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 MOODY NATIONAL BANK DIVISION

13F Portfolio OverlapQ1 2026MOODY NATIONAL BANK DIVISION portfolio →

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Most similar hedge funds by 13F overlap

MOODY NATIONAL BANK TRUST DIVISION is an institutional investor managing $1.2B across 496 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 MOODY NATIONAL BANK DIVISION are Granahan Investment ,, Stonebridge Financial Group,, Passive ,, with shared positions in $MOD, $VCTR, $CRS, $FTAI, $PRCH, $MRX. The full ranking of 25 similar funds is below.

#1Granahan Investment Management, LLCActive

Some overlap · 7 shared positions

$MOD $VCTR $CRS $FTAI $PRCH $MRX

$2.1B

149 positions

#2Stonebridge Financial Group, LLCPassive

Slight overlap · 4 shared positions

$DDOG $WT $MCD $KO

$1.2B

262 positions

#3Passive Capital Management, LLC.Active

Slight overlap · 4 shared positions

$DDOG $WT $MCD $BAC

$335M

104 positions

#4PRECEDENT WEALTH PARTNERS, LLCPassive

Slight overlap · 4 shared positions

$DDOG $WT $BAC $MCD

$500M

166 positions

#5Intrinsic Edge Capital Management LLCPassive

Slight overlap · 3 shared positions

$MOD $CRS $WT

$603M

111 positions

#6Salomon & Ludwin, LLCPassive

Slight overlap · 4 shared positions

$DDOG $WT $MCD $KO

$1.1B

2,097 positions

#7REGIMEN WEALTH, LLCActive

Slight overlap · 4 shared positions

$DDOG $WT $KO $MCD

$342M

70 positions

#8PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$MOD $CRS $FTAI

$594M

178 positions

#9DRIEHAUS CAPITAL MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$MOD $CRS $FTAI

$13.6B

355 positions

#10Nicholas Investment Partners, LPPassive

Slight overlap · 3 shared positions

$MOD $CRS $FTAI

$1.4B

205 positions

#11Lansing Street AdvisorsPassive

Slight overlap · 4 shared positions

$WT $DDOG $BAC $MCD

$397M

151 positions

#12ANDERSON HOAGLAND & COPassive

Slight overlap · 3 shared positions

$DDOG $WT $BAC

$1.2B

136 positions

#13Bristlecone Value Partners, LLCPassive

Slight overlap · 3 shared positions

$DDOG $WT $BAC

$114M

68 positions

#14TAGStone Capital, Inc.Passive

Slight overlap · 3 shared positions

$DDOG $WT $BAC

$283M

137 positions

#15Eaton Financial Holdings Company, LLCPassive

Slight overlap · 3 shared positions

$DDOG $WT $BAC

$305M

125 positions

#16LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$DDOG $WT $BAC

$595M

360 positions

#17Ballast Rock Private Wealth LLCPassive

Slight overlap · 3 shared positions

$DDOG $WT $MCD

$181M

177 positions

#18K2 Financial Inc.Passive

Slight overlap · 3 shared positions

$DDOG $WT $MCD

$138M

59 positions

#19Aprio Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$DDOG $WT $MCD

$1.8B

613 positions

#20Savant Capital, LLCActive

Slight overlap · 3 shared positions

$DDOG $WT $KO

$20.7B

1,500 positions

#21NewEdge Advisors, LLCPassive

Slight overlap · 3 shared positions

$DDOG $WT $KO

$2.2B

1,217 positions

#22AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Slight overlap · 3 shared positions

$DDOG $WT $KO

$206M

97 positions

#23ECLECTIC ASSOCIATES INC /ADVActive

Slight overlap · 3 shared positions

$DDOG $WT $KO

$753M

159 positions

#24Tilson Financial Group, Inc.Active

Slight overlap · 4 shared positions

$DDOG $MCD $BAC $WT

$333M

79 positions

#25McGlone Suttner Wealth Management, Inc.Active

Slight overlap · 4 shared positions

$DDOG $BAC $MCD $KO

$755M

189 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.