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Hedge Funds Similar to BANK HAPOALIM BM

13F Portfolio OverlapQ2 2026BANK HAPOALIM BM portfolio →
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Most similar hedge funds by 13F overlap

BANK HAPOALIM BM is an institutional investor managing $1.5B across 117 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 BANK HAPOALIM BM are OAK ASSOCIATES LTD, BANK OF STOCKTON, FourThought Financial Partners, with shared positions in $KLAC, $ASML, $QCOM, $SNPS, $CDNS, $NVO. The full ranking of 25 similar funds is below.

#1OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$KLAC$ASML$QCOM$SNPS$CDNS
$1.8B
139 positions
#2BANK OF STOCKTONActive
Some overlap · 3 shared positions
$KLAC$ASML$QCOM
$356M
126 positions
#3FourThought Financial Partners, LLCPassive
Some overlap · 3 shared positions
$KLAC$ASML$QCOM
$1.3B
393 positions
#4Global X Japan Co., Ltd.Active
Some overlap · 3 shared positions
$KLAC$ASML$QCOM
$2.7B
390 positions
#5Lafayette Investments, Inc.Active
Some overlap · 3 shared positions
$KLAC$ASML$NVO
$542M
162 positions
#6BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$KLAC$ASML$DOV
$1.5B
234 positions
#7Benchmark Investment Advisors LLCPassive
Some overlap · 3 shared positions
$KLAC$ASML$NOW
$228M
70 positions
#8CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$KLAC$ASML$PFE
$566M
391 positions
#9Guinness Atkinson Asset Management IncPassive
Some overlap · 4 shared positions
$KLAC$BIDU$QCOM$CRM
$223M
107 positions
#10Progressive Investment Management CorpActive
Some overlap · 3 shared positions
$KLAC$ASML$CDNS
$454M
56 positions
#11Fjell Capital, LLCPassive
Some overlap · 4 shared positions
$KLAC$ASML$CRM$SO
$147M
66 positions
#12Gunderson Capital Management Inc.Active
Some overlap · 3 shared positions
$KLAC$ASML$NVO
$370M
52 positions
#13Chatterton & Associates Inc.Passive
Some overlap · 3 shared positions
$KLAC$ASML$DOV
$170M
101 positions
#14GuoLine Advisory Pte LtdActive
Some overlap · 4 shared positions
$KLAC$NVO$ZS$NOW
$1.1B
23 positions
#15Allen Capital Group, LLCPassive
Some overlap · 4 shared positions
$KLAC$ASML$NVO$PFE
$1.2B
319 positions
#16VAN ECK ASSOCIATES CORPActive
Some overlap · 5 shared positions
$KLAC$ASML$QCOM$SNPS$CDNS
$164.1B
1,337 positions
#17Rafferty Asset Management, LLCActive
Some overlap · 3 shared positions
$KLAC$ASML$QCOM
$43.9B
1,133 positions
#18Gibraltar Capital Management, Inc.Active
Some overlap · 3 shared positions
$KLAC$ASML$CRM
$650M
125 positions
#19MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$KLAC$QCOM$CRM
$1.5B
245 positions
#20Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$KLAC$NOW$EW$CRM
$269M
51 positions
#21Local Pensions Partnership Investment LtdActive
Some overlap · 4 shared positions
$KLAC$VEEV$CDNS$NKE
$4.8B
32 positions
#22Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$KLAC$NOW$CRM
$234M
81 positions
#23Stonehage Fleming Financial Services Holdings Ltd
Some overlap · 3 shared positions
$KLAC$DOV$CDNS
$2.9B
215 positions
#24Crew Capital Management, Ltd.Passive
Some overlap · 5 shared positions
$KLAC$ASML$QCOM$NOW$CRM
$183M
112 positions
#25BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KLAC$NOW$CDNS
$414M
106 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.