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Hedge Funds Similar to Kurv Investment

13F Portfolio OverlapQ2 2026Kurv Investment portfolio →
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Most similar hedge funds by 13F overlap

Kurv Investment Management LLC is an institutional investor managing $166M across 54 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 Kurv Investment are Bluebird Wealth, DSM PARTNERS, SIERRA SUMMIT ADVISORS, with shared positions in $TER, $UBER, $SPOT, $RDDT, $HOOD, $VST. The full ranking of 25 similar funds is below.

#1Bluebird Wealth Management LLCPassive
Notable overlap · 6 shared positions
$TER$UBER$SPOT$RDDT$HOOD$VST
$115M
89 positions
#2DSM CAPITAL PARTNERS LLCActive
Notable overlap · 6 shared positions
$UBER$HWM$TER$SPOT$RDDT$MRVL
$5.8B
70 positions
#3SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 6 shared positions
$TER$APP$RDDT$HOOD$SHOP$MRVL
$895M
185 positions
#4TREMBLANT CAPITAL GROUPActive
Some overlap · 5 shared positions
$HWM$SPOT$RDDT$BWXT$UBER
$3.5B
58 positions
#5ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$UBER$HWM$HOOD$SHOP
$551M
40 positions
#6Meadowbrook Wealth Management, LLCPassive
Some overlap · 6 shared positions
$APP$RDDT$HOOD$SHOP$UBER$MRVL
$95M
72 positions
#7Ardmore Road Asset Management LPPassive
Some overlap · 4 shared positions
$UBER$SPOT$HOOD$SHOP
$1.7B
70 positions
#8GFG Capital, LLCPassive
Some overlap · 3 shared positions
$TER$UBER$HOOD
$381M
89 positions
#9DEEPWATER ASSET MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$VST$APP$RDDT$SHOP$MRVL
$220M
35 positions
#10Objectivity Squared, LLCActive
Some overlap · 4 shared positions
$SPOT$UBER$VST$SHOP
$178M
56 positions
#11WT Wealth ManagementPassive
Some overlap · 4 shared positions
$SIVR$RDDT$SPOT$HOOD
$357M
145 positions
#12Owl Creek Asset Management, L.P.Active
Some overlap · 5 shared positions
$UBER$VST$APP$BWXT$SPOT
$1.2B
34 positions
#13Metavasi Capital LPActive
Some overlap · 4 shared positions
$APP$HIMS$RDDT$HOOD
$287M
25 positions
#14Themes Management Co LLCPassive
Some overlap · 3 shared positions
$TER$HWM$BWXT
$151M
120 positions
#15BAILLIE GIFFORD & COActive
Some overlap · 4 shared positions
$SPOT$APP$RDDT$SHOP
$110.2B
273 positions
#16ARK Investment Management LLCActive
Some overlap · 4 shared positions
$TER$HOOD$SHOP$BWXT
$15.4B
191 positions
#17MORGENS WATERFALL VINTIADIS & CO INCActive
Some overlap · 3 shared positions
$TER$SPOT$HOOD
$131M
18 positions
#18Independent Solutions Wealth Management, LLCActive
Some overlap · 5 shared positions
$APP$HOOD$SHOP$IAU$MRVL
$766M
194 positions
#19WT Asset Management LtdActive
Some overlap · 3 shared positions
$TER$APP$RDDT
$5.1B
29 positions
#20Overbrook Management CorpActive
Some overlap · 5 shared positions
$UBER$APP$HWM$VST$HOOD
$643M
53 positions
#21Bensler, LLCPassive
Some overlap · 4 shared positions
$UBER$VST$BWXT$SPOT
$1.1B
198 positions
#22Nikko Asset Management Americas, Inc.Passive
Some overlap · 4 shared positions
$TER$HOOD$SHOP$SPOT
$7.7B
276 positions
#23Accuvest Global AdvisorsPassive
Some overlap · 3 shared positions
$UBER$APP$SPOT
$116M
78 positions
#24BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$VST$BWXT$IAU$SPOT
$543M
140 positions
#25OAK FAMILY ADVISORS, LLCPassive
Some overlap · 3 shared positions
$UBER$BWXT$IAU
$385M
108 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.