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Hedge Funds Similar to Arvest Bank Division

13F Portfolio OverlapQ2 2026Arvest Bank Division portfolio →
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Most similar hedge funds by 13F overlap

Arvest Bank Trust Division is an institutional investor managing $2.1B across 240 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 Arvest Bank Division are OFS Enterprise, Hopwood Financial Services, Tandem Investment Partners, with shared positions in $MDY, $AXP, $ETN, $LOW, $HON, $COF. The full ranking of 25 similar funds is below.

#1OFS Enterprise LLCActive
Notable overlap · 4 shared positions
$MDY$AXP$ETN$LOW
$392M
106 positions
#2Hopwood Financial Services, Inc.Active
Notable overlap · 3 shared positions
$MDY$LOW$AXP
$173M
92 positions
#3Tandem Investment Partners LLCPassive
Notable overlap · 4 shared positions
$MDY$LOW$AXP$HON
$130M
76 positions
#4IFG Advisors, LLCActive
Notable overlap · 3 shared positions
$MDY$COF$AXP
$725M
165 positions
#5Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 4 shared positions
$MDY$AXP$COF$COP
$418M
232 positions
#6Atlantic Edge Private Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$MDY$TRV$LOW$ETN
$489M
619 positions
#7Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$MDY$COP$ETN
$102M
68 positions
#8ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MDY$LOW$AXP$HON
$248M
96 positions
#9Crewe Advisors LLCActive
Some overlap · 3 shared positions
$MDY$ANET$AXP
$1.4B
1,135 positions
#10PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$MDY$TRV$COF$LOW
$501M
165 positions
#11RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$MDY$ECL$ETN
$581M
172 positions
#12Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$MDY$CEG$AXP
$226M
97 positions
#13LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$MDY$CEG$HON
$248M
91 positions
#14ARVEST INVESTMENTS, INC.Passive
Some overlap · 5 shared positions
$MDY$CEG$TRV$ANET$IQV
$827M
255 positions
#15VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$MDY$TRV$ANET$GD$CEG
$142M
108 positions
#16Canopy Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$AXP$ETN
$332M
256 positions
#17Expressive Wealth LLCPassive
Some overlap · 3 shared positions
$MDY$ANET$GD
$106M
133 positions
#18Sawyer & Company, IncPassive
Some overlap · 6 shared positions
$TRV$ANET$COP$ECL$AXP$ETN
$298M
202 positions
#19BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 4 shared positions
$MDY$AXP$ETN$HON
$371M
394 positions
#20William B. Walkup & Associates, Inc.Passive
Some overlap · 5 shared positions
$TRV$COF$LOW$COP$CVS
$208M
258 positions
#21GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 5 shared positions
$TRV$GD$LOW$AXP$CVS
$906M
153 positions
#22BEARING POINT CAPITAL, LLCPassive
Some overlap · 5 shared positions
$MDY$CEG$ECL$AXP$ETN
$740M
203 positions
#23Carolina Wealth Management IncActive
Some overlap · 3 shared positions
$MDY$ETN$LOW
$217M
114 positions
#24MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 4 shared positions
$MDY$TRV$HON$COP
$3.6B
127 positions
#25Northern Financial Advisors IncPassive
Some overlap · 5 shared positions
$TRV$GD$COF$AXP$ETN
$151M
100 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.