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Hedge Funds Similar to CERTIOR FINANCIAL GROUP

13F Portfolio OverlapQ2 2026CERTIOR FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

CERTIOR FINANCIAL GROUP, LLC is an institutional investor managing $183M across 146 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 CERTIOR FINANCIAL GROUP are ADE, Sprinkle Financial Consultants, PYA Waltman, with shared positions in $BAH, $DOV, $ECL, $VZ, $OKE, $TXN. The full ranking of 25 similar funds is below.

#1ADE, LLCActive
Notable overlap · 3 shared positions
$BAH$DOV$ECL
$237M
93 positions
#2Sprinkle Financial Consultants LLCActive
Notable overlap · 3 shared positions
$BAH$VZ$OKE
$255M
104 positions
#3PYA Waltman Capital, LLCActive
Notable overlap · 4 shared positions
$BAH$TXN$LMT$APD
$421M
67 positions
#4Alliance Wealth Advisors, LLC /UTPassive
Notable overlap · 9 shared positions
$GLDM$TXN$DOV$VZ$SNA$WEC
$530M
235 positions
#5Evergreen Wealth Solutions, LLCPassive
Notable overlap · 3 shared positions
$BAH$DOV$TXN
$1.9B
515 positions
#6NCM Capital Management, LLCPassive
Notable overlap · 4 shared positions
$BAH$QCOM$VZ$GILD
$324M
194 positions
#7Copia Wealth ManagementPassive
Notable overlap · 3 shared positions
$GLDM$DOV$GBTC
$166M
570 positions
#8NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$GLDM$DOV$PLTR$GBTC
$270M
74 positions
#9Compass Ion Advisors, LLCActive
Some overlap · 5 shared positions
$DOV$GLDM$MSTR$BAH$GBTC
$1.2B
297 positions
#10AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$DOV$ARCC
$832M
230 positions
#11SARD WEALTH MANAGEMENT GROUP, LLCActive
Some overlap · 3 shared positions
$BAH$PLTR$ED
$209M
61 positions
#12Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$GLDM$DOV$TXN
$1.1B
106 positions
#13Lynx Investment AdvisoryPassive
Some overlap · 3 shared positions
$GLDM$DOV$VZ
$305M
230 positions
#14Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$ARCC$ARES
$149M
636 positions
#15Harbor Group, Inc.Active
Some overlap · 3 shared positions
$BAH$TXN$LMT
$851M
115 positions
#16VISTA FINANCE, LLCActive
Some overlap · 5 shared positions
$FSCO$GLDM$GBTC$DOV$FSK
$179M
69 positions
#17MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$GLDM$LMT$DOV$BAH
$162M
106 positions
#18Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$DOV$BAH$LMT
$110M
73 positions
#19BENJAMIN EDWARDS INCPassive
Some overlap · 7 shared positions
$GLDM$TXN$QCOM$VZ$WEC$WSO
$11.0B
1,425 positions
#20DEARBORN PARTNERS LLCPassive
Some overlap · 7 shared positions
$VZ$TXN$SNA$QCOM$ECL$WEC
$1.8B
269 positions
#21CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$DOV$SNA$QCOM$APD$ARES
$5.2B
56 positions
#22SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 3 shared positions
$DOV$BAH$SNA
$248M
141 positions
#23Mills Wealth Advisors LLCActive
Some overlap · 3 shared positions
$GLDM$GBTC$LMT
$318M
76 positions
#24Austin Wealth Management, LLCActive
Some overlap · 4 shared positions
$GLDM$DOV$TXN$GILD
$473M
126 positions
#25SBI Securities Co., Ltd.Passive
Some overlap · 4 shared positions
$DOV$GLDM$PLTR$VZ
$4.4B
4,072 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.