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Hedge Funds Similar to NORTH DALLAS BANK &

13F Portfolio OverlapQ1 2026NORTH DALLAS BANK & portfolio →
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Most similar hedge funds by 13F overlap

NORTH DALLAS BANK & TRUST CO is an institutional investor managing $169M across 113 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 NORTH DALLAS BANK & are CAPE ANN SAVINGS BANK, Bank of Jackson Hole, Wallington Asset ,, with shared positions in $IAU, $NEE, $GD, $MS, $CMI, $MAR. The full ranking of 25 similar funds is below.

#1CAPE ANN SAVINGS BANKPassive
Notable overlap · 11 shared positions
$IAU$NEE$GD$MS$CMI$MAR
$199M
121 positions
#2Bank of Jackson Hole TrustPassive
Some overlap · 9 shared positions
$IAU$MAR$MCD$CMI$CDNS$NEE
$207M
519 positions
#3Wallington Asset Management, LLCActive
Some overlap · 6 shared positions
$IAU$BAC$CMI$DE$HON$PANW
$752M
61 positions
#4Meadowbrook Advisors Group, LLCPassive
Some overlap · 7 shared positions
$MS$NEE$GD$IBM$SO$HON
$168M
136 positions
#5BLUEDOOR PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$IAU$MS$MCD$MAR$DE$NEE
$216M
147 positions
#6Smith Thornton Advisors LLCPassive
Some overlap · 5 shared positions
$IAU$MS$BAC$IBM$SO
$199M
130 positions
#7Ridge Creek Global, IncActive
Some overlap · 5 shared positions
$IAU$MAR$CMI$HON$NEE
$118M
85 positions
#8Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$CMI$NEE$IBM$DE
$649M
186 positions
#9Rachor Investment Advisory Services, LLCActive
Some overlap · 5 shared positions
$IAU$BAC$CMI$NEE$PANW
$190M
464 positions
#10Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$MS$NEE$PANW$MCD
$363M
117 positions
#11EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$BAC$MS$NEE$GD$SCHW$SO
$1.4B
56 positions
#12SOUTH PLAINS FINANCIAL, INC.Passive
Some overlap · 8 shared positions
$MS$SCHW$HON$CMI$GD$DE
$172M
224 positions
#13Blossom Wealth ManagementPassive
Some overlap · 5 shared positions
$IAU$BAC$IBM$NEE$MCD
$67M
74 positions
#14Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$BAC$CMI$NEE$IBM$DE$SO
$215M
125 positions
#15SGL Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$IAU$CMI$IBM$SCHW$PANW
$266M
126 positions
#16NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$MS$BAC$NEE$GD$DE$PANW
$1.3B
161 positions
#17FMB WEALTH MANAGEMENTActive
Some overlap · 5 shared positions
$IAU$MAR$SCHW$BAC$NEE
$242M
73 positions
#18Wills Financial Group LLCPassive
Some overlap · 5 shared positions
$IAU$NEE$SO$PANW$HON
$265M
75 positions
#19Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$CMI$IBM$DE$SO
$779M
297 positions
#20ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$MS$CMI$IBM$SCHW$SO$MCD
$639M
126 positions
#21ANDERSON HOAGLAND & COPassive
Some overlap · 4 shared positions
$IAU$BAC$CMI$IBM
$1.2B
136 positions
#22Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$IAU$MS$CMI$NEE$GD$MCD
$1.2B
262 positions
#23BALDWIN WEALTH PARTNERS LLC/MAActive
Some overlap · 5 shared positions
$IAU$MAR$NEE$IBM$SCHW
$1.4B
222 positions
#24FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$IAU$BAC$NEE$IBM
$1.2B
150 positions
#25Farmers National BankPassive
Some overlap · 6 shared positions
$MAR$NEE$GD$IBM$HON$MCD
$453M
185 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.