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Hedge Funds Similar to BANK OF HAWAII

13F Portfolio OverlapQ1 2026BANK OF HAWAII portfolio →
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Most similar hedge funds by 13F overlap

BANK OF HAWAII is an institutional investor managing $1.9B across 224 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 BANK OF HAWAII are Capstone Financial Advisors,, Note Advisors,, FIDUCIARY ADVISORS,, with shared positions in $DHR, $MCD, $DDOG, $BRZE, $KO, $KKR. The full ranking of 25 similar funds is below.

#1Capstone Financial Advisors, Inc.Smart money
Notable overlap · 5 shared positions
$DHR$MCD$DDOG$BRZE$KO
$1.9B
187 positions
#2Note Advisors, LLCActive
Notable overlap · 4 shared positions
$DHR$MCD$DDOG$BRZE
$200M
85 positions
#3FIDUCIARY ADVISORS, INC.Active
Notable overlap · 5 shared positions
$DHR$KKR$BRZE$SE$KO
$133M
121 positions
#4Schubert & CoActive
Notable overlap · 4 shared positions
$DHR$KKR$VLTO$GEV
$123M
69 positions
#5Alliance Wealth Advisors, LLC /UTPassive
Notable overlap · 4 shared positions
$DHR$KKR$MCD$BRZE
$462M
228 positions
#6Hardy Reed LLCActive
Notable overlap · 5 shared positions
$DHR$KKR$BRZE$GEV$HON
$1.4B
243 positions
#7Waldron Private Wealth LLCActive
Notable overlap · 3 shared positions
$DHR$KKR$DDOG
$2.6B
342 positions
#8Forum Private Client Group LLCActive
Notable overlap · 3 shared positions
$DHR$KKR$DDOG
$300M
80 positions
#9Kastel Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$DHR$KKR$BRZE
$163M
55 positions
#10Catalyst Investment Management LLCPassive
Notable overlap · 4 shared positions
$DHR$KKR$SE$KO
$90M
65 positions
#11CAHABA WEALTH MANAGEMENT, INC.Smart money
Some overlap · 6 shared positions
$DHR$DDOG$BRZE$KO$KKR$MCD
$1.5B
154 positions
#12guardian investment managementActive
Some overlap · 3 shared positions
$DHR$KKR$GEV
$127M
60 positions
#13ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 3 shared positions
$DHR$KKR$VLTO
$563M
127 positions
#14WealthCollab, LLCPassive
Some overlap · 3 shared positions
$DHR$DDOG$BRZE
$243M
977 positions
#15Nolet Wealth Management, LLCActive
Some overlap · 3 shared positions
$DHR$VLTO$DDOG
$176M
92 positions
#16Carl P. Sherr & Co., LLCPassive
Some overlap · 3 shared positions
$DHR$MCD$HON
$213M
124 positions
#17Meridian Wealth Partners, LLCActive
Some overlap · 4 shared positions
$DHR$DDOG$BRZE$MCD
$729M
118 positions
#18Mill Creek Capital Advisors, LLCActive
Some overlap · 4 shared positions
$DHR$BRZE$SE$KKR
$4.9B
260 positions
#19CATALYST PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$DHR$BRZE$KKR
$185M
76 positions
#20Trinity Wealth Management, LLCActive
Some overlap · 3 shared positions
$DHR$BRZE$DDOG
$272M
72 positions
#21Foguth Wealth Management, LLC.Passive
Some overlap · 3 shared positions
$DHR$MCD$KO
$857M
211 positions
#22Spectrum Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$DHR$MCD$KKR
$201M
46 positions
#23PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$DHR$BRZE$VLTO$DDOG
$1.4B
283 positions
#24CHERRYDALE WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$DHR$BRZE$SE
$324M
77 positions
#25Traveka Wealth, LLCPassive
Some overlap · 4 shared positions
$DHR$BRZE$SE$KO
$262M
186 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.