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 SO DAK

13F Portfolio OverlapQ1 2026SECURITY NATIONAL BANK OF SO DAK portfolio →

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Most similar hedge funds by 13F overlap

SECURITY NATIONAL BANK OF SO DAK is an institutional investor managing $207M across 119 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 SO DAK are SECURITY NATIONAL BANK OF SIOUX CITY IOWA, Wilson & Boucher, Ramsay, Stattman, Vela & Price, with shared positions in $TMO, $AFL, $CMI, $QCOM, $STT, $LDOS. The full ranking of 25 similar funds is below.

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

Substantial overlap · 20 shared positions

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

$169M

104 positions

#2Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 7 shared positions

$DOV $CMI $ABT $PEP $ITW $UNP

$170M

121 positions

#3Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 9 shared positions

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

$562M

84 positions

#4BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$TMO $LIN $UNP $PEP $CL $VZ

$499M

73 positions

#5DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$QCOM $LIN $ABT $DHR $PEP $ITW

$235M

96 positions

#6FLOSSBACH VON STORCH SEActive

Notable overlap · 6 shared positions

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

$22.1B

106 positions

#7Columbus Macro, LLCPassive

Notable overlap · 6 shared positions

$QCOM $CMI $NUE $AFL $CL $ADP

$1.0B

207 positions

#8Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$STT $UNP $ABT $CL $QCOM $PEP

$108M

52 positions

#9NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 7 shared positions

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

$1.6B

109 positions

#10Loudon Investment Management, LLCPassive

Notable overlap · 6 shared positions

$CMI $QCOM $DLR $ADP $ABT $ITW

$204M

95 positions

#11Sky Investment Group LLCPassive

Notable overlap · 7 shared positions

$LIN $ABT $TMO $DHR $PEP $ITW

$637M

146 positions

#12CINCINNATI CASUALTY COSmart money

Notable overlap · 4 shared positions

$DOV $TMO $CMI $ADP

$188M

24 positions

#13CONNING INC.Passive

Notable overlap · 7 shared positions

$CMI $UNP $ABT $AFL $ADP $CL

$3.3B

327 positions

#14UNITED BANKActive

Notable overlap · 6 shared positions

$CMI $DOV $ABT $AFL $PEP $ITW

$853M

130 positions

#15Legacy Financial Strategies, LLCActive

Notable overlap · 6 shared positions

$AFL $LIN $NUE $ADP $ABT $ITW

$646M

152 positions

#16M. Kraus & CoPassive

Notable overlap · 6 shared positions

$TMO $LIN $ABT $PEP $ITW $VZ

$377M

86 positions

#17COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 5 shared positions

$TMO $QCOM $LIN $ADP $ITW

$1.7B

91 positions

#18HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 6 shared positions

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

$321M

107 positions

#19St. Louis Trust CoActive

Notable overlap · 6 shared positions

$DOV $CL $PEP $ABT $NKE $VZ

$875M

125 positions

#20MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

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

$1.2B

106 positions

#21BCS Private Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$TMO $UNP $QCOM $VZ $ITW $DHR

$332M

187 positions

#22HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$DOV $UNP $DHR $ADP $VLTO

$410M

53 positions

#23Somerset Trust CoPassive

Notable overlap · 6 shared positions

$AFL $LIN $ABT $ADP $ITW $PEP

$354M

186 positions

#24Two Point Capital Management, Inc.Active

Notable overlap · 4 shared positions

$DOV $CMI $TMO $J

$248M

30 positions

#25Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$LIN $QCOM $UNP $PEP $ADP $ABT

$467M

118 positions

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View SECURITY NATIONAL BANK OF SO DAK’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.