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Hedge Funds Similar to Bank of Jackson Hole

13F Portfolio OverlapQ1 2026Bank of Jackson Hole portfolio →
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Most similar hedge funds by 13F overlap

Bank of Jackson Hole Trust is an institutional investor managing $207M across 519 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 of Jackson Hole are NORTH DALLAS BANK &, CAPE ANN SAVINGS BANK, Stonebridge Financial Group,, with shared positions in $IAU, $MAR, $MCD, $CMI, $CDNS, $NEE. The full ranking of 25 similar funds is below.

#1NORTH DALLAS BANK & TRUST COPassive
Some overlap · 9 shared positions
$IAU$MAR$MCD$CMI$CDNS$NEE
$148M
109 positions
#2CAPE ANN SAVINGS BANKPassive
Some overlap · 8 shared positions
$IAU$MAR$MCD$CMI$CDNS$NEE
$199M
121 positions
#3Stonebridge Financial Group, LLCPassive
Some overlap · 8 shared positions
$IAU$SNOW$CMI$MCD$NEE$GD
$1.2B
262 positions
#4Red Mountain Financial, LLCPassive
Some overlap · 6 shared positions
$IAU$SNOW$MAR$LMT$MCD$CMI
$106M
79 positions
#5BLUEDOOR PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$IAU$MCD$MAR$NEE$MS$WM
$216M
147 positions
#6ROGCO, LPActive
Some overlap · 8 shared positions
$IAU$MCD$LMT$WM$HON$EMR
$300M
205 positions
#7Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$IAU$MCD$LMT$NEE$HON$WM
$218M
69 positions
#8Ridge Creek Global, IncActive
Some overlap · 5 shared positions
$IAU$MAR$CMI$NEE$HON
$118M
85 positions
#9VCI Wealth Management LLCPassive
Some overlap · 5 shared positions
$IAU$SNOW$MAR$MS$WM
$361M
123 positions
#10Blossom Wealth ManagementPassive
Some overlap · 5 shared positions
$IAU$SNOW$MCD$NEE$WM
$67M
74 positions
#11Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$MCD$LMT$NEE$MS
$363M
117 positions
#12Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$IAU$MCD$GD$MS$WM
$356M
180 positions
#13Vertrix Wealth Management, LLCPassive
Some overlap · 7 shared positions
$SNOW$MCD$LMT$MS$EMR$HON
$272M
95 positions
#14Greystone Financial Group, LLCPassive
Some overlap · 7 shared positions
$SNOW$MCD$LMT$MS$EMR$HON
$353M
78 positions
#15FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 4 shared positions
$IAU$SNOW$MAR$MS
$1.5B
341 positions
#16LEAVELL INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$IAU$SNOW$MAR$MCD$LMT
$2.4B
603 positions
#17LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$IAU$SNOW$MCD$GD
$135M
83 positions
#18JMAC ENTERPRISES LLCPassive
Some overlap · 8 shared positions
$IAU$MAR$LMT$NEE$MS$MCD
$522M
117 positions
#19Lineweaver Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$SNOW$MCD$NEE$MS
$742M
168 positions
#20Bigelow Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$SNOW$NEE$GD
$250M
153 positions
#21BALDWIN WEALTH PARTNERS LLC/MAActive
Some overlap · 4 shared positions
$IAU$MAR$NEE$WM
$1.4B
222 positions
#22Sage Investment Advisers LLCPassive
Some overlap · 4 shared positions
$IAU$SNOW$LMT$WM
$135M
89 positions
#23Excelsior Advisor Network LLCPassive
Some overlap · 4 shared positions
$IAU$SNOW$LMT$NEE
$263M
226 positions
#24North Forty Two & Co.Passive
Some overlap · 4 shared positions
$IAU$MAR$SNOW$CMI
$108M
97 positions
#25TriaGen Wealth Management LLCPassive
Some overlap · 4 shared positions
$IAU$MCD$NEE$MS
$366M
171 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.