What hedge funds are most similar to Mesirow Financial Investment Management, Inc.?

The funds with the most similar 13F portfolios to Mesirow Financial Investment Management, Inc. are SECURITY NATIONAL BANK OF SIOUX CITY IOWA, Henshaw, Perennial Advisors, based on overlapping conviction holdings in the latest SEC filings.

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 Mesirow Financial Investment

13F Portfolio OverlapQ2 2026Mesirow Financial Investment portfolio →

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Most similar hedge funds by 13F overlap

Mesirow Financial Investment Management, Inc. is an institutional investor managing $6.4B across 529 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 Mesirow Financial Investment are SECURITY NATIONAL BANK OF SIOUX CITY IOWA, Henshaw, Perennial Advisors, with shared positions in $TMO, $BAH, $UNP, $LIN, $TEL, $J. The full ranking of 25 similar funds is below.

#1SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

Some overlap · 6 shared positions

$TMO $BAH $UNP $LIN $TEL $J

$169M

104 positions

#2Henshaw Capital LLCActive

Some overlap · 7 shared positions

$TMO $UNP $DOV $FDX $AXP $BLK

$3.1B

160 positions

#3Perennial Advisors, LLCPassive

Some overlap · 6 shared positions

$TMO $FDX $UNP $LIN $AXP $DIS

$649M

136 positions

#4SECURITY NATIONAL BANK OF SO DAK

Some overlap · 6 shared positions

$TMO $UNP $DOV $LIN $TEL $J

$207M

119 positions

#5MeadowBrook Investment Advisors LLCPassive

Some overlap · 7 shared positions

$TMO $DOV $LIN $AXP $BLK $DIS

$126M

196 positions

#6Piscataqua Savings BankPassive

Some overlap · 7 shared positions

$UNP $GLW $TEL $AXP $BLK $DIS

$148M

412 positions

#7VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 6 shared positions

$TMO $LOW $GLW $TEL $DIS $MDY

$333M

178 positions

#8Parkside Investments, LLCActive

Some overlap · 5 shared positions

$TMO $FDX $UNP $GLW $DIS

$902M

91 positions

#9TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 5 shared positions

$BAH $TMO $LOW $AXP $SYK

$211M

127 positions

#10Stonebridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$LOW $GLW $LIN $AXP $BLK $SYK

$1.3B

275 positions

#11Sharkey, Howes & JaverActive

Some overlap · 5 shared positions

$BAH $DOV $UNP $AXP $TMO

$829M

163 positions

#12NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 5 shared positions

$TMO $LOW $UNP $BLK $DIS

$2.7B

200 positions

#13DKRT Investments Corp.Active

Some overlap · 5 shared positions

$TMO $FDX $UNP $SYK $DIS

$409M

50 positions

#14FOUNDERS CAPITAL MANAGEMENT, LLCSmart money

Some overlap · 6 shared positions

$FDX $UNP $LOW $AXP $DIS $SYK

$670M

79 positions

#15AMI INVESTMENT MANAGEMENT INCActive

Some overlap · 5 shared positions

$FDX $LOW $UNP $DIS $SYK

$471M

78 positions

#16Providence Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$TMO $LOW $LIN $DIS $SYK

$660M

385 positions

#17Two Point Capital Management, Inc.Active

Some overlap · 5 shared positions

$TMO $GLW $DOV $J $SYK

$248M

30 positions

#18Veratis Advisors, Inc.Passive

Some overlap · 5 shared positions

$FDX $LOW $TMO $BLK $SYK

$141M

84 positions

#19First Financial Bank - Trust DivisionActive

Some overlap · 6 shared positions

$LOW $GLW $DIS $LIN $SYK $MDY

$1.4B

208 positions

#20Andrews Advisory Associates, LLCActive

Some overlap · 5 shared positions

$FDX $LOW $DOV $DIS $SYK

$208M

86 positions

#21Cambridge Advisors Inc.Active

Some overlap · 5 shared positions

$LOW $UNP $GLW $AXP $MDY

$582M

183 positions

#22ARK & TLK INVESTMENTS, LLCSmart money

Some overlap · 5 shared positions

$TMO $UNP $GLW $SYK $MDY

$406M

127 positions

#23BRIDGES INVESTMENT MANAGEMENT INCActive

Some overlap · 5 shared positions

$LOW $UNP $TMO $BLK $SYK

$8.2B

401 positions

#24Security National BankPassive

Some overlap · 5 shared positions

$LOW $GLW $TMO $BLK $SYK

$838M

392 positions

#25SUMMITRY LLCPassive

Some overlap · 4 shared positions

$TMO $LOW $GLW $TEL

$3.0B

340 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.