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 CULLEN/FROST BANKERS,

13F Portfolio OverlapQ1 2026CULLEN/FROST BANKERS, portfolio →

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Most similar hedge funds by 13F overlap

CULLEN/FROST BANKERS, INC. is an institutional investor managing $8.8B across 1,393 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 CULLEN/FROST BANKERS, are HOLDERNESS INVESTMENTS, AUXIER ASSET, BRAVE ASSET, with shared positions in $GLW, $ETN, $BAC, $KLAC, $KO, $PM. The full ranking of 25 similar funds is below.

#1HOLDERNESS INVESTMENTS COPassive

Some overlap · 5 shared positions

$GLW $ETN $BAC $KLAC $KO

$498M

252 positions

#2AUXIER ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$GLW $BAC $KO $PM $VLO

$696M

176 positions

#3BRAVE ASSET MANAGEMENT INCActive

Some overlap · 6 shared positions

$GLW $MKL $AXP $KO $BAC $VLO

$427M

161 positions

#4REXFORD CAPITAL INCPassive

Some overlap · 5 shared positions

$GLW $BAC $KLAC $AXP $VLO

$140M

316 positions

#5Community Financial Services Group, LLCPassive

Some overlap · 5 shared positions

$GLW $ETN $BAC $KLAC $AXP

$568M

460 positions

#6GODSEY & GIBB, INCPassive

Some overlap · 4 shared positions

$GLW $ETN $KO $ETR

$1.1B

389 positions

#7OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 4 shared positions

$GLW $ETN $KLAC $VLO

$484M

280 positions

#8River Street Advisors LLCPassive

Some overlap · 4 shared positions

$GLW $ETN $KLAC $VLO

$296M

172 positions

#9OmniStar Financial Group, Inc.Passive

Some overlap · 4 shared positions

$GLW $BAC $KO $PM

$193M

108 positions

#10VIKING FUND MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$GLW $BAC $KO $ETR

$976M

142 positions

#11CHEMUNG CANAL TRUST COPassive

Some overlap · 4 shared positions

$GLW $BAC $KO $AXP

$494M

112 positions

#12BOWEN HANES & CO INCActive

Some overlap · 4 shared positions

$GLW $ETN $AXP $ISRG

$4.1B

151 positions

#13Stonebridge Capital Advisors LLCPassive

Some overlap · 4 shared positions

$GLW $ETN $MKL $KO

$1.4B

211 positions

#14TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 5 shared positions

$ETN $MKL $KLAC $AXP $VLO

$182M

115 positions

#15BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 4 shared positions

$GLW $KO $PM $AXP

$480M

133 positions

#16Town & Country Bank & Trust CO dba First Bankers Trust COPassive

Slight overlap · 4 shared positions

$GLW $ETN $KO $PM

$296M

146 positions

#17DOVER ADVISORS, LLCPassive

Slight overlap · 5 shared positions

$ETN $KLAC $KO $PM $AXP

$242M

159 positions

#18Groupe la FrancaisePassive

Slight overlap · 5 shared positions

$ETN $KO $BAC $AXP $ISRG

$7.3B

455 positions

#19Cornerstone Select Advisors, LLCPassive

Slight overlap · 4 shared positions

$GLW $BAC $KLAC $VLO

$160M

124 positions

#20Godshalk Welsh Capital Management, Inc.Passive

Slight overlap · 4 shared positions

$GLW $BAC $AXP $VLO

$172M

129 positions

#21Greenfield Savings BankPassive

Slight overlap · 5 shared positions

$BAC $KO $PM $AXP $VLO

$234M

143 positions

#22Patten Group, Inc.Passive

Slight overlap · 4 shared positions

$GLW $ETN $MKL $KO

$575M

296 positions

#23Fullerton Fund Management Co Ltd.Active

Slight overlap · 3 shared positions

$GLW $ETN $BAC

$1.2B

125 positions

#24Aull & Monroe Investment Management CorpPassive

Slight overlap · 3 shared positions

$GLW $ETN $BAC

$215M

125 positions

#25Estabrook Capital ManagementPassive

Slight overlap · 3 shared positions

$GLW $ETN $BAC

$685M

380 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.