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 OverlapQ1 2026Texas Bank & portfolio →

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Most similar hedge funds by 13F overlap

Texas Bank & Trust Co is an institutional investor managing $266M across 176 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 Texas Bank & are TRUSTCO BANK N Y, CULLINAN ASSOCIATES, BRADY FAMILY WEALTH,, with shared positions in $AMAT, $MCD, $KO, $LOW, $AXP, $TXN. The full ranking of 25 similar funds is below.

#1TRUSTCO BANK CORP N YPassive

Notable overlap · 7 shared positions

$AMAT $MCD $KO $LOW $AXP $TXN

$113M

71 positions

#2CULLINAN ASSOCIATES INCActive

Some overlap · 7 shared positions

$AMAT $MCD $KO $LOW $TXN $AXP

$1.2B

207 positions

#3BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$LOW $ADI $MCD $TXN $ABT $ACN

$321M

110 positions

#4Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$MCD $KO $AXP $TXN $ABT $LMT

$446M

104 positions

#5PLIMOTH TRUST CO LLCPassive

Some overlap · 6 shared positions

$AMAT $MCD $T $LOW $KO $AXP

$447M

173 positions

#6LYNCH & ASSOCIATES/INPassive

Some overlap · 6 shared positions

$MCD $LOW $KO $TXN $ABT $LMT

$533M

126 positions

#7Covea FinanceActive

Some overlap · 6 shared positions

$ADI $KO $AXP $LOW $AMAT $ABT

$2.9B

146 positions

#8Notis-McConarty EdwardActive

Some overlap · 6 shared positions

$AMAT $ADI $AXP $ABT $LOW $AMD

$219M

68 positions

#9Greenfield Savings BankPassive

Some overlap · 6 shared positions

$AMAT $AXP $MCD $KO $TXN $LMT

$234M

143 positions

#10Churchill Financial Advisors, LLCActive

Some overlap · 6 shared positions

$AMAT $MCD $ADI $KO $LOW $TXN

$476M

123 positions

#11Rayburn West Financial Services LLCPassive

Some overlap · 7 shared positions

$MCD $AXP $ABT $KO $T $LMT

$170M

82 positions

#12Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$LOW $MCD $KO $AXP $LMT

$272M

95 positions

#13HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 5 shared positions

$MCD $ADI $KO $AXP $ABT

$243M

44 positions

#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$MCD $KO $TXN $T $LMT $VZ

$220M

148 positions

#15Karani Asset Management LLCPassive

Some overlap · 5 shared positions

$AMAT $ADI $AXP $TXN $AMD

$122M

54 positions

#16Sky Investment Group LLCPassive

Some overlap · 5 shared positions

$MCD $KO $AXP $TXN $ABT

$583M

140 positions

#17SCHULHOFF & CO INCPassive

Some overlap · 7 shared positions

$KO $T $MCD $ABT $ACN $LMT

$243M

133 positions

#18Peoples Bank/KSPassive

Some overlap · 5 shared positions

$LOW $MCD $ADI $KO $VZ

$99M

99 positions

#19CYPRESS ASSET MANAGEMENT INC/TX

Some overlap · 6 shared positions

$AMAT $ADI $LOW $ABT $LMT $AMD

$455M

105 positions

#20Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$LOW $MCD $KO $ABT $LMT

$353M

78 positions

#21GUYASUTA INVESTMENT ADVISORS INCActive

Some overlap · 4 shared positions

$AMAT $LOW $MCD $TXN

$1.7B

268 positions

#22Coppell Advisory Solutions LLCActive

Some overlap · 7 shared positions

$AMAT $ADI $ABT $T $AMD $ACN

$170M

39 positions

#23Maytus Capital Management, LLCPassive

Some overlap · 5 shared positions

$AMAT $ADI $TXN $T $ACN

$562M

62 positions

#24BROWN BROTHERS HARRIMAN & COPassive

Some overlap · 6 shared positions

$AMAT $TXN $MCD $ABT $KO $ADI

$18.6B

1,800 positions

#25Dundas Partners LLPActive

Some overlap · 5 shared positions

$AMAT $ADI $AXP $ABT $ACN

$1.3B

49 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.