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 AMARILLO NATIONAL BANK

13F Portfolio OverlapQ1 2026AMARILLO NATIONAL BANK portfolio →

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Most similar hedge funds by 13F overlap

AMARILLO NATIONAL BANK is an institutional investor managing $624M across 98 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to AMARILLO NATIONAL BANK are BCM ADVISORS,, PRING TURNER GROUP, Aristotle ,, with shared positions in $ATO, $DE, $WT, $CL, $KO, $AXP. The full ranking of 25 similar funds is below.

#1BCM ADVISORS, LLCActive

Slight overlap · 5 shared positions

$ATO $DE $WT $CL $KO

$507M

78 positions

#2PRING TURNER CAPITAL GROUP INCPassive

Slight overlap · 4 shared positions

$ATO $AXP $WFC $ETN

$166M

72 positions

#3Aristotle Capital Management, LLCActive

Slight overlap · 5 shared positions

$ATO $XEL $WFC $CTVA $KO

$47.8B

191 positions

#4Azora Capital LPActive

Slight overlap · 3 shared positions

$PB $HOMB $WT

$1.5B

45 positions

#5CROBANPassive

Slight overlap · 3 shared positions

$ATO $WT $XEL

$213M

73 positions

#6Paradiem, LLCPassive

Slight overlap · 4 shared positions

$ATO $ADI $CL $OKE

$454M

70 positions

#7Kentucky Trust CoPassive

Slight overlap · 4 shared positions

$ATO $PFE $KO $T

$191M

311 positions

#8Aventail Capital Group, LPPassive

Slight overlap · 3 shared positions

$ATO $XEL $OKE

$2.1B

170 positions

#9DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Slight overlap · 3 shared positions

$ATO $XEL $DLR

$9.6B

148 positions

#10CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Slight overlap · 3 shared positions

$ATO $XEL $DLR

$6.7B

96 positions

#11BARROW HANLEY MEWHINNEY & STRAUSS LLCActive

Slight overlap · 4 shared positions

$PB $AXP $XEL $WFC

$30.5B

377 positions

#12Nicholson Wealth Management Group, LLCPassive

Slight overlap · 3 shared positions

$ATO $ADI $CL

$172M

114 positions

#13Energy Income Partners, LLCActive

Slight overlap · 3 shared positions

$ATO $XEL $OKE

$6.2B

87 positions

#14Hartford Funds Management Co LLCSmart money

Slight overlap · 3 shared positions

$ATO $AXP $WFC

$1.2B

96 positions

#15DEARBORN PARTNERS LLCActive

Slight overlap · 3 shared positions

$ATO $CTVA $ITW

$1.8B

269 positions

#16Port Capital LLCActive

Slight overlap · 4 shared positions

$PB $AXP $CL $ETN

$2.2B

82 positions

#17CULTIVAR CAPITAL, INC.Smart money

Slight overlap · 6 shared positions

$PB $DE $PFE $KO $OKE $T

$156M

46 positions

#1817 CAPITAL PARTNERS, LLCPassive

Slight overlap · 5 shared positions

$ATO $WT $WFC $CTVA $KO

$194M

172 positions

#19DEAN INVESTMENT ASSOCIATES, LLCPassive

Slight overlap · 4 shared positions

$PB $XEL $DLR $ITW

$710M

190 positions

#20Town & Country Bank & Trust CO dba First Bankers Trust COPassive

Slight overlap · 3 shared positions

$ATO $ETN $KO

$296M

146 positions

#21BARR E S & COActive

Slight overlap · 3 shared positions

$HOMB $AXP $WFC

$1.7B

108 positions

#22Rayburn West Financial Services LLCPassive

Slight overlap · 6 shared positions

$AXP $DE $WFC $PFE $KO $T

$170M

82 positions

#23Asset Advisors Investment Management, LLCActive

Slight overlap · 3 shared positions

$ATO $DE $KO

$1.0B

106 positions

#24Good Steward Wealth Advisors,LLCPassive

Slight overlap · 6 shared positions

$AXP $DE $PFE $ETN $OKE $ITW

$156M

68 positions

#25UNITED BANKActive

Slight overlap · 3 shared positions

$ATO $KO $ITW

$781M

121 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.