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Hedge Funds Similar to BAKER BOYER NATIONAL BANK

13F Portfolio OverlapQ1 2026BAKER BOYER NATIONAL BANK portfolio →
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Most similar hedge funds by 13F overlap

BAKER BOYER NATIONAL BANK is an institutional investor managing $333M across 91 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 BAKER BOYER NATIONAL BANK are Lexington Hill Partners,, Sunflower Bank, N.A., Beaird Harris Wealth ,, with shared positions in $DDOG, $USB, $BA, $EMR, $UNP, $NKE. The full ranking of 25 similar funds is below.

#1Lexington Hill Partners, LLCActive
Substantial overlap · 3 shared positions
$DDOG$USB$BA
$177M
78 positions
#2Sunflower Bank, N.A.Active
Notable overlap · 3 shared positions
$DDOG$EMR$UNP
$392M
155 positions
#3Beaird Harris Wealth Management, LLCActive
Notable overlap · 4 shared positions
$DDOG$NKE$IAU$USB
$1.5B
686 positions
#4Ackerman Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$DDOG$IAU$MCD$UNP
$488M
115 positions
#5Altiora Financial Group, LLCActive
Notable overlap · 3 shared positions
$DDOG$NKE$IAU
$607M
110 positions
#6Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 5 shared positions
$NKE$DDOG$USB$IAU$PCAR
$1.1B
81 positions
#7REGIMEN WEALTH, LLCActive
Notable overlap · 3 shared positions
$DDOG$IAU$MCD
$342M
70 positions
#8Timonier Family Office, LTD.
Notable overlap · 5 shared positions
$NKE$DDOG$USB$IAU$DUK
$315M
56 positions
#9Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$DDOG$USB$MCD
$341M
64 positions
#10West Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$DDOG$USB$IBM$UNP
$589M
193 positions
#11SwitchPoint Financial Planning, LLCActive
Notable overlap · 3 shared positions
$NKE$DDOG$IBM
$147M
64 positions
#12Passive Capital Management, LLC.Active
Notable overlap · 3 shared positions
$DDOG$MCD$NKE
$335M
104 positions
#13Gutierrez Wealth Advisory, LLCActive
Notable overlap · 3 shared positions
$DDOG$DE$IBM
$161M
70 positions
#14Alvarez & Marsal Private Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$DDOG$IAU$USB
$712M
177 positions
#15Trinity Financial Advisors LLCActive
Notable overlap · 3 shared positions
$NKE$DDOG$UNP
$351M
89 positions
#16McGlone Suttner Wealth Management, Inc.Active
Notable overlap · 5 shared positions
$NKE$USB$DDOG$MCD$SSL
$755M
189 positions
#17Evanson Asset Management, LLCActive
Notable overlap · 3 shared positions
$NKE$DDOG$IAU
$1.9B
321 positions
#18Disciplined Investments, LLCPassive
Notable overlap · 5 shared positions
$NKE$DDOG$USB$IAU$IBM
$279M
141 positions
#19DiNuzzo Private Wealth, Inc.Active
Notable overlap · 6 shared positions
$NKE$MCD$HON$IAU$USB$IBM
$928M
1,345 positions
#20K2 Financial Inc.Passive
Notable overlap · 3 shared positions
$DDOG$NKE$MCD
$138M
59 positions
#21Foster Group, Inc.Active
Notable overlap · 5 shared positions
$NKE$DDOG$DE$USB$MCD
$3.4B
284 positions
#22Yeomans Consulting Group, Inc.
Notable overlap · 4 shared positions
$DDOG$USB$IAU$IBM
$341M
113 positions
#23Joel Adams & Associates, Inc.Active
Notable overlap · 3 shared positions
$DDOG$DUK$MCD
$135M
64 positions
#24Forum Financial Management, LPSmart money
Notable overlap · 4 shared positions
$DDOG$NKE$DE$IAU
$7.1B
331 positions
#25Financial Futures Ltd Liability Co.Active
Notable overlap · 6 shared positions
$NKE$DDOG$USB$IBM$IAU$DUK
$228M
72 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.