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 CITIZENS FINANCIAL GROUP /RI

13F Portfolio OverlapQ1 2026CITIZENS FINANCIAL GROUP /RI portfolio →

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Most similar hedge funds by 13F overlap

CITIZENS FINANCIAL GROUP INC/RI is an institutional investor managing $7.2B across 837 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 FINANCIAL GROUP /RI are CLEAR INVESTMENT RESEARCH,, Bedell Frazier Investment Counselling,, Hudson Canyon, with shared positions in $BAC, $SCHW, $SNOW, $KO, $LMT, $ETN. The full ranking of 25 similar funds is below.

#1CLEAR INVESTMENT RESEARCH, LLCPassive

Some overlap · 5 shared positions

$BAC $SCHW $SNOW $KO $LMT

$64M

241 positions

#2Bedell Frazier Investment Counselling, LLCPassive

Some overlap · 5 shared positions

$BAC $SCHW $ETN $KO $LMT

$495M

128 positions

#3Hudson Canyon Capital ManagementPassive

Some overlap · 5 shared positions

$BAC $SCHW $ETN $KO $HCA

$163M

52 positions

#4United Asset Strategies, Inc.Passive

Some overlap · 5 shared positions

$BAC $SCHW $ETN $LMT $PH

$1.3B

257 positions

#5First City Capital Management, Inc.Passive

Some overlap · 5 shared positions

$BAC $ETN $KO $MDY $LMT

$189M

160 positions

#6EPG Wealth Management LLCPassive

Some overlap · 5 shared positions

$SCHW $SNOW $PWR $KO $LMT

$369M

320 positions

#7TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive

Some overlap · 5 shared positions

$BAC $SNOW $MDY $KO $PH

$1.6B

271 positions

#8B & T Capital Management DBA Alpha Capital ManagementActive

Some overlap · 5 shared positions

$SCHW $SNOW $PWR $LMT $PH

$690M

115 positions

#9Carlton Hofferkamp & Jenks Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SNOW $BAC $KO $MDY $LMT

$299M

142 positions

#10AVISO WEALTH MANAGEMENTPassive

Some overlap · 4 shared positions

$BAC $SCHW $ETN $PWR

$222M

140 positions

#11Carson Advisory Inc.Passive

Some overlap · 4 shared positions

$BAC $SCHW $ETN $KO

$193M

188 positions

#12Great Lakes Retirement, Inc.Passive

Slight overlap · 4 shared positions

$BAC $SCHW $PWR $LMT

$967M

219 positions

#13EDGAR LOMAX CO/VAActive

Slight overlap · 4 shared positions

$BAC $SCHW $KO $LMT

$1.4B

56 positions

#14JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$BAC $SCHW $KO $LMT

$822M

214 positions

#15Princeton Global Asset Management LLCPassive

Slight overlap · 4 shared positions

$BAC $ETN $PWR $KO

$613M

829 positions

#16KENNEDY INVESTMENT GROUPPassive

Slight overlap · 4 shared positions

$BAC $ETN $PWR $KO

$255M

135 positions

#17SOUTH PLAINS FINANCIAL, INC.Passive

Slight overlap · 4 shared positions

$SCHW $ETN $SNOW $BAC

$172M

224 positions

#18Cetera Trust Company, N.APassive

Slight overlap · 4 shared positions

$BAC $SCHW $KO $HCA

$177M

351 positions

#19Renasant BankPassive

Slight overlap · 4 shared positions

$BAC $SNOW $PWR $KO

$141M

137 positions

#20FIRST FINANCIAL BANKSHARES INCActive

Slight overlap · 4 shared positions

$BAC $ETN $KO $LMT

$5.0B

201 positions

#21HANOVER ADVISORS INCActive

Slight overlap · 5 shared positions

$SNOW $SCHW $KO $MDY $BAC

$246M

118 positions

#22Mattson Financial Services, LLCPassive

Slight overlap · 4 shared positions

$BAC $ETN $PWR $KO

$419M

232 positions

#23AMF Tjanstepension ABActive

Slight overlap · 4 shared positions

$BAC $ETN $KO $PH

$15.1B

117 positions

#24DUPONT CAPITAL MANAGEMENT CORPPassive

Slight overlap · 4 shared positions

$BAC $ETN $KO $PH

$879M

101 positions

#25Clearview Wealth Advisors LLC

Slight overlap · 4 shared positions

$BAC $SNOW $SCHW $LMT

$158M

103 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.