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Hedge Funds Similar to First Western Bank

13F Portfolio OverlapQ1 2026First Western Bank portfolio →
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Most similar hedge funds by 13F overlap

First Western Trust Bank is an institutional investor managing $2.0B across 205 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 Western Bank are GREENLEAF, CWS Financial Advisors,, FUNDSMITH INVESTMENT SERVICES LTD., with shared positions in $SYK, $HON, $DHR, $TJX, $MCD, $MAR. The full ranking of 25 similar funds is below.

#1GREENLEAF TRUSTSmart money
Highly similar · 4 shared positions
$SYK$HON$DHR$TJX
$10.2B
804 positions
#2CWS Financial Advisors, LLCActive
Substantial overlap · 3 shared positions
$SYK$MCD$MAR
$390M
157 positions
#3FUNDSMITH INVESTMENT SERVICES LTD.Smart money
Notable overlap · 4 shared positions
$SYK$TXN$MAR$TJX
$4.4B
24 positions
#4Fundsmith LLPActive
Notable overlap · 3 shared positions
$SYK$TXN$MAR
$12.8B
34 positions
#5BONNESS ENTERPRISES INCActive
Notable overlap · 5 shared positions
$SYK$TMO$ABT$KO$GE
$273M
39 positions
#6WORMSER FRERES GESTIONActive
Some overlap · 6 shared positions
$SYK$ECL$TMO$ABT$DHR$ACN
$139M
42 positions
#7Long Road Investment Counsel, LLCActive
Some overlap · 7 shared positions
$SYK$GILD$TMO$ICE$INTU$ACN
$255M
78 positions
#8MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$SYK$MCD$MAR
$114M
77 positions
#9PUREfi Wealth, LLCPassive
Some overlap · 5 shared positions
$SYK$MCD$TXN$MAR$NEE
$153M
188 positions
#10JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 7 shared positions
$SYK$MCD$ECL$ABT$INTU$ACN
$5.1B
84 positions
#11Bath Savings Trust CoActive
Some overlap · 9 shared positions
$SYK$MCD$TJX$ECL$ABT$DHR
$936M
168 positions
#12Stonehage Fleming Financial Services Holdings LtdActive
Some overlap · 3 shared positions
$SYK$MCD$GE
$2.7B
226 positions
#13Manitou Investment Management Ltd.Smart money
Some overlap · 4 shared positions
$SYK$DHR$TJX$HON
$506M
52 positions
#14Suncoast Equity ManagementActive
Some overlap · 4 shared positions
$SYK$TJX$INTU$ACN
$833M
101 positions
#15LaFleur & Godfrey LLCActive
Some overlap · 7 shared positions
$SYK$WWD$ECL$TMO$HON$ABT
$803M
141 positions
#16LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 6 shared positions
$SYK$TJX$TMO$ABT$DHR$INTU
$10.0B
560 positions
#17Tandem Investment Advisors, Inc.Active
Some overlap · 6 shared positions
$SYK$MCD$ABT$ICE$NEE$INTU
$2.0B
83 positions
#18Cohen Capital Management, Inc.Passive
Some overlap · 4 shared positions
$SYK$MAR$TMO$NEE
$644M
154 positions
#19WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 8 shared positions
$SYK$HON$ABT$DHR$ICE$NEE
$2.1B
122 positions
#20Trask Adam RolandPassive
Some overlap · 4 shared positions
$SYK$ECL$TMO$ABT
$106M
190 positions
#21Gouws Capital LLCActive
Some overlap · 6 shared positions
$SYK$MCD$TMO$DHR$HON$NEE
$189M
58 positions
#22NOESIS CAPITAL MANGEMENT CORPPassive
Some overlap · 5 shared positions
$SYK$GILD$SLB$ECL$NEE
$676M
125 positions
#23ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive
Some overlap · 5 shared positions
$SYK$ECL$TMO$ICE$ACN
$584M
366 positions
#24NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$SYK$TJX$DHR$INTU
$326M
86 positions
#25Sandhill Capital Partners LLCActive
Some overlap · 5 shared positions
$SYK$MCD$TXN$KO$GE
$1.2B
95 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.