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Hedge Funds Similar to First Bank &

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

First Bank & Trust is an institutional investor managing $680M across 270 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 Bank & are Code Waechter, Raleigh, FEDERATED HERMES,, with shared positions in $TTE, $PFE, $ENB, $PM, $DUK, $USB. The full ranking of 25 similar funds is below.

#1Code Waechter LLCPassive
Notable overlap · 16 shared positions
$TTE$PFE$ENB$PM$DUK$USB
$168M
118 positions
#2Raleigh Capital Management Inc.Passive
Notable overlap · 14 shared positions
$TTE$PFE$ENB$PM$USB$PNC
$290M
775 positions
#3FEDERATED HERMES, INC.Passive
Some overlap · 9 shared positions
$PFE$PM$DUK$USB$PNC$VZ
$61.5B
2,049 positions
#4ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active
Some overlap · 13 shared positions
$TTE$ENB$VZ$SNY$PFE$USB
$1.6B
1,529 positions
#5ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 12 shared positions
$TTE$ENB$SNY$PFE$USB$VZ
$138M
59 positions
#6Kentucky Trust CoPassive
Some overlap · 8 shared positions
$PFE$ENB$DUK$USB$AMGN$PNC
$191M
311 positions
#7FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 8 shared positions
$PFE$DUK$USB$VZ$WMB$GILD
$1.5B
235 positions
#8Altrius Capital Management IncPassive
Some overlap · 7 shared positions
$PFE$TTE$PM$BTI$VZ$GILD
$503M
87 positions
#9GQG Partners LLCActive
Some overlap · 8 shared positions
$ENB$PM$DUK$XEL$BTI$VZ
$63.1B
81 positions
#10HF Advisory Group, LLCPassive
Some overlap · 8 shared positions
$PFE$PM$BTI$VZ$GILD$SO
$293M
166 positions
#11LFG Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$TTE$PFE$ENB$PM$BTI$VZ
$166M
89 positions
#12Pathway Financial Advisers, LLCPassive
Some overlap · 7 shared positions
$ENB$PM$DUK$AMGN$VZ$SO
$354M
164 positions
#13GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 7 shared positions
$TTE$USB$AMGN$VZ$SO$AEP
$2.1B
232 positions
#14Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$PFE$ENB$DUK$AMGN$PNC$VZ
$308M
137 positions
#15MORTON COMMUNITY BANKPassive
Some overlap · 7 shared positions
$PM$DUK$XEL$VZ$WMB$SO
$460M
115 positions
#16Bank & Trust CoPassive
Some overlap · 7 shared positions
$ENB$DUK$PFE$VZ$WMB$SO
$148M
304 positions
#17Aristotle Capital Management, LLCActive
Some overlap · 6 shared positions
$TTE$USB$AMGN$XEL$PNC$VZ
$47.8B
191 positions
#18TrueMark Investments, LLCPassive
Some overlap · 6 shared positions
$TTE$ENB$PM$BTI$VZ$AEP
$514M
167 positions
#19Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$PFE$DUK$AMGN$PNC$VZ$WMB
$685M
380 positions
#20EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$PFE$DUK$USB$AMGN$GILD$SO
$1.4B
56 positions
#21Verity & Verity, LLCActive
Some overlap · 6 shared positions
$PFE$ENB$AMGN$VZ$GILD$PLD
$1.3B
138 positions
#22PARK CIRCLE CoActive
Some overlap · 6 shared positions
$PFE$PM$TTE$VZ$ENB$TFC
$108M
51 positions
#23Griffith & Werner, Inc.Active
Some overlap · 7 shared positions
$PFE$DUK$VZ$GILD$SO$TFC
$202M
72 positions
#24apricus wealth, LLCPassive
Some overlap · 6 shared positions
$PFE$DUK$AMGN$PNC$SO$TRP
$205M
120 positions
#25Phillips Wealth Planners LLCPassive
Some overlap · 6 shared positions
$PM$TTE$DUK$AMGN$PNC$WMB
$133M
210 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.