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 NATIONAL BANK OF FLORIDA /MSD

13F Portfolio OverlapQ1 2026CITY NATIONAL BANK OF FLORIDA /MSD portfolio →

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Most similar hedge funds by 13F overlap

CITY NATIONAL BANK OF FLORIDA /MSD is an institutional investor managing $238M across 150 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 NATIONAL BANK OF FLORIDA /MSD are O'SHAUGHNESSY ASSET ,, Qsemble ,, Heritage Wealth Advisors, with shared positions in $HCA, $MO, $TPR, $SYF, $WFC, $GM. The full ranking of 25 similar funds is below.

#1O'SHAUGHNESSY ASSET MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$HCA $MO $TPR $SYF $WFC $GM

$20.1B

2,651 positions

#2Qsemble Capital Management, LPPassive

Some overlap · 6 shared positions

$PGR $MO $TPR $DUK $GM $NOW

$1.3B

430 positions

#3Heritage Wealth AdvisorsActive

Some overlap · 5 shared positions

$PHYS $PGR $DUK $MO $NOW

$2.6B

692 positions

#4GREAT LAKES ADVISORS, LLCPassive

Some overlap · 6 shared positions

$WFC $PWR $DUK $GM $MU $LIN

$12.1B

792 positions

#5UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive

Some overlap · 5 shared positions

$HCA $MO $DUK $GM $LIN

$687M

301 positions

#6Eaton Financial Holdings Company, LLCPassive

Some overlap · 4 shared positions

$PHYS $WFC $MU $EBAY

$305M

125 positions

#7Challenger Wealth ManagementActive

Slight overlap · 4 shared positions

$HCA $MO $PWR $DUK

$125M

58 positions

#8Phraction Management LLCActive

Slight overlap · 3 shared positions

$PHYS $WFC $LIN

$483M

65 positions

#9Marble Harbor Investment Counsel, LLCActive

Slight overlap · 4 shared positions

$NTRS $PGR $WFC $EBAY

$923M

192 positions

#10Prana Capital Management, LPPassive

Slight overlap · 3 shared positions

$HCA $NTRS $WFC

$3.3B

131 positions

#11BRANDES INVESTMENT PARTNERS, LPActive

Slight overlap · 3 shared positions

$HCA $PGR $WFC

$14.1B

186 positions

#12Galvin, Gaustad & Stein, LLCPassive

Slight overlap · 3 shared positions

$HCA $PGR $WFC

$1.2B

252 positions

#13Hixon Zuercher, LLCPassive

Slight overlap · 3 shared positions

$HCA $PGR $WFC

$321M

85 positions

#14Bright Futures Wealth Management, LLC.Passive

Slight overlap · 3 shared positions

$PHYS $DUK $MU

$146M

188 positions

#15COZAD ASSET MANAGEMENT INCPassive

Slight overlap · 4 shared positions

$HCA $PWR $MU $URI

$1.3B

421 positions

#16Cyndeo Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$PHYS $MO $DUK

$1.9B

478 positions

#17PeakShares LLCPassive

Slight overlap · 4 shared positions

$PGR $MO $DUK $MU

$109M

116 positions

#18McHugh Group, LLCActive

Slight overlap · 4 shared positions

$PGR $WFC $MU $LIN

$169M

82 positions

#19BRIDGES INVESTMENT MANAGEMENT INCActive

Slight overlap · 4 shared positions

$PGR $WFC $NOW $URI

$7.4B

396 positions

#20ANTIPODES PARTNERS LtdActive

Slight overlap · 3 shared positions

$HCA $PGR $DUK

$5.2B

126 positions

#21Ameliora Wealth Management Ltd.Passive

Slight overlap · 3 shared positions

$PHYS $PWR $MU

$314M

232 positions

#22Second Line Capital, LLCActive

Slight overlap · 4 shared positions

$PGR $PWR $DUK $NOW

$528M

185 positions

#23Lord & Richards Wealth Management, LLCActive

Slight overlap · 4 shared positions

$PGR $PWR $DUK $NOW

$114M

50 positions

#24IMC-Chicago, LLCPassive

Slight overlap · 3 shared positions

$PHYS $WFC $MU

$278.4B

5,950 positions

#25Clarion Wealth Managment Partners, LLCPassive

Slight overlap · 4 shared positions

$MO $PWR $TPR $DUK

$110M

84 positions

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View CITY NATIONAL BANK OF FLORIDA /MSD’s holdings

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.