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Hedge Funds Similar to Pinnacle Bancorp

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

Pinnacle Bancorp, Inc. is an institutional investor managing $384M across 921 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 Pinnacle Bancorp are NBH Bank, ROGCO, Mechanics Financial, with shared positions in $MCD, $CMI, $MS, $PEP, $MRVL, $BLK. The full ranking of 25 similar funds is below.

#1NBH BankPassive
Some overlap · 7 shared positions
$MCD$CMI$MS$PEP$MRVL$BLK
$237M
552 positions
#2ROGCO, LPActive
Some overlap · 7 shared positions
$MCD$CMI$MS$PEP$MRVL$BLK
$327M
224 positions
#3Mechanics Financial CorpPassive
Some overlap · 7 shared positions
$MCD$CMI$MS$PEP$MRVL$BLK
$280M
296 positions
#4STAR Financial BankActive
Some overlap · 6 shared positions
$WFC$MCD$CMI$MS$PEP$BLK
$245M
109 positions
#5CULBERTSON A N & CO INCActive
Some overlap · 6 shared positions
$WFC$MCD$CMI$MS$PEP$TRV
$859M
140 positions
#6LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive
Some overlap · 6 shared positions
$WFC$MCD$MS$PEP$BLK$TRV
$476M
102 positions
#7CONNING INC.Passive
Some overlap · 6 shared positions
$MCD$UNP$CMI$MS$BLK$TRV
$3.3B
327 positions
#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$WFC$MCD$UNP$CMI$PEP
$233M
122 positions
#9COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$WFC$MCD$UNP$MS$PEP
$166M
88 positions
#10CAPE ANN SAVINGS BANKActive
Some overlap · 6 shared positions
$MCD$CMI$MS$PEP$BLK$CDNS
$212M
113 positions
#11Wilson & Boucher Capital Management, LLCPassive
Some overlap · 5 shared positions
$WFC$UNP$CMI$PEP$TRV
$170M
121 positions
#12FIRST NATIONAL BANK SIOUX FALLSActive
Some overlap · 5 shared positions
$WFC$UNP$CMI$PEP$TRV
$366M
147 positions
#13Neumann Capital Management, LLCActive
Some overlap · 5 shared positions
$WFC$UNP$CMI$MS$CDNS
$151M
58 positions
#14First Citizens Financial CorpPassive
Some overlap · 5 shared positions
$MCD$UNP$WFC$CMI$MS
$239M
139 positions
#15ARROW FINANCIAL CORPActive
Some overlap · 6 shared positions
$MCD$CMI$MS$MRVL$BLK$TRV
$1.1B
162 positions
#16NORTH DALLAS BANK & TRUST COPassive
Slight overlap · 6 shared positions
$CMI$MS$PEP$MRVL$BLK$CDNS
$169M
113 positions
#17SOUTH PLAINS FINANCIAL, INC.Passive
Slight overlap · 6 shared positions
$CMI$MS$PEP$MRVL$BLK$CDNS
$186M
209 positions
#18R.H. Investment Group, LLCActive
Slight overlap · 5 shared positions
$WFC$MCD$UNP$TRV$PEP
$133M
47 positions
#19Pathway Financial Advisers, LLCPassive
Slight overlap · 5 shared positions
$MCD$UNP$CMI$PEP$MRVL
$397M
167 positions
#20Rydar Equities, Inc.Passive
Slight overlap · 5 shared positions
$MCD$UNP$CMI$MS$TRV
$178M
107 positions
#2144 WEALTH MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$WFC$MCD$UNP$CMI
$302M
184 positions
#22JMAC ENTERPRISES LLCActive
Slight overlap · 5 shared positions
$MCD$UNP$MS$PEP$BLK
$593M
122 positions
#23ALBION FINANCIAL GROUP /UTPassive
Slight overlap · 5 shared positions
$MCD$UNP$MS$PEP$BLK
$1.7B
652 positions
#24AMES NATIONAL CORPSmart money
Slight overlap · 5 shared positions
$MCD$UNP$PEP$BLK$TRV
$182M
69 positions
#25Peoples Bank/KSPassive
Slight overlap · 4 shared positions
$WFC$MCD$UNP$PEP
$103M
98 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.