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Hedge Funds Similar to Citizens Business Bank

13F Portfolio OverlapQ1 2026Citizens Business Bank portfolio →
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Most similar hedge funds by 13F overlap

Citizens Business Bank is an institutional investor managing $610M across 135 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 Citizens Business Bank are ASSOCIATES /NY/, RPG Investment Advisory,, Gunderson, with shared positions in $PWR, $PLTR, $LNG, $TMO, $USB, $PANW. The full ranking of 25 similar funds is below.

#1CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Notable overlap · 7 shared positions
$PWR$PLTR$LNG$TMO$USB$PANW
$60M
36 positions
#2RPG Investment Advisory, LLCPassive
Notable overlap · 5 shared positions
$PWR$PLTR$FANG$BAC$BWXT
$829M
92 positions
#3Gunderson Capital Management Inc.Passive
Some overlap · 4 shared positions
$PWR$PLTR$LNG$DELL
$239M
46 positions
#4FAGAN ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$PLTR$BAC$SCHW$UBER$USB$REGN
$719M
135 positions
#5Broadleaf Partners, LLCActive
Some overlap · 5 shared positions
$PWR$PLTR$UBER$REGN$PANW
$429M
84 positions
#6HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 5 shared positions
$PLTR$PWR$LNG$SCHW$DELL
$182M
329 positions
#7Blue Line Capital, LLC / ILPassive
Some overlap · 5 shared positions
$PLTR$LNG$UBER$TMO$USB
$88M
65 positions
#8Menard Financial Group LLCActive
Some overlap · 5 shared positions
$PLTR$PWR$UBER$DELL$PANW
$143M
82 positions
#9Asio Capital, LLCActive
Some overlap · 7 shared positions
$FANG$UBER$PWR$DELL$TMO$BAC
$712M
110 positions
#10GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 4 shared positions
$PWR$LNG$SCHW$TMO
$88M
38 positions
#11KIECKHEFER GROUP LLCSmart money
Some overlap · 4 shared positions
$PLTR$LNG$BWXT$DELL
$212M
58 positions
#12Barden Capital Management, Inc.Passive
Some overlap · 5 shared positions
$PWR$FANG$TRV$UBER$PANW
$117M
58 positions
#13Providence Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$PWR$BAC$DELL$TMO$UNP$PANW
$613M
200 positions
#14Titan Investment Management LLCPassive
Some overlap · 5 shared positions
$PWR$DELL$USB$CL$PLTR
$113M
37 positions
#15Strong Retirement Solutions LLCPassive
Some overlap · 4 shared positions
$PWR$FANG$UBER$SCHW
$143M
86 positions
#16CONNORS INVESTOR SERVICES INCActive
Some overlap · 4 shared positions
$PLTR$PWR$SCHW$PANW
$1.1B
149 positions
#17CLOUGH CAPITAL PARTNERS L PActive
Some overlap · 5 shared positions
$LNG$SCHW$BWXT$DELL$PANW
$1.0B
96 positions
#18COMMUNITY TRUST & INVESTMENT COActive
Some overlap · 5 shared positions
$LNG$SCHW$UBER$TMO$PANW
$1.8B
140 positions
#19Robbins FarleyPassive
Some overlap · 4 shared positions
$PWR$UBER$D$DELL
$226M
143 positions
#20Oder Investment Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$BAC$SCHW$REGN
$130M
102 positions
#21Bannerstone Capital Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$PWR$PANW
$108M
97 positions
#22Z3 Capital Partners, LLCPassive
Some overlap · 4 shared positions
$PLTR$BAC$UBER$REGN
$395M
187 positions
#23Lionshead Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PWR$PLTR$TMO
$136M
108 positions
#24MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$PLTR$PWR$D$DELL
$121M
61 positions
#25AMI ASSET MANAGEMENT CORPActive
Some overlap · 4 shared positions
$PWR$SCHW$CL$PANW
$1.6B
96 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.