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 Texas Bank

13F Portfolio OverlapQ2 2026Texas Bank portfolio →

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Most similar hedge funds by 13F overlap

Texas Bank & Trust Co is an institutional investor managing $305M across 185 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 Texas Bank are BRADY FAMILY WEALTH, MARKEL GROUP, TRUSTCO BANK N Y, with shared positions in $TXN, $ADI, $LOW, $MCD, $ABT, $AXP. The full ranking of 25 similar funds is below.

#1BRADY FAMILY WEALTH, LLCPassive

Some overlap · 5 shared positions

$TXN $ADI $LOW $MCD $ABT

$346M

113 positions

#2MARKEL GROUP INC.Active

Some overlap · 4 shared positions

$TXN $ADI $AXP $LOW

$13.1B

130 positions

#3TRUSTCO BANK CORP N YPassive

Some overlap · 5 shared positions

$TXN $AXP $MCD $LOW $ABT

$137M

77 positions

#4Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$ADI $LOW $MCD $AXP $ABT

$1.3B

275 positions

#5TICINO WEALTHPassive

Some overlap · 4 shared positions

$TXN $ADI $MCD $LOW

$317M

135 positions

#6PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Some overlap · 4 shared positions

$ADI $LOW $AXP $ABT

$844M

219 positions

#7Kesler, Norman & Wride, LLCPassive

Some overlap · 4 shared positions

$TXN $ADI $LOW $ABT

$631M

271 positions

#8MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$TXN $LOW $ADI $ABT

$857M

166 positions

#9Boltwood Capital ManagementPassive

Some overlap · 5 shared positions

$LOW $AXP $MCHP $ADI $ABT

$436M

192 positions

#10Community Financial Services Group, LLCPassive

Some overlap · 5 shared positions

$ADI $AXP $MCD $LOW $ABT

$686M

532 positions

#11LYNCH & ASSOCIATES/INPassive

Some overlap · 4 shared positions

$TXN $LOW $MCD $ABT

$573M

129 positions

#12Brookmont Capital ManagementActive

Some overlap · 5 shared positions

$ADI $MCD $MCHP $AZN $ABT

$186M

61 positions

#13Mirabaud Asset Management LtdPassive

Some overlap · 4 shared positions

$TXN $AXP $MCD $AZN

$120M

49 positions

#14Somerset Trust CoPassive

Some overlap · 4 shared positions

$ADI $LOW $MCD $ABT

$354M

186 positions

#15Sky Investment Group LLCPassive

Some overlap · 4 shared positions

$TXN $AXP $MCD $ABT

$637M

146 positions

#16Stokes Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$TXN $AXP $MCD $ABT

$467M

118 positions

#17Walsky Investment Management, Inc.Passive

Some overlap · 4 shared positions

$TXN $LOW $MCD $ABT

$108M

52 positions

#18Mattern Wealth Management LLCActive

Some overlap · 5 shared positions

$ADI $MCD $LOW $ABT $ET

$609M

183 positions

#19Destination Wealth ManagementPassive

Some overlap · 4 shared positions

$ADI $AXP $MCD $ABT

$4.3B

344 positions

#20HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 4 shared positions

$ADI $AXP $MCD $ABT

$252M

43 positions

#21Oribel Capital Management, LPPassive

Some overlap · 3 shared positions

$TXN $ADI $LOW

$3.3B

143 positions

#22CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 3 shared positions

$TXN $ADI $LOW

$1.3B

99 positions

#23Vertrix Wealth Management, LLCPassive

Some overlap · 4 shared positions

$LOW $AXP $MCD $ABT

$297M

103 positions

#24Karani Asset Management LLCPassive

Some overlap · 3 shared positions

$TXN $ADI $AXP

$139M

57 positions

#25Willis Investment CounselActive

Some overlap · 4 shared positions

$TXN $AXP $MCD $ABT

$2.1B

125 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.