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Hedge Funds Similar to AMES NATIONAL

13F Portfolio OverlapQ1 2026AMES NATIONAL portfolio →
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Most similar hedge funds by 13F overlap

AMES NATIONAL CORP is an institutional investor managing $167M across 67 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 AMES NATIONAL are Cushing Partners,, Sage Investment Advisers, Shelter Mutual Insurance, with shared positions in $BRZE, $ADP, $MCD, $KKR, $AFL, $UNP. The full ranking of 25 similar funds is below.

#1Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$BRZE$ADP$MCD$KKR$AFL
$130M
96 positions
#2Sage Investment Advisers LLCPassive
Some overlap · 5 shared positions
$BRZE$UNP$KKR$DE$NSC
$135M
89 positions
#3Shelter Mutual Insurance CoPassive
Some overlap · 4 shared positions
$BRZE$UNP$PFE$DE
$450M
58 positions
#4Good Harbor Advisors, Inc.Passive
Some overlap · 4 shared positions
$BRZE$UNP$PFE$VZ
$92M
82 positions
#5Good Steward Wealth Advisors,LLCPassive
Some overlap · 4 shared positions
$BRZE$UNP$PFE$DE
$156M
68 positions
#6New Covenant Trust Company, N.A.Active
Some overlap · 4 shared positions
$BRZE$UNP$KKR$DE
$112M
96 positions
#7Arbor Wealth Advisors LLCActive
Some overlap · 4 shared positions
$BRZE$GD$KKR$T
$143M
56 positions
#8Cornerstone Financial Group, LLC /NE/Active
Some overlap · 3 shared positions
$BRZE$UNP$KKR
$156M
73 positions
#9WETZEL INVESTMENT ADVISORS, INC.Active
Some overlap · 4 shared positions
$BRZE$UNP$KKR$PFE
$252M
131 positions
#10Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 4 shared positions
$BRZE$KKR$UNH$NSC
$111M
63 positions
#11Freedom Day Solutions, LLCActive
Some overlap · 3 shared positions
$BRZE$MCD$CASY
$373M
96 positions
#12CLUNE & ASSOCIATES, LTD.Passive
Some overlap · 3 shared positions
$BRZE$KKR$MCD
$532M
162 positions
#13James J. Burns & Company, LLCActive
Some overlap · 4 shared positions
$BRZE$T$UNH$VZ
$737M
155 positions
#14Gleason Group, Inc.Active
Some overlap · 4 shared positions
$BRZE$KKR$DE$MCD
$1.0B
229 positions
#15Gibson Wealth Advisors LLCSmart money
Some overlap · 4 shared positions
$BRZE$T$NSC$MCD
$149M
37 positions
#16RESOLUTE CAPITAL, LLCActive
Some overlap · 3 shared positions
$BRZE$KKR$T
$247M
57 positions
#17Joseph Group Capital ManagementPassive
Some overlap · 3 shared positions
$BRZE$KKR$T
$400M
379 positions
#18Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$BRZE$KKR$T
$394M
513 positions
#19Meriwether Wealth & Planning, LLCActive
Some overlap · 3 shared positions
$BRZE$GD$DE
$183M
126 positions
#20Vanguard National Trust CoActive
Some overlap · 3 shared positions
$BRZE$KKR$UNH
$1.6B
751 positions
#21Juno Financial Group LLCActive
Some overlap · 3 shared positions
$BRZE$KKR$DE
$255M
70 positions
#22McClarren Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$BRZE$KKR$UNP
$169M
79 positions
#23Sterling Wealth Management, Inc.Active
Some overlap · 4 shared positions
$BRZE$MCD$KKR$DE
$364M
112 positions
#24Fire Capital Management LLCPassive
Some overlap · 4 shared positions
$BRZE$UNP$CASY$DE
$214M
108 positions
#25Manuka Financial, LLCActive
Some overlap · 3 shared positions
$BRZE$KKR$UNP
$162M
56 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.