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Hedge Funds Similar to CERTIOR FINANCIAL GROUP,

13F Portfolio OverlapQ1 2026CERTIOR FINANCIAL GROUP, portfolio →
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Most similar hedge funds by 13F overlap

CERTIOR FINANCIAL GROUP, LLC is an institutional investor managing $157M across 130 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 CERTIOR FINANCIAL GROUP, are ADE,, PYA Waltman ,, Main Line Retirement Advisors,, with shared positions in $BAH, $BRZE, $SE, $DOV, $DDOG, $ECL. The full ranking of 25 similar funds is below.

#1ADE, LLCActive
Notable overlap · 6 shared positions
$BAH$BRZE$SE$DOV$DDOG$ECL
$209M
86 positions
#2PYA Waltman Capital, LLCActive
Notable overlap · 5 shared positions
$BAH$TXN$LMT$GBTC$VZ
$361M
67 positions
#3Main Line Retirement Advisors, LLCActive
Notable overlap · 4 shared positions
$BAH$TXN$BRZE$IBM
$200M
48 positions
#4J. Derek Lewis & Associates Inc.Passive
Notable overlap · 4 shared positions
$BAH$CRM$PLTR$MSTR
$427M
206 positions
#5STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCPassive
Notable overlap · 4 shared positions
$BAH$CRM$AMN$IBM
$128M
62 positions
#6Troutman Wealth Management, LLCActive
Notable overlap · 3 shared positions
$BAH$BRZE$AMN
$120M
36 positions
#7OakTrust Wealth Advisors, LLCActive
Notable overlap · 6 shared positions
$BAH$GBTC$AMN$CRM$IBM$TXN
$110M
68 positions
#8CORA CAPITAL ADVISORS LLCActive
Notable overlap · 4 shared positions
$BAH$MAR$BRZE$TXN
$302M
134 positions
#9Hartmann Taylor Wealth Management, LLCActive
Notable overlap · 6 shared positions
$BAH$BRZE$DOV$CRM$PLTR$GBTC
$151M
54 positions
#10National Wealth Management Group, LLCPassive
Notable overlap · 4 shared positions
$BAH$MAR$SE$PLTR
$269M
215 positions
#11Boyer Financial Services, Inc.Active
Notable overlap · 3 shared positions
$BAH$CRM$MAR
$94M
44 positions
#12RHL GROUP, LLCActive
Notable overlap · 4 shared positions
$BAH$PLTR$AMN$DOV
$117M
240 positions
#13Rubicon Advisors, GPPassive
Notable overlap · 5 shared positions
$BAH$AMN$PLTR$ED$MAR
$115M
76 positions
#14D'Orazio & Associates, Inc.Active
Notable overlap · 3 shared positions
$BAH$LMT$MAR
$772M
299 positions
#15GENESIS PRIVATE WEALTH, LLCPassive
Notable overlap · 5 shared positions
$DDOG$TXN$BRZE$OKE$GILD
$318M
182 positions
#16LifeGoal Investments, LLCPassive
Some overlap · 3 shared positions
$BAH$TXN$DDOG
$175M
112 positions
#17KM Capital Management Ltd.Active
Some overlap · 3 shared positions
$BAH$SE$AMN
$149M
76 positions
#18FINANCIAL CONSULATE, INCActive
Some overlap · 4 shared positions
$BAH$LMT$MAR$OKE
$803M
1,402 positions
#19Clarity Asset Management, Inc.Passive
Some overlap · 3 shared positions
$BAH$BRZE$MSTR
$198M
290 positions
#20Gutierrez Wealth Advisory, LLCActive
Some overlap · 5 shared positions
$DDOG$BAH$DOV$BRZE$IBM
$161M
70 positions
#21Carson Advisory Inc.Passive
Some overlap · 4 shared positions
$BAH$CRM$VZ$IBM
$193M
188 positions
#22Mallini Complete Financial Planning LLCSmart money
Some overlap · 4 shared positions
$DDOG$BRZE$TXN$ARCC
$126M
61 positions
#23Vermillion Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$MAR$DDOG$BRZE$ECL
$255M
1,563 positions
#24Northwest Financial AdvisorsPassive
Some overlap · 7 shared positions
$BAH$BRZE$MAR$CRM$LMT$VZ
$52M
66 positions
#25Merited Wealth, LLCPassive
Some overlap · 4 shared positions
$BAH$DOV$CRM$SE
$121M
79 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.