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Hedge Funds Similar to NORTH DALLAS BANK

13F Portfolio OverlapQ2 2026NORTH DALLAS BANK portfolio →
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Most similar hedge funds by 13F overlap

NORTH DALLAS BANK & TRUST CO is an institutional investor managing $169M across 113 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 NORTH DALLAS BANK are CAPE ANN SAVINGS BANK, NBH Bank, SOUTH PLAINS FINANCIAL, with shared positions in $IAU, $CMI, $MS, $BLK, $MAR, $PEP. The full ranking of 25 similar funds is below.

#1CAPE ANN SAVINGS BANKActive
Notable overlap · 11 shared positions
$IAU$CMI$MS$BLK$MAR$PEP
$212M
113 positions
#2NBH BankPassive
Notable overlap · 11 shared positions
$IAU$BLK$CMI$CDNS$MS$GD
$237M
552 positions
#3SOUTH PLAINS FINANCIAL, INC.Passive
Notable overlap · 10 shared positions
$CMI$MRVL$MS$ETN$PEP$CDNS
$186M
209 positions
#4ROGCO, LPActive
Notable overlap · 8 shared positions
$IAU$BLK$MRVL$PEP$MS$CMI
$327M
224 positions
#5WINDWARD CAPITAL MANAGEMENT CO /CAActive
Notable overlap · 7 shared positions
$BLK$CMI$MAR$PEP$NEE$DE
$1.3B
73 positions
#6Mechanics Financial CorpPassive
Notable overlap · 10 shared positions
$GD$BLK$MRVL$PEP$NEE$CDNS
$280M
296 positions
#7OLD SECOND NATIONAL BANK OF AURORAPassive
Notable overlap · 6 shared positions
$BLK$CMI$MS$ETN$PEP$NEE
$530M
275 positions
#8Bigelow Investment Advisors, LLCPassive
Notable overlap · 7 shared positions
$IAU$NEE$ETN$GD$PEP$DE
$276M
157 positions
#9River Street Advisors LLCPassive
Notable overlap · 6 shared positions
$CMI$MS$BLK$PEP$ETN$NEE
$340M
177 positions
#10J. R. Prunier Capital Management LLC
Some overlap · 6 shared positions
$IAU$PEP$CDNS$NEE$DE$ETN
$235M
67 positions
#11Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$CMI$ETN$NEE$DE
$710M
193 positions
#12Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$CMI$MS$MRVL$ETN$URI
$652M
146 positions
#13Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$IAU$CMI$NEE$GD$BLK
$1.3B
275 positions
#14NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$MS$ETN$GD$DE$BLK$NEE
$1.4B
177 positions
#15Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$BLK$MS$ETN$NEE$PEP
$1.6B
184 positions
#16A4 Wealth Advisors LLCActive
Some overlap · 4 shared positions
$IAU$MS$MAR$ETN
$151M
92 positions
#17SFE Investment CounselPassive
Some overlap · 5 shared positions
$CMI$MRVL$ETN$NEE$URI
$742M
152 positions
#18Ridge Creek Global, IncPassive
Some overlap · 4 shared positions
$IAU$CMI$ETN$NEE
$129M
94 positions
#19Umpqua BankPassive
Some overlap · 6 shared positions
$BLK$CMI$MS$DE$URI$PEP
$446M
165 positions
#20ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 4 shared positions
$IAU$MRVL$ETN$MAR
$753M
223 positions
#21JMAC ENTERPRISES LLCActive
Some overlap · 6 shared positions
$IAU$MS$BLK$NEE$GD$PEP
$593M
122 positions
#22Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$CMI$ETN$NEE$DE$PEP
$239M
126 positions
#23BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 4 shared positions
$IAU$MS$ETN$URI
$2.7B
812 positions
#24Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$IAU$PEP$ETN$NEE
$227M
73 positions
#25Marietta Wealth Management, LLCActive
Some overlap · 5 shared positions
$BLK$MAR$NEE$PEP$DE
$971M
133 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.