13F Pro

Hedge Funds Similar to Security National Bank

13F Portfolio OverlapQ1 2026Security National Bank portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Security National Bank is an institutional investor managing $838M across 392 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 Security National Bank are Boomfish Wealth Group,, TILIA FIDUCIARY PARTNERS,, Avalon, with shared positions in $ASML, $LOW, $KLAC, $PANW, $NEE, $TMO. The full ranking of 25 similar funds is below.

#1Boomfish Wealth Group, LLCPassive
Notable overlap · 6 shared positions
$ASML$LOW$KLAC$PANW$NEE$TMO
$187M
87 positions
#2TILIA FIDUCIARY PARTNERS, INC.Passive
Notable overlap · 6 shared positions
$LOW$KLAC$SYK$NEE$TMO$IBM
$182M
115 positions
#3Avalon Trust CoActive
Some overlap · 7 shared positions
$LOW$SYK$PANW$KLAC$TMO$NVT
$1.5B
460 positions
#4Marietta Wealth Management, LLCPassive
Some overlap · 6 shared positions
$ASML$PANW$NEE$GLW$TMO$DE
$841M
129 positions
#5CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 5 shared positions
$ASML$PANW$NEE$TMO$IBM
$60M
36 positions
#6NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$ASML$LOW$NEE$PANW$TMO$DE
$2.4B
189 positions
#7DOVER ADVISORS, LLCPassive
Some overlap · 7 shared positions
$KLAC$PANW$NEE$ASML$LOW$IBM
$242M
159 positions
#8NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$PANW$ASML$SYK$NEE$DE$LOW
$1.3B
161 positions
#9Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$PANW$KLAC$SYK$NEE$TMO
$7.0B
103 positions
#10Camarda Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$OUNZ$GLW$KLAC$FANG$ASML
$190M
104 positions
#11FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 5 shared positions
$ASML$GLW$SYK$DE$NVT
$102M
56 positions
#12Mirova US LLCActive
Some overlap · 5 shared positions
$PANW$LOW$NEE$TMO$HUBB
$8.8B
42 positions
#13DB Fitzpatrick & Co, IncActive
Some overlap · 7 shared positions
$SYK$PANW$GLW$TMO$DE$HUBB
$117M
106 positions
#14Vantage Investment Partners, LLCActive
Some overlap · 5 shared positions
$ASML$SCCO$NEE$FANG$LOW
$1.4B
64 positions
#15Harbour Trust & Investment Management CoActive
Some overlap · 6 shared positions
$SYK$NEE$PANW$DE$LOW$TMO
$943M
155 positions
#16WASHINGTON TRUST CoActive
Some overlap · 7 shared positions
$KLAC$NEE$PANW$TMO$ASML$GLW
$3.0B
281 positions
#17ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive
Some overlap · 4 shared positions
$ASML$PANW$SYK$TMO
$584M
366 positions
#18BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$NEE$LOW$ASML$TMO$DE$PANW
$7.8B
1,278 positions
#19Karras Company, Inc.Active
Some overlap · 5 shared positions
$ASML$GLW$TMO$IBM$DE
$99M
61 positions
#20EVEXIA WEALTH LLCActive
Some overlap · 6 shared positions
$LOW$KLAC$SYK$HUBB$CASY$ASML
$364M
84 positions
#21Smith, Salley & AssociatesPassive
Some overlap · 5 shared positions
$ASML$LOW$NEE$TMO$CASY
$2.0B
267 positions
#22Mendel Money ManagementPassive
Some overlap · 5 shared positions
$PANW$LOW$TMO$IBM$DE
$239M
137 positions
#23Clean Yield GroupPassive
Some overlap · 5 shared positions
$ASML$SYK$IBM$HUBB$VMI
$355M
385 positions
#24Cohen Capital Management, Inc.Passive
Some overlap · 6 shared positions
$SYK$NEE$TMO$IBM$DE$SNPS
$644M
154 positions
#25Gs Investments, Inc.Passive
Some overlap · 5 shared positions
$KLAC$SYK$PANW$NEE$TMO
$175M
134 positions

Compare Security National 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 Security National 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.