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 OF OKLAHOMA

13F Portfolio OverlapQ2 2026OF OKLAHOMA portfolio →

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Most similar hedge funds by 13F overlap

TRUST CO OF OKLAHOMA is an institutional investor managing $389M across 140 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 OF OKLAHOMA are Ironvine Partners, BRIGHT ROCK, Walsky Investment, with shared positions in $UNP, $DHR, $TMO, $APH, $HON, $HONA. The full ranking of 25 similar funds is below.

#1Ironvine Capital Partners, LLCActive

Notable overlap · 7 shared positions

$UNP $DHR $TMO $APH $HON $HONA

$1.1B

57 positions

#2BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$UNP $TMO $PEP $APH $BLK $ICE

$499M

73 positions

#3Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$UNP $PEP $ETN $NVS $STT $HON

$108M

52 positions

#4Michael Brady & Co., LLCActive

Notable overlap · 8 shared positions

$UNP $DHR $PEP $ETN $HON $HONA

$113M

58 positions

#5HENDLEY & CO INCActive

Notable overlap · 7 shared positions

$UNP $PEP $APH $ETN $HON $HONA

$283M

47 positions

#6KLINGENSTEIN FIELDS & CO LPActive

Notable overlap · 7 shared positions

$UNP $PEP $TMO $ETN $CB $HON

$2.9B

195 positions

#7FLOSSBACH VON STORCH SEActive

Notable overlap · 7 shared positions

$DHR $TMO $PEP $APH $ICE $SPGI

$22.1B

106 positions

#8Phraction Management LLCActive

Some overlap · 9 shared positions

$DHR $TMO $WMB $HON $HONA $ICE

$596M

66 positions

#9O'Brien Greene & Co. IncPassive

Some overlap · 5 shared positions

$UNP $DHR $WMB $HONA $SPGI

$362M

141 positions

#10First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 7 shared positions

$UNP $DHR $BLK $NVS $HON $HONA

$529M

75 positions

#11Kennebec Savings BankPassive

Some overlap · 8 shared positions

$UNP $PEP $WMB $ETN $CB $TMO

$125M

284 positions

#12PIONEER TRUST BANK N A/ORPassive

Some overlap · 8 shared positions

$PEP $DHR $APH $BLK $ETN $HON

$441M

87 positions

#13Minot DeBlois Advisors LLCPassive

Some overlap · 5 shared positions

$UNP $DHR $PEP $NVS $CB

$116M

240 positions

#14NORTHSTAR ASSET MANAGEMENT CoActive

Some overlap · 7 shared positions

$DHR $TMO $UNP $PEP $NVS $LHX

$531M

261 positions

#15FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 9 shared positions

$PEP $UNP $WMB $BLK $ETN $NVS

$5.3B

210 positions

#16ROCKLAND TRUST COPassive

Some overlap · 6 shared positions

$UNP $TMO $PEP $BLK $ICE $SPGI

$2.5B

317 positions

#17SCHARF INVESTMENTS, LLCActive

Some overlap · 5 shared positions

$UNP $TMO $NVS $CB $MCD

$3.0B

79 positions

#18Vickerman Investment Advisors, Inc.Active

Some overlap · 6 shared positions

$UNP $PEP $STT $HON $HONA $TMO

$515M

100 positions

#19NovaPoint Capital, LLCPassive

Some overlap · 7 shared positions

$UNP $APH $PEP $CB $HON $LHX

$481M

161 positions

#20Borer Denton & Associates, Inc.Passive

Some overlap · 5 shared positions

$UNP $PEP $HON $HONA $MCD

$305M

74 positions

#21Mill Capital Management, LLCActive

Some overlap · 6 shared positions

$UNP $TMO $APH $ICE $LHX $SPGI

$1.5B

128 positions

#22CAMBIAR INVESTORS LLCActive

Some overlap · 6 shared positions

$UNP $PEP $CB $HON $HONA $ICE

$2.3B

150 positions

#23Haverford Trust CoActive

Some overlap · 8 shared positions

$PEP $TMO $BLK $ETN $HON $HONA

$11.6B

424 positions

#24HAMEL ASSOCIATES, INC.Passive

Some overlap · 8 shared positions

$UNP $PEP $NVS $CB $HON $HONA

$363M

92 positions

#25Elk River Wealth Management, LLCActive

Some overlap · 8 shared positions

$APH $UNP $TMO $BLK $HON $HONA

$628M

103 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.