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Hedge Funds Similar to Bank

13F Portfolio OverlapQ2 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 Q2 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, MORGAN DEMPSEY, Slagle Financial, with shared positions in $C, $VZ, $MCD, $TFC, $KEY, $VLO. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive
Notable overlap · 7 shared positions
$C$VZ$MCD$TFC$KEY$VLO
$229M
166 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$C$DUK$VZ$MCD$SO$PEP
$233M
122 positions
#3Slagle Financial, LLCPassive
Notable overlap · 6 shared positions
$ORI$DUK$C$MCD$TFC$PEP
$334M
127 positions
#4William B. Walkup & Associates, Inc.Passive
Notable overlap · 6 shared positions
$VLO$TRV$ALL$VZ$NUE$TFC
$208M
258 positions
#5Griffith & Werner, Inc.Passive
Notable overlap · 6 shared positions
$C$DUK$VZ$TFC$SO$PEP
$213M
71 positions
#6United Capital Management of KS, Inc.Passive
Notable overlap · 5 shared positions
$VLO$MPC$DUK$TFC$NUE
$763M
98 positions
#7Belleair Asset Management, LLCActive
Some overlap · 6 shared positions
$ORI$TRV$DUK$TFC$SO$FITB
$119M
84 positions
#8PARK CIRCLE CoActive
Some overlap · 6 shared positions
$ORI$TRV$VZ$TFC$ENB$BMY
$117M
53 positions
#9Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$C$VLO$VZ$BMY$PEP
$882M
88 positions
#10TI-TRUST, INCPassive
Some overlap · 6 shared positions
$DUK$ITW$AEE$NUE$SO$BMY
$186M
132 positions
#11Signature Wealth Management Group
Some overlap · 7 shared positions
$VLO$TFC$MCD$WMB$SO$BMY
$263M
128 positions
#12MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 6 shared positions
$MPC$VZ$VLO$DUK$MCD$WMB
$628M
202 positions
#13PINKERTON WEALTH, LLCActive
Some overlap · 6 shared positions
$C$DUK$VZ$MCD$SO$PEP
$1.2B
103 positions
#14Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$C$VLO$MCD$WMB
$287M
33 positions
#15SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 6 shared positions
$C$DUK$VZ$MCD$SO$PEP
$1.3B
97 positions
#16OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$VLO$DUK$MCD$SO$BMY$PEP
$2.7B
54 positions
#17Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$C$DUK$TRV$TFC
$10.2B
208 positions
#18Widmann Financial Services, Inc.Passive
Some overlap · 6 shared positions
$C$VZ$DUK$MCD$SO$PEP
$186M
123 positions
#19ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$DUK$VZ$ENB$MCD$SO$BMY
$665M
122 positions
#20GQG Partners LLCActive
Some overlap · 5 shared positions
$DUK$ALL$TRV$VZ$ENB
$53.8B
102 positions
#21FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 6 shared positions
$DUK$VZ$MCD$C$WMB$SO
$1.7B
256 positions
#22GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 6 shared positions
$TRV$ALL$VZ$TFC$SO$FITB
$2.2B
268 positions
#23First Bank & TrustPassive
Some overlap · 7 shared positions
$DUK$ENB$VZ$TFC$WMB$SO
$680M
270 positions
#24Shoker Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$MPC$DUK$ITW$MCD$SO$PEP
$398M
113 positions
#25Pathway Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$DUK$VZ$ENB$MCD$SO$PEP
$397M
167 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.