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Hedge Funds Similar to Bank OZK

13F Portfolio OverlapQ1 2026Bank OZK portfolio →
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Most similar hedge funds by 13F overlap

Bank OZK is an institutional investor managing $283M across 149 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 Bank OZK are ARGUS INVESTORS' COUNSEL,, Robbins Farley, AMJ Financial Wealth, with shared positions in $AMAT, $PWR, $ANET, $TT, $AXP, $TJX. The full ranking of 25 similar funds is below.

#1ARGUS INVESTORS' COUNSEL, INC.Passive
Notable overlap · 6 shared positions
$AMAT$PWR$ANET$TT$AXP$TJX
$112M
102 positions
#2Robbins FarleyPassive
Notable overlap · 6 shared positions
$PWR$ANET$SO$TJX$AZN$IBM
$226M
143 positions
#3AMJ Financial Wealth ManagementPassive
Notable overlap · 5 shared positions
$AMAT$PWR$ANET$TT$TJX
$424M
86 positions
#4Insight Inv LLCPassive
Notable overlap · 6 shared positions
$AMAT$AMGN$MRVL$TJX$AXP$IBM
$183M
104 positions
#5DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Notable overlap · 7 shared positions
$BAC$AMAT$AXP$AZN$PWR$TJX
$112.7B
1,002 positions
#6ABN AMRO Bank N.V.Active
Some overlap · 5 shared positions
$PWR$BAC$TT$TJX$AZN
$9.3B
228 positions
#7Hilltop National BankPassive
Some overlap · 11 shared positions
$IAU$ANET$PWR$SO$TT$AMGN
$468M
805 positions
#8Curat Global, LLCPassive
Some overlap · 7 shared positions
$AMAT$AMGN$IBM$CSX$AXP$BAC
$102M
265 positions
#9SHUTTLEWORTH & CoPassive
Some overlap · 5 shared positions
$AMAT$ANET$TMUS$TJX$SO
$111M
52 positions
#10Applied Finance Capital Management, LLCPassive
Some overlap · 5 shared positions
$AMAT$PWR$BAC$IBM$AMP
$1.3B
218 positions
#11Saranac Partners LtdPassive
Some overlap · 5 shared positions
$AMAT$BAC$TT$TJX$AZN
$234M
103 positions
#12BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PWR$ANET$AMGN$TJX$AXP
$360M
106 positions
#13Mengis Capital Management, Inc.Passive
Some overlap · 6 shared positions
$PWR$AZN$IAU$IBM$BAC$MRVL
$581M
212 positions
#14CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$AMAT$ANET$TMUS$AXP$TT
$180M
58 positions
#15Coppell Advisory Solutions LLCActive
Some overlap · 5 shared positions
$AMAT$BAC$AMGN$AZN$AXP
$170M
39 positions
#16Advanced Asset Management Advisors IncActive
Some overlap · 5 shared positions
$AMAT$AMGN$TMUS$KR$SO
$362M
79 positions
#17guardian investment managementActive
Some overlap · 5 shared positions
$BAC$AMGN$CSX$AXP$AMAT
$127M
60 positions
#18Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$AMGN$CSX$SO$BAC$IBM
$215M
125 positions
#19Stanley Capital Management, LLCActive
Some overlap · 4 shared positions
$AMAT$BAC$MRVL$AXP
$598M
40 positions
#20Hudson Canyon Capital ManagementPassive
Some overlap · 4 shared positions
$AMAT$AMGN$BAC$TJX
$163M
52 positions
#21JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$AMAT$BAC$SO$AMGN
$822M
214 positions
#22Alaethes Wealth, LLCPassive
Some overlap · 5 shared positions
$AMAT$ANET$KR$IAU$TMUS
$351M
124 positions
#23Sandro Wealth Management LLCPassive
Some overlap · 4 shared positions
$PWR$TT$TMUS$TJX
$125M
99 positions
#24Impact Investors, IncPassive
Some overlap · 5 shared positions
$PWR$ANET$IAU$AMAT$AMP
$144M
106 positions
#25Providence Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$BAC$PWR$TJX$PSX$KR
$613M
200 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.