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 Sunflower Bank, N.A.

13F Portfolio OverlapQ1 2026Sunflower Bank, N.A. portfolio →

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Most similar hedge funds by 13F overlap

Sunflower Bank, N.A. is an institutional investor managing $418M across 159 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 Sunflower Bank, N.A. are Topsail Wealth ,, BAKER BOYER NATIONAL BANK, Gleason Group,, with shared positions in $DDOG, $BRZE, $MDY, $MAR, $EMR, $UNP. The full ranking of 25 similar funds is below.

#1Topsail Wealth Management, LLCActive

Notable overlap · 4 shared positions

$DDOG $BRZE $MDY $MAR

$678M

294 positions

#2BAKER BOYER NATIONAL BANKSmart money

Notable overlap · 3 shared positions

$DDOG $EMR $UNP

$333M

91 positions

#3Gleason Group, Inc.Active

Notable overlap · 3 shared positions

$BRZE $DDOG $KO

$1.0B

229 positions

#4Heritage Investment Group, Inc.Active

Notable overlap · 3 shared positions

$DDOG $MAR $UNP

$661M

123 positions

#5REGIMEN WEALTH, LLCActive

Notable overlap · 3 shared positions

$DDOG $KO $BRZE

$342M

70 positions

#6New Covenant Trust Company, N.A.Active

Notable overlap · 5 shared positions

$BRZE $GE $UNP $AMAT $GEV

$112M

96 positions

#7Manuka Financial, LLCActive

Notable overlap · 3 shared positions

$BRZE $DDOG $UNP

$162M

56 positions

#8Swisher Financial Concepts, Inc.Passive

Notable overlap · 4 shared positions

$BRZE $GE $ABT $GEV

$179M

102 positions

#9Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$BRZE $DDOG $GE

$1.1B

121 positions

#10Vanguard National Trust CoActive

Notable overlap · 4 shared positions

$BRZE $DDOG $MAR $MDY

$1.6B

751 positions

#11Genesis Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$BRZE $MDY $GE $GEV $UNP

$150M

64 positions

#12Tribridge Partners Financial LLCActive

Notable overlap · 3 shared positions

$BRZE $DDOG $UNP

$242M

80 positions

#13West Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$DDOG $BRZE $UNP

$589M

193 positions

#14TABR Capital Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $AMAT $GEV

$109M

54 positions

#15Tenon Financial LLCSmart money

Notable overlap · 3 shared positions

$BRZE $DDOG $AMAT

$255M

54 positions

#16Madison Park Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$BRZE $MDY $MAR

$127M

62 positions

#17Sageworth Trust CoActive

Notable overlap · 6 shared positions

$BRZE $MDY $ABT $GE $GEV $MAR

$2.3B

172 positions

#18Sageworth Trust Co of South DakotaActive

Notable overlap · 3 shared positions

$BRZE $GEV $GE

$126M

56 positions

#19Mustard Seed Financial, LLCPassive

Notable overlap · 4 shared positions

$DDOG $BRZE $ABT $MAR

$167M

92 positions

#20Capital Investment Management, Inc.Active

Notable overlap · 4 shared positions

$BRZE $GE $GEV $ABT

$291M

125 positions

#21Peak Financial Management, Inc.Active

Notable overlap · 3 shared positions

$BRZE $GE $GEV

$394M

100 positions

#22FIDUCIARY ADVISORS, INC.Active

Notable overlap · 4 shared positions

$BRZE $KO $MAR $EMR

$133M

121 positions

#23Orcam Financial GroupSmart money

Notable overlap · 3 shared positions

$BRZE $DDOG $MAR

$141M

62 positions

#24Briggs Wealth Management, IncSmart money

Notable overlap · 3 shared positions

$BRZE $MAR $DDOG

$94M

58 positions

#25Breakwater Investment ManagementPassive

Notable overlap · 4 shared positions

$BRZE $DDOG $MAR $MDY

$269M

506 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.