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 American National Bank of Texas

13F Portfolio OverlapQ1 2026American National Bank of Texas portfolio →

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Most similar hedge funds by 13F overlap

American National Bank of Texas is an institutional investor managing $105M across 57 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 American National Bank of Texas are ANGELES WEALTH ,, BRANDYWINE, Intelligent Financial Strategies, with shared positions in $DOV, $KKR, $PWR, $ABT, $PM, $KO. The full ranking of 25 similar funds is below.

#1ANGELES WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$DOV $KKR $PWR

$1.8B

524 positions

#2BRANDYWINE TRUST COSmart money

Notable overlap · 4 shared positions

$DOV $ABT $PM $KO

$552M

31 positions

#3Intelligent Financial StrategiesSmart money

Notable overlap · 7 shared positions

$DOV $MDY $UNP $MCD $PM $KO

$192M

62 positions

#4Alta Advisers LtdActive

Notable overlap · 3 shared positions

$DOV $KO $PM

$276M

206 positions

#5HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$DOV $MCD $KO

$187M

72 positions

#6Prentice Wealth Management LLCActive

Notable overlap · 3 shared positions

$DOV $KO $MCD

$443M

117 positions

#7Permanent Capital Management, LPActive

Notable overlap · 3 shared positions

$DOV $UNP $KO

$643M

155 positions

#8Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$DOV $KKR $KO

$90M

65 positions

#9Rakuten Investment Management, Inc.Smart money

Notable overlap · 3 shared positions

$DOV $KKR $KO

$49.2B

464 positions

#10NavPoint Financial, Inc.Active

Notable overlap · 5 shared positions

$GLDM $DOV $CLX $MCD $KO

$247M

71 positions

#11Weil Company, Inc.Passive

Notable overlap · 3 shared positions

$DOV $MCD $MDY

$445M

115 positions

#12Hegarty Advisors, LLCActive

Notable overlap · 3 shared positions

$DOV $GLDM $KKR

$127M

57 positions

#13AA Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$DOV $GLDM $KKR $PM

$710M

221 positions

#14Inscription Capital, LLCPassive

Notable overlap · 4 shared positions

$DOV $MCD $CL $UNP

$951M

715 positions

#15LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive

Some overlap · 4 shared positions

$DOV $KO $PM $UNP

$2.7B

111 positions

#163EDGE Asset Management, LPSmart money

Some overlap · 3 shared positions

$GLDM $DOV $MDY

$2.1B

91 positions

#17TSG Advice Partners, LLCActive

Some overlap · 4 shared positions

$DOV $MDY $MCD $ABT

$667M

135 positions

#18Accretive Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$GLDM $KKR $KO $MCD $PM $UNP

$356M

180 positions

#19SBI Securities Co., Ltd.Passive

Some overlap · 4 shared positions

$DOV $GLDM $KKR $KO

$3.6B

4,018 positions

#20Carolina Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$GLDM $KO $MCD $CL $PM $UNP

$240M

278 positions

#21Zhang Financial LLCActive

Some overlap · 3 shared positions

$DOV $KKR $GLDM

$2.9B

367 positions

#22Piedmont Capital Management, LLCActive

Some overlap · 3 shared positions

$GLDM $KKR $KO

$197M

50 positions

#23Coyle Financial Counsel LLCActive

Some overlap · 3 shared positions

$DOV $MDY $ABT

$473M

113 positions

#24Parcion Private Wealth LLCPassive

Some overlap · 4 shared positions

$GLDM $KO $MCD $ABT

$1.6B

435 positions

#25Gradient Investments LLCPassive

Some overlap · 5 shared positions

$GLDM $KO $PWR $MCD $ABT

$6.5B

420 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.