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Hedge Funds Similar to Fourthstone

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

Fourthstone LLC is an institutional investor managing $590M across 62 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 Fourthstone are Petiole USA ltd, BANC FUNDS, Siena Partners GP,, with shared positions in $CBAN, $CARE, $FXNC, $MPB, $FRST, $FNWB. The full ranking of 20 similar funds is below.

#1Petiole USA ltdActive
Substantial overlap · 8 shared positions
$CBAN$CARE$FXNC$MPB$FRST$FNWB
$143M
32 positions
#2BANC FUNDS CO LLCPassive
Substantial overlap · 13 shared positions
$AVBH$CBAN$ISTR$MRBK$MPB$MCB
$537M
97 positions
#3Siena Capital Partners GP, LLCPassive
Notable overlap · 8 shared positions
$FXNC$PKBK$OVLY$CWBC$TSBK$SHBI
$385M
100 positions
#4Patriot Financial Partners GP II, L.P.Active
Notable overlap · 5 shared positions
$AVBH$COSO$MCB$FRST$TBRG
$388M
12 positions
#5ENDEAVOUR CAPITAL ADVISORS INCActive
Notable overlap · 5 shared positions
$AVBH$FVCB$BHRB$COSO$TBRG
$441M
37 positions
#6EJF Capital LLCPassive
Notable overlap · 6 shared positions
$COSO$AVBH$MCB$FRST$CARE$CCNE
$142M
69 positions
#7Ategra Capital Management, LLCActive
Notable overlap · 4 shared positions
$PKBK$FVCB$MRBK$TFC
$201M
27 positions
#8MENDON CAPITAL ADVISORS CORPActive
Notable overlap · 6 shared positions
$COSO$AVBH$FRST$SHBI$BFST$CARE
$258M
53 positions
#9Cutler Capital Management, LLCPassive
Notable overlap · 5 shared positions
$PKBK$FXNC$TSBK$CWBC$FCCO
$370M
116 positions
#10rhino investment partners, IncActive
Notable overlap · 7 shared positions
$MPB$PKBK$TFC$TBRG$CFBK$FVCB
$359M
39 positions
#11Elizabeth Park Capital Advisors, Ltd.Active
Some overlap · 5 shared positions
$FCCO$ATLO$COSO$PLBC$CCNE
$130M
46 positions
#12MALTESE CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$FRST$CARE$FCCO$AVBH$CCNE
$508M
104 positions
#13SALZHAUER MICHAELSmart money
Some overlap · 6 shared positions
$FRST$TFC$TBRG$MCB$SHBI$CFBK
$212M
75 positions
#14Daytona Street Capital LLCPassive
Some overlap · 3 shared positions
$CFBK$BOTJ$CARE
$130M
301 positions
#15Pacific Ridge Capital Partners, LLCPassive
Some overlap · 3 shared positions
$PKBK$MCB$CBAN
$462M
137 positions
#16CALDWELL SUTTER CAPITAL, INC.Passive
Some overlap · 3 shared positions
$PLBC$PKBK$CWBC
$246M
894 positions
#17Oppenheimer & Close, LLCPassive
Some overlap · 4 shared positions
$CARE$CCNE$CBAN$MPB
$159M
56 positions
#18Angel Oak Capital Advisors, LLCActive
Slight overlap · 3 shared positions
$PLBC$PB$EGBN
$90M
33 positions
#19North Reef Capital Management LPActive
Slight overlap · 3 shared positions
$EGBN$PB$FRST
$2.9B
60 positions
#20HoldCo Asset Management, LPSmart money
Slight overlap · 6 shared positions
$SHBI$PEBK$EBMT$BHRB$FNWB$EGBN
$1.3B
29 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.