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 BOKF, NA

13F Portfolio OverlapQ1 2026BOKF, NA portfolio →

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Most similar hedge funds by 13F overlap

BOKF, NA is an institutional investor managing $6.5B across 1,028 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 BOKF, NA are Stonebridge Financial Group,, CHATHAM GROUP,, Olistico Wealth,, with shared positions in $KO, $OKE, $MCD, $SNOW, $IAU, $AMGN. The full ranking of 25 similar funds is below.

#1Stonebridge Financial Group, LLCPassive

Slight overlap · 6 shared positions

$KO $OKE $MCD $SNOW $IAU $AMGN

$1.2B

262 positions

#2CHATHAM CAPITAL GROUP, INC.Passive

Slight overlap · 5 shared positions

$AAON $MCD $GEV $IAU $AMAT

$689M

198 positions

#3Olistico Wealth, LLCPassive

Slight overlap · 4 shared positions

$AAON $KO $OKE $MCD

$203M

341 positions

#4LEAVELL INVESTMENT MANAGEMENT, INC.Passive

Slight overlap · 5 shared positions

$OKE $COP $MCD $SNOW $IAU

$2.4B

603 positions

#5CAMBIENT FAMILY OFFICE, LLCPassive

Slight overlap · 5 shared positions

$KO $COP $MCD $GEV $AMAT

$716M

261 positions

#6Signet Investment Advisory Group, Inc.Passive

Slight overlap · 5 shared positions

$KO $COP $MCD $IAU $AMGN

$218M

69 positions

#7FIRST FINANCIAL BANKSHARES INCActive

Slight overlap · 5 shared positions

$KO $COP $MCD $WMB $AMGN

$5.0B

201 positions

#8Lummis Asset Management, LPActive

Slight overlap · 5 shared positions

$KO $COP $SNOW $WMB $AMGN

$167M

192 positions

#9SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Slight overlap · 5 shared positions

$OKE $COP $GEV $WMB $AMAT

$507M

306 positions

#10Independent Solutions Wealth Management, LLCActive

Slight overlap · 5 shared positions

$KO $MCD $SNOW $IAU $AMGN

$679M

185 positions

#11Blossom Wealth ManagementPassive

Slight overlap · 5 shared positions

$KO $MCD $SNOW $IAU $AMGN

$67M

74 positions

#12LifePlan Financial, LLCPassive

Slight overlap · 5 shared positions

$COP $MCD $SNOW $IAU $AMAT

$135M

83 positions

#13Meiji Yasuda America IncActive

Slight overlap · 5 shared positions

$KO $COP $WMB $AMAT $AMGN

$404M

57 positions

#14Hilton Capital Management, LLCActive

Slight overlap · 5 shared positions

$COP $MCD $SNOW $WMB $AMGN

$1.3B

129 positions

#15EPG Wealth Management LLCPassive

Slight overlap · 5 shared positions

$KO $MCD $SNOW $AMAT $AMGN

$369M

320 positions

#16Wynn Capital, LLCPassive

Slight overlap · 5 shared positions

$KO $MCD $GEV $AMAT $AMGN

$195M

107 positions

#17Cadent Capital Advisors, LLCPassive

Slight overlap · 5 shared positions

$OKE $GEV $IAU $WMB $AMAT

$386M

187 positions

#18Family Legacy, Inc.Passive

Slight overlap · 5 shared positions

$KO $SNOW $GEV $AMAT $AMGN

$333M

124 positions

#19Siemens Fonds Invest GmbHPassive

Slight overlap · 5 shared positions

$KO $MCD $GEV $AMAT $AMGN

$1.7B

548 positions

#20Rockefeller Capital Management L.P.Passive

Slight overlap · 5 shared positions

$MCD $SNOW $KO $GEV $AMGN

$56.4B

4,684 positions

#21Resonant Capital Advisors, LLCPassive

Slight overlap · 5 shared positions

$COP $SNOW $IAU $AMGN $MCD

$1.9B

495 positions

#22OMC Financial Services LTDActive

Slight overlap · 5 shared positions

$MCD $SNOW $GEV $AMGN $KO

$258M

64 positions

#23LEGACY FINANCIAL GROUP, INC.Active

Slight overlap · 5 shared positions

$OKE $IAU $WMB $MCD $COP

$378M

89 positions

#24Strategic Investment Solutions, Inc. /ILPassive

Slight overlap · 5 shared positions

$GEV $IAU $MCD $KO $COP

$414M

694 positions

#25Elo Mutual Pension Insurance CoPassive

Slight overlap · 5 shared positions

$KO $AMAT $AMGN $GEV $MCD

$6.1B

581 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.