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 MidFirst Bank

13F Portfolio OverlapQ2 2026MidFirst Bank portfolio →

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Most similar hedge funds by 13F overlap

MidFirst Bank is an institutional investor managing $1.4B across 943 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 MidFirst Bank are LEDERER & ASSOCIATES INVESTMENT COUNSEL, Blue Chip Partners, COLTON GROOME FINANCIAL ADVISORS, with shared positions in $CRWD, $SCHW, $AMGN, $WM, $BLK, $SBUX. The full ranking of 25 similar funds is below.

#1LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 6 shared positions

$CRWD $SCHW $AMGN $WM $BLK $SBUX

$155M

88 positions

#2Blue Chip Partners, LLCActive

Some overlap · 5 shared positions

$ETN $CRWD $KLAC $WM $BLK

$1.6B

184 positions

#3COLTON GROOME FINANCIAL ADVISORS, LLCActive

Some overlap · 5 shared positions

$ETN $SCHW $AMGN $KLAC $BLK

$427M

162 positions

#4TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Some overlap · 5 shared positions

$ETN $CRWD $SCHW $WM $ELV

$226M

113 positions

#5Oak Harvest Investment ServicesPassive

Some overlap · 5 shared positions

$ETN $SCHW $AMGN $KLAC $SBUX

$1.1B

166 positions

#6Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 6 shared positions

$CRWD $ETN $AMGN $WM $SCHW $PSX

$169M

339 positions

#7Keebeck Wealth ManagementPassive

Some overlap · 6 shared positions

$ETN $KLAC $WMB $APH $WM $SBUX

$1.0B

471 positions

#8Argyle Capital Partners, LLCPassive

Some overlap · 5 shared positions

$CRWD $OKE $AMGN $WMB $PSX

$162M

175 positions

#9Community Financial Services Group, LLCPassive

Some overlap · 5 shared positions

$ETN $KLAC $WM $APH $BLK

$655M

539 positions

#10CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$ETN $KLAC $WMB $APH $SBUX

$1.3B

99 positions

#11BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$ETN $AMGN $APH $BLK $SBUX $PSX

$346M

113 positions

#12Mitsubishi UFJ Asset Management (UK) Ltd.Passive

Some overlap · 4 shared positions

$ETN $CRWD $SCHW $KLAC

$213M

106 positions

#13DB Fitzpatrick & Co, IncActive

Some overlap · 5 shared positions

$ETN $AMGN $WM $SBUX $ELV

$121M

100 positions

#14United Asset Strategies, Inc.Passive

Some overlap · 5 shared positions

$ETN $SCHW $AMGN $APH $SBUX

$1.4B

259 positions

#15Castle Rock Wealth Management, LLCPassive

Some overlap · 4 shared positions

$ETN $CRWD $OKE $AMGN

$531M

269 positions

#16Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$CRWD $AMGN $KLAC $WM $SBUX

$292M

99 positions

#17Alley Investment Management Company, LLCActive

Some overlap · 5 shared positions

$ETN $AMGN $BLK $SBUX $PSX

$856M

89 positions

#18CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 4 shared positions

$ETN $CRWD $KLAC $WM

$1.3B

88 positions

#19BEACON FINANCIAL GROUPPassive

Some overlap · 5 shared positions

$ETN $WM $AMGN $BLK $PSX

$1.1B

385 positions

#20WINSLOW ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$ETN $SCHW $PHM $AMGN

$575M

82 positions

#21Cornerstone Capital, Inc.Active

Some overlap · 5 shared positions

$ETN $SCHW $AMGN $APH $CRWD

$1.1B

120 positions

#22Royal Fund Management, LLCPassive

Some overlap · 5 shared positions

$CRWD $OKE $AMGN $SBUX $PSX

$1.3B

286 positions

#23TORRAY LLCActive

Some overlap · 5 shared positions

$OKE $AMGN $KLAC $APH $PSX

$741M

91 positions

#24Robinhood Asset Management, LLCActive

Some overlap · 4 shared positions

$ETN $CRWD $KLAC $SBUX

$1.9B

83 positions

#25Trifecta Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$ETN $CRWD $AMGN $BLK

$808M

315 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.