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Hedge Funds Similar to Texas Bank Wealth Services

13F Portfolio OverlapQ1 2026Texas Bank Wealth Services portfolio →
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Most similar hedge funds by 13F overlap

Texas Capital Bank Wealth Management Services Inc is an institutional investor managing $1.7B across 346 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 Texas Bank Wealth Services are Kamunting Street ,, Galaxy Digital GP, Turtle Creek Wealth Advisors,, with shared positions in $IBIT, $ET, $UNH, $DDOG, $MS, $LRCX. The full ranking of 25 similar funds is below.

#1Kamunting Street Capital Management, L.P.Active
Some overlap · 3 shared positions
$IBIT$ET$UNH
$183M
28 positions
#2Galaxy Digital Capital Management GP LLCActive
Some overlap · 4 shared positions
$DDOG$MS$LRCX$APH
$95M
54 positions
#3Turtle Creek Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$KLAC$ET$LRCX$APH$TJX$INTU
$1.3B
480 positions
#4Cornerstone Financial Management LLCPassive
Some overlap · 5 shared positions
$DDOG$MS$NTRB$COP$UNH
$109M
1,311 positions
#5Acumen Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$DDOG$KLAC$LRCX$TJX$UNH
$372M
439 positions
#6Sanchez Levi GarrettActive
Some overlap · 4 shared positions
$DDOG$IBIT$NEE$DE
$159M
74 positions
#7Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$DDOG$DE$MS$NEE
$351M
124 positions
#8Forum Financial Management, LPSmart money
Some overlap · 4 shared positions
$DDOG$ET$DE$NEE
$7.1B
331 positions
#9MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 4 shared positions
$DDOG$LRCX$NEE$COP
$295M
82 positions
#10Progressive Investment Management CorpActive
Some overlap · 8 shared positions
$KLAC$LRCX$APH$DE$TT$MSCI
$379M
58 positions
#11Miller Capital Partners, Inc.Passive
Some overlap · 5 shared positions
$DE$KLAC$DDOG$LRCX$TJX
$208M
262 positions
#12Archer Investment Management, LLCPassive
Some overlap · 3 shared positions
$IBIT$DDOG$MS
$238M
108 positions
#13QUATTRO FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$IBIT$COP$LRCX
$331M
91 positions
#14AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$DDOG$TJX$COP$UNH
$445M
77 positions
#15Bowman & Co S.C.
Some overlap · 4 shared positions
$DDOG$NTRB$TJX$TT
$237M
118 positions
#16Norway Savings BankPassive
Some overlap · 6 shared positions
$KLAC$MS$APH$TJX$NEE$COP
$211M
103 positions
#17DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 7 shared positions
$KLAC$ET$TJX$NEE$INTU$UNH
$501M
138 positions
#18Crestwood Advisors Group, LLCPassive
Some overlap · 6 shared positions
$KLAC$LRCX$APH$DDOG$TJX$DHR
$5.9B
766 positions
#19Kuhn & Co Investment CounselPassive
Some overlap · 4 shared positions
$DDOG$LRCX$NEE$COP
$155M
142 positions
#20Altiora Financial Group, LLCActive
Some overlap · 5 shared positions
$DDOG$NEE$IBIT$COP$UNH
$607M
110 positions
#21Trust Investment AdvisorsPassive
Some overlap · 5 shared positions
$DE$KLAC$MS$TJX$TT
$171M
89 positions
#22Firestone Capital ManagementPassive
Some overlap · 4 shared positions
$DDOG$NEE$COP$DHR
$480M
160 positions
#23San Luis Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$DDOG$IBIT$UNH$DHR
$604M
175 positions
#24Kane Co Wealth Management, Inc.Active
Some overlap · 3 shared positions
$DDOG$DE$NEE
$119M
51 positions
#25Valley Brook Capital Group, Inc.Passive
Some overlap · 5 shared positions
$DE$KLAC$LRCX$TJX$NEE
$149M
112 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.