Hedge Funds Similar to CURTIS WEALTH

13F Portfolio OverlapQ2 2026CURTIS WEALTH portfolio →

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Most similar hedge funds by 13F overlap

CURTIS WEALTH MANAGEMENT LLC is an institutional investor managing $118M across 55 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 WEALTH are Upper Left Wealth, NavPoint Financial, Argos Wealth Advisors, with shared positions in $IAU, $IBIT, $GLDM, $RVTY. The full ranking of 20 similar funds is below.

#1Upper Left Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$IAU $IBIT $GLDM

$180M

73 positions

#2NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$GLDM $IAU $IBIT

$270M

74 positions

#3Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $IBIT

$378M

224 positions

#4Apeiron RIA LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $GLDM

$390M

162 positions

#5Avid Wealth Partners LLCActive

Notable overlap · 3 shared positions

$GLDM $IBIT $IAU

$207M

77 positions

#6Graetz Wealth LLCActive

Notable overlap · 3 shared positions

$IBIT $GLDM $IAU

$125M

84 positions

#7Integrity Wealth Solutions LLCActive

Notable overlap · 3 shared positions

$GLDM $IBIT $IAU

$271M

129 positions

#8Go Invest LLCSmart money

Notable overlap · 3 shared positions

$IBIT $GLDM $IAU

$426M

129 positions

#9Asempa Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$IAU $GLDM $IBIT

$134M

119 positions

#10Copia Wealth Management

Notable overlap · 3 shared positions

$GLDM $IBIT $IAU

$166M

570 positions

#11A4 Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$IBIT $IAU $GLDM

$151M

92 positions

#12Timber Creek Capital Management LLCPassive

Notable overlap · 3 shared positions

$GLDM $IAU $RVTY

$490M

80 positions

#13Magnolia Private Wealth, LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $IBIT

$182M

153 positions

#14Zhang Financial LLCActive

Some overlap · 3 shared positions

$IAU $IBIT $GLDM

$3.4B

392 positions

#15PENNINGTON PARTNERS & CO., LLCActive

Some overlap · 3 shared positions

$IBIT $GLDM $IAU

$312M

131 positions

#16Alpha Financial Partners, LLCActive

Some overlap · 3 shared positions

$IAU $GLDM $IBIT

$190M

118 positions

#17Fermata Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $GLDM $IBIT

$495M

275 positions

#18Sage Mountain Advisors LLCActive

Slight overlap · 3 shared positions

$IAU $IBIT $GLDM

$1.6B

304 positions

#19Betterment LLCActive

Slight overlap · 3 shared positions

$IBIT $IAU $GLDM

$59.1B

675 positions

#20Cornerstone Planning Group LLCPassive

Slight overlap · 3 shared positions

$IAU $GLDM $IBIT

$794M

1,867 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.