What hedge funds are most similar to BOK Financial Private Wealth, Inc.?

The funds with the most similar 13F portfolios to BOK Financial Private Wealth, Inc. are United Community Bank, Cushing Partners,, SFM,, based on overlapping conviction holdings in the latest SEC filings.

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 BOK Financial Private Wealth,

13F Portfolio OverlapQ1 2026BOK Financial Private Wealth, portfolio →

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Most similar hedge funds by 13F overlap

BOK Financial Private Wealth, Inc. is an institutional investor managing $1.7B across 448 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 BOK Financial Private Wealth, are United Community Bank, Cushing Partners,, SFM,, with shared positions in $IAUM, $BRZE, $IAU, $KKR, $LOW, $INTU. The full ranking of 25 similar funds is below.

#1United Community BankPassive

Some overlap · 4 shared positions

$IAUM $BRZE $IAU $KKR

$300M

565 positions

#2Cushing Capital Partners, LLCPassive

Some overlap · 5 shared positions

$BRZE $IAUM $IAU $KKR $LOW

$130M

96 positions

#3SFM, LLCActive

Some overlap · 3 shared positions

$IAUM $IAU $INTU

$165M

63 positions

#4Greenline Partners, LLCActive

Some overlap · 5 shared positions

$BRZE $IAUM $IAU $EPAM $MKL

$930M

144 positions

#5MorganRosel Wealth Management, LLCActive

Some overlap · 3 shared positions

$IAUM $APH $MKL

$254M

103 positions

#6CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$IAUM $RELX $LOW $TMO

$309M

132 positions

#7CARL STUART INVESTMENT ADVISOR, INCActive

Some overlap · 4 shared positions

$BRZE $IAUM $IAU $MKL

$229M

27 positions

#8Westfuller Advisors, LLCPassive

Some overlap · 6 shared positions

$BRZE $IAUM $PANW $KKR $MS $MKL

$232M

756 positions

#9CLUNE & ASSOCIATES, LTD.Passive

Slight overlap · 6 shared positions

$BRZE $IAU $RELX $KKR $LII $MKL

$532M

162 positions

#10New England Private Wealth Advisors LLCActive

Slight overlap · 6 shared positions

$BRZE $IAU $KKR $EPAM $IAUM $MKL

$866M

194 positions

#11Summit Wealth Group, LLCActive

Slight overlap · 5 shared positions

$BRZE $IAU $RELX $KKR $MS

$436M

126 positions

#12OKABENA INVESTMENT SERVICES INCPassive

Slight overlap · 5 shared positions

$BRZE $IAU $APH $ECL $TMO

$519M

144 positions

#13Greenhouse Wealth Management, LLCSmart money

Slight overlap · 5 shared positions

$BRZE $IAU $KKR $EPAM $MKL

$162M

57 positions

#14SVRN Asset Management, LLCActive

Slight overlap · 5 shared positions

$BRZE $IAUM $MS $TMO $MKL

$103M

37 positions

#15Raub Brock Capital Management LPActive

Slight overlap · 3 shared positions

$IAUM $INTU $TMO

$395M

43 positions

#16Elwood & Goetz Wealth Advisory Group, LLCActive

Slight overlap · 4 shared positions

$BRZE $IAU $RELX $LOW

$589M

138 positions

#17PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$BRZE $IAU $RELX $MKL

$1.4B

283 positions

#18Integrity Wealth Solutions LLCPassive

Slight overlap · 4 shared positions

$BRZE $IAU $KKR $INTU

$255M

130 positions

#19GSG Advisors LLCActive

Slight overlap · 5 shared positions

$BRZE $PANW $KKR $MS $MKL

$385M

137 positions

#20Turning Point Benefit Group, Inc.Active

Slight overlap · 3 shared positions

$IAUM $APH $KKR

$157M

95 positions

#21White Lighthouse Investment Management Inc.Active

Slight overlap · 4 shared positions

$BRZE $IAU $KKR $MKL

$721M

145 positions

#22Disciplined Investors, L.L.C.Passive

Slight overlap · 4 shared positions

$BRZE $IAU $KKR $MKL

$168M

139 positions

#23Briggs Wealth Management, IncSmart money

Slight overlap · 4 shared positions

$BRZE $IAU $EPAM $MKL

$94M

58 positions

#24TRB Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$BRZE $RELX $KKR $MS

$704M

285 positions

#25Provenance Wealth Advisors, LLCActive

Slight overlap · 5 shared positions

$BRZE $EPAM $IAU $MS $KKR

$945M

412 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.