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 Business Bank

13F Portfolio OverlapQ2 2026Citizens Business Bank portfolio →

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Most similar hedge funds by 13F overlap

Citizens Business Bank is an institutional investor managing $664M across 139 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 Citizens Business Bank are Yahav Achim Ve Achayot - Provident Funds Ltd., Gunderson, ASSOCIATES, with shared positions in $PWR, $MRVL, $PLTR, $BWXT, $DELL, $LNG. The full ranking of 25 similar funds is below.

#1Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active

Notable overlap · 4 shared positions

$PWR $MRVL $PLTR $BWXT

$144M

40 positions

#2Gunderson Capital Management Inc.Active

Notable overlap · 4 shared positions

$PWR $DELL $MRVL $LNG

$370M

52 positions

#3CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 5 shared positions

$PWR $PLTR $MRVL $TMO $LNG

$78M

44 positions

#4N10 ASSETS, LLC

Notable overlap · 4 shared positions

$PWR $MRVL $PLTR $UBER

$231M

34 positions

#5N10 WEALTH, LLCActive

Notable overlap · 4 shared positions

$PWR $MRVL $PLTR $UBER

$282M

43 positions

#6RPG Investment Advisory, LLCPassive

Notable overlap · 5 shared positions

$PWR $PLTR $FANG $SNOW $BWXT

$973M

93 positions

#7Robbins FarleyPassive

Notable overlap · 5 shared positions

$PWR $DELL $D $UBER $SHW

$260M

157 positions

#8HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Notable overlap · 5 shared positions

$MRVL $PLTR $DELL $SCHW $PWR

$217M

352 positions

#9ARGUS INVESTORS' COUNSEL, INC.Passive

Notable overlap · 5 shared positions

$PWR $SCHW $SNOW $DELL $UBER

$130M

106 positions

#10GARRISON BRADFORD & ASSOCIATES INCActive

Notable overlap · 5 shared positions

$PWR $SCHW $TMO $LNG $UBER

$92M

35 positions

#11Intrepid Financial Planning Group LLCPassive

Notable overlap · 4 shared positions

$DELL $MRVL $PLTR $SCHW

$294M

135 positions

#12Barden Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$PWR $TRV $UBER $FANG $CL

$108M

53 positions

#13Lionshead Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$PWR $PLTR $TMO $ASTS

$154M

112 positions

#14Objectivity Squared, LLCActive

Notable overlap · 3 shared positions

$PWR $DELL $UBER

$178M

56 positions

#15Strong Retirement Solutions LLCPassive

Notable overlap · 5 shared positions

$PWR $FANG $UBER $SCHW $TMO

$167M

82 positions

#16Titan Investment Management LLCActive

Notable overlap · 4 shared positions

$PWR $DELL $CL $PLTR

$135M

38 positions

#17Mendel Money ManagementPassive

Notable overlap · 5 shared positions

$PWR $MRVL $UBER $TMO $FANG

$273M

127 positions

#18Mengis Capital Management, Inc.Passive

Some overlap · 4 shared positions

$PWR $MRVL $DELL $UNP

$658M

218 positions

#19Robeco Schweiz AGActive

Some overlap · 3 shared positions

$PWR $MRVL $TMO

$6.2B

126 positions

#20KIECKHEFER GROUP LLCSmart money

Some overlap · 4 shared positions

$DELL $PLTR $BWXT $LNG

$246M

65 positions

#21Malaga Cove Capital, LLCPassive

Some overlap · 3 shared positions

$PWR $MRVL $SCHW

$314M

185 positions

#22HARTLINE INVESTMENT CORP/Active

Some overlap · 5 shared positions

$DELL $MRVL $PLTR $UBER $UNP

$1.1B

115 positions

#23NZS Capital, LLCActive

Some overlap · 5 shared positions

$PWR $MRVL $SNOW $TOST $UBER

$3.9B

61 positions

#24Menard Financial Group LLCActive

Some overlap · 4 shared positions

$PLTR $DELL $PWR $SCHW

$184M

80 positions

#25Lord & Richards Wealth Management, LLCActive

Some overlap · 3 shared positions

$PWR $FANG $UBER

$128M

49 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.