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 BankPlus Department

13F Portfolio OverlapQ2 2026BankPlus Department portfolio →

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Most similar hedge funds by 13F overlap

BankPlus Trust Department is an institutional investor managing $428M across 470 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 BankPlus Department are BankPlus Wealth, Stokes Advisors, Willis Investment Counsel, with shared positions in $GWW, $TXN, $C, $AMGN, $PGR, $VLO. The full ranking of 25 similar funds is below.

#1BankPlus Wealth Management LLCActive

Notable overlap · 11 shared positions

$GWW $TXN $C $AMGN $PGR $VLO

$229M

117 positions

#2Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TXN $LMT $TJX $ADP $AXP $MS

$455M

118 positions

#3Willis Investment CounselActive

Notable overlap · 7 shared positions

$TXN $GWW $VLO $LMT $ADP $DGX

$2.0B

128 positions

#4Mendel Capital Management LLCActive

Notable overlap · 7 shared positions

$GWW $AMGN $LMT $ADP $LHX $PGR

$222M

99 positions

#5Granite Group Advisors, LLCActive

Some overlap · 7 shared positions

$TXN $AMGN $LMT $ADP $MS $NEE

$158M

78 positions

#6MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$GWW $TXN $AMGN $ADP $NEE $LHX

$857M

166 positions

#7Meadowbrook Advisors Group, LLCPassive

Some overlap · 6 shared positions

$PGR $TXN $TJX $AMGN $MS $NEE

$187M

169 positions

#8Kinsale Capital Group, Inc.Active

Some overlap · 4 shared positions

$GWW $PGR $TXN $AMGN

$754M

41 positions

#9MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$TXN $AMGN $LMT $ADP $MS $NEE

$1.2B

100 positions

#10JGP Wealth Management, LLCActive

Some overlap · 6 shared positions

$GWW $AMGN $ADP $DGX $NEE $LHX

$1.1B

242 positions

#11Ipswich Investment Management Co., Inc.Passive

Some overlap · 5 shared positions

$PGR $TXN $AMGN $TJX $OKE

$468M

186 positions

#12Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$TXN $AMGN $LMT $TJX $MS $AXP

$360M

73 positions

#13DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 6 shared positions

$TXN $AMGN $TJX $OKE $NEE $LHX

$517M

137 positions

#14CONNING INC.Passive

Some overlap · 6 shared positions

$AMGN $VLO $LMT $ADP $DGX $MS

$3.3B

327 positions

#15Paradiem, LLCPassive

Some overlap · 7 shared positions

$VLO $LMT $FAST $ADP $DGX $NEE

$464M

68 positions

#16Columbus Macro, LLCPassive

Some overlap · 6 shared positions

$GWW $AMGN $LMT $ADP $OKE $LHX

$1.0B

208 positions

#17Banco de Sabadell, S.APassive

Some overlap · 5 shared positions

$TXN $AMGN $VLO $TJX $NEE

$170M

61 positions

#18AVITY INVESTMENT MANAGEMENT INC.Active

Some overlap · 5 shared positions

$TXN $AMGN $C $TJX $NEE

$1.6B

120 positions

#19Hamilton Point Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$AMGN $TJX $ADP $TXN $AXP $NEE

$710M

193 positions

#20Moisand Fitzgerald Tamayo, LLCActive

Some overlap · 6 shared positions

$TXN $VLO $TJX $AXP $NEE $LHX

$995M

677 positions

#21Kentucky Farm Bureau Mutual Insurance CoActive

Some overlap · 7 shared positions

$AMGN $C $LMT $TJX $AXP $NEE

$360M

69 positions

#22Wilkinson Global Asset Management LLCActive

Some overlap · 4 shared positions

$PGR $TXN $AMGN $TJX

$1.3B

62 positions

#23Cambridge Financial Group, Inc.Active

Some overlap · 5 shared positions

$TXN $C $VLO $TJX $OKE

$287M

33 positions

#24Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 5 shared positions

$TXN $AMGN $LMT $ADP $NEE

$111M

62 positions

#25Palisade Asset Management, LLCPassive

Some overlap · 5 shared positions

$TXN $AMGN $TJX $ADP $LHX

$1.1B

204 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.