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 OverlapQ3 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 $109M across 52 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 American National Bank of Texas are 3EDGE Asset, Noble Wealth Partners, Hegarty Advisors, with shared positions in $DOV, $GLDM, $STT, $MDY, $PM, $MCD. The full ranking of 25 similar funds is below.

#13EDGE Asset Management, LPActive

Substantial overlap · 4 shared positions

$DOV $GLDM $STT $MDY

$2.2B

94 positions

#2Noble Wealth Partners LLCPassive

Substantial overlap · 3 shared positions

$DOV $GLDM $PM

$115M

76 positions

#3Hegarty Advisors, LLCActive

Substantial overlap · 3 shared positions

$DOV $GLDM $MDY

$162M

65 positions

#4Luminist Capital LLCActive

Substantial overlap · 3 shared positions

$DOV $STT $MCD

$89M

418 positions

#5Intelligent Financial StrategiesSmart money

Substantial overlap · 6 shared positions

$DOV $MDY $UNP $MCD $PM $CL

$206M

77 positions

#6Sageworth Trust CoActive

Substantial overlap · 4 shared positions

$DOV $MDY $ABT $LHX

$2.5B

127 positions

#7Financial Symmetry IncSmart money

Substantial overlap · 3 shared positions

$DOV $MCD $ABT

$313M

66 positions

#8BRANDYWINE TRUST COSmart money

Substantial overlap · 3 shared positions

$DOV $ABT $PM

$621M

33 positions

#9Highland Investment Advisors LLCActive

Substantial overlap · 3 shared positions

$DOV $PM $MCD

$229M

734 positions

#10Long Island Wealth Management, Inc.Active

Substantial overlap · 3 shared positions

$DOV $CVS $AMGN

$256M

98 positions

#11INVESTMENT COUNSEL CO OF NEVADAActive

Notable overlap · 3 shared positions

$DOV $HON $PM

$54M

167 positions

#12Cassaday & Co Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$STT $GLDM $MCD $ABT

$5.3B

1,313 positions

#13Wealth Management NebraskaSmart money

Notable overlap · 4 shared positions

$DOV $GLDM $PM $UNP

$1.1B

109 positions

#14ELEMENT POINTE ADVISORS, LLCSmart money

Notable overlap · 3 shared positions

$STT $GLDM $MDY

$709M

91 positions

#15TSG Advice Partners, LLC

Notable overlap · 6 shared positions

$DOV $MCD $MDY $ABT $PM $CVS

$667M

135 positions

#16PROFFITT & GOODSON INCActive

Notable overlap · 3 shared positions

$DOV $STT $CVS

$728M

298 positions

#17Coyle Financial Counsel LLCActive

Notable overlap · 3 shared positions

$DOV $MDY $MCD

$548M

126 positions

#18Zhang Financial LLCActive

Notable overlap · 3 shared positions

$DOV $GLDM $AMGN

$3.4B

392 positions

#19Upper Left Wealth Management, LLCActive

Notable overlap · 3 shared positions

$STT $GLDM $TT

$193M

68 positions

#20Piedmont Capital Management, LLCActive

Notable overlap · 3 shared positions

$STT $GLDM $AMGN

$198M

58 positions

#21ARCADIA INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$STT $DOV $MCD

$241M

87 positions

#22LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$STT $GLDM $MDY

$1.2B

232 positions

#23NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$DOV $GLDM $CLX $MCD

$283M

75 positions

#24AA Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$DOV $GLDM $PM $MCD

$840M

251 positions

#25Friday FinancialActive

Notable overlap · 3 shared positions

$STT $PWR $MDY

$506M

119 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.