How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to First PREMIER Bank

13F Portfolio OverlapQ2 2026First PREMIER Bank portfolio →

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Most similar hedge funds by 13F overlap

First PREMIER Bank is an institutional investor managing $619M across 358 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 PREMIER Bank are Walsky Investment, Aull & Monroe Investment, OLD REPUBLIC INTERNATIONAL, with shared positions in $UNP, $SO, $MCD, $AMGN, $EMR, $PEP. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$UNP $SO $MCD $AMGN $EMR $PEP

$108M

52 positions

#2Aull & Monroe Investment Management CorpPassive

Notable overlap · 9 shared positions

$SO $DUK $AMGN $CSX $WM $ADP

$239M

126 positions

#3OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 8 shared positions

$SO $XEL $MCD $DUK $EMR $PEP

$2.7B

54 positions

#4EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$DUK $SO $UNP $USB $AMGN $PEP

$1.3B

58 positions

#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$DUK $SO $MCD $AMGN $EMR $PEP

$201M

57 positions

#6HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 7 shared positions

$UNP $DUK $MCD $PEP $EMR $WM

$321M

107 positions

#7ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$DUK $SO $UNP $MCD $XEL $EMR

$665M

122 positions

#8WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 7 shared positions

$SO $DUK $MCD $PEP $ADP $WM

$390M

103 positions

#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$DUK $SO $UNP $MCD $PEP $ES

$233M

122 positions

#10CHEMUNG CANAL TRUST COActive

Notable overlap · 10 shared positions

$EMR $PEP $ECL $MCD $WM $USB

$541M

111 positions

#11Magellan Asset Management LtdActive

Notable overlap · 8 shared positions

$XEL $UNP $SO $DUK $EVRG $PEG

$4.5B

78 positions

#12OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$XEL $MCD $PEG $AMGN $PEP $WM

$183M

31 positions

#13LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$DUK $SO $MCD $WM $MDLZ

$1.0B

154 positions

#14Capital Innovations LLCPassive

Notable overlap · 6 shared positions

$UNP $SO $WM $XEL $DUK $PEG

$385M

51 positions

#15CAPITAL & PLANNING, LLC

Notable overlap · 5 shared positions

$DUK $SO $MCD $WM $IAU

$194M

45 positions

#16R.H. Investment Group, LLCActive

Notable overlap · 7 shared positions

$UNP $MCD $USB $AMGN $ADP $PEP

$133M

47 positions

#17Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$MCD $USB $AMGN $EMR $PEP $WM

$261M

101 positions

#18HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$UNP $DUK $AMGN $WM $ADP

$410M

53 positions

#19PINKERTON WEALTH, LLCActive

Notable overlap · 7 shared positions

$SO $DUK $MCD $AMGN $PEP $WM

$1.2B

103 positions

#20Pathway Financial Advisers, LLCPassive

Notable overlap · 8 shared positions

$DUK $PEP $SO $EVRG $AMGN $UNP

$397M

167 positions

#21Michael Brady & Co., LLCActive

Notable overlap · 7 shared positions

$UNP $EMR $PEP $MCD $WM $ADP

$113M

58 positions

#22SHERMAN PORFOLIOS, LLCSmart money

Notable overlap · 7 shared positions

$DUK $SO $MCD $AMGN $PEP $WM

$1.3B

97 positions

#23BAKER BOYER NATIONAL BANKSmart money

Notable overlap · 8 shared positions

$MCD $USB $UNP $EMR $WM $DUK

$364M

94 positions

#24First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$UNP $MCD $SO $AMGN $WM $MDLZ

$529M

75 positions

#25Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$MCD $USB $CSX $PEP $AMGN $WM

$227M

73 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.