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Hedge Funds Similar to Midwest Heritage Bank, FSB

13F Portfolio OverlapQ1 2026Midwest Heritage Bank, FSB portfolio →
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Most similar hedge funds by 13F overlap

Midwest Heritage Bank, FSB is an institutional investor managing $312M across 51 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 Midwest Heritage Bank, FSB are Kane Wealth ,, Wheelhouse Advisory Group, NORTHWEST WEALTH ,, with shared positions in $AMN, $NEE, $PFG, $MO, $CASY, $BAH. The full ranking of 23 similar funds is below.

#1Kane Co Wealth Management, Inc.Active
Substantial overlap · 3 shared positions
$AMN$NEE$PFG
$119M
51 positions
#2Wheelhouse Advisory Group LLCActive
Notable overlap · 3 shared positions
$AMN$MO$NEE
$302M
51 positions
#3NORTHWEST WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$AMN$NEE$CASY
$665M
255 positions
#4Rubicon Advisors, GPPassive
Notable overlap · 3 shared positions
$AMN$BAH$MO
$115M
76 positions
#5Foster Group, Inc.Active
Some overlap · 3 shared positions
$AMN$NEE$CASY
$3.4B
284 positions
#6Widmann Financial Services, Inc.Passive
Some overlap · 3 shared positions
$AMN$MO$F
$168M
121 positions
#7Aprio Wealth Management, LLCPassive
Some overlap · 3 shared positions
$NEE$BAH$AMN
$1.8B
613 positions
#8NCM Capital Management, LLCPassive
Some overlap · 3 shared positions
$AMN$BAH$NEE
$279M
185 positions
#9ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 3 shared positions
$AMN$NEE$BAH
$84M
65 positions
#10Brady Martz Wealth Solutions, LLCPassive
Some overlap · 3 shared positions
$NEE$AMN$MO
$587M
195 positions
#11Austin Asset Management Co IncSmart money
Some overlap · 3 shared positions
$AMN$NEE$F
$608M
85 positions
#12Symphony Financial, Ltd. Co.Passive
Some overlap · 3 shared positions
$AMN$MO$NEE
$755M
315 positions
#13Compass Ion Advisors, LLCActive
Slight overlap · 3 shared positions
$AMN$NEE$BAH
$1.0B
279 positions
#14Transcendent Capital Group LLCPassive
Slight overlap · 3 shared positions
$AMN$BAH$CASY
$219M
112 positions
#15Centennial Wealth Advisory LLCPassive
Slight overlap · 3 shared positions
$AMN$BAH$F
$413M
160 positions
#16Modern Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$BAH$NEE$AMN
$5.8B
877 positions
#17Swisher Financial Concepts, Inc.Passive
Slight overlap · 3 shared positions
$BAH$MO$NEE
$179M
102 positions
#18Clarity Asset Management, Inc.Passive
Slight overlap · 3 shared positions
$BAH$CASY$PFG
$198M
290 positions
#19OMNI 360 Wealth, Inc.Passive
Slight overlap · 3 shared positions
$BAH$NEE$NXP
$194M
125 positions
#20Skyline Advisors, Inc.Passive
Slight overlap · 3 shared positions
$BAH$MO$NEE
$287M
120 positions
#21CRA Financial Services, LLCPassive
Slight overlap · 3 shared positions
$BAH$NEE$AMN
$770M
296 positions
#22SENTINEL PENSION ADVISORS, LLCActive
Slight overlap · 3 shared positions
$AMN$NEE$F
$676M
137 positions
#23Atlas Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$MO$BAH$NEE
$97M
65 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.