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Hedge Funds Similar to Texas Bank Wealth Services

13F Portfolio OverlapQ2 2026Texas Bank Wealth Services portfolio →
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Most similar hedge funds by 13F overlap

Texas Capital Bank Wealth Management Services Inc is an institutional investor managing $1.9B across 349 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 Texas Bank Wealth Services are Upper Left Wealth, VCI Wealth, DIVIDEND ASSETS, with shared positions in $IBIT, $DE, $TT, $MS, $APH, $TJX. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IBIT$DE$TT
$180M
73 positions
#2VCI Wealth Management LLCPassive
Some overlap · 5 shared positions
$IBIT$MS$APH$TJX$DHR
$399M
99 positions
#3DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 6 shared positions
$KLAC$ET$NEE$TJX$INTU$ZTS
$517M
137 positions
#4Progressive Investment Management CorpActive
Some overlap · 7 shared positions
$KLAC$APH$TT$MSCI$DHR$DE
$454M
56 positions
#5Union Heritage Capital, LLCPassive
Some overlap · 5 shared positions
$KLAC$MS$APH$TJX$COP
$295M
65 positions
#6MARVIN & PALMER ASSOCIATES INCActive
Some overlap · 4 shared positions
$KLAC$DE$MS$EBAY
$159M
28 positions
#7Friday FinancialActive
Some overlap · 3 shared positions
$IBIT$DE$MS
$373M
108 positions
#8American TrustActive
Some overlap · 5 shared positions
$KLAC$APH$TJX$DE$NEE
$1.3B
334 positions
#9Ayrshire Capital Management LLCPassive
Some overlap · 6 shared positions
$KLAC$APH$TJX$MS$DHR$ARCC
$214M
50 positions
#10Trust Investment AdvisorsPassive
Some overlap · 5 shared positions
$KLAC$MS$TJX$DE$TT
$209M
97 positions
#11A4 Wealth Advisors LLCActive
Some overlap · 3 shared positions
$IBIT$MS$TT
$151M
92 positions
#12Turtle Creek Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$KLAC$APH$TJX$ET$TT
$1.9B
515 positions
#13Norway Savings BankPassive
Some overlap · 5 shared positions
$KLAC$APH$NEE$TJX$COP
$239M
104 positions
#14Decatur Capital Management, Inc.Active
Some overlap · 5 shared positions
$KLAC$APH$TJX$MS$MSCI
$295M
53 positions
#15Alamea Verwaltungs GmbHActive
Some overlap · 4 shared positions
$IBIT$TT$KLAC$DHR
$125M
73 positions
#16Fjell Capital, LLCPassive
Some overlap · 4 shared positions
$KLAC$DE$NEE$DHR
$147M
66 positions
#17Alcosta Capital Management, Inc.Active
Some overlap · 4 shared positions
$KLAC$MS$APH$TJX
$148M
22 positions
#18HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$MS$KLAC$TJX$APH$NEE
$1.7B
479 positions
#19Penobscot Investment Management Company, Inc.Passive
Some overlap · 5 shared positions
$KLAC$APH$TJX$NEE$DHR
$1.5B
315 positions
#20BAM Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$APH$TT$MSCI$MS
$160M
166 positions
#21Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$KLAC$MS$TJX$NEE
$1.6B
184 positions
#22Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$KLAC$APH$TT$MS$MSCI
$29.1B
66 positions
#23Valley Brook Capital Group, Inc.Passive
Some overlap · 4 shared positions
$DE$KLAC$TJX$NEE
$176M
120 positions
#24RENAISSANCE GROUP LLCPassive
Some overlap · 4 shared positions
$KLAC$APH$TJX$TT
$2.5B
234 positions
#25NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$MS$DE$TJX$NEE$DHR
$1.4B
177 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.