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Hedge Funds Similar to Finward Bancorp

13F Portfolio OverlapQ2 2026Finward Bancorp portfolio →
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Most similar hedge funds by 13F overlap

Finward Bancorp is an institutional investor managing $132M across 107 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 Finward Bancorp are ADVISORS GROUP, Yaupon, MORTON COMMUNITY BANK, with shared positions in $WELL, $ETR, $DUK, $SO, $AEP, $VZ. The full ranking of 25 similar funds is below.

#1ADVISORS MANAGEMENT GROUP INC /ADVActive
Notable overlap · 8 shared positions
$WELL$ETR$DUK$SO$AEP$VZ
$604M
159 positions
#2Yaupon Capital Management LPActive
Some overlap · 6 shared positions
$NI$ETR$DTB$DUK$AEP$BP
$5.1B
124 positions
#3MORTON COMMUNITY BANKPassive
Some overlap · 7 shared positions
$ETR$NI$DTB$DUK$SO$AEP
$491M
120 positions
#4DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 6 shared positions
$WELL$ETR$NI$DTB$DUK$AEP
$10.6B
162 positions
#5VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 7 shared positions
$ETR$NI$DTB$DUK$SO$AEP
$5.0B
245 positions
#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$MCD$ETR$DUK$SO$VZ$PM
$233M
122 positions
#7ANTIPODES PARTNERS LtdActive
Some overlap · 6 shared positions
$NI$ETR$DUK$AEP$ENB$EXC
$5.5B
130 positions
#8GQG Partners LLCActive
Some overlap · 8 shared positions
$DUK$TRV$AEP$VZ$ENB$BP
$53.8B
102 positions
#9High Point Wealth Management, LLCPassive
Some overlap · 6 shared positions
$WELL$ETR$DUK$SO$AEP$PM
$122M
250 positions
#10Pathway Financial Advisers, LLCPassive
Some overlap · 7 shared positions
$DUK$SO$MCD$AEP$VZ$ENB
$397M
167 positions
#11Stack Financial Management, IncActive
Some overlap · 5 shared positions
$WPM$DTB$DUK$AEP$MDT
$1.3B
54 positions
#12MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 6 shared positions
$ETR$MCD$VZ$ENB$EXC$MDT
$3.8B
152 positions
#13ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$MCD$DUK$SO$VZ$ENB$MDT
$665M
122 positions
#14HITE Hedge Asset Management LLCActive
Some overlap · 4 shared positions
$NI$ETR$DTB$AEP
$1.8B
125 positions
#15KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 6 shared positions
$WPM$SO$AEP$ABT$PM$MDT
$192M
89 positions
#16Bellars Harris Wealth Management, LLCPassive
Some overlap · 4 shared positions
$NI$WELL$DUK$AEP
$491M
96 positions
#17REAVES W H & CO INCActive
Some overlap · 4 shared positions
$NI$ETR$DTB$AEP
$6.6B
94 positions
#18Energy Income Partners, LLCActive
Some overlap · 5 shared positions
$ETR$DTB$DUK$SO$AEP
$6.4B
88 positions
#19Bank & Trust CoPassive
Some overlap · 6 shared positions
$DUK$MCD$TRV$VZ$ENB$SO
$158M
303 positions
#20MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 6 shared positions
$MCD$DUK$AEP$ETR$VZ$PM
$628M
202 positions
#21GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 6 shared positions
$ETR$TRV$SO$AEP$VZ$PM
$2.2B
268 positions
#22Magellan Asset Management LtdActive
Some overlap · 6 shared positions
$ETR$DUK$SO$AEP$DTB$EXC
$4.5B
78 positions
#23Aventail Capital Group, LPPassive
Some overlap · 5 shared positions
$ETR$DUK$NI$SO$AEP
$1.7B
155 positions
#24Capital Innovations LLCPassive
Some overlap · 6 shared positions
$ETR$SO$AEP$ENB$DUK$EXC
$385M
51 positions
#25VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 6 shared positions
$MCD$DUK$SO$VZ$MDT$ABT
$201M
57 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.