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 SECURITY NATIONAL BANK OF SO DAK

13F Portfolio OverlapQ1 2026SECURITY NATIONAL BANK OF SO DAK portfolio →

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Most similar hedge funds by 13F overlap

SECURITY NATIONAL BANK OF SO DAK is an institutional investor managing $207M across 119 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 SECURITY NATIONAL BANK OF SO DAK are SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/, Ramsay, Stattman, Vela & Price,, BRIGHT ROCK ,, with shared positions in $TMO, $AFL, $CMI, $LDOS, $DLR, $NUE. The full ranking of 25 similar funds is below.

#1SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Passive

Substantial overlap · 17 shared positions

$TMO $AFL $CMI $LDOS $DLR $NUE

$169M

104 positions

#2Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 9 shared positions

$LIN $TMO $ABT $DHR $ADP $KO

$506M

79 positions

#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$TMO $LIN $UNP $DHR $CL $VZ

$506M

75 positions

#4Sky Investment Group LLCPassive

Notable overlap · 7 shared positions

$LIN $TMO $ABT $DHR $KO $ITW

$583M

140 positions

#5CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$TMO $LIN $LDOS $ADP $LRCX $ITW

$405M

73 positions

#6CINCINNATI CASUALTY COActive

Notable overlap · 4 shared positions

$DOV $TMO $CMI $ADP

$191M

24 positions

#7SMA Capital LLCPassive

Notable overlap · 5 shared positions

$DOV $LIN $NUE $WAB $TKR

$232M

95 positions

#8Two Point Capital Management, Inc.Active

Notable overlap · 4 shared positions

$DOV $TMO $CMI $J

$229M

28 positions

#9WATERS PARKERSON & CO., LLCActive

Notable overlap · 6 shared positions

$TMO $J $AFL $ABT $KO $VZ

$1.9B

188 positions

#10MCDANIEL TERRY & COActive

Some overlap · 6 shared positions

$DOV $TMO $ADP $KO $ITW $LRCX

$1.2B

81 positions

#11Nordwand Advisors, LLCPassive

Some overlap · 6 shared positions

$CMI $UNP $TEL $DLR $TMO $ABT

$572M

150 positions

#12FLOSSBACH VON STORCH SEActive

Some overlap · 5 shared positions

$TMO $LIN $ABT $DHR $NKE

$21.4B

109 positions

#13M. Kraus & CoActive

Some overlap · 5 shared positions

$TMO $LIN $ABT $VZ $ITW

$343M

81 positions

#14Liberty Capital Management, Inc.

Some overlap · 5 shared positions

$TMO $AFL $ABT $DHR $ITW

$537M

180 positions

#15Renaissance Investment Group LLCPassive

Some overlap · 5 shared positions

$TMO $LDOS $TEL $DHR $UNP

$465M

81 positions

#16SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Some overlap · 5 shared positions

$LIN $AFL $UNP $ABT $ADP

$1.3B

158 positions

#17UNITED BANKActive

Some overlap · 6 shared positions

$CMI $DOV $ABT $AFL $ITW $KO

$781M

121 positions

#18MeadowBrook Investment Advisors LLCPassive

Some overlap · 6 shared positions

$LIN $DOV $TMO $ADP $NKE $VZ

$113M

186 positions

#19Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$AFL $LIN $KO $VZ $ADP $ITW

$245M

98 positions

#20Somerset Trust CoPassive

Some overlap · 5 shared positions

$AFL $LIN $ABT $ADP $ITW

$326M

174 positions

#21WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 5 shared positions

$DOV $ABT $DHR $ADP $KO

$2.1B

122 positions

#22Aureus Asset Management, LLCPassive

Some overlap · 5 shared positions

$TMO $LIN $ABT $WAB $KO

$1.5B

225 positions

#23ANB BANKPassive

Some overlap · 8 shared positions

$ABT $ITW $DHR $KO $LIN $ADP

$247M

128 positions

#24NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 5 shared positions

$LIN $UNP $ABT $TMO $DHR

$1.5B

139 positions

#25Loudon Investment Management, LLCPassive

Some overlap · 5 shared positions

$CMI $DLR $ABT $ADP $ITW

$186M

95 positions

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View SECURITY NATIONAL BANK OF SO DAK’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.