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 Bank &

13F Portfolio OverlapQ1 2026Bank & portfolio →

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Most similar hedge funds by 13F overlap

Bank & Trust Co is an institutional investor managing $158M across 303 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 Bank & are Catherine Avery Investment, Griffith & Werner,, MORGAN DEMPSEY, with shared positions in $C, $VZ, $MCD, $KO, $TFC, $KEY. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive

Notable overlap · 9 shared positions

$C $VZ $MCD $KO $TFC $KEY

$223M

109 positions

#2Griffith & Werner, Inc.Active

Notable overlap · 8 shared positions

$C $DUK $VZ $KO $T $TFC

$202M

72 positions

#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$C $DUK $VZ $MCD $KO $T

$220M

148 positions

#4FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 9 shared positions

$DUK $VZ $MCD $KO $T $SO

$1.5B

235 positions

#5William B. Walkup & Associates, Inc.Active

Notable overlap · 8 shared positions

$VLO $TRV $ALL $VZ $NUE $MCD

$167M

163 positions

#6PARK CIRCLE CoActive

Notable overlap · 7 shared positions

$ORI $VZ $TRV $TFC $PFE $ENB

$108M

51 positions

#7Argyle Capital Management, LLCPassive

Notable overlap · 8 shared positions

$VZ $DUK $ENB $KO $ALL $T

$308M

137 positions

#8ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$DUK $VZ $MCD $ENB $SO $BMY

$639M

126 positions

#9Kentucky Trust CoPassive

Notable overlap · 8 shared positions

$DUK $ENB $KO $T $TFC $SO

$191M

311 positions

#10MEYER HANDELMAN COActive

Notable overlap · 7 shared positions

$MPC $VZ $ALL $ITW $MCD $BMY

$3.2B

220 positions

#11Widmann Financial Services, Inc.Passive

Notable overlap · 8 shared positions

$MCD $VZ $C $KO $T $DUK

$168M

121 positions

#12Adams Asset Advisors, LLCActive

Notable overlap · 6 shared positions

$C $VLO $VZ $T $BMY $PFE

$891M

88 positions

#13Cullen Capital Management, LLCActive

Some overlap · 5 shared positions

$C $DUK $TRV $T $TFC

$9.8B

213 positions

#14Heritage Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$VLO $ALL $DUK $MPC $T $VZ

$202M

157 positions

#15United Capital Management of KS, Inc.Passive

Some overlap · 5 shared positions

$VLO $DUK $MPC $TFC $NUE

$660M

111 positions

#16GQG Partners LLCActive

Some overlap · 6 shared positions

$DUK $VZ $ALL $ENB $KO $T

$63.1B

81 positions

#17Longbow Finance SAPassive

Some overlap · 6 shared positions

$C $TRV $MCD $VLO $KO $WMB

$552M

55 positions

#18BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$VZ $TRV $MCD $DUK $KO $BMY

$480M

133 positions

#19LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 7 shared positions

$DUK $MCD $KO $T $SO $LNT

$970M

154 positions

#20Kennondale Capital Management LLCPassive

Some overlap · 5 shared positions

$C $MPC $VZ $DUK $VLO

$139M

78 positions

#21Windle Wealth, LLCActive

Some overlap · 6 shared positions

$ITW $VZ $MCD $KO $T $SO

$237M

32 positions

#22Slocum, Gordon & Co LLPPassive

Some overlap · 6 shared positions

$DUK $VZ $MCD $T $WMB $PFE

$147M

64 positions

#23Signature Wealth Management GroupPassive

Some overlap · 7 shared positions

$VLO $TFC $SO $WMB $BMY $MCD

$263M

128 positions

#24Estabrook Capital ManagementPassive

Some overlap · 6 shared positions

$C $VZ $DUK $T $WMB $PFE

$685M

380 positions

#25Capital Wealth Planning, LLCActive

Some overlap · 5 shared positions

$DUK $MPC $MCD $VZ $KO

$18.1B

151 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.