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Hedge Funds Similar to FIRST CITIZENS BANK &

13F Portfolio OverlapQ1 2026FIRST CITIZENS BANK & portfolio →
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Most similar hedge funds by 13F overlap

FIRST CITIZENS BANK & TRUST CO is an institutional investor managing $6.7B across 644 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 FIRST CITIZENS BANK & are MASTER'S WEALTH, Concord Asset , /VA, Concord Wealth Partners, with shared positions in $DDOG, $AMN, $LRCX, $KMI, $KO, $UNP. The full ranking of 25 similar funds is below.

#1MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 8 shared positions
$DDOG$AMN$LRCX$KMI$KO$UNP
$295M
82 positions
#2Concord Asset Management, LLC/VAActive
Some overlap · 7 shared positions
$AMN$AMAT$LRCX$ETN$KO$UNP
$592M
117 positions
#3Concord Wealth PartnersPassive
Some overlap · 7 shared positions
$AMN$AMAT$LRCX$ETN$KO$UNP
$770M
207 positions
#4Colonial Trust Co / SCPassive
Some overlap · 6 shared positions
$FCNCA$AMAT$DUK$ETN$KO$UNP
$735M
1,135 positions
#5Anchor Investment Management, LLCPassive
Some overlap · 4 shared positions
$FCNCA$DUK$KO$UNP
$1.2B
1,067 positions
#6SVB WEALTH LLCPassive
Some overlap · 8 shared positions
$AMAT$LRCX$DUK$ETN$KMI$KO
$1.5B
383 positions
#7HARRIS ASSOCIATES L PActive
Some overlap · 3 shared positions
$FCNCA$UNP$COP
$75.0B
158 positions
#8ORRSTOWN FINANCIAL SERVICES INCActive
Some overlap · 6 shared positions
$AMN$AMAT$LRCX$UNP$ETN$COP
$597M
117 positions
#9CALIBER WEALTH MANAGEMENT, LLC / KSActive
Some overlap · 5 shared positions
$AMN$DDOG$ETN$UNP$ADI
$914M
270 positions
#10Tradewinds, LLC.Passive
Slight overlap · 3 shared positions
$FCNCA$DUK$KO
$310M
153 positions
#11Stokes Family Office, LLCPassive
Slight overlap · 5 shared positions
$AMN$MO$DDOG$LRCX$ETN
$969M
276 positions
#12Navalign, LLCPassive
Slight overlap · 5 shared positions
$AMN$DDOG$KO$UNP$COP
$396M
127 positions
#13Midwest Professional Planners, LTD.Passive
Slight overlap · 6 shared positions
$AMAT$LRCX$ETN$UNP$RF$ADI
$425M
137 positions
#14Heritage Wealth Management, Inc.Passive
Slight overlap · 5 shared positions
$AMN$DUK$ETN$COP$ADI
$202M
157 positions
#15PRECEDENT WEALTH PARTNERS, LLCPassive
Slight overlap · 5 shared positions
$MO$DDOG$LRCX$DUK$KMI
$500M
166 positions
#16Meadow Creek Wealth Advisors LLCPassive
Slight overlap · 5 shared positions
$AMN$ETN$KO$UNP$ADI
$155M
135 positions
#17TrueNorth, Inc.Passive
Slight overlap · 4 shared positions
$AMN$DDOG$AMAT$KMI
$1.0B
1,033 positions
#18Hardin Capital Partners, LLCActive
Slight overlap · 5 shared positions
$AMN$DUK$KO$COP$MO
$216M
140 positions
#19Widmann Financial Services, Inc.Passive
Slight overlap · 4 shared positions
$AMN$MO$DUK$KO
$168M
121 positions
#20Clarus Group, Inc.Active
Slight overlap · 5 shared positions
$AMN$DUK$KMI$COP$KO
$279M
113 positions
#21Bowman & Co S.C.
Slight overlap · 4 shared positions
$AMN$DDOG$ETN$ADI
$237M
118 positions
#22NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Slight overlap · 6 shared positions
$DUK$ETN$KMI$KO$UNP$ADI
$367M
141 positions
#23BSW Wealth PartnersPassive
Slight overlap · 4 shared positions
$AMN$DDOG$KO$LRCX
$819M
312 positions
#24Carr Financial Group CorpPassive
Slight overlap · 4 shared positions
$AMN$AMAT$LRCX$COP
$379M
174 positions
#25Commonwealth Retirement Investments LLCPassive
Slight overlap · 5 shared positions
$AMAT$MO$LRCX$COP$TROW
$323M
122 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.