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Hedge Funds Similar to CITY NATIONAL BANK OF FLORIDA

13F Portfolio OverlapQ2 2026CITY NATIONAL BANK OF FLORIDA portfolio →
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Most similar hedge funds by 13F overlap

CITY NATIONAL BANK OF FLORIDA /MSD is an institutional investor managing $238M across 150 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 CITY NATIONAL BANK OF FLORIDA are Cunning Partners, FOSTER & MOTLEY, ARGENT, with shared positions in $URI, $WFC, $HCA, $PWR, $PGR, $JBL. The full ranking of 25 similar funds is below.

#1Cunning Capital Partners, LPActive
Some overlap · 7 shared positions
$URI$WFC$HCA$PWR$PGR$JBL
$248M
55 positions
#2FOSTER & MOTLEY INCActive
Some overlap · 6 shared positions
$URI$HCA$HPE$JBL$GM$DHI
$2.2B
405 positions
#3ARGENT CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$HCA$PGR$URI$HPE$DHI
$3.2B
168 positions
#4CENTRAL BANK & TRUST COActive
Some overlap · 5 shared positions
$MDY$URI$DHI$PWR$PGR
$705M
185 positions
#5MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 5 shared positions
$PHYS$HCA$LIN$WFC$DUK
$230M
143 positions
#6Providence Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$PGR$WFC$PWR$DUK$LIN
$660M
385 positions
#7TODD ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$HCA$URI$MO$JBL$TPR
$5.6B
182 positions
#8Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MDY$URI$PWR$DHI
$489M
619 positions
#9COZAD ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$HCA$URI$PWR$HPE$JBL
$1.5B
453 positions
#10Heritage Wealth AdvisorsActive
Some overlap · 4 shared positions
$PHYS$PGR$DUK$MO
$2.9B
703 positions
#11GREAT LAKES ADVISORS, LLCPassive
Some overlap · 5 shared positions
$WFC$PWR$DUK$LIN$GM
$13.1B
825 positions
#12CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$WFC$PWR$DUK$LIN$TPR
$1.2B
153 positions
#13UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$HCA$DUK$MO$LIN$GM
$863M
423 positions
#14DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MDY$SYF$TPR$URI
$445M
204 positions
#15Cauble & Harre Wealth Management, Inc.Active
Some overlap · 3 shared positions
$PHYS$NTRS$SGOL
$125M
72 positions
#16O'SHAUGHNESSY ASSET MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$MO$SYF$GM$HCA$TPR$DHI
$21.7B
2,618 positions
#17Polianta LtdActive
Some overlap · 4 shared positions
$SYF$PGR$DLTR$DHI
$809M
86 positions
#18NZS Capital, LLCActive
Some overlap · 4 shared positions
$PGR$URI$PWR$LIN
$3.9B
61 positions
#19CITIZENS FINANCIAL GROUP INC/RIPassive
Some overlap · 6 shared positions
$PWR$MDY$LIN$URI$WFC$HCA
$8.3B
1,047 positions
#20Estate Counselors, LLCSmart money
Some overlap · 3 shared positions
$MDY$SYF$GM
$1.2B
92 positions
#21Phraction Management LLCActive
Some overlap · 3 shared positions
$PHYS$WFC$LIN
$596M
66 positions
#22Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$HPE$WFC$DUK$MO
$116M
65 positions
#23SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 4 shared positions
$URI$WFC$PWR$JBL
$892M
299 positions
#24STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 3 shared positions
$MDY$WFC$DUK
$395M
283 positions
#25Eastover Investment Advisors LLCActive
Some overlap · 4 shared positions
$PGR$URI$JBL$DHI
$254M
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.