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Hedge Funds Similar to BOKF, NA

13F Portfolio OverlapQ2 2026BOKF, NA portfolio →
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Most similar hedge funds by 13F overlap

BOKF, NA is an institutional investor managing $7.3B across 1,160 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 BOKF, NA are Pinnacle West Asset, Olistico Wealth, Stokes Advisors, with shared positions in $OKE, $WMB, $COP, $AMGN, $UNP, $MCD. The full ranking of 25 similar funds is below.

#1Pinnacle West Asset Management, Inc.Passive
Some overlap · 6 shared positions
$OKE$WMB$COP$AMGN$UNP$MCD
$145M
104 positions
#2Olistico Wealth, LLCPassive
Some overlap · 3 shared positions
$AAON$OKE$MCD
$234M
334 positions
#3Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$OKE$WMB$UNP$MCD$MS
$467M
118 positions
#4CHATHAM CAPITAL GROUP, INC.Passive
Slight overlap · 4 shared positions
$AAON$UNP$MCD$IAU
$783M
200 positions
#5FIRST FINANCIAL BANKSHARES INCActive
Slight overlap · 5 shared positions
$WMB$COP$AMGN$UNP$MCD
$5.3B
210 positions
#6Bravera WealthActive
Slight overlap · 5 shared positions
$WMB$COP$UNP$MCD$MS
$261M
352 positions
#7Disciplined Investments, LLCPassive
Slight overlap · 4 shared positions
$OKE$AAON$WMB$COP
$310M
144 positions
#810Elms LLPPassive
Slight overlap · 5 shared positions
$WMB$AMGN$UNP$MCD$COP
$236M
526 positions
#9OpenArc Corporate Advisory, LLCActive
Slight overlap · 5 shared positions
$COP$AMGN$MCD$IAU$MS
$8.4B
789 positions
#10JMAC ENTERPRISES LLCActive
Slight overlap · 5 shared positions
$AMGN$UNP$MCD$IAU$MS
$593M
122 positions
#11Barnett & Company, Inc.Passive
Slight overlap · 4 shared positions
$OKE$WMB$COP$UNP
$135M
86 positions
#12Retirement Investment Advisors, Inc.Smart money
Slight overlap · 4 shared positions
$OKE$WMB$COP$MCD
$1.4B
66 positions
#13Tower Wealth Partners, Inc.Active
Slight overlap · 4 shared positions
$OKE$WMB$AMGN$MCD
$203M
101 positions
#14Pinnacle Holdings, LLCPassive
Slight overlap · 4 shared positions
$OKE$WMB$AMGN$MCD
$324M
237 positions
#15Mosley Wealth ManagementPassive
Slight overlap · 5 shared positions
$WMB$MCD$IAU$AMGN$MS
$314M
781 positions
#16Advantage Trust CoActive
Slight overlap · 5 shared positions
$UNP$MCD$IAU$OKE$COP
$284M
197 positions
#17Pinion Investment Advisors, LLCActive
Slight overlap · 4 shared positions
$OKE$WMB$UNP$MCD
$527M
205 positions
#18Strategic Wealth Advisors LLCActive
Slight overlap · 5 shared positions
$AMGN$MCD$IAU$MS$UNP
$117M
260 positions
#19COWA, LLCPassive
Slight overlap · 4 shared positions
$OKE$COP$AMGN$IAU
$399M
181 positions
#20MOSAIC FINANCIAL GROUP, LLCPassive
Slight overlap · 4 shared positions
$OKE$COP$UNP$MCD
$156M
134 positions
#21Cherokee Insurance CoPassive
Slight overlap · 4 shared positions
$OKE$COP$UNP$MS
$259M
124 positions
#22Pathway Financial Advisers, LLCPassive
Slight overlap · 4 shared positions
$OKE$AMGN$UNP$MCD
$397M
167 positions
#23Ipsen Advisor Group LLCPassive
Slight overlap · 4 shared positions
$OKE$AMGN$UNP$IAU
$155M
107 positions
#24Estabrook Capital ManagementPassive
Slight overlap · 4 shared positions
$WMB$COP$AMGN$UNP
$739M
344 positions
#25Oxler Private Wealth LLCActive
Slight overlap · 4 shared positions
$OKE$AMGN$MCD$UNP
$350M
93 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.