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 FIRST NATIONAL BANK OF OMAHA

13F Portfolio OverlapQ1 2026FIRST NATIONAL BANK OF OMAHA portfolio →

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Most similar hedge funds by 13F overlap

FIRST NATIONAL BANK OF OMAHA is an institutional investor managing $3.2B across 497 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 FIRST NATIONAL BANK OF OMAHA are Efficient Advisors,, Good Harbor Advisors,, MRWM Advisors,, with shared positions in $BRZE, $NEE, $UPST, $MKL, $COP, $ABT. The full ranking of 25 similar funds is below.

#1Efficient Advisors, LLCActive

Some overlap · 5 shared positions

$BRZE $NEE $UPST $MKL $COP

$1.4B

58 positions

#2Good Harbor Advisors, Inc.Passive

Some overlap · 6 shared positions

$BRZE $NEE $COP $ABT $SO $HUM

$92M

82 positions

#3MRWM Advisors, LLCActive

Some overlap · 5 shared positions

$BRZE $UPST $ETN $AMGN $HUM

$184M

74 positions

#4CWS Financial Advisors, LLCActive

Some overlap · 5 shared positions

$BRZE $UPST $COP $SO $HUM

$390M

157 positions

#5Discipline Wealth Solutions, LLCActive

Some overlap · 6 shared positions

$BRZE $UPST $NEE $MKL $COP $HUM

$950M

192 positions

#6New Covenant Trust Company, N.A.Active

Some overlap · 5 shared positions

$BRZE $MKL $NEE $DIS $COP

$112M

96 positions

#7Orcam Financial GroupSmart money

Some overlap · 4 shared positions

$BRZE $UPST $MKL $COP

$141M

62 positions

#8WBH ADVISORY INCPassive

Some overlap · 4 shared positions

$BRZE $UPST $MKL $COP

$1.3B

350 positions

#9FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 7 shared positions

$UPST $NEE $MDLZ $COP $ETN $AMGN

$5.0B

201 positions

#10Clarity Capital Advisors, LLCActive

Some overlap · 5 shared positions

$BRZE $UPST $COP $MKL $HUM

$215M

95 positions

#11GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Some overlap · 4 shared positions

$BRZE $UPST $MKL $HUM

$128M

42 positions

#12Breakwater Investment ManagementPassive

Some overlap · 4 shared positions

$BRZE $UPST $MKL $HUM

$269M

506 positions

#13White Lighthouse Investment Management Inc.Active

Some overlap · 5 shared positions

$BRZE $UPST $COP $HUM $MKL

$721M

145 positions

#14Good Steward Wealth Advisors,LLCPassive

Some overlap · 5 shared positions

$BRZE $NEE $COP $SO $ETN

$156M

68 positions

#15Beacon Financial Strategies CORPActive

Some overlap · 5 shared positions

$BRZE $UPST $COP $HUM $MKL

$176M

177 positions

#16Altiora Financial Group, LLCActive

Some overlap · 4 shared positions

$BRZE $UPST $NEE $COP

$607M

110 positions

#17McClarren Financial Advisors, Inc.Active

Some overlap · 6 shared positions

$BRZE $MKL $HUM $DIS $UPST $AMGN

$169M

79 positions

#18WETZEL INVESTMENT ADVISORS, INC.Active

Some overlap · 5 shared positions

$BRZE $C $ETN $HUM $COP

$252M

131 positions

#19Prospera Capital Management, LLCSmart money

Some overlap · 5 shared positions

$BRZE $MKL $COP $HUM $NEE

$199M

45 positions

#20Leonard Rickey Investment Advisors P.L.L.C.Active

Some overlap · 5 shared positions

$BRZE $MKL $COP $HUM $__PARK_1390777

$578M

118 positions

#21FIRST AMERICAN TRUST, FSBPassive

Some overlap · 7 shared positions

$NEE $MKL $COP $UPST $ABT $C

$1.5B

290 positions

#22STONE LOFT WEALTH MANAGEMENT LLCActive

Some overlap · 4 shared positions

$BRZE $MKL $COP $HUM

$140M

29 positions

#23Charis Legacy Partners, LLCSmart money

Some overlap · 4 shared positions

$BRZE $MKL $UPST $KLAC

$68M

27 positions

#24Applied Capital LLCActive

Some overlap · 3 shared positions

$BRZE $UPST $NEE

$268M

50 positions

#25CLUNE & ASSOCIATES, LTD.Passive

Some overlap · 4 shared positions

$BRZE $MKL $COP $ABT

$532M

162 positions

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View FIRST NATIONAL BANK OF OMAHA’s holdings

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.