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Hedge Funds Similar to BancFirst & Investment

13F Portfolio OverlapQ2 2026BancFirst & Investment portfolio →
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Most similar hedge funds by 13F overlap

BancFirst Trust & Investment Management is an institutional investor managing $237M across 65 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 BancFirst & Investment are LEGACY FINANCIAL GROUP, Retirement Investment Advisors, Autumn Glory Partners, with shared positions in $BANF, $OKE, $OGE, $EPD, $MCD, $DVN. The full ranking of 25 similar funds is below.

#1LEGACY FINANCIAL GROUP, INC.Active
Some overlap · 5 shared positions
$BANF$OKE$OGE$EPD$MCD
$429M
104 positions
#2Retirement Investment Advisors, Inc.Smart money
Some overlap · 5 shared positions
$OGE$OKE$BANF$EPD$MCD
$1.4B
66 positions
#3Autumn Glory Partners, LLCPassive
Slight overlap · 5 shared positions
$OGE$OKE$DVN$BP$SBUX
$353M
212 positions
#4JBR Co Financial Management IncPassive
Slight overlap · 4 shared positions
$OGE$OKE$BANF$EPD
$274M
133 positions
#5CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Slight overlap · 3 shared positions
$OGE$OKE$UNP
$7.2B
101 positions
#6VAUGHAN & Co SECURITIES, INC.Smart money
Slight overlap · 3 shared positions
$OGE$OKE$UNP
$214M
61 positions
#7Energy Income Partners, LLCActive
Slight overlap · 3 shared positions
$OGE$OKE$EPD
$6.4B
88 positions
#8Morey & Quinn Wealth Partners, LLCPassive
Slight overlap · 5 shared positions
$OKE$UNP$MAR$EPD$DE
$155M
143 positions
#9Pinnacle West Asset Management, Inc.Passive
Slight overlap · 5 shared positions
$OKE$UNP$EPD$DE$MCD
$145M
104 positions
#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Slight overlap · 5 shared positions
$OKE$UNP$SBUX$MCD$T
$233M
122 positions
#11Gaddis Premier Wealth Advisors LLCPassive
Slight overlap · 3 shared positions
$OGE$OKE$T
$165M
99 positions
#12EASTERN BANKPassive
Slight overlap · 3 shared positions
$LEVI$UNP$MCD
$6.5B
1,038 positions
#13SANDLER CAPITAL MANAGEMENTPassive
Slight overlap · 3 shared positions
$LEVI$MAR$SBUX
$201M
126 positions
#14ARK & TLK INVESTMENTS, LLCSmart money
Slight overlap · 4 shared positions
$OKE$UNP$BP$EPD
$406M
127 positions
#15WEDGEWOOD INVESTORS INC /PA/Passive
Slight overlap · 4 shared positions
$OKE$UNP$MAR$DE
$97M
110 positions
#16Pathway Financial Advisers, LLCPassive
Slight overlap · 4 shared positions
$OKE$UNP$EPD$MCD
$397M
167 positions
#17MOSAIC FINANCIAL GROUP, LLCPassive
Slight overlap · 5 shared positions
$OKE$UNP$MCD$DAL$T
$156M
134 positions
#18OUTFITTERS FINANCIAL LLCPassive
Slight overlap · 5 shared positions
$OKE$DVN$EPD$DE$MCD
$143M
80 positions
#19Vivid Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$OKE$UNP$DE$NOW
$284M
73 positions
#20Teamwork Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$OKE$UNP$DE$NOW
$1.1B
215 positions
#21SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$OKE$UNP$BP$EPD
$166M
122 positions
#22Stokes Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$OKE$UNP$CB$MCD
$467M
118 positions
#23Forum Financial Management, LPSmart money
Slight overlap · 4 shared positions
$OKE$MAR$DE$MCD
$7.8B
352 positions
#24Stolper CoPassive
Slight overlap · 3 shared positions
$OKE$UNP$DVN
$387M
91 positions
#25Cherokee Insurance CoPassive
Slight overlap · 3 shared positions
$OKE$UNP$EPD
$259M
124 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.