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Hedge Funds Similar to AMES NATIONAL

13F Portfolio OverlapQ2 2026AMES NATIONAL portfolio →
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Most similar hedge funds by 13F overlap

AMES NATIONAL CORP is an institutional investor managing $182M across 69 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 AMES NATIONAL are R.H. Investment Group, CONNING, Palisade Asset, with shared positions in $TRV, $MCD, $ADP, $UNP, $PEP, $GD. The full ranking of 25 similar funds is below.

#1R.H. Investment Group, LLCActive
Notable overlap · 5 shared positions
$TRV$MCD$ADP$UNP$PEP
$133M
47 positions
#2CONNING INC.Passive
Some overlap · 7 shared positions
$TRV$UNP$ADP$MCD$GD$BLK
$3.3B
327 positions
#3Palisade Asset Management, LLCPassive
Some overlap · 8 shared positions
$ADP$MCD$GD$TRV$BLK$KLAC
$1.1B
204 positions
#4Exeter Financial, LLCPassive
Some overlap · 7 shared positions
$MCD$TRV$ADP$GD$AFL$PEP
$261M
101 positions
#5SMITH CHAS P & ASSOCIATES PA CPAS
Some overlap · 6 shared positions
$MCD$ADP$UNP$GD$PEP$APD
$2.0B
199 positions
#6Somerset Trust CoPassive
Some overlap · 8 shared positions
$MCD$ADP$GD$BLK$AFL$NSC
$354M
186 positions
#7Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$ADP$UNP$TRV$BX$PEP$PFE
$116M
240 positions
#8Miramar Capital, LLCPassive
Some overlap · 6 shared positions
$MCD$UNP$GD$BLK$QCOM$PEP
$455M
57 positions
#9CAPITAL CITY TRUST CO/FLPassive
Some overlap · 6 shared positions
$TRV$UNP$GD$BLK$AFL$MCD
$482M
129 positions
#10LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$MCD$ADP$UNP$NSC$PEP
$273M
104 positions
#11Murphy Pohlad Asset Management LLCPassive
Some overlap · 5 shared positions
$TRV$UNP$GD$NSC$PEP
$287M
135 positions
#12Accretive Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$ADP$UNP$MCD$GD$BLK$BX
$412M
181 positions
#13HOWE & RUSLING INCPassive
Some overlap · 7 shared positions
$UNP$MCD$CASY$GD$QCOM$KLAC
$1.7B
479 positions
#14ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$MCD$ADP$GD$AFL$PEP$APD
$1.9B
88 positions
#15WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 7 shared positions
$MCD$ADP$GD$BLK$KLAC$AFL
$390M
103 positions
#16KDT Advisors, LLCPassive
Some overlap · 6 shared positions
$UNP$ADP$MCD$QCOM$PEP$APD
$72M
73 positions
#17Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$MCD$UNP$ADP$QCOM$PEP$APD
$108M
52 positions
#18SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$MCD$ADP$QCOM$DE$PEP$APD
$205M
55 positions
#19Pinnacle West Asset Management, Inc.Passive
Some overlap · 7 shared positions
$UNP$MCD$BLK$ADP$BX$DE
$145M
104 positions
#20KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ADP$MCD$QCOM$NSC$PEP$APD
$1.5B
228 positions
#21Andrews Advisory Associates, LLCActive
Some overlap · 6 shared positions
$ADP$MCD$AFL$PEP$QCOM$APD
$208M
86 positions
#22Yoffe Investment Management, LLCPassive
Some overlap · 4 shared positions
$TRV$MCD$UNP$AFL
$87M
113 positions
#23Henshaw Capital LLCActive
Some overlap · 5 shared positions
$UNP$ADP$MCD$BLK$AFL
$3.1B
160 positions
#24HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$MCD$ADP$UNP$PEP
$321M
107 positions
#25VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$TRV$GD$AFL$DE$NSC$PEP
$142M
108 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.