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Hedge Funds Similar to Arvest Bank Division

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

Arvest Bank Trust Division is an institutional investor managing $1.8B across 221 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 Arvest Bank Division are Tandem Wealth Advisors, Conservest Advisors,, Winter & Associates,, with shared positions in $MDY, $COP, $BAC, $LRCX, $HON, $SE. The full ranking of 25 similar funds is below.

#1Tandem Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$MDY$COP$BAC
$224M
47 positions
#2Conservest Capital Advisors, Inc.Active
Notable overlap · 3 shared positions
$MDY$COP$LRCX
$1.1B
127 positions
#3Winter & Associates, Inc.Passive
Notable overlap · 4 shared positions
$MDY$COP$LRCX$HON
$114M
84 positions
#4IFG Advisors, LLCActive
Some overlap · 5 shared positions
$MDY$SE$MU$COP$COF
$611M
149 positions
#5Alpha Wealth Funds, LLCActive
Some overlap · 3 shared positions
$MDY$LOW$AMAT
$149M
41 positions
#6Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MDY$COP$TRV$LOW$BAC
$407M
601 positions
#7ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MDY$COP$HON$LOW$AMAT
$228M
90 positions
#8PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$MDY$COP$TRV$BAC$LOW
$453M
166 positions
#9Sawyer & Company, IncPassive
Some overlap · 7 shared positions
$TRV$MU$COP$HON$ECL$ANET
$260M
197 positions
#10Canopy Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$SE$BAC
$291M
245 positions
#11Park Capital Management, LLC / WIActive
Some overlap · 3 shared positions
$MDY$BAC$ANET
$103M
75 positions
#12jvl associates llcActive
Some overlap · 3 shared positions
$MDY$ACN$AMAT
$298M
63 positions
#13Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$MDY$HON$LOW
$118M
73 positions
#14BLUELINE ADVISORS LLCActive
Some overlap · 4 shared positions
$MDY$SE$COP$TRV
$129M
217 positions
#15Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$COP$HON
$103M
80 positions
#16Audent Global Asset Management, LLCPassive
Some overlap · 3 shared positions
$MDY$ACN$AMAT
$100M
51 positions
#17Paladin Advisory Group, LLCPassive
Some overlap · 4 shared positions
$MDY$MU$BAC$SE
$131M
241 positions
#18Scott & Selber, Inc.Active
Some overlap · 6 shared positions
$MU$LRCX$COP$HON$BAC$AMAT
$387M
91 positions
#19Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$SE$MDY$LRCX$GD$AMAT
$337M
109 positions
#20MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 5 shared positions
$MDY$TRV$MU$BAC$COF
$420M
237 positions
#21MONTAG A & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$MDY$COP$AMAT
$2.2B
940 positions
#22Midwest Financial Group LLCPassive
Some overlap · 4 shared positions
$MDY$MU$AMAT$COP
$234M
126 positions
#23Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 3 shared positions
$MDY$HON$BAC
$216M
133 positions
#24Bedminster, LLCActive
Some overlap · 5 shared positions
$MDY$SE$AMAT$HON$LOW
$107M
53 positions
#25Crestwood Advisors Group, LLCPassive
Some overlap · 5 shared positions
$SE$LRCX$HON$BAC$AMAT
$5.9B
766 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.