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Hedge Funds Similar to BOK Financial Private Wealth

13F Portfolio OverlapQ2 2026BOK Financial Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

BOK Financial Private Wealth, Inc. is an institutional investor managing $1.9B across 792 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 BOK Financial Private Wealth are Heck Advisors, Elk River Wealth, BRIGHT ROCK, with shared positions in $IAUM, $IAU, $LHX, $UNP, $APH, $MS. The full ranking of 25 similar funds is below.

#1Heck Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$IAUM$IAU$LHX$UNP
$1.7B
214 positions
#2Elk River Wealth Management, LLCActive
Notable overlap · 9 shared positions
$APH$MS$UNP$TMO$ECL$ICE
$628M
103 positions
#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 8 shared positions
$APH$MS$UNP$TMO$PEP$ECL
$499M
73 positions
#4Advocacy Wealth Management, LLCActive
Some overlap · 6 shared positions
$APH$IAU$ICE$LOW$INTU$EW
$2.8B
151 positions
#5FORBES J M & CO LLPActive
Some overlap · 7 shared positions
$IAU$APH$UNP$PEP$ECL$ICE
$1.3B
159 positions
#6OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 4 shared positions
$APH$IAU$TMO$ECL
$560M
145 positions
#7REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$IAU$APH$UNP$TMO$PEP
$760M
229 positions
#8Blossom Wealth ManagementActive
Some overlap · 6 shared positions
$IAU$APH$ECL$PEP$XYL$LHX
$71M
72 positions
#9Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAUM$IAU$LOW
$145M
99 positions
#10Networth Advisors, LLCActive
Some overlap · 5 shared positions
$IAUM$MS$TMO$PEP$LOW
$172M
383 positions
#11Raub Brock Capital Management LPActive
Some overlap · 3 shared positions
$APH$IAUM$TMO
$363M
45 positions
#12CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$IAUM$TMO$LOW$MS
$338M
143 positions
#13Firestone Capital ManagementActive
Some overlap · 5 shared positions
$IAU$IAUM$UNP$MS$LOW
$537M
168 positions
#14WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDActive
Some overlap · 5 shared positions
$APH$TMO$ICE$INTU$EW
$364M
37 positions
#15CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$APH$LII$PEP$LOW
$1.3B
99 positions
#16VCI Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$APH$MS
$399M
99 positions
#17HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$APH$LII$UNP$INTU
$410M
53 positions
#18AlTi Global, Inc.Active
Some overlap · 3 shared positions
$IAUM$IAU$PEP
$4.8B
505 positions
#19Sharkey, Howes & JaverActive
Some overlap · 4 shared positions
$IAU$APH$UNP$TMO
$829M
163 positions
#20ROCKLAND TRUST COPassive
Some overlap · 7 shared positions
$UNP$MS$TMO$PEP$ECL$ICE
$2.5B
317 positions
#21MCDANIEL TERRY & COActive
Some overlap · 5 shared positions
$APH$TMO$ECL$INTU$PEP
$1.3B
81 positions
#22FLOSSBACH VON STORCH SEActive
Some overlap · 4 shared positions
$APH$TMO$PEP$ICE
$22.1B
106 positions
#23Ayrshire Capital Management LLCPassive
Some overlap · 4 shared positions
$APH$MS$ECL$ICE
$214M
50 positions
#24Stone Summit Wealth LLCPassive
Some overlap · 4 shared positions
$APH$PEP$ECL$LOW
$394M
144 positions
#25HALL LAURIE J TRUSTEEPassive
Some overlap · 4 shared positions
$APH$MS$PEP$XYL
$322M
103 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.