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Hedge Funds Similar to Cito Group

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

Cito Capital Group, LLC is an institutional investor managing $369M across 174 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 Cito Group are DCM Advisors, Richwood Investment Advisors, Sculati Wealth, with shared positions in $MS, $AXP, $BA, $DIS, $MCD, $AMGN. The full ranking of 25 similar funds is below.

#1DCM Advisors, LLCActive
Some overlap · 5 shared positions
$MS$AXP$BA$DIS$MCD
$253M
38 positions
#2Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$MS$AMGN$AXP$BA$MCD
$142M
106 positions
#3Sculati Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$BA$AMGN$DIS$VRTX
$300M
123 positions
#4FELL CAPITAL MANAGEMENT /ADVPassive
Some overlap · 5 shared positions
$AMGN$AXP$MS$BA$DIS
$119M
96 positions
#5Arcataur Capital Management LLCSmart money
Some overlap · 5 shared positions
$MS$AMGN$AXP$REGN$VRTX
$403M
105 positions
#6Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$MS$AMGN$AXP$MCD
$703M
160 positions
#7Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MS$AMGN$AXP$MCD
$297M
103 positions
#8VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 4 shared positions
$MS$AMGN$DRI$VRTX
$1.7B
345 positions
#9HERITAGE INVESTORS MANAGEMENT CORPActive
Some overlap · 5 shared positions
$MS$AXP$DIS$BA$MCD
$3.6B
257 positions
#10INDEPENDENT INVESTORS INCSmart money
Some overlap · 6 shared positions
$AMGN$BA$AXP$DIS$MCD$MS
$524M
73 positions
#11Lipe & DaltonPassive
Some overlap · 4 shared positions
$MS$AMGN$BA$VRTX
$215M
94 positions
#12LVM CAPITAL MANAGEMENT LTD/MIActive
Some overlap · 4 shared positions
$MS$AMGN$AXP$VRTX
$1.2B
163 positions
#13ABNER HERRMAN & BROCK LLCActive
Some overlap · 4 shared positions
$MS$AXP$BA$MCD
$1.1B
111 positions
#14Gen-Wealth Partners IncPassive
Some overlap · 5 shared positions
$AMGN$AXP$BA$DIS$MCD
$360M
722 positions
#15Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$AMGN$AXP$BA$DIS$MCD
$330M
73 positions
#16Chesapeake Wealth ManagementPassive
Some overlap · 4 shared positions
$MS$AXP$AMGN$MCD
$357M
168 positions
#17Focused Investors LLCActive
Some overlap · 4 shared positions
$MS$AXP$DIS$MCD
$3.0B
23 positions
#18Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 4 shared positions
$MS$AXP$DIS$MCD
$487M
72 positions
#19Lansing Street AdvisorsActive
Some overlap · 4 shared positions
$MS$AMGN$MCD$AXP
$472M
167 positions
#20Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$AMGN$MCD$AXP
$358M
74 positions
#21Union Heritage Capital, LLCPassive
Some overlap · 3 shared positions
$MS$AMGN$AXP
$295M
65 positions
#22Nordwand Advisors, LLCPassive
Some overlap · 3 shared positions
$MS$AMGN$AXP
$652M
146 positions
#23Insight Inv LLCPassive
Some overlap · 3 shared positions
$MS$AMGN$AXP
$212M
109 positions
#24Capital Investment Counsel, LLCPassive
Some overlap · 3 shared positions
$MS$AMGN$DRI
$808M
156 positions
#25ALBION FINANCIAL GROUP /UTPassive
Some overlap · 4 shared positions
$MS$AMGN$DIS$MCD
$1.7B
652 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.