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 OverlapQ2 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 $3.5B across 505 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 FIRST NATIONAL BANK OF OMAHA are Pathway Financial Advisers, Concord Asset, Oak Harvest Investment Services, with shared positions in $MRVL, $KLAC, $PEP, $UNP, $SO, $PM. The full ranking of 25 similar funds is below.

#1Pathway Financial Advisers, LLCPassive

Some overlap · 7 shared positions

$MRVL $KLAC $PEP $UNP $SO $PM

$397M

167 positions

#2Concord Asset Management, LLC/VAPassive

Some overlap · 7 shared positions

$KLAC $NEE $MRVL $ETN $DIS $UNP

$646M

126 positions

#3Oak Harvest Investment ServicesPassive

Some overlap · 6 shared positions

$MRVL $KLAC $ETN $UNP $PM $AMGN

$1.1B

168 positions

#4DOVER ADVISORS, LLCPassive

Some overlap · 6 shared positions

$KLAC $NEE $PEP $ETN $DIS $TMO

$244M

153 positions

#5ALBION FINANCIAL GROUP /UTPassive

Some overlap · 7 shared positions

$C $PEP $DIS $UNP $SO $AMGN

$1.7B

652 positions

#6First National Advisers, LLCPassive

Some overlap · 7 shared positions

$NEE $PEP $LFUS $SO $ETN $AMGN

$712M

251 positions

#7Concord Wealth PartnersPassive

Some overlap · 6 shared positions

$NEE $KLAC $ETN $DIS $UNP $AMGN

$873M

885 positions

#8FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$NEE $C $PEP $ETN $UNP $AMGN

$5.3B

210 positions

#9Walsky Investment Management, Inc.Passive

Some overlap · 7 shared positions

$PEP $ETN $UNP $SO $BNY $AMGN

$108M

52 positions

#10FARMERS TRUST CO

Some overlap · 6 shared positions

$NEE $C $PEP $UNP $SO $PM

$637M

203 positions

#11First City Capital Management, Inc.Passive

Some overlap · 7 shared positions

$ETN $SO $KLAC $PEP $PM $AMGN

$206M

164 positions

#12Parkside Investments, LLCActive

Some overlap · 6 shared positions

$NEE $C $DIS $UNP $SO $TMO

$902M

91 positions

#13Bigelow Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$NEE $PEP $ETN $DIS $MRVL $TMO

$276M

157 positions

#14Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$NEE $PEP $ETN $UNP $SO $AMGN

$239M

126 positions

#15SFE Investment CounselPassive

Some overlap · 5 shared positions

$MRVL $NEE $KLAC $ETN $J

$742M

152 positions

#16OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 6 shared positions

$NEE $PEP $ETN $SO $PM $AMGN

$329M

323 positions

#17Genus Capital Management Inc.Passive

Some overlap · 5 shared positions

$KLAC $MRVL $C $BNY $AMGN

$1.0B

204 positions

#18TENET WEALTH PARTNERS, LLCActive

Some overlap · 6 shared positions

$KLAC $PEP $ETN $DIS $SO $PM

$134M

101 positions

#19First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 6 shared positions

$NEE $DIS $UNP $SO $PM $AMGN

$529M

75 positions

#20Blue Chip Partners, LLCActive

Some overlap · 5 shared positions

$KLAC $NEE $PEP $ETN $PM

$1.6B

184 positions

#21HOWE & RUSLING INCPassive

Some overlap · 5 shared positions

$KLAC $NEE $PEP $UNP $PM

$1.7B

479 positions

#22Smith, Salley & AssociatesPassive

Some overlap · 5 shared positions

$MRVL $NEE $PEP $UNP $TMO

$2.3B

275 positions

#23Robinhood Asset Management, LLCActive

Some overlap · 4 shared positions

$MRVL $KLAC $NEE $ETN

$1.9B

83 positions

#24Fortis Advisors, LLCPassive

Some overlap · 6 shared positions

$NEE $C $UNP $SO $DIS $TMO

$214M

122 positions

#25GLOBALT Investments LLC / GAActive

Some overlap · 6 shared positions

$C $KLAC $ETN $UNP $PM $AMGN

$3.0B

213 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.