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Hedge Funds Similar to Ategra ,

13F Portfolio OverlapQ1 2026Ategra , portfolio →
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Most similar hedge funds by 13F overlap

Ategra Capital Management, LLC is an institutional investor managing $201M across 27 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Ategra , are STRATEGIC VALUE BANK PARTNERS, Bayview Asset ,, Fourthstone, with shared positions in $BBT, $CFG, $TCBX, $MRBK, $FISI, $SCHW. The full ranking of 25 similar funds is below.

#1STRATEGIC VALUE BANK PARTNERS LLCActive
Substantial overlap · 4 shared positions
$BBT$CFG$TCBX$MRBK
$186M
14 positions
#2Bayview Asset Management, LLCActive
Notable overlap · 3 shared positions
$BBT$FISI$SCHW
$260M
58 positions
#3Fourthstone LLCActive
Notable overlap · 4 shared positions
$PKBK$FVCB$MRBK$TFC
$590M
62 positions
#4Prana Capital Management, LPPassive
Notable overlap · 3 shared positions
$TFC$WFC$CFG
$3.3B
131 positions
#5Regal Partners LtdActive
Some overlap · 3 shared positions
$TFC$WFC$SCHW
$1.8B
106 positions
#6Siena Capital Partners GP, LLCPassive
Some overlap · 4 shared positions
$CFG$PKBK$PEBO$CFFI
$385M
100 positions
#7SALZHAUER MICHAELSmart money
Some overlap · 4 shared positions
$WFC$TFC$CFG$TCBX
$212M
75 positions
#8EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$WFC$TFC$SCHW
$5.1B
71 positions
#9TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$WFC$TFC$SCHW
$132M
96 positions
#10rhino investment partners, IncActive
Some overlap · 3 shared positions
$PKBK$TFC$FVCB
$359M
39 positions
#11Shepherd Street Advisors LLCPassive
Some overlap · 3 shared positions
$WFC$BA$SCHW
$101M
86 positions
#12KLCM Advisors, Inc.Active
Some overlap · 3 shared positions
$WFC$TFC$BA
$1.2B
275 positions
#13Applied Capital LLC/FLActive
Some overlap · 3 shared positions
$WFC$BA$TFC
$212M
92 positions
#14CORNERCAP INVESTMENT COUNSEL INC
Some overlap · 3 shared positions
$WFC$TFC$SCHW
$203M
151 positions
#15BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 3 shared positions
$CFG$WFC$SCHW
$2.1B
108 positions
#16HF Advisory Group, LLCPassive
Some overlap · 3 shared positions
$WFC$TFC$SCHW
$293M
166 positions
#17FJ Capital Management LLCActive
Slight overlap · 4 shared positions
$CFG$IBCP$HWBK$SCHW
$888M
126 positions
#18AVISO WEALTH MANAGEMENTPassive
Slight overlap · 3 shared positions
$BA$WFC$SCHW
$222M
140 positions
#19HARRIS ASSOCIATES L PActive
Slight overlap · 3 shared positions
$WFC$SCHW$CTVA
$75.0B
158 positions
#20Marotta Asset ManagementActive
Slight overlap · 3 shared positions
$WFC$SCHW$TFC
$543M
103 positions
#21Hardin Capital Partners, LLCActive
Slight overlap · 3 shared positions
$TFC$SCHW$WFC
$216M
140 positions
#22Retirement Planning Co of New England, Inc.Passive
Slight overlap · 3 shared positions
$BA$SCHW$WFC
$246M
248 positions
#23RED REEF ADVISORS LLCPassive
Slight overlap · 3 shared positions
$SCHW$WFC$CTVA
$96M
179 positions
#24Intrinsic Value Partners, LLCActive
Slight overlap · 3 shared positions
$SCHW$WFC$BA
$130M
69 positions
#25Canandaigua National Trust Co of FloridaPassive
Slight overlap · 3 shared positions
$SCHW$BA$TFC
$125M
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.