13F Pro

Hedge Funds Similar to UMB Bank, n.a.

13F Portfolio OverlapQ2 2026UMB Bank, n.a. portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

UMB Bank, n.a. is an institutional investor managing $7.9B across 2,303 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 UMB Bank, n.a. are Friday Financial, First National Bank of Mount Dora, Investment Services, FORBES J M & LLP, with shared positions in $UMBF, $MS, $TXN, $PGR, $TJX, $LIN. The full ranking of 25 similar funds is below.

#1Friday FinancialActive
Notable overlap · 3 shared positions
$UMBF$MS$TXN
$373M
108 positions
#2First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 7 shared positions
$PGR$TJX$TXN$LIN$ORLY$WELL
$499M
126 positions
#3FORBES J M & CO LLPActive
Some overlap · 7 shared positions
$TJX$PGR$APH$ETN$LIN$NEE
$1.3B
159 positions
#4Osprey Private Wealth LLCPassive
Some overlap · 6 shared positions
$PGR$TJX$APH$NEE$BLK$MCD
$387M
88 positions
#5BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$TJX$APH$TXN$LIN$NEE$BLK
$499M
73 positions
#6Meadowbrook Advisors Group, LLCPassive
Some overlap · 6 shared positions
$PGR$TJX$TXN$NEE$ORLY$MS
$187M
169 positions
#7BURLING WEALTH PARTNERS, LLCPassive
Some overlap · 6 shared positions
$TJX$APH$ETN$LIN$NEE$ORLY
$683M
180 positions
#8BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$TJX$APH$ETN$TXN$BLK$MCD
$346M
113 positions
#9STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 5 shared positions
$PGR$TJX$ETN$LIN$MS
$918M
75 positions
#10FIRST MERCHANTS CORPActive
Some overlap · 6 shared positions
$TJX$APH$TXN$LIN$ORLY$BLK
$2.8B
361 positions
#11PIONEER TRUST BANK N A/ORPassive
Some overlap · 6 shared positions
$TJX$APH$ETN$NEE$BLK$MCD
$441M
87 positions
#12Clarendon Private LLCPassive
Some overlap · 7 shared positions
$ETN$TXN$LIN$NEE$TJX$APH
$156M
124 positions
#13BTC Capital Management, Inc.Passive
Some overlap · 6 shared positions
$TJX$APH$ETN$NEE$ORLY$MS
$1.6B
207 positions
#14McKinley Carter Wealth Services, Inc.Active
Some overlap · 6 shared positions
$TJX$APH$TXN$LIN$ORLY$MS
$1.9B
322 positions
#15Port Capital LLCActive
Some overlap · 5 shared positions
$PGR$APH$ETN$LIN$ORLY
$2.5B
108 positions
#16RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 6 shared positions
$TJX$APH$NEE$ORLY$BLK$MCD
$794M
188 positions
#17NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$PGR$TJX$ETN$ORLY$MS
$82M
37 positions
#18Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$TJX$ETN$TXN$NEE$BLK$MCD
$170M
61 positions
#19Haverford Trust CoActive
Some overlap · 6 shared positions
$TJX$ETN$TXN$NEE$BLK$MCD
$11.6B
424 positions
#20FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 5 shared positions
$PGR$TJX$LIN$NEE$MCD
$1.7B
208 positions
#21Haverford Financial Services, Inc.Active
Some overlap · 6 shared positions
$TJX$ETN$TXN$NEE$BLK$LIN
$339M
49 positions
#22BankPlus Trust DepartmentActive
Some overlap · 5 shared positions
$PGR$TJX$TXN$NEE$MS
$428M
470 positions
#23ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$TJX$APH$TXN$BLK$MCD$MS
$1.7B
652 positions
#24RWA WEALTH PARTNERS, LLCActive
Some overlap · 6 shared positions
$TJX$ETN$LIN$NEE$BLK$MCD
$10.4B
645 positions
#25Blue Chip Partners, LLCActive
Some overlap · 6 shared positions
$TJX$ETN$NEE$WELL$BLK$MS
$1.6B
184 positions

Compare UMB Bank, n.a.’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View UMB Bank, n.a.’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.