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Hedge Funds Similar to Hickory Point Bank

13F Portfolio OverlapQ2 2026Hickory Point Bank portfolio →
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Most similar hedge funds by 13F overlap

Hickory Point Bank & Trust is an institutional investor managing $165M across 442 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 Hickory Point Bank are Applied Finance, CASTLEKEEP INVESTMENT ADVISORS, Ranch Advisors, with shared positions in $CMI, $KLAC, $DIS, $UNP, $VZ, $PWR. The full ranking of 25 similar funds is below.

#1Applied Finance Capital Management, LLCPassive
Some overlap · 6 shared positions
$CMI$KLAC$DIS$UNP$VZ$PWR
$1.3B
218 positions
#2CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 6 shared positions
$C$DIS$GD$UNP$DE$PWR
$200M
76 positions
#3Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$C$CMI$ADM$GD$VZ
$316M
157 positions
#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$C$CMI$GD$UNP$VZ
$233M
122 positions
#5EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 5 shared positions
$CMI$KLAC$C$DIS$VZ
$808M
156 positions
#6MARVIN & PALMER ASSOCIATES INCActive
Some overlap · 5 shared positions
$C$KLAC$NEM$DE$PWR
$159M
28 positions
#7Te Ahumairangi Investment Management LtdActive
Some overlap · 5 shared positions
$C$DIS$NEM$VZ$GM
$620M
86 positions
#8HOURGLASS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$C$NEM$UNP$VZ$KMI
$508M
127 positions
#9ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$C$DIS$UNP$PWR$RSG
$1.7B
652 positions
#10apricus wealth, LLCPassive
Some overlap · 4 shared positions
$ADM$C$NEM$KMI
$210M
129 positions
#11Chancellor Financial Group WB LPPassive
Some overlap · 5 shared positions
$C$CMI$DE$ADM$VZ
$162M
149 positions
#12Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$CMI$KLAC$UNP$PWR$VZ
$489M
619 positions
#13STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 4 shared positions
$ADM$KLAC$DIS$DE
$146.1B
107 positions
#14FARMERS TRUST CO
Some overlap · 5 shared positions
$C$NEM$UNP$VZ$KMI
$637M
203 positions
#15Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$C$CMI$NEM$VZ
$882M
88 positions
#16CSM Advisors, LLCPassive
Some overlap · 5 shared positions
$CMI$C$VZ$KLAC$GM
$4.7B
406 positions
#17Iyo Bank, Ltd.Active
Some overlap · 5 shared positions
$KLAC$DIS$DE$PWR$ECL
$329M
32 positions
#18Murphy Pohlad Asset Management LLCPassive
Some overlap · 4 shared positions
$C$CMI$GD$UNP
$287M
135 positions
#19Longbow Finance SAPassive
Some overlap · 4 shared positions
$C$CMI$KLAC$PWR
$782M
59 positions
#20CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 5 shared positions
$NEM$GD$UNP$VZ$RSG
$191M
102 positions
#21LSV ASSET MANAGEMENTActive
Some overlap · 5 shared positions
$C$VZ$DIS$NEM$GM
$55.1B
889 positions
#22Wharton Business Group, LLCActive
Some overlap · 5 shared positions
$CMI$C$UNP$PWR$GM
$3.0B
142 positions
#23POWER WEALTH MANAGEMENT LLCActive
Some overlap · 4 shared positions
$C$CMI$VZ$DE
$291M
118 positions
#24AMERICAN NATIONAL BANK & TRUSTPassive
Some overlap · 5 shared positions
$KLAC$GD$UNP$VZ$DIS
$1.2B
631 positions
#2544 WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$C$KLAC$CMI$UNP
$302M
184 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.