How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Finward Bancorp

13F Portfolio OverlapQ1 2026Finward Bancorp portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Finward Bancorp is an institutional investor managing $132M across 107 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 Finward Bancorp are Avant, Blackston Financial Advisory Group,, CDM FINANCIAL COUNSELING SERVICES,, with shared positions in $AGQ, $HUM, $NTRB, $MAR, $KKR, $DUK. The full ranking of 25 similar funds is below.

#1Avant Capital LLCPassive

Notable overlap · 3 shared positions

$AGQ $HUM $NTRB

$142M

76 positions

#2Blackston Financial Advisory Group, LLCActive

Notable overlap · 6 shared positions

$HUM $NTRB $MAR $KKR $DUK $MCD

$160M

106 positions

#3CDM FINANCIAL COUNSELING SERVICES, INC.Active

Notable overlap · 6 shared positions

$HUM $NTRB $MAR $KKR $MCD $KO

$105M

80 positions

#4Raab & Moskowitz Asset Management LLCPassive

Notable overlap · 7 shared positions

$NTRB $MAR $HUM $KKR $MCD $VZ

$450M

187 positions

#5Junk Investment Group, LLCPassive

Notable overlap · 6 shared positions

$HUM $MAR $NTRB $KKR $VZ $KO

$191M

88 positions

#6Sherman Wealth Management LLCPassive

Notable overlap · 5 shared positions

$HUM $AGQ $NTRB $KKR $WPM

$116M

80 positions

#7Gerald Baker Financial Group LLCPassive

Notable overlap · 5 shared positions

$AGQ $HUM $MCD $WELL $KO

$253M

107 positions

#8Lynx Investment AdvisoryPassive

Notable overlap · 5 shared positions

$AGQ $HUM $KKR $VZ $MAR

$209M

181 positions

#9Stack Financial Management, IncActive

Notable overlap · 5 shared positions

$AGQ $WPM $KO $DTB $DUK

$1.4B

52 positions

#10KOM Wealth Management Group, LLCActive

Notable overlap · 5 shared positions

$AGQ $WPM $HUM $KKR $KO

$147M

89 positions

#11W ADVISORS, LLCPassive

Some overlap · 7 shared positions

$HUM $MAR $KKR $KO $MCD $VZ

$195M

141 positions

#12Apollon Financial, LLCPassive

Some overlap · 6 shared positions

$HUM $NTRB $AGQ $MAR $DUK $SO

$723M

260 positions

#13Wheelhouse Advisory Group LLCActive

Some overlap · 5 shared positions

$HUM $MAR $NTRB $KKR $MCD

$302M

51 positions

#14SWAN Capital LLCPassive

Some overlap · 5 shared positions

$HUM $MAR $KKR $SO $MCD

$272M

554 positions

#15McClarren Financial Advisors, Inc.Active

Some overlap · 4 shared positions

$HUM $NTRB $KKR $MAR

$169M

79 positions

#16Cornerstone Financial Management LLCPassive

Some overlap · 5 shared positions

$HUM $NTRB $KKR $KO $WELL

$109M

1,311 positions

#17Capital Planning LLCActive

Some overlap · 3 shared positions

$HUM $MAR $NTRB

$307M

82 positions

#18Northwest Financial AdvisorsPassive

Some overlap · 4 shared positions

$AGQ $HUM $MAR $VZ

$52M

66 positions

#19Principle Wealth Partners LLCActive

Some overlap · 6 shared positions

$HUM $MCD $KKR $MAR $SO $KO

$1.7B

380 positions

#20Ranch Capital Advisors Inc.Passive

Some overlap · 6 shared positions

$HUM $KKR $ETR $DUK $VZ $SO

$277M

154 positions

#21Enclave Advisors LLCActive

Some overlap · 5 shared positions

$HUM $MAR $KO $WPM $AGQ

$729M

132 positions

#22MRWM Advisors, LLCActive

Some overlap · 3 shared positions

$AGQ $HUM $MCD

$184M

74 positions

#23Howard Capital Management Inc.Active

Some overlap · 5 shared positions

$HUM $NTRB $KKR $AGQ $ETR

$6.1B

332 positions

#24Asset Management Group, Inc.Passive

Some overlap · 3 shared positions

$AGQ $HUM $MAR

$619M

138 positions

#25Systematic Alpha Investments, LLCActive

Some overlap · 5 shared positions

$HUM $MAR $MCD $TRV $VZ

$2.8B

234 positions

Compare Finward Bancorp’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Finward Bancorp’s holdings

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.