · 3 shared positions
$PLTR$LMT$UNP
$637M
203 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.