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Hedge Funds Similar to Simmons Bank

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

Simmons Bank is an institutional investor managing $1.8B across 369 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 Simmons Bank are WealthCare Asset, BEESE FULMER INVESTMENT, WELCH & FORBES, with shared positions in $ORLY, $DE, $AMGN, $SFNC, $DELL, $KLAC. The full ranking of 25 similar funds is below.

#1WealthCare Asset Management, LLCActive
Notable overlap · 4 shared positions
$ORLY$DE$AMGN$SFNC
$241M
78 positions
#2BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$ORLY$DELL$KLAC$ETN
$1.7B
401 positions
#3WELCH & FORBES LLCActive
Some overlap · 3 shared positions
$ORLY$MDY$NEE
$8.2B
388 positions
#4ARGENT CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$DELL$ORLY$NEE$ETN$AMGN
$3.2B
168 positions
#5VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 3 shared positions
$ORLY$DELL$KLAC
$255M
160 positions
#6DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$ORLY$DE$ETN$AMGN
$124M
100 positions
#7WASHINGTON TRUST CoPassive
Some overlap · 4 shared positions
$DELL$KLAC$MDY$NEE
$3.2B
296 positions
#8ETF Store, Inc.Passive
Some overlap · 3 shared positions
$ORLY$NEE$AMGN
$120M
114 positions
#9Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$DE$NEE$ETN$AMGN
$710M
193 positions
#10Finivi Inc.Passive
Some overlap · 4 shared positions
$ORLY$MDY$NEE$DE
$195M
111 positions
#11VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$MDY$DE$PSX$NEE$AMGN
$142M
108 positions
#12JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$ORLY$KLAC$AMGN
$748M
68 positions
#13VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$ORLY$DELL$KLAC
$397M
172 positions
#14Miller Capital Partners, Inc.Active
Some overlap · 4 shared positions
$DELL$KLAC$DE$ETN
$257M
258 positions
#15Trust Investment AdvisorsPassive
Some overlap · 4 shared positions
$DELL$KLAC$DE$ETN
$209M
97 positions
#16TORRAY LLCActive
Some overlap · 5 shared positions
$KLAC$PSX$NEE$ORLY$AMGN
$741M
91 positions
#171015 Capital Partners, LLCPassive
Some overlap · 5 shared positions
$KLAC$DE$ORLY$ETN$AMGN
$119M
609 positions
#18Petros Family Wealth, LLCPassive
Some overlap · 5 shared positions
$KLAC$PSX$NEE$AMGN$DE
$164M
134 positions
#19Vantage Investment Partners, LLC
Some overlap · 3 shared positions
$ORLY$NEE$ETN
$1.4B
64 positions
#20Banque Transatlantique SAActive
Some overlap · 4 shared positions
$KLAC$ORLY$DE$ETN
$4.7B
494 positions
#21Beaton Management Co. Inc.Passive
Some overlap · 3 shared positions
$ORLY$DE$NEE
$245M
157 positions
#22Sunbeam Capital Management, LLCActive
Some overlap · 4 shared positions
$KLAC$MDY$DE$ETN
$219M
124 positions
#23Argyle Capital Management, LLCPassive
Some overlap · 4 shared positions
$DELL$DE$PSX$AMGN
$347M
138 positions
#24Fortune Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$ORLY$KLAC$ETN
$234M
163 positions
#25Highview Capital Management LLC/DE/Passive
Some overlap · 3 shared positions
$DELL$KLAC$MDY
$347M
118 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.