Hedge Funds Similar to BANK OF AMERICA

13F Portfolio OverlapQ2 2026BANK OF AMERICA portfolio →

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Most similar hedge funds by 13F overlap

BANK OF AMERICA CORP /DE/ is an institutional investor managing $1.6T across 5,665 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 BANK OF AMERICA are Front Row Advisors, WELLINGTON GROUP LLP, OLD SECOND NATIONAL BANK OF AURORA, with shared positions in $GLW, $ETN, $DELL, $BLK, $WELL. The full ranking of 25 similar funds is below.

#1Front Row Advisors LLCPassive

Slight overlap · 4 shared positions

$GLW $ETN $DELL $BLK

$345M

576 positions

#2WELLINGTON MANAGEMENT GROUP LLPPassive

Slight overlap · 4 shared positions

$GLW $ETN $WELL $BLK

$580.2B

1,921 positions

#3OLD SECOND NATIONAL BANK OF AURORAPassive

Slight overlap · 4 shared positions

$GLW $ETN $WELL $BLK

$530M

275 positions

#4AGF MANAGEMENT LTDPassive

Slight overlap · 3 shared positions

$GLW $ETN $DELL

$25.8B

656 positions

#5ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Slight overlap · 3 shared positions

$GLW $ETN $DELL

$753M

223 positions

#6FLPUTNAM INVESTMENT MANAGEMENT COActive

Slight overlap · 3 shared positions

$GLW $ETN $DELL

$8.4B

655 positions

#7HOLDERNESS INVESTMENTS COPassive

Slight overlap · 3 shared positions

$GLW $ETN $DELL

$600M

261 positions

#8MOTCOPassive

Slight overlap · 3 shared positions

$GLW $ETN $DELL

$1.2B

840 positions

#9L & S Advisors IncPassive

Slight overlap · 3 shared positions

$GLW $ETN $DELL

$967M

236 positions

#10Citizens National Bank Trust DepartmentPassive

Slight overlap · 3 shared positions

$GLW $ETN $DELL

$680M

381 positions

#11ROMANO BROTHERS AND COMPANYPassive

Slight overlap · 3 shared positions

$GLW $ETN $DELL

$994M

331 positions

#12BEARING POINT CAPITAL, LLCPassive

Slight overlap · 3 shared positions

$GLW $ETN $DELL

$740M

203 positions

#13AssuredPartners Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$GLW $ETN $DELL

$1.0B

416 positions

#14MEYER HANDELMAN COPassive

Slight overlap · 3 shared positions

$GLW $ETN $DELL

$3.5B

274 positions

#15TOEWS CORP /ADVActive

Slight overlap · 3 shared positions

$GLW $ETN $DELL

$686M

151 positions

#16HARTLINE INVESTMENT CORP/Active

Slight overlap · 3 shared positions

$GLW $ETN $DELL

$1.1B

115 positions

#17RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$GLW $ETN $WELL

$1.1B

90 positions

#18BOWEN HANES & CO INCActive

Slight overlap · 3 shared positions

$GLW $ETN $WELL

$4.1B

151 positions

#19Cornerstone Advisors, LLCActive

Slight overlap · 3 shared positions

$GLW $ETN $WELL

$3.0B

112 positions

#20PENSION & WEALTH MANAGEMENT ADVISORS, INC.Passive

Slight overlap · 3 shared positions

$GLW $ETN $WELL

$371M

544 positions

#21Hartford Funds Management Co LLCSmart money

Slight overlap · 3 shared positions

$GLW $ETN $WELL

$1.3B

98 positions

#22PANORAMIC INVESTMENT ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$GLW $ETN $WELL

$209M

141 positions

#23CARRET ASSET MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$GLW $ETN $WELL

$1.1B

309 positions

#24RFG - Bristol Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$GLW $ETN $WELL

$414M

188 positions

#25Prudent Man Advisors, LLCPassive

Slight overlap · 3 shared positions

$438M

141 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.