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 Security National Bank

13F Portfolio OverlapQ2 2026Security National Bank portfolio →

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Most similar hedge funds by 13F overlap

Security National Bank is an institutional investor managing $838M across 392 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 Security National Bank are WASHINGTON, STATE FARM MUTUAL AUTOMOBILE INSURANCE, Marietta Wealth, with shared positions in $KLAC, $GLW, $ASML, $NEE, $TMO, $BLK. The full ranking of 25 similar funds is below.

#1WASHINGTON TRUST CoPassive

Notable overlap · 7 shared positions

$KLAC $GLW $ASML $NEE $TMO $BLK

$3.2B

296 positions

#2STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive

Notable overlap · 4 shared positions

$ASML $KLAC $GLW $DE

$146.1B

107 positions

#3Marietta Wealth Management, LLCActive

Notable overlap · 6 shared positions

$ASML $GLW $BLK $NEE $DE $TMO

$971M

133 positions

#4FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 5 shared positions

$GLW $ASML $SYK $DE $NVT

$118M

56 positions

#5FourThought Financial Partners, LLCPassive

Notable overlap · 5 shared positions

$KLAC $ASML $NEE $LOW $BLK

$1.3B

393 positions

#6EVEXIA WEALTH LLCPassive

Notable overlap · 7 shared positions

$KLAC $LOW $SYK $BLK $HUBB $CASY

$369M

77 positions

#7Blue Chip Partners, LLCActive

Notable overlap · 4 shared positions

$ASML $KLAC $BLK $NEE

$1.6B

184 positions

#8Banco de Sabadell, S.APassive

Notable overlap · 6 shared positions

$ASML $NEE $BLK $SYK $NVT $TMO

$170M

61 positions

#9NORTHEAST INVESTMENT MANAGEMENTActive

Notable overlap · 6 shared positions

$ASML $LOW $NEE $DE $TMO $BLK

$2.7B

200 positions

#10Sunstone Asset Management, L.P.Passive

Notable overlap · 4 shared positions

$ASML $GLW $KLAC $SNPS

$92M

57 positions

#11Hudson Value Partners, LLCPassive

Notable overlap · 4 shared positions

$ASML $GLW $DE $TMO

$399M

113 positions

#12Avanda Investment Management Pte. Ltd.Active

Notable overlap · 4 shared positions

$ASML $KLAC $GLW $TMO

$299M

39 positions

#13PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$KLAC $SYK $DE $HUBB $TMO $SNPS

$37.4B

135 positions

#14Boomfish Wealth Group, LLCPassive

Notable overlap · 4 shared positions

$KLAC $ASML $LOW $TMO

$220M

95 positions

#15TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 5 shared positions

$KLAC $LOW $SYK $NEE $TMO

$211M

127 positions

#16Petros Family Wealth, LLCPassive

Notable overlap · 6 shared positions

$KLAC $BLK $LOW $SYK $NEE $DE

$164M

134 positions

#17OLD SECOND NATIONAL BANK OF AURORAPassive

Notable overlap · 4 shared positions

$GLW $KLAC $BLK $NEE

$530M

275 positions

#18Haverford Trust CoActive

Notable overlap · 7 shared positions

$LOW $NEE $BLK $SYK $NVT $TMO

$11.6B

424 positions

#19Gibraltar Capital Management, Inc.Active

Notable overlap · 4 shared positions

$ASML $KLAC $FANG $TMO

$650M

125 positions

#20Karras Company, Inc.Active

Notable overlap · 4 shared positions

$ASML $GLW $TMO $DE

$110M

61 positions

#21Front Row Advisors LLCPassive

Notable overlap · 5 shared positions

$ASML $GLW $BLK $TMO $SNPS

$345M

576 positions

#22Avalon Trust CoActive

Notable overlap · 6 shared positions

$KLAC $LOW $SYK $VMI $TMO $NVT

$1.6B

462 positions

#23Karani Asset Management LLCPassive

Some overlap · 5 shared positions

$ASML $KLAC $DE $SYK $SNPS

$139M

57 positions

#24BRIDGES INVESTMENT MANAGEMENT INCActive

Some overlap · 6 shared positions

$KLAC $LOW $BLK $SYK $TMO $CASY

$8.2B

401 positions

#25Vantage Investment Partners, LLC

Some overlap · 5 shared positions

$ASML $SCCO $NEE $FANG $LOW

$1.4B

64 positions

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View Security National Bank’s holdings

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.