How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to HoldCo Asset

13F Portfolio OverlapQ2 2026HoldCo Asset portfolio →

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Most similar hedge funds by 13F overlap

HoldCo Asset Management, LP is an institutional investor managing $1.6B across 29 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 HoldCo Asset are rhino investment partners, PMC FIG Opportunities, Stieven Advisors, with shared positions in $COLB, $HOPE, $CVBF, $FMBH, $BBT, $BMRC. The full ranking of 20 similar funds is below.

#1rhino investment partners, IncActive

Notable overlap · 4 shared positions

$COLB $HOPE $CVBF $FMBH

$331M

32 positions

#2PMC FIG Opportunities LLCPassive

Notable overlap · 4 shared positions

$CVBF $COLB $BBT $BMRC

$63M

33 positions

#3Stieven Capital Advisors, L.P.Active

Notable overlap · 7 shared positions

$COLB $FITB $CFG $RNST $HBNC $BCAL

$524M

36 positions

#4Bayview Asset Management, LLCActive

Some overlap · 3 shared positions

$BBT $COLB $HBNC

$496M

69 positions

#5Ategra Capital Management, LLCActive

Some overlap · 3 shared positions

$BBT $CFG $EGBN

$222M

24 positions

#6MALTESE CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$COLB $CFG $BBT $KEY $HBNC $FMBH

$549M

100 positions

#7Elizabeth Park Capital Advisors, Ltd.Active

Some overlap · 6 shared positions

$CFG $FITB $COLB $HBNC $BCAL $EGBN

$145M

44 positions

#8Rosenthal {-} Henry Capital Advisors, Inc.Active

Some overlap · 3 shared positions

$CVBF $COLB $BHRB

$114M

48 positions

#9FJ Capital Management LLCActive

Some overlap · 3 shared positions

$CVBF $HBNC $BCAL

$770M

120 positions

#10MENDON CAPITAL ADVISORS CORPActive

Some overlap · 6 shared positions

$BBT $EBC $RNST $SHBI $BCAL $EGBN

$283M

46 positions

#11Artemis Investment Management LLPPassive

Some overlap · 3 shared positions

$KEY $CFG $BKU

$11.2B

213 positions

#12BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active

Some overlap · 3 shared positions

$KEY $CFG $CPF

$2.5B

111 positions

#13MOODY ALDRICH PARTNERS LLCPassive

Some overlap · 3 shared positions

$COLB $FIBK $BKU

$557M

175 positions

#14Petiole USA ltdActive

Some overlap · 6 shared positions

$CFG $COLB $RNST $SHBI $BCAL $FNWB

$139M

31 positions

#15Siena Capital Partners GP, LLCPassive

Some overlap · 5 shared positions

$COLB $SHBI $HBNC $FMBH $BCAL

$413M

101 positions

#16SYSTEMATIC FINANCIAL MANAGEMENT LPPassive

Slight overlap · 3 shared positions

$TRST $COLB $EBC

$5.0B

243 positions

#17SALZHAUER MICHAELSmart money

Slight overlap · 5 shared positions

$FITB $CFG $KEY $SHBI $BHRB

$292M

89 positions

#18Minerva Advisors LLCActive

Slight overlap · 3 shared positions

$CFG $EBC $HBNC

$158M

46 positions

#19Angel Oak Capital Advisors, LLCSmart money

Slight overlap · 3 shared positions

$COLB $FUNC $EGBN

$79M

30 positions

#20ENDEAVOUR CAPITAL ADVISORS INCActive

Slight overlap · 4 shared positions

$EBC $FMBH $BCAL $BHRB

$487M

35 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.