How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to BankPlus Department

13F Portfolio OverlapQ1 2026BankPlus Department portfolio →

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Most similar hedge funds by 13F overlap

BankPlus Trust Department is an institutional investor managing $374M across 466 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 BankPlus Department are BankPlus Wealth, Stiles Financial Services, ICW Investment Advisors, with shared positions in $OKE, $GWW, $LRCX, $AMGN, $VLO, $LHX. The full ranking of 25 similar funds is below.

#1BankPlus Wealth Management LLCActive

Some overlap · 13 shared positions

$OKE $GWW $LRCX $AMGN $VLO $LHX

$194M

117 positions

#2Stiles Financial Services IncPassive

Some overlap · 8 shared positions

$LRCX $TJX $VLO $TXN $LMT $FAST

$327M

177 positions

#3ICW Investment Advisors LLCPassive

Some overlap · 7 shared positions

$AMGN $LMT $TJX $FAST $KO $LHX

$277M

147 positions

#4Greenfield Savings BankPassive

Some overlap · 7 shared positions

$PGR $LMT $VLO $KO $NEE $TXN

$234M

143 positions

#5Kentucky Farm Bureau Mutual Insurance CoActive

Some overlap · 7 shared positions

$AMGN $LMT $TJX $LHX $C $NEE

$329M

65 positions

#6Meadowbrook Advisors Group, LLCPassive

Some overlap · 6 shared positions

$PGR $AMGN $TJX $TXN $KO $NEE

$168M

136 positions

#7Ipswich Investment Management Co., Inc.Passive

Some overlap · 6 shared positions

$PGR $AMGN $TJX $TXN $OKE $KO

$426M

185 positions

#8Empire Life Investments Inc.Active

Some overlap · 6 shared positions

$PGR $LRCX $TJX $VLO $TXN $KO

$1.6B

110 positions

#9Commonwealth Retirement Investments LLCPassive

Some overlap · 6 shared positions

$AMGN $LMT $LRCX $TJX $FAST $OKE

$323M

122 positions

#10Foster Victor Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$AMGN $LMT $LRCX $VLO $C $OKE

$1.7B

243 positions

#11Catherine Avery Investment Management LLCPassive

Some overlap · 7 shared positions

$AMGN $VLO $KO $LHX $C $OKE

$223M

109 positions

#12Paradiem, LLCPassive

Some overlap · 7 shared positions

$LMT $LRCX $VLO $FAST $ADP $NEE

$454M

70 positions

#13Petros Family Wealth, LLCPassive

Some overlap · 7 shared positions

$AMGN $TJX $KO $LHX $OKE $NEE

$140M

131 positions

#14HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 7 shared positions

$LMT $TJX $ADP $NEE $KO $DLR

$280M

107 positions

#15Buckley Wealth Management, LLCActive

Some overlap · 8 shared positions

$AMGN $TJX $NEE $LMT $VLO $LRCX

$392M

103 positions

#16Trinity Legacy Partners, LLCPassive

Some overlap · 6 shared positions

$AMGN $TJX $VLO $KO $DLR $AXP

$462M

106 positions

#17DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 6 shared positions

$AMGN $TJX $TXN $LHX $OKE $NEE

$501M

138 positions

#18FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$AMGN $LMT $KO $LHX $C $NEE

$5.0B

201 positions

#19Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$LMT $TJX $TXN $KO $NEE $AXP

$446M

104 positions

#20CULLINAN ASSOCIATES INCActive

Some overlap · 6 shared positions

$LRCX $TXN $LMT $KO $AMGN $AXP

$1.2B

207 positions

#21Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$AMGN $LMT $KO $NEE $DLR $AXP

$218M

69 positions

#22WRIGHT INVESTORS SERVICE INCPassive

Some overlap · 6 shared positions

$PGR $AMGN $KO $LRCX $NEE $AXP

$318M

148 positions

#23Railway Pension Investments LtdActive

Some overlap · 6 shared positions

$LRCX $TXN $GWW $FAST $NEE $TJX

$7.0B

103 positions

#24Carolina Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$AMGN $LMT $LRCX $TXN $KO

$240M

278 positions

#25EADS & HEALD WEALTH MANAGEMENTPassive

Some overlap · 5 shared positions

$GWW $AMGN $LRCX $FAST $AXP

$201M

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.