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Hedge Funds Similar to UMB Bank, n.a.

13F Portfolio OverlapQ1 2026UMB Bank, n.a. portfolio →
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Most similar hedge funds by 13F overlap

UMB Bank, n.a. is an institutional investor managing $7.2B across 2,284 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 UMB Bank, n.a. are FORBES J M & LLP, Baird Financial Group,, AMF Tjanstepension AB, with shared positions in $TJX, $PGR, $NEE, $LIN, $ORLY, $APH. The full ranking of 25 similar funds is below.

#1FORBES J M & CO LLPActive
Some overlap · 8 shared positions
$TJX$PGR$NEE$LIN$ORLY$APH
$1.2B
150 positions
#2Baird Financial Group, Inc.Passive
Some overlap · 6 shared positions
$PGR$TJX$ORLY$PH$GEV$BAC
$64.0B
1,826 positions
#3AMF Tjanstepension ABActive
Some overlap · 7 shared positions
$PGR$NEE$LIN$MCD$ETN$PH
$15.1B
117 positions
#4Port Capital LLCActive
Some overlap · 6 shared positions
$PGR$LIN$ORLY$APH$ETN$PH
$2.2B
82 positions
#5FULTON BREAKEFIELD BROENNIMAN LLCActive
Some overlap · 5 shared positions
$PGR$TJX$NEE$LIN$MCD
$1.5B
200 positions
#6Meadowbrook Advisors Group, LLCPassive
Some overlap · 5 shared positions
$PGR$TJX$NEE$ORLY$MCD
$168M
136 positions
#7EASTERN BANKPassive
Some overlap · 7 shared positions
$NEE$LIN$ORLY$MCD$ETN$PH
$6.5B
1,038 positions
#8Community Financial Services Group, LLCPassive
Some overlap · 7 shared positions
$NEE$LIN$MCD$APH$ETN$PH
$568M
460 positions
#9CONGRESS ASSET MANAGEMENT CO /MAPassive
Some overlap · 6 shared positions
$TJX$ORLY$APH$ETN$PH$GEV
$14.0B
417 positions
#10Cumberland Partners LtdPassive
Some overlap · 6 shared positions
$TJX$LIN$ORLY$APH$ETN$PH
$1.3B
157 positions
#11Dai-ichi Life Insurance Company, LtdActive
Some overlap · 6 shared positions
$TJX$LIN$MCD$APH$GEV$BAC
$3.5B
464 positions
#12Blue Chip Partners, LLCActive
Some overlap · 6 shared positions
$TJX$NEE$ORLY$ETN$MCD$BAC
$1.4B
170 positions
#13Wilkinson Global Asset Management LLCActive
Some overlap · 5 shared positions
$PGR$TJX$LIN$PH$MCD
$1.3B
60 positions
#14CHILTON INVESTMENT CO INC.Active
Some overlap · 5 shared positions
$PGR$ORLY$APH$ETN$PH
$4.3B
280 positions
#15Osprey Private Wealth LLCActive
Some overlap · 4 shared positions
$PGR$TJX$NEE$MCD
$345M
77 positions
#16Marble Harbor Investment Counsel, LLCActive
Some overlap · 5 shared positions
$PGR$ORLY$MCD$PH$GEV
$923M
192 positions
#17JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$PGR$TJX$ORLY$APH
$696M
70 positions
#18BURLING WEALTH PARTNERS, LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$LIN$ORLY$ETN
$618M
177 positions
#19Elite Life Management LLCActive
Some overlap · 6 shared positions
$NEE$LIN$MCD$ETN$PH$GEV
$80M
57 positions
#20DAVIS R M INCActive
Some overlap · 5 shared positions
$TJX$NEE$LIN$APH$ETN
$5.6B
273 positions
#21WEIK CAPITAL MANAGEMENTActive
Some overlap · 4 shared positions
$PGR$TJX$ORLY$MCD
$251M
90 positions
#22Sandro Wealth Management LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$LIN$MCD$PH
$125M
99 positions
#23PIONEER TRUST BANK N A/ORPassive
Some overlap · 5 shared positions
$TJX$NEE$MCD$APH$ETN
$412M
83 positions
#24BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$TJX$LIN$ORLY$MCD$ETN
$1.6B
435 positions
#25S-Bank Fund Management LtdActive
Some overlap · 6 shared positions
$NEE$LIN$MCD$PH$GEV$BAC
$671M
178 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.