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 City State Bank

13F Portfolio OverlapQ1 2026City State Bank portfolio →

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Most similar hedge funds by 13F overlap

City State Bank is an institutional investor managing $436M across 809 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 City State Bank are Advisors Wealth ,, Hurlow Wealth Group,, Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S, with shared positions in $SNOW, $HUM, $KKR, $MAR, $UNIT, $SNPS. The full ranking of 25 similar funds is below.

#1Capital Advisors Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$SNOW $HUM $KKR $MAR $UNIT

$745M

219 positions

#2Hurlow Wealth Management Group, Inc.Active

Notable overlap · 6 shared positions

$SNOW $SNPS $HUM $NEE $KKR $NSC

$420M

120 positions

#3Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 6 shared positions

$SNOW $KKR $HUM $NKE $NSC $UNIT

$111M

63 positions

#4Cornerstone Advisory, LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $SNOW $MAR $UNIT

$1.1B

262 positions

#5SWAN Capital LLCPassive

Notable overlap · 6 shared positions

$HUM $KKR $SNPS $MAR $UNIT $MU

$272M

554 positions

#6Sterling Financial Planning, Inc.Active

Notable overlap · 6 shared positions

$SNOW $KKR $NKE $NSC $UNIT $HUM

$337M

117 positions

#7Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$SNOW $HUM $KKR $UNIT

$194M

54 positions

#8Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$SNOW $HUM $NSC $MAR $UNIT

$227M

74 positions

#9Sagace Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SNOW $SNPS $KKR $UNIT $NEE

$149M

70 positions

#10Leo H. Evart, Inc.Passive

Notable overlap · 5 shared positions

$SNOW $HUM $MAR $KKR $UNIT

$117M

298 positions

#11HANOVER ADVISORS INCActive

Notable overlap · 6 shared positions

$SNOW $HUM $KKR $MAR $NKE $HSY

$246M

118 positions

#12Human Investing LLCSmart money

Notable overlap · 5 shared positions

$HUM $KKR $SNOW $NKE $MU

$687M

96 positions

#13Darrow Company, Inc.Active

Notable overlap · 4 shared positions

$SNOW $KKR $HUM $MAR

$222M

56 positions

#14True Link Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $HUM $NKE $MAR

$1.6B

418 positions

#15O'ROURKE & COMPANY, IncPassive

Notable overlap · 5 shared positions

$SNOW $KKR $HSY $UNIT $HUM

$253M

171 positions

#16FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 6 shared positions

$SNOW $NKE $HUM $NEE $UNIT $MU

$754M

345 positions

#17CHRISTINE MESSMER PCActive

Notable overlap · 7 shared positions

$SNOW $KKR $HSY $MAR $NEE $UNIT

$156M

80 positions

#18Wilkins Miller Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$KKR $SNOW $HUM $NSC

$165M

89 positions

#19Opus Financial Solutions LLCPassive

Notable overlap · 3 shared positions

$SNOW $HUM $NKE

$106M

103 positions

#20Windward Private Wealth Management Inc.Smart money

Notable overlap · 4 shared positions

$SNOW $HUM $UNIT $VLTO

$289M

44 positions

#21Kropog Financial Group, LLCActive

Notable overlap · 4 shared positions

$SNOW $KKR $MAR $HUM

$123M

33 positions

#22Donalies Financial Planning, LLCActive

Notable overlap · 8 shared positions

$KKR $SNOW $NKE $NEE $NSC $MAR

$117M

74 positions

#23CAMBRIDGE CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$SNOW $HUM $KKR $UNIT

$232M

44 positions

#24Andrews Advisory Associates, LLCActive

Notable overlap · 5 shared positions

$SNOW $HUM $NEE $KKR $NKE

$190M

82 positions

#25Clarity Capital Advisors, LLCActive

Notable overlap · 6 shared positions

$SNOW $KKR $NKE $UNIT $HUM $MAR

$215M

95 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.