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 OverlapQ2 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 Q2 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 Marotta Asset, Greystone Financial Group, Trust Co, with shared positions in $SNPS, $DE, $LMT, $CRWD, $VZ, $MRVL. The full ranking of 25 similar funds is below.

#1Marotta Asset ManagementActive

Some overlap · 3 shared positions

$SNPS $DE $LMT

$601M

103 positions

#2Greystone Financial Group, LLCPassive

Some overlap · 3 shared positions

$SNPS $CRWD $LMT

$358M

74 positions

#3Trust CoActive

Some overlap · 3 shared positions

$SNPS $LMT $VZ

$1.1B

908 positions

#4Robocap Asset Management LtdActive

Some overlap · 3 shared positions

$SNPS $MRVL $CRWD

$124M

22 positions

#5Avalon Global Asset Management LLCActive

Some overlap · 3 shared positions

$SNPS $MRVL $CRWD

$917M

38 positions

#6Plan Group Financial, LLCPassive

Some overlap · 3 shared positions

$SNPS $FITB $VZ

$486M

249 positions

#7DB Fitzpatrick & Co, IncActive

Some overlap · 4 shared positions

$SNPS $DE $MELI $LMT

$124M

100 positions

#8Tamar Securities, LLCActive

Some overlap · 3 shared positions

$SNPS $MELI $LMT

$1.1B

98 positions

#9Stablepoint Partners, LLCPassive

Some overlap · 4 shared positions

$SNPS $FITB $LMT $VZ

$723M

260 positions

#10MIROVAActive

Some overlap · 3 shared positions

$SNPS $CRWD $VZ

$2.7B

185 positions

#11Slow Capital, Inc.Active

Slight overlap · 4 shared positions

$SNPS $DE $MELI $CRWD

$857M

111 positions

#12Scissortail Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$SNPS $VZ $MRVL

$520M

106 positions

#13Cane Capital Partners, LLCPassive

Slight overlap · 4 shared positions

$MRVL $DE $CRWD $LMT

$253M

133 positions

#14HOWARD BAILEY SECURITIES, LLCActive

Slight overlap · 3 shared positions

$SNPS $MRVL $DE

$267M

121 positions

#15Clearwave Capital, LLCPassive

Slight overlap · 4 shared positions

$DE $MRVL $CRWD $VZ

$181M

166 positions

#16Impax Asset Management Group plcActive

Slight overlap · 3 shared positions

$SNPS $MRVL $DE

$15.4B

284 positions

#17SYCOMORE ASSET MANAGEMENTActive

Slight overlap · 3 shared positions

$SNPS $DE $CRWD

$932M

72 positions

#18AssuredPartners Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$SNPS $CASY $CRWD

$1.0B

416 positions

#19CCM INVESTMENT ADVISERS LLCPassive

Slight overlap · 3 shared positions

$SNPS $CRWD $LMT

$1.3B

88 positions

#20JACOBS & CO/CAPassive

Slight overlap · 3 shared positions

$SNPS $DE $CRWD

$1.2B

134 positions

#21Security National BankPassive

Slight overlap · 3 shared positions

$SNPS $DE $CASY

$838M

392 positions

#22NEW ENGLAND ASSET MANAGEMENT INCPassive

Slight overlap · 4 shared positions

$FITB $LNT $LMT $VZ

$863M

131 positions

#23FORA Capital, LLCPassive

Slight overlap · 3 shared positions

$SNPS $MELI $LMT

$1.5B

345 positions

#24Prospect Financial Services LLCPassive

Slight overlap · 4 shared positions

$MRVL $MELI $CRWD $VZ

$197M

115 positions

#25DE BURLO GROUP INCPassive

Slight overlap · 3 shared positions

$SNPS $MELI $CRWD

$547M

90 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.