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 Bank OZK

13F Portfolio OverlapQ2 2026Bank OZK portfolio →

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Most similar hedge funds by 13F overlap

Bank OZK is an institutional investor managing $337M across 159 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 OZK are PFG Private Wealth, Hilltop National Bank, Lebenthal Global Advisors, with shared positions in $MRVL, $ANET, $PWR, $TT, $CSX, $SO. The full ranking of 25 similar funds is below.

#1PFG Private Wealth Management, LLCActive

Substantial overlap · 15 shared positions

$MRVL $ANET $PWR $TT $CSX $SO

$231M

75 positions

#2Hilltop National BankPassive

Notable overlap · 9 shared positions

$MRVL $ANET $PWR $TT $SO $AXP

$468M

805 positions

#3Lebenthal Global Advisors, LLCPassive

Notable overlap · 8 shared positions

$PWR $ANET $MRVL $TT $AXP $CSX

$741M

204 positions

#4Robbins FarleyPassive

Notable overlap · 5 shared positions

$PWR $ANET $TJX $SO $AZN

$260M

157 positions

#5Gunderson Capital Management Inc.Active

Notable overlap · 3 shared positions

$MRVL $PWR $ANET

$370M

52 positions

#6Malaga Cove Capital, LLCPassive

Notable overlap · 4 shared positions

$MRVL $PWR $AMGN $ANET

$314M

185 positions

#7FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money

Notable overlap · 6 shared positions

$PWR $ANET $TXN $TJX $TOL $TMUS

$1.3B

201 positions

#8BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$PWR $ANET $TJX $AXP $MRVL

$414M

106 positions

#9Old North State Trust, LLC

Notable overlap · 7 shared positions

$ANET $SO $PWR $MRVL $AMP $BX

$194M

151 positions

#10Nordwand Advisors, LLCPassive

Notable overlap · 5 shared positions

$MRVL $AMGN $PSX $AMP $AXP

$652M

146 positions

#11ARGUS INVESTORS' COUNSEL, INC.Passive

Notable overlap · 5 shared positions

$PWR $ANET $TT $AXP $TJX

$130M

106 positions

#12Broadleaf Partners, LLCPassive

Notable overlap · 3 shared positions

$MRVL $PWR $ANET

$517M

86 positions

#13AMJ Financial Wealth ManagementActive

Notable overlap · 4 shared positions

$PWR $ANET $TJX $TT

$424M

86 positions

#14FIRST UNITED BANK & TRUSTPassive

Some overlap · 6 shared positions

$ANET $CSX $SO $AMGN $FTNT $PWR

$348M

420 positions

#15Robeco Schweiz AGActive

Some overlap · 3 shared positions

$MRVL $PWR $TT

$6.2B

126 positions

#16N10 WEALTH, LLCActive

Some overlap · 4 shared positions

$MRVL $PWR $AXP $AMGN

$282M

43 positions

#17N10 ASSETS, LLC

Some overlap · 3 shared positions

$MRVL $PWR $AXP

$231M

34 positions

#18Insight Inv LLCPassive

Some overlap · 4 shared positions

$MRVL $TJX $AMGN $AXP

$212M

109 positions

#19GKV Capital Management Co., Inc.Passive

Some overlap · 4 shared positions

$PWR $ANET $TJX $AMGN

$310M

83 positions

#20First National Bank of Mount Dora, Trust Investment ServicesPassive

Some overlap · 5 shared positions

$FTNT $ANET $TJX $TXN $TMUS

$499M

126 positions

#21EPG Wealth Management LLCPassive

Some overlap · 5 shared positions

$PWR $ANET $MRVL $AMGN $BX

$417M

318 positions

#22NZS Capital, LLCActive

Some overlap · 4 shared positions

$PWR $MRVL $TT $TXN

$3.9B

61 positions

#23BFSG, LLCPassive

Some overlap · 5 shared positions

$MRVL $CSX $TJX $SO $AXP

$1.1B

768 positions

#24DB Fitzpatrick & Co, IncActive

Some overlap · 4 shared positions

$PWR $FTNT $AMGN $AFL

$124M

100 positions

#25RENAISSANCE GROUP LLCPassive

Some overlap · 5 shared positions

$ANET $TT $AMGN $AXP $TJX

$2.5B

234 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.