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Hedge Funds Similar to Iowa State Bank

13F Portfolio OverlapQ2 2026Iowa State Bank portfolio →
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Most similar hedge funds by 13F overlap

Iowa State Bank is an institutional investor managing $598M across 118 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 Iowa State Bank are CONNORS INVESTOR SERVICES, OLD REPUBLIC INTERNATIONAL, Lipe & Dalton, with shared positions in $ETN, $MS, $DUK, $PLTR, $PEP, $VZ. The full ranking of 25 similar funds is below.

#1CONNORS INVESTOR SERVICES INCPassive
Some overlap · 6 shared positions
$ETN$MS$DUK$PLTR$PEP$VZ
$1.2B
153 positions
#2OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 5 shared positions
$EMR$ETN$CAH$DUK$PEP
$2.7B
54 positions
#3Lipe & DaltonPassive
Some overlap · 5 shared positions
$EMR$MS$ETN$YUM$AMGN
$215M
94 positions
#4DB&C Advisors, LLCPassive
Some overlap · 6 shared positions
$EMR$ETN$DUK$PLTR$AMGN$VZ
$92M
76 positions
#5TriCert Investment Counsel Inc.Active
Some overlap · 5 shared positions
$MS$ETN$DUK$VZ$AMGN
$1.1B
88 positions
#6OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 7 shared positions
$ETN$YUM$PLTR$PEP$VZ$TFC
$329M
323 positions
#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 6 shared positions
$EMR$DUK$PEP$VZ$ADI$AMGN
$201M
57 positions
#8Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MS$EMR$DUK$AMGN
$297M
103 positions
#9Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$EMR$DUK$AMGN
$358M
74 positions
#10Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$MS$ETN$DUK$AMGN
$1.1B
168 positions
#11Networth Advisors, LLCActive
Some overlap · 6 shared positions
$MS$PLTR$DIS$YUM$PEP$VZ
$172M
383 positions
#12CHEMUNG CANAL TRUST COActive
Some overlap · 6 shared positions
$EMR$DUK$PEP$ADI$ETN$AMGN
$541M
111 positions
#13NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$EMR$ETN$DUK$PEP$ADI
$381M
144 positions
#14ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$EMR$MS$DUK$VZ
$665M
122 positions
#15Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$ETN$DUK$PEP$VZ$EMR$AMGN
$239M
126 positions
#16P.A.W. CAPITAL CORPPassive
Some overlap · 5 shared positions
$MS$PFH$PEP$VZ$AMGN
$133M
66 positions
#17Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$EMR$CAH$PEP$VZ$AMGN
$261M
101 positions
#18Stack Financial Management, IncActive
Some overlap · 4 shared positions
$CAH$EMR$DUK$PEP
$1.3B
54 positions
#19Capital Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$MS$EMR$DUK$PEP$AMGN
$808M
156 positions
#20Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$CAH$DUK$PEP$VZ$AMGN
$316M
157 positions
#21LMG Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$CAH$EMR$PFH$PEP
$626M
166 positions
#22PAYDEN & RYGELPassive
Some overlap · 4 shared positions
$MS$DUK$ETN$ADI
$1.3B
131 positions
#23CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$EMR$ETN$PEP$ADI
$1.3B
99 positions
#24Sculati Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$ETN$VZ$DIS$AMGN
$300M
123 positions
#25LOWE BROCKENBROUGH & CO INCActive
Some overlap · 5 shared positions
$ETN$MS$DUK$AMGN$PEP
$2.2B
341 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.