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Hedge Funds Similar to American State Bank (Iowa)

13F Portfolio OverlapQ2 2026American State Bank (Iowa) portfolio →
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Most similar hedge funds by 13F overlap

American State Bank (Iowa) is an institutional investor managing $247M across 139 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 American State Bank (Iowa) are Richwood Investment Advisors, Aull & Monroe Investment, Catherine Avery Investment, with shared positions in $BA, $AMGN, $GD, $C, $WFC, $WM. The full ranking of 25 similar funds is below.

#1Richwood Investment Advisors, LLCActive
Notable overlap · 8 shared positions
$BA$AMGN$GD$C$WFC$WM
$142M
106 positions
#2Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$STX$AMGN$WM$T$UNP
$231M
125 positions
#3Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$STX$C$AMGN$MCD
$116M
172 positions
#4Inlet Private Wealth, LLCPassive
Some overlap · 4 shared positions
$STX$C$WM$AMGN
$413M
135 positions
#5Pinnacle West Asset Management, Inc.Passive
Some overlap · 5 shared positions
$STX$AMGN$MCD$UNP$BA
$145M
104 positions
#6Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$STX$DELL$HIG$GILD
$955M
337 positions
#7Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$C$DELL$AMGN$WFC$PLD$MCD
$334M
127 positions
#8Pettee Investors, Inc.Passive
Some overlap · 4 shared positions
$STX$WM$SPGI$MCD
$203M
115 positions
#9MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$STX$WM$GD$AMGN$MCD
$277M
147 positions
#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$C$GD$WFC$PLD$T$MCD
$233M
122 positions
#11GLOBALT Investments LLC / GAActive
Some overlap · 8 shared positions
$AMGN$C$WM$T$STX$WFC
$2.9B
212 positions
#12VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 3 shared positions
$STX$AMGN$DELL
$1.8B
345 positions
#13Ranch Capital Advisors Inc.Passive
Some overlap · 6 shared positions
$C$AMGN$GD$PLD$T$GILD
$316M
157 positions
#14KWMG, LLCPassive
Some overlap · 3 shared positions
$STX$AMGN$BA
$1.4B
155 positions
#15LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 6 shared positions
$WM$AMGN$SPGI$BA$MCD$UNP
$155M
88 positions
#16TKG Advisors, LLCPassive
Some overlap · 5 shared positions
$C$DELL$WM$AMGN$MCD
$288M
94 positions
#17MWA Asset ManagementPassive
Some overlap · 3 shared positions
$STX$DELL$C
$221M
129 positions
#18Keystone Financial GroupPassive
Some overlap · 5 shared positions
$STX$BA$MCD$T$WFC
$1.7B
567 positions
#19Hanson & Doremus Investment ManagementActive
Some overlap · 4 shared positions
$STX$AMGN$BA$WM
$982M
493 positions
#20SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$WM$BA$C$WFC$GILD
$298M
133 positions
#21Stratos Investment Management, LLCPassive
Some overlap · 6 shared positions
$DELL$C$GD$AMGN$WFC$BA
$2.8B
382 positions
#22AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$STX$DELL$C$T
$197M
140 positions
#23Kingsman Wealth Management, Inc.Active
Some overlap · 4 shared positions
$STX$C$DELL$BA
$224M
82 positions
#24Range Financial Group LLCPassive
Some overlap · 3 shared positions
$STX$AMGN$MCD
$361M
207 positions
#25Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$C$AMGN$GD$WFC$MCD
$181M
81 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.