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Hedge Funds Similar to Simmons Bank

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

Simmons Bank is an institutional investor managing $1.5B across 343 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 Simmons Bank are Horrell ,, AVENIR, ACCOUNT, with shared positions in $ORLY, $LMT, $SFNC, $BAC, $NEE, $ISRG. The full ranking of 25 similar funds is below.

#1Horrell Capital Management, Inc.Active
Notable overlap · 3 shared positions
$ORLY$LMT$SFNC
$219M
194 positions
#2AVENIR CORPActive
Notable overlap · 3 shared positions
$ORLY$LMT$BAC
$820M
72 positions
#3ACCOUNT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ORLY$NEE$ISRG
$91M
23 positions
#4McBroom & Associates, LLCActive
Some overlap · 3 shared positions
$ORLY$ISRG$KO
$180M
36 positions
#5WOODSTOCK CORPActive
Some overlap · 3 shared positions
$ORLY$NEE$ISRG
$1.1B
156 positions
#6THOMAS STORY & SON LLCPassive
Some overlap · 4 shared positions
$ORLY$KO$AMGN$SO
$261M
51 positions
#7GKV Capital Management Co., Inc.Passive
Some overlap · 3 shared positions
$ORLY$DE$AMGN
$201M
165 positions
#8WELCH & FORBES LLCActive
Some overlap · 3 shared positions
$ORLY$MDY$NEE
$7.7B
368 positions
#9VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MDY$PSX$DE$BAC$NEE$AMGN
$126M
106 positions
#10Unison Asset Management LLCActive
Some overlap · 3 shared positions
$ORLY$DE$BAC
$219M
32 positions
#11Petros Family Wealth, LLCPassive
Some overlap · 7 shared positions
$PSX$BAC$NEE$KLAC$AMGN$KO
$140M
131 positions
#12Pollock Investment Advisors, LLC
Some overlap · 3 shared positions
$ORLY$MDY$LMT
$136M
40 positions
#13St. Johns Investment Management Company, LLCActive
Some overlap · 6 shared positions
$MDY$BAC$DE$NEE$AMGN$KO
$238M
193 positions
#14Finivi Inc.Passive
Some overlap · 4 shared positions
$ORLY$MDY$NEE$DE
$183M
103 positions
#15Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$DE$BAC$NEE$LMT$AMGN$SO
$215M
125 positions
#16Vantage Investment Partners, LLCActive
Some overlap · 3 shared positions
$ORLY$NEE$LMT
$1.4B
64 positions
#17JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$ORLY$KLAC$AMGN
$696M
70 positions
#18Union Heritage Capital, LLCPassive
Some overlap · 4 shared positions
$ORLY$LMT$KLAC$AMGN
$269M
62 positions
#19Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$ORLY$NEE$KLAC$BAC
$1.4B
170 positions
#20EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$BAC$NEE$LMT$AMGN$KO$SO
$1.4B
56 positions
#21Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$BAC$NEE$LMT$AMGN$KO$SO
$303M
121 positions
#22Visionary Wealth AdvisorsPassive
Some overlap · 5 shared positions
$ORLY$PSX$NEE$LMT$SO
$2.3B
638 positions
#23First City Capital Management, Inc.Passive
Some overlap · 6 shared positions
$BAC$MDY$LMT$AMGN$KO$SO
$189M
160 positions
#24CULLINAN ASSOCIATES INCActive
Some overlap · 6 shared positions
$DE$LMT$KLAC$AMGN$KO$SO
$1.2B
207 positions
#25Provident Investment Management, Inc.Active
Some overlap · 3 shared positions
$ORLY$AMGN$KO
$1.0B
82 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.