Hedge Funds Similar to FIRST CITIZENS INVESTOR SERVICES,

13F Portfolio OverlapQ4 2025FIRST CITIZENS INVESTOR SERVICES, portfolio →

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Most similar hedge funds by 13F overlap

FIRST CITIZENS INVESTOR SERVICES, INC. is an institutional investor managing $262M across 23 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FIRST CITIZENS INVESTOR SERVICES, are Stokes Family Office,, Fonville Wealth, FINANCIAL NETWORK, with shared positions in $SE, $AMN, $KKR, $SNPS. The full ranking of 25 similar funds is below.

#1Stokes Family Office, LLCPassive

Slight overlap · 3 shared positions

$969M

276 positions

#2Fonville Wealth Management LLCPassive

Slight overlap · 3 shared positions

$525M

138 positions

#3FINANCIAL MANAGEMENT NETWORK INCPassive

Slight overlap · 3 shared positions

$653M

191 positions

#4First Citizens Asset Management, Inc.Smart money

Slight overlap · 3 shared positions

$282M

28 positions

#5LAM GROUP, INC.Passive

Slight overlap · 3 shared positions

$182M

136 positions

#6BlueStem Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$900M

124 positions

#7Wealthcare Advisory Partners LLCPassive

Slight overlap · 3 shared positions

$5.1B

1,073 positions

#8ALESCO ADVISORS LLCActive

Slight overlap · 3 shared positions

$3.9B

243 positions

#9Gateway Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$2.6B

925 positions

#10SEEDS INVESTOR LLCPassive

Slight overlap · 3 shared positions

$735M

350 positions

#11Cascade Financial Partners, LLCActive

Slight overlap · 3 shared positions

$970M

263 positions

#12Investors Research CorpPassive

Slight overlap · 3 shared positions

$523M

848 positions

#13Privium Fund Management (UK) LtdActive

Slight overlap · 3 shared positions

$197M

20 positions

#145T Wealth, LLCPassive

Slight overlap · 3 shared positions

$253M

129 positions

#15Simplicity Wealth,LLCPassive

Slight overlap · 3 shared positions

$1.8B

748 positions

#16FIDUCIARY ADVISORS, INC.Active

Slight overlap · 3 shared positions

$133M

121 positions

#17TSA Wealth Managment LLCPassive

Slight overlap · 3 shared positions

$309M

105 positions

#18Integrity Wealth Solutions LLCPassive

Slight overlap · 3 shared positions

$255M

130 positions

#19Creative PlanningPassive

Slight overlap · 3 shared positions

$147.4B

4,090 positions

#20Savant Capital, LLCActive

Slight overlap · 3 shared positions

$20.7B

1,500 positions

#21CLUNE & ASSOCIATES, LTD.Passive

Slight overlap · 3 shared positions

$AMN $KKR $SNPS

$532M

162 positions

#22SAGE RHINO CAPITAL LLCPassive

Slight overlap · 3 shared positions

$AMN $KKR $SNPS

$535M

330 positions

#23ELEVATE WEALTH ADVISORY, INCActive

Slight overlap · 3 shared positions

$158M

125 positions

#24Mason Investment Advisory Services, Inc.Smart money

Slight overlap · 3 shared positions

$2.2B

79 positions

#25DeLarme Wealth Management, Inc.Active

Slight overlap · 3 shared positions

$AMN $KKR $SNPS

$155M

63 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.