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Hedge Funds Similar to Ategra

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

Ategra Capital Management, LLC is an institutional investor managing $222M across 24 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 Ategra are Prana, Regal Partners Ltd, Elizabeth Park Advisors, Ltd., with shared positions in $TFC, $WFC, $CFG, $SCHW, $PEBO, $CBNK. The full ranking of 25 similar funds is below.

#1Prana Capital Management, LPActive
Notable overlap · 3 shared positions
$TFC$WFC$CFG
$3.3B
122 positions
#2Regal Partners LtdActive
Notable overlap · 3 shared positions
$WFC$TFC$SCHW
$1.8B
122 positions
#3Elizabeth Park Capital Advisors, Ltd.Active
Notable overlap · 4 shared positions
$CFG$PEBO$CBNK$EGBN
$145M
44 positions
#4Bayview Asset Management, LLCSmart money
Some overlap · 4 shared positions
$BBT$FISI$SCHW$AX
$496M
69 positions
#5HoldCo Asset Management, LPSmart money
Some overlap · 3 shared positions
$BBT$CFG$EGBN
$1.6B
29 positions
#6Anchor Bay Capital, Inc.Passive
Some overlap · 3 shared positions
$BA$TFC$SCHW
$185M
341 positions
#7Shepherd Street Advisors LLCPassive
Some overlap · 3 shared positions
$WFC$SCHW$BA
$114M
86 positions
#8EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$WFC$TFC$SCHW
$5.2B
76 positions
#9FJ Capital Management LLCActive
Some overlap · 4 shared positions
$TFC$HWBK$IBCP$WFC
$770M
120 positions
#10KLCM Advisors, Inc.Active
Some overlap · 3 shared positions
$BA$WFC$TFC
$1.3B
299 positions
#11TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$WFC$SCHW$TFC
$143M
104 positions
#12INTEGRITY WEALTH ADVISORS, INC.
Some overlap · 3 shared positions
$BA$EIX$WFC
$168M
73 positions
#13SALZHAUER MICHAELSmart money
Some overlap · 4 shared positions
$WFC$TFC$TCBX$CFG
$292M
89 positions
#14HF Advisory Group, LLCPassive
Some overlap · 3 shared positions
$WFC$SCHW$TFC
$323M
168 positions
#15WINSLOW ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SCHW$BA$WFC
$575M
82 positions
#16MENDON CAPITAL ADVISORS CORPActive
Some overlap · 3 shared positions
$BBT$FISI$EGBN
$283M
46 positions
#17Slagle Financial, LLCPassive
Some overlap · 3 shared positions
$EIX$TFC$WFC
$334M
127 positions
#18BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 3 shared positions
$WFC$CFG$SCHW
$2.5B
111 positions
#19Voya Financial Advisors, Inc.Smart money
Some overlap · 3 shared positions
$SCHW$WFC$TFC
$1.1B
208 positions
#20CITIZENS & NORTHERN CORPActive
Some overlap · 3 shared positions
$WFC$SCHW$BA
$438M
117 positions
#21UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive
Some overlap · 3 shared positions
$SCHW$BA$CFG
$863M
423 positions
#22Intrinsic Value Partners, LLCActive
Some overlap · 3 shared positions
$SCHW$WFC$BA
$146M
73 positions
#23Carson Advisory Inc.Passive
Slight overlap · 3 shared positions
$EIX$BA$WFC
$218M
204 positions
#24Vista Private Wealth Partners. LLC
Slight overlap · 3 shared positions
$BA$SCHW$WFC
$306M
89 positions
#25Canandaigua National Trust Co of Florida
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.