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Hedge Funds Similar to Iowa State Bank

13F Portfolio OverlapQ1 2026Iowa State Bank portfolio →
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Most similar hedge funds by 13F overlap

Iowa State Bank is an institutional investor managing $543M across 117 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 Iowa State Bank are DB&C Advisors,, Smith Thornton Advisors, Cornell Pochily Investment Advisors,, with shared positions in $EMR, $ETN, $IBM, $PLTR, $DUK, $VZ. The full ranking of 25 similar funds is below.

#1DB&C Advisors, LLCPassive
Some overlap · 6 shared positions
$EMR$ETN$IBM$PLTR$DUK$VZ
$77M
67 positions
#2Smith Thornton Advisors LLCPassive
Some overlap · 7 shared positions
$MS$IBM$BAC$VZ$DUK$CRM
$199M
130 positions
#3Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$MS$EMR$IBM$VZ$DUK$PANW
$340M
174 positions
#4CONNORS INVESTOR SERVICES INC
Some overlap · 6 shared positions
$MS$ETN$PLTR$DUK$VZ$PANW
$1.1B
149 positions
#5ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$MS$EMR$IBM$DUK$VZ
$639M
126 positions
#6Cornerstone Select Advisors, LLCPassive
Some overlap · 6 shared positions
$CAH$IBM$PLTR$BAC$VZ$PANW
$160M
124 positions
#7Xcel Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MS$PLTR$BAC$VZ$PFH$PANW
$362M
133 positions
#8Bouvel Investment Partners, LLCPassive
Some overlap · 5 shared positions
$MS$ETN$IBM$PLTR$PANW
$345M
78 positions
#9Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$ETN$DUK$IBM$EMR$BAC$VZ
$215M
125 positions
#10FORBES J M & CO LLPActive
Some overlap · 6 shared positions
$ETN$EMR$IBM$BAC$VZ$ICE
$1.2B
150 positions
#11First County Bank /CT/Passive
Some overlap · 7 shared positions
$EMR$ETN$VZ$DUK$IBM$CRM
$187M
162 positions
#12Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$CAH$MS$IBM$DUK$VZ
$277M
154 positions
#13Forza Wealth Management, LLCPassive
Some overlap · 5 shared positions
$CAH$MS$IBM$EMR$VZ
$287M
188 positions
#14Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$EMR$IBM$DUK
$353M
78 positions
#15Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MS$EMR$IBM$DUK
$272M
95 positions
#16OmniStar Financial Group, Inc.
Some overlap · 5 shared positions
$MS$IBM$DUK$BAC$VZ
$193M
108 positions
#17Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$EMR$IBM$CAH$BAC$VZ
$245M
98 positions
#18Investment Partners Asset Management, Inc.Passive
Some overlap · 5 shared positions
$MS$IBM$DUK$VZ$PANW
$162M
163 positions
#19Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$EMR$IBM$DUK$BAC$VZ
$308M
137 positions
#20PeakShares LLCPassive
Some overlap · 6 shared positions
$PLTR$DUK$IBM$VZ$CRM$PANW
$109M
116 positions
#21Trust Investment AdvisorsPassive
Some overlap · 5 shared positions
$MS$IBM$ETN$DUK$PANW
$171M
89 positions
#22Carson Advisory Inc.Passive
Some overlap · 6 shared positions
$IBM$DUK$BAC$VZ$ETN$CRM
$193M
188 positions
#23Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 6 shared positions
$DUK$EMR$CAH$IBM$BAC$DIS
$216M
133 positions
#24STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 5 shared positions
$EMR$ETN$DUK$DIS$ICE
$609M
263 positions
#25Estabrook Capital Management
Some overlap · 5 shared positions
$ETN$IBM$DUK$BAC$VZ
$685M
380 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.