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Hedge Funds Similar to Heartland Bank

13F Portfolio OverlapQ2 2026Heartland Bank portfolio →
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Most similar hedge funds by 13F overlap

Heartland Bank & Trust Co is an institutional investor managing $483M across 211 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 Heartland Bank are RiverGlades Family Offices, ACIMA PRIVATE WEALTH, Cassaday & Wealth, with shared positions in $DJP, $KLAC, $PM, $LMT, $PEP, $MS. The full ranking of 25 similar funds is below.

#1RiverGlades Family Offices LLCActive
Some overlap · 3 shared positions
$DJP$KLAC$PM
$218M
108 positions
#2ACIMA PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$DJP$LMT$PEP
$344M
173 positions
#3Cassaday & Co Wealth Management LLCActive
Some overlap · 3 shared positions
$DJP$PEP$LMT
$5.3B
1,313 positions
#4Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$KLAC$MS$BLK$PM$PEP
$1.6B
184 positions
#5Wall Street Financial Group, Inc.Passive
Some overlap · 3 shared positions
$HBT$KLAC$MS
$187M
120 positions
#6Union Heritage Capital, LLCPassive
Some overlap · 4 shared positions
$KLAC$LMT$MS$PEP
$295M
65 positions
#7Signet Private Wealth LLCPassive
Some overlap · 4 shared positions
$KLAC$LMT$MS$PEP
$125M
127 positions
#8ROGCO, LPActive
Some overlap · 5 shared positions
$LMT$MS$BLK$PEP$EMR
$327M
224 positions
#9STAR Financial BankActive
Some overlap · 5 shared positions
$LMT$MS$BLK$PEP$EMR
$245M
109 positions
#10Riverview Trust CoActive
Some overlap · 4 shared positions
$KLAC$LMT$BLK$PEP
$84M
166 positions
#11FourThought Financial Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$LMT$BLK$PEP
$1.3B
393 positions
#12UNITED BANKActive
Some overlap · 4 shared positions
$KLAC$LMT$BLK$PEP
$853M
130 positions
#13Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$KLAC$LMT$PM$PEP
$259M
118 positions
#14OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 4 shared positions
$KLAC$MS$BLK$PEP
$530M
275 positions
#15River Street Advisors LLCPassive
Some overlap · 4 shared positions
$KLAC$MS$BLK$PEP
$340M
177 positions
#16HOWE & RUSLING INCPassive
Some overlap · 4 shared positions
$KLAC$MS$PM$PEP
$1.7B
479 positions
#17Shoker Investment Counsel, Inc.Active
Slight overlap · 4 shared positions
$KLAC$LMT$PEP$EMR
$398M
113 positions
#18Commonwealth Retirement Investments LLCPassive
Slight overlap · 4 shared positions
$KLAC$LMT$MS$PEP
$368M
417 positions
#19Compton Wealth Advisory Group, LLCActive
Slight overlap · 4 shared positions
$KLAC$MS$LMT$PEP
$495M
83 positions
#20Pinnacle Wealth Management Advisory Group, LLCPassive
Slight overlap · 4 shared positions
$KLAC$MS$BLK$LMT
$1.7B
572 positions
#21COLTON GROOME FINANCIAL ADVISORS, LLCActive
Slight overlap · 4 shared positions
$KLAC$BLK$PEP$EMR
$414M
164 positions
#22Guinness Asset Management LTDActive
Slight overlap · 4 shared positions
$KLAC$BLK$PEP$EMR
$5.9B
141 positions
#23CYPRESS ASSET MANAGEMENT INC/TXActive
Slight overlap · 4 shared positions
$KLAC$LMT$PEP$EMR
$514M
107 positions
#24Vertrix Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$KLAC$LMT$MS$EMR
$297M
103 positions
#25LOWE BROCKENBROUGH & CO INCActive
Slight overlap · 4 shared positions
$KLAC$MS$PM$PEP
$2.2B
341 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.