13F Pro

Hedge Funds Similar to Hills Bank &

13F Portfolio OverlapQ1 2026Hills Bank & portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Hills Bank & Trust Co is an institutional investor managing $2.1B across 355 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 Hills Bank & are Broadway Wealth Solutions,, Holt Advisors, L.L.C. dba Holt Partners,, ARBOR WEALTH ADVISORS,, with shared positions in $FHI, $XYZ, $PANW, $TJX, $MDY, $MCD. The full ranking of 25 similar funds is below.

#1Broadway Wealth Solutions, Inc.Active
Some overlap · 4 shared positions
$FHI$XYZ$PANW$TJX
$193M
95 positions
#2Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$MDY$XYZ$PANW
$742M
153 positions
#3ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MDY$MCD$PANW$TJX$ABT
$228M
90 positions
#4Tandem Wealth Advisors LLCActive
Some overlap · 5 shared positions
$MDY$KLAC$PANW$TJX$TMO
$224M
47 positions
#5Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$MDY$ITW$TJX$TMO
$118M
73 positions
#6TSG Advice Partners, LLCActive
Some overlap · 4 shared positions
$MDY$MCD$ABT$PANW
$667M
135 positions
#7Ascension Capital Advisors, Inc.Active
Some overlap · 4 shared positions
$FHI$MCD$ABT$TJX
$318M
82 positions
#8LCM Capital Management IncActive
Some overlap · 3 shared positions
$MDY$MCD$TMO
$199M
110 positions
#9Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MDY$KLAC$TMO
$407M
601 positions
#10Hummer Financial Advisory Services IncActive
Some overlap · 3 shared positions
$MDY$MCD$ABT
$141M
129 positions
#11Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$MDY$ITW$ABT
$148M
83 positions
#12Curbstone Financial Management CorpPassive
Some overlap · 3 shared positions
$MDY$TJX$ABT
$523M
202 positions
#13OFS Enterprise LLCActive
Some overlap · 3 shared positions
$MDY$MCD$DE
$340M
94 positions
#14Oldfather Financial Services, LLC
Some overlap · 3 shared positions
$MDY$MCD$DE
$336M
98 positions
#15TI-TRUST, INCPassive
Some overlap · 3 shared positions
$MDY$ITW$DE
$168M
128 positions
#16Ascent Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$MDY$ITW$PANW$ABT
$860M
188 positions
#17PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$MDY$MCD$KLAC$TMO
$453M
166 positions
#18MONTAG A & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$MDY$TJX$ABT
$2.2B
940 positions
#19McLaughlin Asset Management, Inc.Passive
Some overlap · 5 shared positions
$MDY$KLAC$PANW$TJX$TMO
$105M
91 positions
#20NBT BANK N A /NYPassive
Some overlap · 6 shared positions
$FLEX$MDY$MCD$TJX$DE$ABT
$1.5B
1,074 positions
#21BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 3 shared positions
$MDY$TMO$ABT
$326M
390 positions
#22WASHINGTON TRUST CoActive
Some overlap · 5 shared positions
$MDY$KLAC$PANW$TJX$TMO
$3.0B
281 positions
#23Thrive Wealth Management, LLCActive
Some overlap · 3 shared positions
$MDY$TJX$TMO
$671M
231 positions
#24NICHOLAS COMPANY, INC.Active
Slight overlap · 7 shared positions
$FAST$ICE$MCD$KLAC$PANW$TJX
$5.1B
203 positions
#25Boltwood Capital ManagementPassive
Slight overlap · 5 shared positions
$FLEX$ICE$KLAC$TJX$ABT
$392M
184 positions

Compare Hills Bank &’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Hills Bank &’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.