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Hedge Funds Similar to BancFirst & Investment

13F Portfolio OverlapQ1 2026BancFirst & Investment portfolio →
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Most similar hedge funds by 13F overlap

BancFirst Trust & Investment Management is an institutional investor managing $226M across 42 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 BancFirst & Investment are SILVIA MCCOLL WEALTH ,, Efficient Advisors,, Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S, with shared positions in $UNIT, $SNOW, $OKE, $BP, $EPD, $UPST. The full ranking of 25 similar funds is below.

#1SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$UNIT$SNOW$OKE$BP$EPD
$152M
119 positions
#2Efficient Advisors, LLCActive
Notable overlap · 4 shared positions
$UNIT$SNOW$UPST$BRZE
$1.4B
58 positions
#3Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Notable overlap · 4 shared positions
$UNIT$SNOW$UPST$BRZE
$111M
63 positions
#4Discipline Wealth Solutions, LLCActive
Notable overlap · 4 shared positions
$UNIT$SNOW$UPST$BRZE
$950M
192 positions
#5Grove Street Fiduciary, LLCActive
Notable overlap · 3 shared positions
$UNIT$SNOW$UPST
$227M
74 positions
#6Marotta Asset ManagementActive
Notable overlap · 3 shared positions
$UNIT$SNOW$UPST
$543M
103 positions
#7Abacus Planning Group, Inc.Active
Notable overlap · 5 shared positions
$UNIT$SNOW$UNP$AMN$BRZE
$743M
264 positions
#8Retirement Investment Advisors, Inc.Smart money
Notable overlap · 7 shared positions
$UNIT$SNOW$BRZE$OKE$OGE$MCD
$1.2B
67 positions
#9TrueWealth Financial PartnersActive
Notable overlap · 3 shared positions
$UNIT$SNOW$UPST
$251M
66 positions
#10Opal Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$AMN
$442M
606 positions
#11Grey Fox Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$BRZE
$518M
140 positions
#12Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$BRZE
$313M
119 positions
#13Pillar Financial Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$BRZE
$171M
106 positions
#14Plum Street Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$AMN
$289M
98 positions
#15Rodgers & Associates, LTDActive
Some overlap · 4 shared positions
$UNIT$SNOW$BRZE$T
$982M
101 positions
#16Nabity-Jensen Investment Management IncActive
Some overlap · 4 shared positions
$UNIT$SNOW$UNP$BRZE
$144M
70 positions
#17Sentinel Dome Partners, LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$T
$105M
29 positions
#18Traveka Wealth, LLCPassive
Some overlap · 4 shared positions
$UNIT$SNOW$UNP$BRZE
$262M
186 positions
#19Oath Planning, LLCActive
Some overlap · 4 shared positions
$UNIT$OKE$MCD$AMN
$113M
69 positions
#20Arbor Wealth Advisors LLCActive
Some overlap · 5 shared positions
$UNIT$SNOW$T$AMN$BRZE
$143M
56 positions
#21Mason Investment Advisory Services, Inc.Smart money
Some overlap · 3 shared positions
$UNIT$UPST$AMN
$2.2B
79 positions
#22Mainsail Financial Group, LLCActive
Some overlap · 4 shared positions
$UNIT$SNOW$EPD$AMN
$240M
62 positions
#23Spectrum Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$UNIT$MCD$T
$201M
46 positions
#24Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$UNIT$T$BRZE
$166M
43 positions
#25FLYWHEEL PRIVATE WEALTH LLCPassive
Some overlap · 3 shared positions
$UNIT$AMN$BRZE
$176M
104 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.