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Hedge Funds Similar to CERTUITY

13F Portfolio OverlapQ2 2026CERTUITY portfolio →
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Most similar hedge funds by 13F overlap

CERTUITY, LLC is an institutional investor managing $2.0B across 674 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 CERTUITY are KAHN BROTHERS GROUP, SALZHAUER MICHAEL, Provident Living Financial Services, with shared positions in $C, $FLG, $BMY, $VZ, $PNC, $WFC. The full ranking of 25 similar funds is below.

#1KAHN BROTHERS GROUP INCSmart money
Notable overlap · 5 shared positions
$C$FLG$BMY$VZ$PNC
$564M
48 positions
#2SALZHAUER MICHAELSmart money
Notable overlap · 3 shared positions
$C$WFC$PNC
$292M
89 positions
#3Provident Living Financial Services, Inc.Active
Notable overlap · 4 shared positions
$C$FCX$VZ$T
$101M
50 positions
#4Nexus Investment Management ULCActive
Notable overlap · 4 shared positions
$C$MS$VZ$T
$767M
72 positions
#5Teewinot Capital Advisers, L.L.C.Active
Notable overlap · 3 shared positions
$C$MS$WFC
$1.4B
31 positions
#6Spectrum Financial Alliance Ltd LLCActive
Notable overlap · 3 shared positions
$C$F$BA
$679M
31 positions
#7THORNBURG INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$C$FCX$T
$10.5B
139 positions
#8PMC FIG Opportunities LLCPassive
Notable overlap · 3 shared positions
$C$MS$FLG
$63M
33 positions
#9TERRIL BROTHERS, INC.Active
Notable overlap · 4 shared positions
$C$VZ$BA$T
$388M
71 positions
#10Landmark Wealth Management, LLCActive
Notable overlap · 7 shared positions
$C$WFC$F$FCX$BA$BMY
$418M
151 positions
#11Hosking Partners LLPActive
Notable overlap · 4 shared positions
$C$WFC$MS$FCX
$3.0B
98 positions
#12Griffith & Werner, Inc.Passive
Notable overlap · 4 shared positions
$C$WFC$VZ$T
$213M
71 positions
#13Viewpoint Capital Management LLCPassive
Notable overlap · 5 shared positions
$C$MS$BMY$T$PNC
$196M
120 positions
#14Boothe Investment Group, Inc.Active
Some overlap · 3 shared positions
$C$VZ$PNC
$317M
38 positions
#15HOURGLASS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$C$MS$FCX$VZ
$508M
127 positions
#16Oliver Luxxe Assets LLCPassive
Some overlap · 5 shared positions
$C$MS$WFC$PNC$FCX
$680M
199 positions
#17Blume Capital Management, Inc.Passive
Some overlap · 3 shared positions
$C$WFC$FCX
$684M
359 positions
#18Delta Global Management LPPassive
Some overlap · 3 shared positions
$C$MS$PNC
$922M
149 positions
#19MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$C$WFC$VZ$T
$233M
122 positions
#20ABNER HERRMAN & BROCK LLCActive
Some overlap · 5 shared positions
$MS$WFC$C$VZ$BA
$1.1B
111 positions
#21Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$C$PNC$WFC$VZ$T
$739M
344 positions
#22MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$C$FCX$BA$BMY
$3.9B
80 positions
#23Limestone Investment Advisors LPPassive
Some overlap · 5 shared positions
$C$WFC$MS$BA$FCX
$1.3B
558 positions
#24BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 3 shared positions
$MS$OMF$WFC
$2.5B
111 positions
#25Myriad Asset Management US LPActive
Some overlap · 4 shared positions
$C$MS$FCX$WFC
$72M
52 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.