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Hedge Funds Similar to Hickory Point Bank &

13F Portfolio OverlapQ1 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 Q1 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 LEVIN STRATEGIES,, Ranch Advisors, Riverbend Wealth ,, with shared positions in $KKR, $C, $BAC, $VZ, $UNP, $KO. The full ranking of 25 similar funds is below.

#1LEVIN CAPITAL STRATEGIES, L.P.Passive
Some overlap · 7 shared positions
$KKR$C$BAC$VZ$UNP$KO
$1.3B
232 positions
#2Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$KKR$C$VZ$CMI$GD
$277M
154 positions
#3Riverbend Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KKR$C$BAC$USB$WT
$175M
152 positions
#4Severin Investments, LLCPassive
Some overlap · 7 shared positions
$C$NEM$BAC$USB$CMI$UNP
$116M
171 positions
#5Accretive Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$KKR$GD$UNP$USB$KO$RSG
$356M
180 positions
#6Northside Capital Management, LLCActive
Some overlap · 5 shared positions
$KKR$C$BAC$UNP$KO
$1.1B
193 positions
#7Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$KKR$BAC$VZ$USB$KO
$638M
158 positions
#8NEW ENGLAND ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$KKR$BAC$VZ$USB$KO
$786M
99 positions
#9Unison Advisors LLCActive
Some overlap · 6 shared positions
$KKR$WT$GD$ADM$GM$VZ
$1.3B
175 positions
#10CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 7 shared positions
$C$DIS$WT$GD$UNP$KO
$184M
66 positions
#11Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$KKR$DIS$USB$GD$UNP
$587M
122 positions
#12Wharton Business Group, LLCActive
Some overlap · 6 shared positions
$KKR$BAC$CMI$GM$UNP$C
$2.6B
141 positions
#13PBU - The Pension Fund of Early Childhood & Youth EducatorsActive
Some overlap · 8 shared positions
$NEM$VZ$C$KO$BAC$CMI
$7.7B
190 positions
#14Berkshire BankPassive
Some overlap · 5 shared positions
$KKR$BAC$VZ$UNP$DIS
$488M
157 positions
#15McGlone Suttner Wealth Management, Inc.Active
Some overlap · 5 shared positions
$KKR$USB$BAC$KO$GD
$755M
189 positions
#16O'ROURKE & COMPANY, IncPassive
Some overlap · 5 shared positions
$KKR$USB$KO$AGQ$VZ
$253M
171 positions
#17SPRENG CAPITAL MANAGEMENT, INC.Active
Some overlap · 6 shared positions
$KKR$VZ$UNP$DE$KO$AGQ
$212M
66 positions
#18Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 6 shared positions
$C$DIS$BAC$VZ$KO$AGQ
$495M
128 positions
#19Legacy Capital Group California, Inc.Passive
Some overlap · 7 shared positions
$C$NEM$GD$BAC$DIS$CMI
$263M
277 positions
#20guardian investment managementActive
Some overlap · 5 shared positions
$ADM$KKR$C$BAC$DE
$127M
60 positions
#21Brandywine Global Investment Management, LLC
Some overlap · 6 shared positions
$C$DIS$BAC$VZ$UNP$GM
$14.9B
601 positions
#22HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$KKR$BAC$USB$GD$UNP$KO
$1.5B
477 positions
#23New Covenant Trust Company, N.A.Active
Some overlap · 5 shared positions
$KKR$BAC$DIS$UNP$DE
$112M
96 positions
#24CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 5 shared positions
$KKR$WT$UNP$KO$DE
$105M
80 positions
#25Chancellor Financial Group WB LPPassive
Some overlap · 6 shared positions
$C$BAC$VZ$ADM$CMI$DE
$141M
140 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.