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Hedge Funds Similar to Hilltop National Bank

13F Portfolio OverlapQ2 2026Hilltop National Bank portfolio →
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Most similar hedge funds by 13F overlap

Hilltop National Bank is an institutional investor managing $468M across 805 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Hilltop National Bank are Bank OZK, Forza Wealth ,, Lifeworks Advisors,, with shared positions in $IAU, $ANET, $PWR, $SO, $TT, $AMGN. The full ranking of 25 similar funds is below.

#1Bank OZKPassive
Some overlap · 11 shared positions
$IAU$ANET$PWR$SO$TT$AMGN
$283M
149 positions
#2Forza Wealth Management, LLCPassive
Some overlap · 5 shared positions
$IAU$UNIT$STX$AMGN$IBM
$287M
188 positions
#3Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$GLW$SO$STX$IBM
$779M
297 positions
#4FLYWHEEL PRIVATE WEALTH LLCPassive
Some overlap · 5 shared positions
$IAU$UNIT$PWR$AMGN$PSX
$176M
104 positions
#5Alhambra Investment Partners LLCPassive
Some overlap · 4 shared positions
$IAU$UNIT$AMGN$AXP
$217M
176 positions
#6Impact Investors, IncPassive
Some overlap · 4 shared positions
$IAU$ANET$PWR$AMP
$144M
106 positions
#7OFC FINANCIAL PLANNING, LLCActive
Some overlap · 4 shared positions
$IAU$UNIT$PWR$IBM
$102M
56 positions
#8American Investment Services, Inc.Active
Some overlap · 4 shared positions
$IAU$UNIT$AMGN$IBM
$448M
132 positions
#9COWA, LLCActive
Some overlap · 6 shared positions
$IAU$PWR$PSX$IBM$AMGN$SHEL
$371M
158 positions
#10BRAVE ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$IAU$GLW$AXP$IBM$AMGN
$427M
161 positions
#11Twin Tree Management, LPPassive
Some overlap · 4 shared positions
$IAU$ANET$GLW$MRVL
$4.7B
1,240 positions
#12Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$ANET$AMGN$IBM
$701M
261 positions
#13Altman Advisors, Inc.Passive
Some overlap · 4 shared positions
$IAU$ANET$IBM$SHEL
$241M
77 positions
#14JMAC ENTERPRISES LLCPassive
Some overlap · 4 shared positions
$IAU$UNIT$AMGN$IBM
$522M
117 positions
#15Old Port AdvisorsPassive
Some overlap · 4 shared positions
$IAU$GLW$STX$IBM
$434M
239 positions
#16Whitaker-Myers Wealth Managers, LTD.Active
Some overlap · 5 shared positions
$UNIT$PWR$AMGN$AXP$TT
$502M
108 positions
#17Great Lakes Retirement, Inc.Passive
Some overlap · 5 shared positions
$PWR$ANET$TT$STX$AMGN
$967M
219 positions
#18Lebenthal Global Advisors, LLCPassive
Some overlap · 6 shared positions
$PWR$ANET$TT$AXP$IBM$AMGN
$688M
192 positions
#19Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$AMGN$AXP$IBM
$649M
186 positions
#20Chemistry Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$UNIT$AXP
$569M
204 positions
#21Green Alpha Advisors, LLCPassive
Some overlap · 5 shared positions
$ANET$GLW$STX$IBM$MRVL
$102M
107 positions
#22LifePlan Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$UNIT$IBM
$254M
122 positions
#23TriaGen Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$UNIT$MRVL
$366M
171 positions
#24Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$ANET$GLW$AMGN$IBM$SHEL
$160M
124 positions
#25CLEAR WAVE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$UNIT$AMGN
$463M
177 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.