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Hedge Funds Similar to Midwest Heritage Bank, FSB

13F Portfolio OverlapQ2 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 $353M across 53 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 Midwest Heritage Bank, FSB are Legacy Financial Group, JSF Financial, with shared positions in $CASY, $PFG, $F, $MO. The full ranking of 2 similar funds is below.

#1Legacy Financial Group LLCActive
Notable overlap · 3 shared positions
$CASY$PFG$F
$888M
133 positions
#2JSF Financial, LLCActive
Slight overlap · 3 shared positions
$CASY$MO$PFG
$632M
142 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.