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Hedge Funds Similar to Curtis Advisory Group

13F Portfolio OverlapQ2 2026Curtis Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Curtis Advisory Group, LLC is an institutional investor managing $515M across 117 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 Curtis Advisory Group are Tamar Securities, FourThought Financial Partners, Red Door Wealth, with shared positions in $AMGN, $ASML, $LMT, $QCOM, $PLTR, $HON. The full ranking of 25 similar funds is below.

#1Tamar Securities, LLCActive
Slight overlap · 5 shared positions
$AMGN$ASML$LMT$QCOM$PLTR
$1.1B
98 positions
#2FourThought Financial Partners, LLCPassive
Slight overlap · 4 shared positions
$AMGN$ASML$LMT$QCOM
$1.3B
393 positions
#3Red Door Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$AMGN$ASML$LMT$QCOM
$1.1B
320 positions
#4OAK ASSOCIATES LTD /OH/Active
Slight overlap · 4 shared positions
$AMGN$ASML$LMT$QCOM
$1.8B
139 positions
#5McGuire Investment Group, LLCActive
Slight overlap · 6 shared positions
$ASML$AMGN$LMT$QCOM$PLTR$HON
$1.1B
137 positions
#6Granite Group Advisors, LLCActive
Slight overlap · 4 shared positions
$AMGN$ASML$LMT$QCOM
$169M
84 positions
#7SlateStone Wealth, LLCPassive
Slight overlap · 4 shared positions
$AMGN$ASML$LMT$PLTR
$1.3B
296 positions
#8SWEENEY & MICHEL, LLCPassive
Slight overlap · 4 shared positions
$AMGN$ASML$QCOM$PLTR
$381M
164 positions
#9United Asset Strategies, Inc.Passive
Slight overlap · 3 shared positions
$AMGN$ASML$LMT
$1.4B
259 positions
#10Lester Murray Antman dba SimplyRichPassive
Slight overlap · 3 shared positions
$AMGN$ASML$LMT
$427M
166 positions
#11Alley Investment Management Company, LLCActive
Slight overlap · 3 shared positions
$AMGN$ASML$LMT
$856M
89 positions
#12Modera Wealth Management, LLCActive
Slight overlap · 3 shared positions
$AMGN$ASML$LMT
$9.4B
650 positions
#13Bridgelight Financial Advisors, Inc.Passive
Slight overlap · 3 shared positions
$AMGN$ASML$LMT
$146M
49 positions
#14Biondo Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$AMGN$ASML$LMT
$817M
89 positions
#15Boomfish Wealth Group, LLCPassive
Slight overlap · 3 shared positions
$AMGN$ASML$LMT
$220M
95 positions
#16BankPlus Wealth Management LLCActive
Slight overlap · 3 shared positions
$AMGN$ASML$LMT
$222M
126 positions
#17MOSELEY INVESTMENT MANAGEMENT INC
Slight overlap · 5 shared positions
$AMGN$LMT$QCOM$PLTR$HON
$314M
163 positions
#18Soltis Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$AMGN$ASML$LMT
$1.8B
648 positions
#19Crescent Sterling, Ltd.Passive
Slight overlap · 5 shared positions
$AMGN$LMT$QCOM$HON$HONA
$112M
85 positions
#20White Lighthouse Investment Management Inc.Active
Slight overlap · 4 shared positions
$AMGN$ASML$NU$SGOL
$802M
151 positions
#21MAGNOLIA CAPITAL MANAGEMENT LTDActive
Slight overlap · 4 shared positions
$AMGN$ASML$QCOM$HON
$145M
75 positions
#22Canal Capital Management, LLCPassive
Slight overlap · 3 shared positions
$AMGN$ASML$QCOM
$819M
220 positions
#23Blossom Wealth ManagementActive
Slight overlap · 3 shared positions
$AMGN$ASML$QCOM
$71M
72 positions
#24Hudson Value Partners, LLCPassive
Slight overlap · 3 shared positions
$AMGN$ASML$QCOM
$399M
113 positions
#25Harrington Investments, INCPassive
Slight overlap · 3 shared positions
$AMGN$ASML$QCOM
$206M
82 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.