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 FIRST NATIONAL BANK SIOUX FALLS

13F Portfolio OverlapQ1 2026FIRST NATIONAL BANK SIOUX FALLS portfolio →

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Most similar hedge funds by 13F overlap

FIRST NATIONAL BANK SIOUX FALLS is an institutional investor managing $366M across 147 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FIRST NATIONAL BANK SIOUX FALLS are Bowman & S.C., Apeiron RIA, Kondo Wealth Advisors,, with shared positions in $AMN, $WT, $KKR, $CMI, $TJX, $DHR. The full ranking of 25 similar funds is below.

#1Bowman & Co S.C.

Notable overlap · 5 shared positions

$AMN $WT $KKR $CMI $TJX

$237M

118 positions

#2Apeiron RIA LLCPassive

Notable overlap · 4 shared positions

$AMN $WT $KKR $DHR

$431M

204 positions

#3Kondo Wealth Advisors, Inc.Active

Notable overlap · 6 shared positions

$AMN $WT $SNOW $DIS $BAC $WFC

$266M

69 positions

#4Burk Holdings LLCPassive

Some overlap · 5 shared positions

$AMN $WT $SNOW $DHR $BAC

$233M

676 positions

#5Ballast Financial Advisors LLCActive

Some overlap · 5 shared positions

$AMN $KKR $BAC $TJX $DHR

$98M

68 positions

#6Unison Advisors LLCActive

Some overlap · 3 shared positions

$AMN $WT $KKR

$1.3B

175 positions

#7ISLAY CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$AMN $WT $SNOW $WFC $KKR $APO

$197M

204 positions

#8Collaborative Wealth Managment Inc.Passive

Some overlap · 4 shared positions

$AMN $WT $KKR $DHR

$218M

162 positions

#9ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 5 shared positions

$AMN $WT $KKR $DIS $BAC

$84M

65 positions

#10ATLas Financial Planning LLCActive

Some overlap · 4 shared positions

$AMN $WT $DHR $BAC

$112M

69 positions

#11Nvest Wealth Strategies, Inc.Active

Some overlap · 3 shared positions

$AMN $WT $UNP

$143M

395 positions

#12Provident Wealth Management, LLCActive

Some overlap · 3 shared positions

$AMN $WT $SNOW

$331M

134 positions

#13FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 3 shared positions

$AMN $WT $SNOW

$293M

105 positions

#14SAGE RHINO CAPITAL LLCPassive

Some overlap · 4 shared positions

$AMN $KKR $SNOW $ASML

$535M

330 positions

#15Integrity Wealth Solutions LLCPassive

Some overlap · 4 shared positions

$AMN $KKR $DHR $SNOW

$255M

130 positions

#16Beta Wealth Group, Inc.Passive

Some overlap · 5 shared positions

$AMN $SNOW $BAC $TJX $DHR

$242M

112 positions

#17Bridgewealth Advisory Group, LLCActive

Some overlap · 5 shared positions

$AMN $KKR $BAC $SNOW $WFC

$482M

135 positions

#18Cauble & Harre Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$AMN $KKR $SNOW

$126M

74 positions

#19Team Financial Group, LLCActive

Some overlap · 4 shared positions

$AMN $WT $SNOW $KKR

$220M

273 positions

#20POINCIANA ADVISORS GROUP, LLCPassive

Some overlap · 4 shared positions

$AMN $BAC $SNOW $CMI

$127M

130 positions

#21ELEVATE WEALTH ADVISORY, INCActive

Some overlap · 4 shared positions

$AMN $KKR $WFC $SNOW

$158M

125 positions

#22COLLECTIVE FAMILY OFFICE LLCPassive

Some overlap · 3 shared positions

$AMN $KKR $DHR

$489M

161 positions

#23Parkshore Wealth Management, Inc.Smart money

Some overlap · 4 shared positions

$AMN $BAC $SNOW $CSX

$299M

69 positions

#24Lauterbach Financial Advisors, LLCActive

Some overlap · 4 shared positions

$AMN $UBER $WFC $SNOW

$205M

79 positions

#25Avantax Planning Partners, Inc.Active

Some overlap · 4 shared positions

$AMN $WT $SNOW $KKR

$3.6B

435 positions

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View FIRST NATIONAL BANK SIOUX FALLS’s holdings

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.