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Hedge Funds Similar to Wealth Advisors of Iowa

13F Portfolio OverlapQ2 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 $369M across 90 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 Wealth Advisors of Iowa are Cohen, Fjell, BEACON INVESTMENT ADVISORS, with shared positions in $DE, $MAR, $SYK, $EPD, $PEP, $CASY. The full ranking of 25 similar funds is below.

#1Cohen Capital Management, Inc.Active
Some overlap · 5 shared positions
$DE$MAR$SYK$EPD$PEP
$717M
154 positions
#2Fjell Capital, LLCPassive
Some overlap · 4 shared positions
$DE$CASY$CRM$EPD
$178M
84 positions
#3BEACON INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$CASY$DE$MAR
$318M
178 positions
#4Fruth Investment ManagementPassive
Some overlap · 4 shared positions
$CASY$DE$SBUX$PEP
$409M
224 positions
#5Karani Asset Management LLCActive
Some overlap · 4 shared positions
$DE$SYK$CRM$MAR
$139M
57 positions
#6Atala Financial IncPassive
Some overlap · 3 shared positions
$DE$MAR$CRM
$172M
121 positions
#7Basepoint Wealth LLCPassive
Some overlap · 3 shared positions
$DE$LNT$PEP
$175M
632 positions
#8PARNASSUS INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$DE$MAR$SYK
$33.8B
123 positions
#9Pine Haven Investment Counsel, IncPassive
Some overlap · 5 shared positions
$DE$MAR$SYK$SBUX$PEP
$149M
116 positions
#10Arlington Financial Advisors, LLCActive
Some overlap · 3 shared positions
$DE$CRM$SBUX
$796M
112 positions
#11DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$DE$SYK$CRM$SBUX
$121M
100 positions
#12Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$DE$SBUX$PEP
$319M
123 positions
#13Washington Trust Advisors, Inc.Passive
Some overlap · 3 shared positions
$DE$SBUX$PEP
$1.4B
700 positions
#14LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$CASY$LNT$DE
$1.0B
154 positions
#15ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$DE$PEP$SBUX
$878M
73 positions
#16Quad-Cities Investment Group, LLCPassive
Some overlap · 3 shared positions
$DE$EPD$PEP
$280M
213 positions
#17DILLON & ASSOCIATES INCActive
Some overlap · 4 shared positions
$CASY$SYK$SBUX$PEP
$849M
79 positions
#18Midwest Financial Partners Investments, Inc.Active
Some overlap · 4 shared positions
$DE$CASY$SBUX$PEP
$260M
80 positions
#19Compass Financial Services IncActive
Some overlap · 3 shared positions
$CASY$DE$SLV
$268M
57 positions
#20MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DE$MAR$PEP
$631M
238 positions
#21Palisade Asset Management, LLCPassive
Some overlap · 3 shared positions
$DE$SYK$PEP
$1.1B
204 positions
#22Harbour Trust & Investment Management CoActive
Some overlap · 3 shared positions
$DE$SYK$PEP
$1.0B
160 positions
#23JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$CASY$SYK$PEP
$748M
68 positions
#24PERRYMAN FINANCIAL ADVISORY INC /ADPassive
Some overlap · 4 shared positions
$DE$MAR$SBUX$PEP
$791M
190 positions
#25Nikulski Financial, Inc.Passive
Some overlap · 3 shared positions
$DE$MAR$SYK
$464M
180 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.