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Hedge Funds Similar to BankPlus Wealth

13F Portfolio OverlapQ3 2026BankPlus Wealth portfolio →
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Most similar hedge funds by 13F overlap

BankPlus Wealth Management LLC is an institutional investor managing $229M across 117 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BankPlus Wealth are BankPlus Department, MATTERN, Hamilton Point Investment Advisors, with shared positions in $GWW, $TXN, $C, $AMGN, $PGR, $VLO. The full ranking of 25 similar funds is below.

#1BankPlus Trust DepartmentActive
Notable overlap · 11 shared positions
$GWW$TXN$C$AMGN$PGR$VLO
$428M
470 positions
#2MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$GWW$TXN$AMGN$ADP$LHX$LOW
$857M
166 positions
#3Hamilton Point Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$AMGN$TXN$ADP$AJG$ASML$TJX
$710M
193 positions
#4Mendel Capital Management LLCActive
Some overlap · 6 shared positions
$GWW$AMGN$ADP$LHX$LMT$PGR
$222M
99 positions
#5Avantax Planning Partners, Inc.Active
Some overlap · 6 shared positions
$TXN$AMGN$VLO$FAST$LMT$DE
$4.0B
454 positions
#6BKM Wealth Management, LLCPassive
Some overlap · 6 shared positions
$GWW$AMGN$C$LHX$ASML$LOW
$309M
154 positions
#7Palisade Asset Management, LLCPassive
Some overlap · 6 shared positions
$TXN$AMGN$ADP$LHX$TJX$DE
$1.1B
204 positions
#8Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$C$PGR$GRMN$ADP$ASML$DE
$127M
58 positions
#9SCHWARTZ INVESTMENT COUNSEL INCActive
Some overlap · 6 shared positions
$TXN$LHX$FAST$LMT$TJX$LOW
$2.9B
142 positions
#10Willis Investment CounselActive
Some overlap · 5 shared positions
$TXN$GWW$VLO$ADP$LMT
$2.0B
128 positions
#11Wilkinson Global Asset Management LLCActive
Some overlap · 6 shared positions
$TXN$AMGN$PGR$TJX$DE$LOW
$1.3B
62 positions
#12Petros Family Wealth, LLCPassive
Some overlap · 6 shared positions
$AMGN$TXN$LHX$TJX$LOW$DE
$164M
134 positions
#13JGP Wealth Management, LLCActive
Some overlap · 5 shared positions
$GWW$AMGN$ADP$LHX$LOW
$1.1B
242 positions
#14Ipswich Investment Management Co., Inc.Passive
Some overlap · 5 shared positions
$TXN$AMGN$PGR$ASML$TJX
$468M
186 positions
#15Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$TXN$AMGN$VLO$ASML$TJX
$170M
61 positions
#16Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$GWW$TXN$AMGN$PGR
$754M
41 positions
#17Columbus Macro, LLCPassive
Some overlap · 5 shared positions
$GWW$AMGN$ADP$LHX$LMT
$1.0B
208 positions
#18Foster Victor Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$AMGN$C$VLO$GRMN$LMT
$2.0B
266 positions
#19BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Some overlap · 5 shared positions
$TXN$AMGN$ADP$FAST$LOW
$235M
33 positions
#20ACIMA PRIVATE WEALTH, LLCActive
Some overlap · 6 shared positions
$PGR$ADP$TXN$LMT$LOW$AMGN
$344M
174 positions
#21MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$TXN$AMGN$ADP$LMT$LOW
$1.2B
100 positions
#22BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$TXN$AMGN$ADP$TJX$LOW
$346M
113 positions
#23Kesler, Norman & Wride, LLCPassive
Some overlap · 5 shared positions
$TXN$AMGN$LHX$LMT$LOW
$631M
271 positions
#24DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$TXN$AMGN$LHX$TJX$LOW
$517M
137 positions
#25First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 5 shared positions
$TXN$PGR$VLO$TJX$DE
$503M
128 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.