13F Pro

Hedge Funds Similar to NBH Bank

13F Portfolio OverlapQ2 2026NBH Bank portfolio →
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Most similar hedge funds by 13F overlap

NBH Bank is an institutional investor managing $237M across 552 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 NBH Bank are CAPE ANN SAVINGS BANK, NORTH DALLAS BANK, ROGCO, with shared positions in $IAU, $BLK, $CMI, $CDNS, $MS, $MCD. The full ranking of 25 similar funds is below.

#1CAPE ANN SAVINGS BANKActive
Notable overlap · 11 shared positions
$IAU$BLK$CMI$CDNS$MS$MCD
$212M
113 positions
#2NORTH DALLAS BANK & TRUST COPassive
Notable overlap · 11 shared positions
$IAU$BLK$CMI$CDNS$MS$GD
$169M
113 positions
#3ROGCO, LPActive
Notable overlap · 10 shared positions
$IAU$BLK$MS$MCD$CMI$MRVL
$327M
224 positions
#4Mechanics Financial CorpPassive
Notable overlap · 11 shared positions
$BLK$GD$MRVL$CDNS$CMI$NEE
$280M
296 positions
#5SOUTH PLAINS FINANCIAL, INC.Passive
Notable overlap · 9 shared positions
$CMI$CDNS$MS$BLK$GD$MRVL
$186M
209 positions
#6Stonebridge Financial Group, LLCPassive
Notable overlap · 7 shared positions
$IAU$CMI$BLK$MCD$GD$EMR
$1.3B
275 positions
#7MainStreet Investment Advisors LLCActive
Some overlap · 8 shared positions
$BLK$MCD$CMI$MAR$EMR$CDNS
$734M
166 positions
#8JMAC ENTERPRISES LLCActive
Some overlap · 7 shared positions
$IAU$MS$BLK$NEE$GD$MCD
$593M
122 positions
#9Somerset Trust CoPassive
Some overlap · 7 shared positions
$BLK$MS$MCD$GD$EMR$NEE
$354M
186 positions
#10Bigelow Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$IAU$GD$NEE$PEP$MRVL$DE
$276M
157 positions
#11WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$BLK$CMI$MAR$NEE$PEP$DE
$1.3B
73 positions
#12River Street Advisors LLCPassive
Some overlap · 6 shared positions
$CMI$BLK$MS$NEE$PEP$MCD
$340M
177 positions
#13UNITED BANKActive
Some overlap · 6 shared positions
$CMI$BLK$MCD$GD$HON$PEP
$853M
130 positions
#14Umpqua BankPassive
Some overlap · 6 shared positions
$BLK$CMI$MS$MCD$PEP$DE
$446M
165 positions
#15Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$IAU$CMI$HON$DE$PEP
$814M
61 positions
#16Strathmore Capital Advisors, Inc.Active
Some overlap · 4 shared positions
$IAU$BLK$CMI$HON
$371M
142 positions
#17J. R. Prunier Capital Management LLC
Some overlap · 5 shared positions
$IAU$CDNS$NEE$PEP$DE
$235M
67 positions
#18Financial & Tax Architects, LLCPassive
Some overlap · 6 shared positions
$IAU$MCD$GD$EMR$NEE$PEP
$474M
110 positions
#19STAR Financial BankActive
Some overlap · 6 shared positions
$BLK$CMI$MCD$EMR$MS$PEP
$245M
109 positions
#20CPA Asset Management LLCActive
Some overlap · 6 shared positions
$IAU$MCD$NEE$PEP$MS$DE
$347M
97 positions
#21Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$IAU$MCD$NEE$HON$PEP
$227M
73 positions
#22Narwhal Capital ManagementActive
Some overlap · 4 shared positions
$IAU$BLK$GD$NEE
$1.4B
157 positions
#23OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$BLK$CMI$MS$NEE$PEP
$530M
275 positions
#24CONNING INC.Passive
Some overlap · 5 shared positions
$CMI$BLK$MS$MCD$GD
$3.3B
327 positions
#25Ridge Creek Global, IncPassive
Some overlap · 4 shared positions
$IAU$CMI$NEE$HON
$129M
94 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.