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Hedge Funds Similar to FIRST INTERSTATE BANK

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

FIRST INTERSTATE BANK is an institutional investor managing $1.8B across 187 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 INTERSTATE BANK are POWER WEALTH, Evergreen Advisors,, Barry Investment Advisors,, with shared positions in $USB, $VLTO, $C, $CRM, $LOW, $KKR. The full ranking of 25 similar funds is below.

#1POWER WEALTH MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$USB$VLTO$C$CRM
$269M
96 positions
#2Evergreen Advisors, LLCActive
Notable overlap · 5 shared positions
$USB$VLTO$LOW$KKR$C
$426M
168 positions
#3Barry Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$USB$FLEX$PFE$KKR
$454M
99 positions
#4Marion Wealth ManagementPassive
Notable overlap · 3 shared positions
$USB$VLTO$CRM
$451M
146 positions
#5BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Notable overlap · 3 shared positions
$USB$PANW$LOW
$689M
87 positions
#6Financial Freedom, LLCPassive
Notable overlap · 4 shared positions
$USB$MCD$LOW$DIS
$201M
426 positions
#7Davidson Capital Management Inc.Active
Notable overlap · 3 shared positions
$USB$PANW$AEM
$552M
93 positions
#8FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 3 shared positions
$USB$LOW$UNP
$354M
66 positions
#9Pioneer Wealth Management GroupSmart money
Notable overlap · 3 shared positions
$USB$CRM$UNP
$357M
50 positions
#10Black Cypress Capital Management, LLCActive
Notable overlap · 3 shared positions
$USB$DIS$LOW
$139M
31 positions
#11Dodds Wealth, LLCSmart money
Notable overlap · 3 shared positions
$USB$KKR$DIS
$407M
51 positions
#12MilWealth Group LLCSmart money
Notable overlap · 4 shared positions
$USB$KKR$CRM$VLTO
$420M
81 positions
#13Newton One Investments LLCActive
Notable overlap · 3 shared positions
$USB$MCD$KKR
$368M
121 positions
#14Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$USB$C$KKR
$149M
70 positions
#15Pinnacle Wealth Management Group, Inc.Passive
Notable overlap · 3 shared positions
$USB$VLTO$AEM
$204M
120 positions
#16CULTIVAR CAPITAL, INC.Smart money
Notable overlap · 3 shared positions
$USB$VLTO$PFE
$156M
46 positions
#17Equita Financial Network, Inc.Active
Notable overlap · 4 shared positions
$USB$LOW$CRM$DIS
$318M
87 positions
#18Graetz Wealth LLCPassive
Notable overlap · 3 shared positions
$USB$VLTO$FLEX
$112M
80 positions
#19HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 7 shared positions
$USB$MCD$AXP$HON$ABT$UNP
$280M
107 positions
#20PETERSON WEALTH MANAGEMENTActive
Notable overlap · 3 shared positions
$USB$PANW$MCD
$172M
166 positions
#21WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$VLTO$USB$LOW$MCD
$350M
95 positions
#22Hilton Capital Management, LLCActive
Notable overlap · 4 shared positions
$USB$MCD$HON$EMR
$1.3B
129 positions
#23TAGStone Capital, Inc.Passive
Notable overlap · 3 shared positions
$USB$AXP$UNP
$283M
137 positions
#24Berkeley Capital Partners, LLCActive
Notable overlap · 4 shared positions
$USB$MCD$PFE$KKR
$431M
184 positions
#25Summit Asset Management, LLCActive
Notable overlap · 4 shared positions
$USB$HON$UNP$EMR
$719M
172 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.