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Hedge Funds Similar to MidWestOne Financial Group,

13F Portfolio OverlapQ4 2025MidWestOne Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

MidWestOne Financial Group, Inc. is an institutional investor managing $900M across 305 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MidWestOne Financial Group, are Blue Line , / IL, WS LLLP, MH & ASSOCIATES SECURITIES /ADV, with shared positions in $MU, $USB, $URI, $LDOS, $T, $TMO. The full ranking of 25 similar funds is below.

#1Blue Line Capital, LLC / ILPassive
Some overlap · 6 shared positions
$MU$USB$URI$LDOS$T$TMO
$88M
65 positions
#2WS MANAGEMENT LLLPActive
Some overlap · 3 shared positions
$COP$MU$USB
$1.1B
56 positions
#3MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$COP$MU$USB
$115M
98 positions
#4CHESAPEAKE CAPITAL CORP /IL/Passive
Some overlap · 3 shared positions
$COP$MU$USB
$139M
156 positions
#5TriaGen Wealth Management LLCPassive
Some overlap · 5 shared positions
$COP$MU$USB$MCK$T
$366M
171 positions
#6Davidson Capital Management Inc.Active
Some overlap · 4 shared positions
$COP$USB$UTHR$MCK
$552M
93 positions
#7Taikang Asset Management (Hong Kong) Co LtdPassive
Some overlap · 3 shared positions
$COP$MU$USB
$1.0B
75 positions
#8PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 4 shared positions
$MU$COP$UAL$TMO
$127.0B
320 positions
#9Venturi Wealth Management, LLCPassive
Some overlap · 4 shared positions
$COP$MU$USB$URI
$2.2B
602 positions
#10Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$COP$USB$T$TMO
$1.4B
211 positions
#11PCB Capital LLCPassive
Some overlap · 5 shared positions
$MU$COP$USB$URI$T
$63M
101 positions
#12Providence First Trust CoPassive
Some overlap · 4 shared positions
$COP$USB$MCK$MU
$284M
179 positions
#13GREAT LAKES ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MU$COP$ABT$GM
$12.1B
792 positions
#14MILFORD FUNDS LTDActive
Some overlap · 3 shared positions
$COP$MU$TMO
$4.8B
75 positions
#15EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$COP$USB$ABT$T
$1.4B
56 positions
#16Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$COP$URI$MCK$TMO
$407M
601 positions
#17FIRST AMERICAN TRUST, FSBPassive
Some overlap · 4 shared positions
$COP$USB$ABT$TMO
$1.5B
290 positions
#18MOKAN Wealth Management Inc.Passive
Some overlap · 3 shared positions
$COP$MU$ABT
$226M
109 positions
#19Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$COP$MU$MCK
$578M
118 positions
#20Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 4 shared positions
$COP$USB$TMO$LDOS
$153M
344 positions
#21CWC Advisors, LLC.Passive
Some overlap · 3 shared positions
$COP$MU$USB
$210M
149 positions
#22GERMAN AMERICAN BANCORP, INC.Active
Some overlap · 5 shared positions
$MU$ABT$COP$TMO$GM
$1.2B
148 positions
#23Guardian Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$COP$USB$ABT
$183M
61 positions
#24Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$COP$USB$ABT
$139M
62 positions
#254WEALTH ADVISORS, INC.Passive
Some overlap · 3 shared positions
$COP$USB$ABT
$117M
142 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.