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Hedge Funds Similar to FIRST BUSINESS FINANCIAL SERVICES,

13F Portfolio OverlapQ1 2026FIRST BUSINESS FINANCIAL SERVICES, portfolio →
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Most similar hedge funds by 13F overlap

FIRST BUSINESS FINANCIAL SERVICES, INC. is an institutional investor managing $1.1B across 192 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 BUSINESS FINANCIAL SERVICES, are Caldwell Investment Ltd., Gratus Wealth Advisors,, Davidson, with shared positions in $MS, $PWR, $LRCX, $C, $BAC, $TJX. The full ranking of 25 similar funds is below.

#1Caldwell Investment Management Ltd.Active
Some overlap · 7 shared positions
$MS$PWR$LRCX$C$BAC$TJX
$255M
57 positions
#2Gratus Wealth Advisors, LLCActive
Some overlap · 7 shared positions
$MS$PWR$COR$ADI$BAC$ANET
$691M
138 positions
#3Davidson Capital Management Inc.Active
Some overlap · 5 shared positions
$MS$PWR$ANET$TJX$NEE
$552M
93 positions
#4Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$MS$ADI$GD$NEE$KO$TXN
$1.2B
262 positions
#5Objectivity Squared, LLCActive
Some overlap · 3 shared positions
$MS$PWR$LRCX
$159M
55 positions
#6KOM Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$MS$PWR$GD$KO
$147M
89 positions
#7Meridian Financial Partners LLCActive
Some overlap · 4 shared positions
$MS$PWR$NEE$KO
$263M
121 positions
#8Coign Capital Advisors LLCActive
Some overlap · 4 shared positions
$MS$C$ADI$BAC
$190M
80 positions
#9Prota Financial, LLCActive
Some overlap · 4 shared positions
$MS$LRCX$TJX$KO
$138M
67 positions
#10ProVise Management Group, LLCPassive
Some overlap · 4 shared positions
$MS$C$ADI$GD
$1.4B
261 positions
#11JGP Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MS$ADI$NEE$ICE
$961M
223 positions
#12Johnson & White Wealth Management, LLCActive
Some overlap · 5 shared positions
$MS$ADI$BAC$NEE$KO
$236M
106 positions
#13Madison Wealth Partners, IncPassive
Some overlap · 3 shared positions
$MS$LRCX$BAC
$627M
220 positions
#14DAGCO, INC.Passive
Some overlap · 3 shared positions
$MS$ADI$NEE
$461M
353 positions
#15Hoese & Co LLPActive
Some overlap · 4 shared positions
$MS$TJX$C$BAC
$135M
135 positions
#16Live Oak Investment PartnersPassive
Some overlap · 3 shared positions
$MS$TMUS$KO
$169M
93 positions
#17Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$MS$ANET$BAC$NEE$KO
$232M
44 positions
#18American TrustActive
Some overlap · 3 shared positions
$MS$TJX$NEE
$1.1B
313 positions
#19TriaGen Wealth Management LLCPassive
Some overlap · 4 shared positions
$MS$COR$NEE$EA
$366M
171 positions
#20Talisman Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$MS$NEE$KO
$124M
101 positions
#21Sterling Manor Financial, LLCActive
Some overlap · 3 shared positions
$MS$C$KO
$160M
39 positions
#22Strategies Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$MS$NEE$SYK$KO$GD
$995M
193 positions
#23Seven Springs Wealth Group, LLCActive
Some overlap · 3 shared positions
$MS$BAC$KO
$432M
81 positions
#24Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MS$BAC$TJX
$224M
47 positions
#25Madson Wealth Advisors IncPassive
Some overlap · 3 shared positions
$MS$KO$TXN
$120M
84 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.