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 Hilltop National Bank

13F Portfolio OverlapQ2 2026Hilltop National Bank portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Hilltop National Bank is an institutional investor managing $468M across 805 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 Hilltop National Bank are Great Lakes Retirement, Bank OZK, PFG Private Wealth, with shared positions in $PWR, $ANET, $MRVL, $STX, $KLAC, $GLW. The full ranking of 25 similar funds is below.

#1Great Lakes Retirement, Inc.Passive

Notable overlap · 9 shared positions

$PWR $ANET $MRVL $STX $KLAC $GLW

$1.1B

216 positions

#2Bank OZKPassive

Notable overlap · 9 shared positions

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

$337M

159 positions

#3PFG Private Wealth Management, LLCActive

Notable overlap · 9 shared positions

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

$231M

75 positions

#4Markin Volterra Fund LPActive

Notable overlap · 7 shared positions

$MRVL $STX $GLW $KLAC $ANET $DELL

$147M

69 positions

#5Gunderson Capital Management Inc.Active

Notable overlap · 6 shared positions

$MRVL $STX $ANET $PWR $KLAC $DELL

$370M

52 positions

#6Retireful, LLCPassive

Notable overlap · 7 shared positions

$MRVL $GLW $ANET $STX $DELL $KLAC

$107M

81 positions

#7Lebenthal Global Advisors, LLCPassive

Some overlap · 8 shared positions

$ANET $PWR $MRVL $KLAC $TT $AXP

$741M

204 positions

#8Old North State Trust, LLCPassive

Some overlap · 8 shared positions

$ANET $PWR $MRVL $DELL $SO $STX

$194M

151 positions

#9EPG Wealth Management LLCPassive

Some overlap · 7 shared positions

$ANET $PWR $STX $KLAC $MRVL $BX

$417M

318 positions

#10Geneva Partners, LLCPassive

Some overlap · 6 shared positions

$MRVL $STX $GLW $KLAC $DELL $PWR

$375M

75 positions

#11HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Some overlap · 6 shared positions

$MRVL $GLW $PWR $KLAC $DELL $AXP

$217M

352 positions

#12PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$IAU $STX $GLW $KLAC $DELL $TXN

$462M

86 positions

#13Paragon Private Wealth Management, LLCPassive

Some overlap · 7 shared positions

$STX $KLAC $GLW $PWR $AXP $ANET

$383M

226 positions

#14Fedenia Advisers LLCPassive

Some overlap · 5 shared positions

$MRVL $STX $GLW $KLAC $DELL

$421M

459 positions

#15Lifeworks Advisors, LLCPassive

Some overlap · 6 shared positions

$STX $IAU $GLW $DELL $SO $DE

$955M

337 positions

#16Genus Capital Management Inc.Passive

Some overlap · 6 shared positions

$STX $GLW $KLAC $MRVL $DELL $TXN

$1.0B

204 positions

#17Bellwether Advisors, LLCPassive

Some overlap · 5 shared positions

$IAU $GLW $STX $PWR $DELL

$675M

167 positions

#18SEEDS INVESTOR LLCPassive

Some overlap · 6 shared positions

$IAU $KLAC $STX $GLW $MRVL $DELL

$973M

379 positions

#19Park Capital Management, LLC / WIPassive

Some overlap · 5 shared positions

$STX $GLW $MRVL $KLAC $DELL

$170M

161 positions

#20GKV Capital Management Co., Inc.Passive

Some overlap · 5 shared positions

$STX $GLW $ANET $PWR $DE

$310M

83 positions

#21ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 6 shared positions

$ANET $PWR $KLAC $TT $DELL $AXP

$130M

106 positions

#22Clearwave Capital, LLCPassive

Some overlap · 7 shared positions

$GLW $ANET $MRVL $STX $TXN $KLAC

$181M

166 positions

#23Leisure Capital ManagementActive

Some overlap · 6 shared positions

$STX $GLW $KLAC $AMP $AXP $DE

$320M

157 positions

#24Winslow Capital Management, LLCActive

Some overlap · 5 shared positions

$STX $ANET $KLAC $PWR $TT

$29.1B

66 positions

#25BERKSHIRE CAPITAL HOLDINGS INCActive

Some overlap · 4 shared positions

$MRVL $STX $GLW $KLAC

$462M

122 positions

Compare Hilltop National Bank’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Hilltop National Bank’s holdings

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.