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Hedge Funds Similar to Heartland Bank &

13F Portfolio OverlapQ1 2026Heartland Bank & portfolio →
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Most similar hedge funds by 13F overlap

Heartland Bank & Trust Co is an institutional investor managing $442M across 206 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 Heartland Bank & are MV ,, Cornerstone Planning,, ONE PLUS ONE WEALTH ,, with shared positions in $SSL, $HLT, $MU, $ABT, $AMD, $PLTR. The full ranking of 25 similar funds is below.

#1MV CAPITAL MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$SSL$HLT$MU$ABT
$1.0B
1,197 positions
#2Cornerstone Planning, LLCPassive
Some overlap · 4 shared positions
$SSL$HLT$AMD$PLTR
$443M
141 positions
#3ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DJP$SSL$PM
$237M
89 positions
#4HAMEL ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$SSL$HLT$LMT
$351M
81 positions
#5Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$HLT$AMD$MU$PLTR$KLAC
$25.6B
60 positions
#6LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$AMD
$135M
83 positions
#7Commonwealth Financial Services, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$LMT
$632M
278 positions
#8Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$SSL$HLT$LMT$ABT
$340M
174 positions
#9LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 3 shared positions
$SSL$HLT$PLTR
$133M
61 positions
#10InvesTrustPassive
Some overlap · 3 shared positions
$SSL$HLT$PM
$238M
91 positions
#11HARBOR ADVISORY CORP /MA/Passive
Some overlap · 3 shared positions
$SSL$HLT$ABT
$333M
79 positions
#12Whalen Wealth Management Inc.Passive
Some overlap · 5 shared positions
$HLT$MU$PLTR$AMD$PM
$187M
174 positions
#13ADIRONDACK TRUST COPassive
Some overlap · 4 shared positions
$HLT$SSL$LMT$AMD
$298M
544 positions
#14Intellectus Partners, LLCPassive
Some overlap · 5 shared positions
$MU$LMT$AMD$PLTR$KLAC
$490M
290 positions
#15Winthrop Partners - WNY, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$PM
$188M
87 positions
#16Kathmere Capital Management, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$PM
$1.6B
623 positions
#17Jefferson Bridge Capital, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$PLTR
$101M
53 positions
#18VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$SSL$HLT$ABT
$187M
55 positions
#19Global X Japan Co., Ltd.Active
Some overlap · 5 shared positions
$MU$AMD$PLTR$KLAC$PM
$1.9B
378 positions
#20MinichMacGregor Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SSL$LMT$KLAC$AMD
$567M
136 positions
#21Vident Advisory, LLCPassive
Some overlap · 5 shared positions
$LMT$AMD$MU$PLTR$KLAC
$11.7B
1,835 positions
#22Foundry Financial Group, Inc.Active
Some overlap · 3 shared positions
$SSL$HLT$MU
$202M
70 positions
#23MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 5 shared positions
$MU$HLT$LMT$PLTR$AMD
$2.7B
153 positions
#24ING GROEP NVPassive
Some overlap · 5 shared positions
$MU$AMD$PLTR$ABT$PM
$16.4B
503 positions
#25Gilbert Capital Group, Inc.Active
Some overlap · 3 shared positions
$SSL$HLT$ABT
$129M
51 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.