13F Pro

Hedge Funds Similar to FIRST INTERSTATE BANK

13F Portfolio OverlapQ2 2026FIRST INTERSTATE BANK portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

FIRST INTERSTATE BANK is an institutional investor managing $1.9B across 196 U.S. equity positions as of Q2 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 TRUSTCO BANK N Y, HALL, Chesley Taft & Associates, with shared positions in $AXP, $MCD, $DIS, $LOW, $STT, $ABT. The full ranking of 25 similar funds is below.

#1TRUSTCO BANK CORP N YPassive
Some overlap · 7 shared positions
$AXP$MCD$DIS$LOW$STT$ABT
$137M
77 positions
#2HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$STT$AXP$MCD$UNP$ABT$EMR
$321M
107 positions
#3Chesley Taft & Associates LLCActive
Some overlap · 7 shared positions
$AXP$C$DIS$UNP$CRM$ABT
$2.6B
369 positions
#4BOYAR ASSET MANAGEMENT INC.Active
Some overlap · 6 shared positions
$AXP$C$MCD$DIS$CRM$PFE
$174M
77 positions
#5Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$STT$MCD$UNP$LOW$ABT$EMR
$108M
52 positions
#6FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Some overlap · 6 shared positions
$MCD$DIS$UNP$LOW$AXP$ABT
$1.2B
180 positions
#7Pettee Investors, Inc.Passive
Some overlap · 6 shared positions
$AXP$DIS$MCD$LOW$ABT$EMR
$203M
115 positions
#8United BankPassive
Some overlap · 6 shared positions
$C$MCD$DIS$LOW$CRM$EMR
$329M
122 positions
#9Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$AXP$DIS$UNP$CRM$ABT$PFE
$116M
240 positions
#10DMKC Advisory Services, LLCActive
Some overlap · 6 shared positions
$STT$C$LOW$ABT$PFE$EMR
$530M
92 positions
#11HERITAGE INVESTORS MANAGEMENT CORPActive
Some overlap · 5 shared positions
$AXP$C$MCD$DIS$CRM
$3.6B
257 positions
#12Henshaw Capital LLCActive
Some overlap · 5 shared positions
$AXP$MCD$C$UNP$CRM
$3.1B
160 positions
#13Boltwood Capital ManagementPassive
Some overlap · 6 shared positions
$AXP$DIS$LOW$CRM$ABT$PFE
$436M
192 positions
#14DOVER ADVISORS, LLCPassive
Some overlap · 6 shared positions
$AXP$DIS$LOW$CRM$ABT$EMR
$244M
153 positions
#15BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 6 shared positions
$AXP$MCD$C$ABT$PFE$EMR
$263M
90 positions
#16LSV ASSET MANAGEMENTActive
Some overlap · 6 shared positions
$STT$C$DIS$CRM$PFE$MPC
$55.1B
889 positions
#17Infusive Asset Management Inc.Passive
Some overlap · 5 shared positions
$AXP$MCD$DIS$LOW$CRM
$220M
30 positions
#18Ascension Capital Advisors, Inc.Active
Some overlap · 6 shared positions
$AXP$MCD$UNP$LOW$ABT$APH
$356M
97 positions
#19Center for Financial Planning, Inc.Smart money
Some overlap · 6 shared positions
$AXP$MCD$UNP$CRM$ABT$MPC
$1.1B
666 positions
#20Drexel Morgan & Co.Active
Some overlap · 6 shared positions
$AXP$DIS$UNP$MCD$EMR$ABT
$719M
60 positions
#21Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$AXP$MCD$C$ABT$PFE
$181M
81 positions
#22WAYCROSS PARTNERS, LLCActive
Some overlap · 5 shared positions
$MCD$C$AXP$LOW$EMR
$1.2B
72 positions
#23First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$MCD$DIS$UNP$LOW$PFE$PSX
$529M
75 positions
#24INDEPENDENT INVESTORS INCSmart money
Some overlap · 6 shared positions
$MCD$DIS$AXP$UNP$ABT$EMR
$524M
73 positions
#25Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 4 shared positions
$STT$AXP$MCD$DIS
$487M
72 positions

Compare FIRST INTERSTATE BANK’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 FIRST INTERSTATE BANK’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.