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Hedge Funds Similar to Citadel Investment Advisory

13F Portfolio OverlapQ2 2026Citadel Investment Advisory portfolio →
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Most similar hedge funds by 13F overlap

Citadel Investment Advisory, Inc. is an institutional investor managing $220M across 76 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 Citadel Investment Advisory are Capco Asset, BARR E S, Lincoln, with shared positions in $MKL, $BUD, $DHR, $MCO, $MTD, $AXP. The full ranking of 25 similar funds is below.

#1Capco Asset Management, LLCSmart money
Notable overlap · 3 shared positions
$MKL$BUD$DHR
$366M
26 positions
#2BARR E S & COActive
Notable overlap · 6 shared positions
$MKL$MCO$MTD$AXP$PEP$WFC
$1.8B
112 positions
#3Lincoln Capital LLCActive
Notable overlap · 7 shared positions
$MKL$MCD$DIS$AXP$MCO$DHR
$562M
137 positions
#4BANYAN CAPITAL MANAGEMENT, INC.Active
Notable overlap · 4 shared positions
$MKL$AXP$DHR$MCD
$230M
55 positions
#5Poehling Capital Management, INC.Passive
Notable overlap · 8 shared positions
$MKL$AMG$PEP$DIS$WFC$MDT
$466M
166 positions
#6Lafayette Investments, Inc.Active
Notable overlap · 5 shared positions
$MKL$PEP$DIS$JEF$LOW
$542M
162 positions
#7INKWELL CAPITAL LLCActive
Notable overlap · 5 shared positions
$MKL$MCO$DIS$AXP$WFC
$96M
31 positions
#8Bradyco, Inc.Active
Notable overlap · 7 shared positions
$MKL$DIS$PEP$AXP$ETN$WFC
$87M
33 positions
#9Evergreen Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$MKL$BKNG$DIS
$213M
55 positions
#10Mraz, Amerine & Associates, Inc.Active
Notable overlap · 4 shared positions
$MKL$WRB$CACC$JEF
$697M
199 positions
#11Stony Point Wealth Management Inc.Passive
Notable overlap · 4 shared positions
$MKL$PM$CSX$PEP
$283M
103 positions
#12PYA Waltman Capital, LLCActive
Notable overlap · 5 shared positions
$MKL$GD$PEP$MCD$DHR
$421M
67 positions
#13Bristlecone Value Partners, LLCActive
Some overlap · 7 shared positions
$MKL$PEP$DIS$AXP$MDT$BUD
$124M
70 positions
#14ProVise Management Group, LLCPassive
Some overlap · 6 shared positions
$PM$GD$BKNG$WFC$MDT$PEP
$1.5B
282 positions
#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PM$GD$MCD$PEP$WFC$MDT
$233M
122 positions
#16Buttonwood Financial Advisors Inc.Active
Some overlap · 7 shared positions
$MKL$AXP$DIS$PEP$BUD$MCD
$329M
110 positions
#17FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$PM$GD$BKNG$WFC$MDT
$355M
257 positions
#18CRUX WEALTH ADVISORSPassive
Some overlap · 7 shared positions
$PM$BKNG$GD$DIS$WFC$MDT
$289M
192 positions
#19Regency Capital Management Inc.\DEPassive
Some overlap · 4 shared positions
$MKL$ETN$HHH$DHR
$251M
64 positions
#20InvesTrustPassive
Some overlap · 6 shared positions
$PM$MCD$DIS$PEP$AXP$WFC
$260M
95 positions
#21DCM Advisors, LLCActive
Some overlap · 7 shared positions
$PM$MCD$DIS$AXP$CSX$WFC
$253M
38 positions
#22HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$PM$MCD$PEP$AXP$WFC$MCO
$252M
43 positions
#23Keystone Financial ServicesActive
Some overlap · 5 shared positions
$PM$GD$BKNG$WFC$MDT
$388M
131 positions
#24Broad Run Investment Management, LLCSmart money
Some overlap · 3 shared positions
$MKL$DIS$DHR
$650M
24 positions
#25Sky Investment Group LLCPassive
Some overlap · 6 shared positions
$PM$MCD$PEP$AXP$GD$DHR
$637M
146 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.