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Hedge Funds Similar to SOUTHERN MICHIGAN BANK &

13F Portfolio OverlapQ1 2026SOUTHERN MICHIGAN BANK & portfolio →
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Most similar hedge funds by 13F overlap

SOUTHERN MICHIGAN BANK & TRUST is an institutional investor managing $261M across 424 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 SOUTHERN MICHIGAN BANK & are Passive ,, KRM WEALTH L.L.C., Heritage Financial Services,, with shared positions in $SNOW, $SCHW, $DDOG, $MCD, $WT, $PM. The full ranking of 25 similar funds is below.

#1Passive Capital Management, LLC.Active
Substantial overlap · 6 shared positions
$SNOW$SCHW$DDOG$MCD$WT$PM
$335M
104 positions
#2KRM WEALTH MANAGEMENT L.L.C.Smart money
Substantial overlap · 3 shared positions
$SNOW$SCHW$DDOG
$192M
43 positions
#3Heritage Financial Services, LLC
Substantial overlap · 4 shared positions
$SNOW$MCD$DDOG$WT
$1.2B
126 positions
#4Frankly Finances, LLCActive
Substantial overlap · 3 shared positions
$SNOW$SCHW$WT
$110M
64 positions
#5Schiavi & Co LLCSmart money
Substantial overlap · 3 shared positions
$SNOW$DDOG$ABT
$337M
50 positions
#6Keyes, Stange & Wooten Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$SNOW$UNP$ETN
$224M
71 positions
#7BCM ADVISORS, LLCActive
Substantial overlap · 3 shared positions
$SNOW$GD$WT
$507M
78 positions
#8ACCESS FINANCIAL SERVICES, INC.Active
Substantial overlap · 3 shared positions
$SNOW$DDOG$LMT
$282M
95 positions
#9Family Investment Center, Inc.Active
Substantial overlap · 3 shared positions
$SNOW$NSC$WT
$520M
91 positions
#10Longview Financial Advisors LLCActive
Substantial overlap · 3 shared positions
$SNOW$WT$SCHW
$184M
157 positions
#11True Link Financial Advisors, LLCActive
Substantial overlap · 3 shared positions
$SNOW$WT$LMT
$1.6B
418 positions
#12Moisand Fitzgerald Tamayo, LLCActive
Substantial overlap · 4 shared positions
$SNOW$SCHW$WT$NOC
$931M
518 positions
#13Gordian Advisors LLCSmart money
Substantial overlap · 3 shared positions
$SNOW$SYK$LMT
$150M
55 positions
#14BRIGHTON SECURITIES CORP.Smart money
Substantial overlap · 4 shared positions
$SNOW$DDOG$SO$SYK
$208M
47 positions
#15Wagner Wealth Management, LLCActive
Notable overlap · 4 shared positions
$SNOW$SO$MO$PM
$495M
279 positions
#16CHRISTINE MESSMER PCActive
Notable overlap · 4 shared positions
$SNOW$DDOG$GD$LMT
$156M
80 positions
#17ACORN CREEK CAPITAL LLCActive
Notable overlap · 4 shared positions
$SNOW$WT$ETN$SYK
$280M
84 positions
#18HOGE FINANCIAL SERVICES, LLCActive
Notable overlap · 4 shared positions
$SNOW$MCD$NSC$MO
$187M
72 positions
#19Cranbrook Wealth Management, LLCActive
Notable overlap · 5 shared positions
$SNOW$SYK$DDOG$ABT$SO
$492M
385 positions
#20TruNorth Capital Management, LLCActive
Notable overlap · 5 shared positions
$SNOW$SYK$MCD$ETN$ABT
$522M
114 positions
#21VAUGHAN & Co SECURITIES, INC.Active
Notable overlap · 3 shared positions
$SNOW$WT$PM
$193M
58 positions
#22FIDUCIARY FINANCIAL GROUP, LLCPassive
Notable overlap · 3 shared positions
$SNOW$SCHW$MCD
$754M
345 positions
#23Mach-1 Financial Group, LLCPassive
Notable overlap · 4 shared positions
$SNOW$SCHW$WT$NOC
$284M
161 positions
#24Courage Miller Partners, LLCActive
Notable overlap · 4 shared positions
$SNOW$UNP$MCD$PM
$354M
92 positions
#25Blackhawk Capital Partners, LLCPassive
Notable overlap · 4 shared positions
$SNOW$SYK$ABT$WT
$273M
141 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.