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 CERTUITY,

13F Portfolio OverlapQ1 2026CERTUITY, portfolio →

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Most similar hedge funds by 13F overlap

CERTUITY, LLC is an institutional investor managing $1.5B across 659 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 CERTUITY, are Spectrum Financial Alliance Ltd, Hosking Partners LLP, Teewinot Advisers, L.L.C., with shared positions in $C, $MU, $GE, $BAC, $F, $BA. The full ranking of 25 similar funds is below.

#1Spectrum Financial Alliance Ltd LLCActive

Substantial overlap · 7 shared positions

$C $MU $GE $BAC $F $BA

$520M

30 positions

#2Hosking Partners LLPActive

Notable overlap · 6 shared positions

$C $MU $BAC $WFC $MS $FCX

$2.8B

99 positions

#3Teewinot Capital Advisers, L.L.C.Active

Notable overlap · 4 shared positions

$C $MS $WFC $BAC

$1.3B

33 positions

#4Blume Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$C $MU $WFC $BAC $FCX

$588M

337 positions

#5Provident Living Financial Services, Inc.Active

Notable overlap · 5 shared positions

$C $BAC $VZ $FCX $T

$91M

48 positions

#6Viewpoint Capital Management LLCActive

Notable overlap · 8 shared positions

$C $GE $BAC $WT $MS $T

$214M

135 positions

#7SALZHAUER MICHAELSmart money

Notable overlap · 4 shared positions

$C $WFC $BAC $PNC

$212M

75 positions

#8KEMPNER CAPITAL MANAGEMENT INC.

Notable overlap · 3 shared positions

$MU $C $BAC

$106M

43 positions

#9Schear Investment Advisers, LLCPassive

Notable overlap · 5 shared positions

$MU $C $GE $MS $PNC

$227M

77 positions

#10Griffith & Werner, Inc.Active

Notable overlap · 5 shared positions

$C $WFC $BAC $VZ $T

$202M

72 positions

#11WESTBOURNE INVESTMENTS, INC.Passive

Notable overlap · 5 shared positions

$GE $MU $C $VZ $T

$210M

141 positions

#12Next Level Private LLCPassive

Notable overlap · 9 shared positions

$GE $MS $WT $F $BA $T

$443M

175 positions

#13Vanguard Capital Wealth AdvisorsPassive

Notable overlap · 6 shared positions

$MU $MS $BAC $INTC $BA $VZ

$108M

120 positions

#14Estabrook Capital ManagementPassive

Notable overlap · 7 shared positions

$C $BAC $PNC $WFC $GE $VZ

$685M

380 positions

#15Massachusetts Wealth ManagementPassive

Notable overlap · 6 shared positions

$C $GE $BAC $MU $WFC $FCX

$231M

98 positions

#16CALIFORNIA FIRST LEASING CORPActive

Notable overlap · 3 shared positions

$MU $WFC $BAC

$312M

39 positions

#17DCF Advisers, LLCActive

Notable overlap · 3 shared positions

$MU $BAC $C

$375M

86 positions

#18KAHN BROTHERS GROUP INCActive

Notable overlap · 6 shared positions

$C $FLG $BMY $BAC $VZ $PNC

$564M

48 positions

#19Collar Capital Management, LLCPassive

Notable overlap · 5 shared positions

$MU $C $INTC $BA $DOW

$155M

72 positions

#20Hedges Asset Management LLC

Notable overlap · 8 shared positions

$GE $VZ $WFC $INTC $F $BA

$142M

108 positions

#21Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active

Notable overlap · 5 shared positions

$MU $FCX $INTC $DOW $GE

$1.2B

51 positions

#22Delta Accumulation, LLCActive

Notable overlap · 4 shared positions

$C $BAC $BA $BMY

$1.2B

87 positions

#23AFFINITY INVESTMENT ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$MU $BAC $VZ $MS $F $T

$160M

137 positions

#24ARS Investment Partners, LLCActive

Notable overlap · 5 shared positions

$MU $MS $FCX $BA $BMY

$1.9B

182 positions

#25TERRIL BROTHERS, INC.Active

Notable overlap · 6 shared positions

$C $VZ $BAC $T $INTC $GE

$366M

75 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.