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Hedge Funds Similar to Wealth Advisors of Iowa,

13F Portfolio OverlapQ1 2026Wealth Advisors of Iowa, portfolio →
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Most similar hedge funds by 13F overlap

Wealth Advisors of Iowa, LLC is an institutional investor managing $323M across 87 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 Wealth Advisors of Iowa, are FSB PREMIER WEALTH ,, Dynamic Financial Group, Fjell ,, with shared positions in $DE, $GMM, $CASY, $AMAT, $PM, $SLV. The full ranking of 25 similar funds is below.

#1FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Slight overlap · 5 shared positions
$DE$GMM$CASY$AMAT$PM
$319M
251 positions
#2Dynamic Financial GroupActive
Slight overlap · 4 shared positions
$DE$GMM$CASY$SLV
$122M
69 positions
#3Fjell Capital, LLCPassive
Slight overlap · 7 shared positions
$DE$CASY$MAR$CRM$AMAT$EPD
$130M
68 positions
#4MAIMON WEALTH MANAGEMENT LTD.Passive
Slight overlap · 6 shared positions
$DE$GMM$SYK$MAR$AMD$PM
$114M
77 positions
#5STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Slight overlap · 5 shared positions
$SOLV$GMM$LNT$CRM$AMAT
$113M
82 positions
#6EHRLICH FINANCIAL GROUPPassive
Slight overlap · 4 shared positions
$SOLV$GMM$DE$SLV
$174M
112 positions
#7BEACON INVESTMENT ADVISORS LLCPassive
Slight overlap · 5 shared positions
$DE$CASY$MAR$AMAT$AMD
$265M
171 positions
#8Vivaldi Capital Management LPPassive
Slight overlap · 4 shared positions
$DE$GMM$SLV$AMAT
$723M
290 positions
#9Churchill Financial Advisors, LLCActive
Slight overlap · 4 shared positions
$DE$GMM$AMAT$IBM
$476M
123 positions
#10Cohen Capital Management, Inc.Passive
Slight overlap · 7 shared positions
$DE$SYK$MAR$CRM$AMAT$EPD
$644M
154 positions
#11ORBA Wealth Advisors, L.L.C.Passive
Slight overlap · 4 shared positions
$DE$GMM$MAR$EPD
$84M
65 positions
#12Cobblestone Asset Management LLCPassive
Slight overlap · 4 shared positions
$SOLV$GMM$IBM$PM
$222M
73 positions
#13Gibbs Wealth ManagementPassive
Slight overlap · 5 shared positions
$GMM$SOLV$CRM$AMAT$PM
$762M
433 positions
#14Savvy Advisors, Inc.Passive
Slight overlap · 3 shared positions
$SOLV$GMM$MAR
$3.7B
1,141 positions
#15ST GERMAIN D J CO INCPassive
Slight overlap · 3 shared positions
$SOLV$GMM$CRM
$2.5B
901 positions
#16KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$SOLV$GMM$CRM
$743M
262 positions
#17Collaborative Wealth Managment Inc.Passive
Slight overlap · 4 shared positions
$SOLV$GMM$MAR$EPD
$218M
162 positions
#18Trivant Custom Portfolio Group, LLCPassive
Slight overlap · 3 shared positions
$DE$GMM$SYK
$182M
82 positions
#19Security National BankPassive
Slight overlap · 4 shared positions
$DE$CASY$SYK$IBM
$687M
411 positions
#20West Wealth Group, LLCActive
Slight overlap · 3 shared positions
$SOLV$GMM$AMD
$506M
130 positions
#21CUTLER INVESTMENT COUNSEL LLCActive
Slight overlap · 3 shared positions
$DE$GMM$IBM
$971M
146 positions
#22PARNASSUS INVESTMENTS, LLCActive
Slight overlap · 6 shared positions
$DE$SYK$MAR$CRM$AMAT$AMD
$34.1B
135 positions
#23VisionPoint Advisory Group, LLCPassive
Slight overlap · 3 shared positions
$DE$GMM$PM
$531M
439 positions
#24Menard Financial Group LLCActive
Slight overlap · 3 shared positions
$DE$CASY$AMD
$143M
82 positions
#25Fire Capital Management LLCPassive
Slight overlap · 3 shared positions
$DE$CASY$PM
$214M
108 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.