13F Pro

Hedge Funds Similar to CERTIOR FINANCIAL GROUP

13F Portfolio OverlapQ3 2026CERTIOR FINANCIAL GROUP portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CERTIOR FINANCIAL GROUP, LLC is an institutional investor managing $184M across 143 U.S. equity positions as of Q3 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
$256M
108 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
$283M
75 positions
#9Compass Ion Advisors, LLCActive
Some overlap · 5 shared positions
$DOV$GLDM$MSTR$BAH$GBTC
$1.2B
306 positions
#10AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$DOV$ARCC
$840M
251 positions
#11SARD WEALTH MANAGEMENT GROUP, LLCActive
Some overlap · 3 shared positions
$BAH$PLTR$ED
$250M
65 positions
#12Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$GLDM$DOV$TXN
$1.1B
109 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
$148M
200 positions
#15Harbor Group, Inc.Active
Some overlap · 3 shared positions
$BAH$TXN$LMT
$849M
121 positions
#16VISTA FINANCE, LLCActive
Some overlap · 5 shared positions
$FSCO$GLDM$GBTC$DOV$FSK
$188M
55 positions
#17MACROVIEW INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$GLDM$LMT$DOV$BAH
$167M
106 positions
#18Catalyst Investment Management LLCActive
Some overlap · 3 shared positions
$DOV$BAH$LMT
$113M
74 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
$255M
143 positions
#23Mills Wealth Advisors LLCActive
Some overlap · 3 shared positions
$GLDM$GBTC$LMT
$316M
78 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
4,126 positions

Compare CERTIOR FINANCIAL GROUP’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View CERTIOR FINANCIAL GROUP’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.