What hedge funds are most similar to SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/?

The funds with the most similar 13F portfolios to SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ are SECURITY NATIONAL BANK OF SO DAK, BRIGHT ROCK, WATERS PARKERSON, 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 SECURITY NATIONAL BANK OF SIOUX CITY IOWA

13F Portfolio OverlapQ1 2026SECURITY NATIONAL BANK OF SIOUX CITY IOWA portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ is an institutional investor managing $169M across 104 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SECURITY NATIONAL BANK OF SIOUX CITY IOWA are SECURITY NATIONAL BANK OF SO DAK, BRIGHT ROCK, WATERS PARKERSON, with shared positions in $TMO, $AFL, $CMI, $QCOM, $STT, $LDOS. The full ranking of 25 similar funds is below.

#1SECURITY NATIONAL BANK OF SO DAK

Substantial overlap · 20 shared positions

$TMO $AFL $CMI $QCOM $STT $LDOS

$207M

119 positions

#2BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$TMO $UNP $VZ $LIN $NKE $SLB

$499M

73 positions

#3WATERS PARKERSON & CO., LLCActive

Notable overlap · 7 shared positions

$TMO $AFL $ABT $O $J $PEP

$2.0B

200 positions

#4Loudon Investment Management, LLCPassive

Notable overlap · 6 shared positions

$CMI $QCOM $DLR $O $ADP $ABT

$204M

95 positions

#5NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 7 shared positions

$QCOM $VZ $TMO $LIN $ADP $PEP

$1.6B

109 positions

#6VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$AFL $QCOM $VZ $O $PEP $ABT

$201M

57 positions

#7Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 5 shared positions

$CMI $AFL $QCOM $O $ADP

$111M

62 positions

#8VERITY Wealth AdvisorsSmart money

Notable overlap · 6 shared positions

$TMO $STT $QCOM $VZ $SLB $PEP

$166M

81 positions

#9Exeter Financial, LLCPassive

Notable overlap · 6 shared positions

$AFL $VZ $LIN $TROW $ADP $PEP

$261M

101 positions

#10HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 6 shared positions

$DLR $STT $UNP $ADP $ABT $PEP

$321M

107 positions

#11DMKC Advisory Services, LLCActive

Notable overlap · 6 shared positions

$CMI $STT $O $ABT $PEP $ADP

$530M

92 positions

#12Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$UNP $ADP $ABT $DHR $VZ $PEP

$116M

240 positions

#13Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$AFL $NUE $O $ADP $TROW $PEP

$274M

79 positions

#14Nordwand Advisors, LLCPassive

Notable overlap · 6 shared positions

$CMI $TEL $UNP $TMO $DLR $ABT

$652M

146 positions

#15FLOSSBACH VON STORCH SEActive

Notable overlap · 6 shared positions

$TMO $LIN $ABT $NKE $DHR $PEP

$22.1B

106 positions

#16Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 7 shared positions

$TMO $LIN $ADP $ABT $DHR $PEP

$562M

84 positions

#17PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$AFL $NUE $ADP $ABT $PEP $CTSH

$209M

54 positions

#18PINKERTON WEALTH, LLCActive

Notable overlap · 6 shared positions

$QCOM $VZ $ABT $STT $ADP $PEP

$1.2B

103 positions

#19Martin Capital Partners, LLCPassive

Notable overlap · 6 shared positions

$VZ $UNP $O $NKE $TROW $PEP

$272M

72 positions

#20Renaissance Investment Group LLCPassive

Notable overlap · 5 shared positions

$TMO $TEL $LDOS $DHR $UNP

$508M

84 positions

#21MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$QCOM $TEL $TMO $ADP $PEP $NKE

$1.2B

106 positions

#22DLK Investment Management, LLCPassive

Notable overlap · 6 shared positions

$QCOM $LIN $ABT $NKE $DHR $PEP

$235M

96 positions

#23SHERMAN PORFOLIOS, LLCSmart money

Notable overlap · 6 shared positions

$QCOM $VZ $ABT $ADP $STT $PEP

$1.3B

97 positions

#24ROWLANDMILLER & PARTNERS.ADVPassive

Notable overlap · 5 shared positions

$CMI $QCOM $VZ $ADP $TROW

$549M

195 positions

#25NovaPoint Capital, LLCPassive

Some overlap · 5 shared positions

$CMI $AFL $UNP $ABT $PEP

$481M

161 positions

Compare SECURITY NATIONAL BANK OF SIOUX CITY IOWA’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View SECURITY NATIONAL BANK OF SIOUX CITY IOWA’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.