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Hedge Funds Similar to CITIZENS FINANCIAL GROUP

13F Portfolio OverlapQ3 2026CITIZENS FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

CITIZENS FINANCIAL GROUP INC/RI is an institutional investor managing $8.6B across 1,148 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 CITIZENS FINANCIAL GROUP are RFG - Bristol Wealth Advisors, Atlantic Edge Private Wealth, CITY NATIONAL BANK OF FLORIDA, with shared positions in $ETN, $MDY, $PH, $LIN, $CMI, $GLW. The full ranking of 25 similar funds is below.

#1RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$ETN$MDY$PH$LIN$CMI$GLW
$420M
172 positions
#2Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ETN$PWR$MDY$URI$CMI
$487M
628 positions
#3CITY NATIONAL BANK OF FLORIDA /MSDActive
Some overlap · 6 shared positions
$PWR$MDY$LIN$URI$WFC$HCA
$238M
150 positions
#4BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 5 shared positions
$ETN$MDY$PH$C$LIN
$371M
394 positions
#5Pegasus Asset Management, Inc.Passive
Some overlap · 4 shared positions
$ETN$PWR$MDY$PH
$351M
75 positions
#6Lionsbridge Wealth Management LLCActive
Some overlap · 4 shared positions
$ETN$PWR$MDY$CMI
$90M
63 positions
#7TRUSTMARK NATIONAL BANK TRUST DEPARTMENTActive
Some overlap · 5 shared positions
$MDY$ETN$PH$C$URI
$1.7B
278 positions
#8SAXON INTERESTS, INC.Passive
Some overlap · 4 shared positions
$ETN$PWR$MDY$CMI
$288M
196 positions
#9L & S Advisors IncPassive
Some overlap · 5 shared positions
$ETN$C$CMI$GLW$BNY
$967M
236 positions
#10Hartford Funds Management Co LLCSmart money
Some overlap · 5 shared positions
$ETN$PH$GLW$WFC$HCA
$1.3B
98 positions
#11Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$ETN$C$GLW$BNY$WFC
$739M
344 positions
#12Legacy Bridge, LLCPassive
Some overlap · 4 shared positions
$ETN$PWR$PH$BNY
$324M
322 positions
#13Longbow Finance SAPassive
Some overlap · 5 shared positions
$PWR$PH$C$CMI$BNY
$782M
59 positions
#14CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$ETN$CMI$GLW$BNY$WFC
$857M
179 positions
#15AMF Tjanstepension ABActive
Some overlap · 5 shared positions
$ETN$PH$C$LIN$URI
$17.2B
119 positions
#16ADELL HARRIMAN & CARPENTER INCActive
Some overlap · 4 shared positions
$ETN$PWR$C$CMI
$2.0B
158 positions
#17BankChampaign, National AssociationPassive
Some overlap · 4 shared positions
$ETN$PWR$PH$URI
$120M
202 positions
#18Sandro Wealth Management LLCPassive
Some overlap · 5 shared positions
$PWR$PH$LIN$C$HCA
$138M
103 positions
#19Ridge Creek Global, IncPassive
Some overlap · 4 shared positions
$ETN$PWR$LIN$CMI
$129M
94 positions
#20AGF MANAGEMENT LTDPassive
Some overlap · 4 shared positions
$ETN$PWR$LIN$GLW
$25.8B
656 positions
#21SFE Investment CounselPassive
Some overlap · 4 shared positions
$ETN$PWR$URI$CMI
$742M
152 positions
#22Ascent Wealth Partners, LLCActive
Some overlap · 4 shared positions
$PWR$ETN$MDY$CMI
$1.0B
214 positions
#23Strong Tower Advisory ServicesPassive
Some overlap · 4 shared positions
$ETN$PWR$PH$CMI
$568M
92 positions
#24Providence Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$ETN$PWR$LIN$WFC
$660M
385 positions
#25CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$ETN$PWR$LIN$WFC
$1.2B
153 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.