13F Pro

Hedge Funds Similar to First Bank

13F Portfolio OverlapQ2 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 Q2 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, ATLANTIC FAMILY WEALTH, Raleigh, with shared positions in $USB, $TTE, $PM, $PNC, $ENB, $BTI. The full ranking of 25 similar funds is below.

#1Code Waechter LLCPassive
Substantial overlap · 17 shared positions
$USB$TTE$PM$PNC$ENB$BTI
$193M
127 positions
#2ATLANTIC FAMILY WEALTH, LLCSmart money
Notable overlap · 16 shared positions
$PFE$USB$TTE$PNC$ENB$BTI
$156M
64 positions
#3Raleigh Capital Management Inc.Passive
Notable overlap · 15 shared positions
$USB$ENB$PM$PNC$PFE$BTI
$313M
610 positions
#4ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active
Notable overlap · 16 shared positions
$USB$ENB$PFE$VZ$PNC$PM
$1.7B
1,629 positions
#5Lloyd Advisory Services, LLC.Passive
Notable overlap · 14 shared positions
$DUK$USB$ENB$VZ$PFE$SNY
$258M
628 positions
#6GQG Partners LLCActive
Notable overlap · 8 shared positions
$PM$ENB$BTI$DUK$XEL$TRP
$53.8B
102 positions
#7Pathway Financial Advisers, LLCPassive
Notable overlap · 9 shared positions
$ENB$DUK$PM$VZ$MRVL$SO
$397M
167 positions
#8Kentucky Trust CoPassive
Notable overlap · 8 shared positions
$USB$PNC$ENB$DUK$SO$TFC
$208M
316 positions
#9TrueMark Investments, LLCPassive
Notable overlap · 8 shared positions
$PM$ENB$BTI$TTE$VZ$SNY
$798M
187 positions
#10OPAL CAPITAL LLCPassive
Notable overlap · 8 shared positions
$PM$ENB$BTI$VZ$SNY$TTE
$560M
136 positions
#11GW HENSSLER & ASSOCIATES LTDPassive
Notable overlap · 8 shared positions
$TTE$USB$AMGN$PM$VZ$SO
$2.2B
268 positions
#12Paradigm Capital Management, LLC/NVActive
Notable overlap · 7 shared positions
$USB$PM$DUK$AMGN$VZ$TFC
$116M
65 positions
#13Slagle Financial, LLCPassive
Notable overlap · 7 shared positions
$USB$PM$DUK$AMGN$PLD$TFC
$334M
127 positions
#14Capital Innovations LLCPassive
Notable overlap · 8 shared positions
$ENB$TRP$NGG$XEL$SO$WMB
$385M
51 positions
#15Keystone Financial Planning, Inc.Smart money
Notable overlap · 7 shared positions
$PFE$USB$PM$BTI$VZ$SNY
$388M
39 positions
#16Aristotle Capital Management, LLCActive
Notable overlap · 6 shared positions
$USB$TTE$PNC$XEL$AMGN$VZ
$47.7B
212 positions
#17FUKOKU MUTUAL LIFE INSURANCE CoActive
Notable overlap · 7 shared positions
$USB$DUK$PFE$VZ$SO$WMB
$1.7B
256 positions
#18Argyle Capital Management, LLCPassive
Some overlap · 7 shared positions
$PNC$ENB$DUK$AMGN$PFE$VZ
$347M
138 positions
#19HF Advisory Group, LLCPassive
Some overlap · 7 shared positions
$PM$BTI$TRP$VZ$SO$TFC
$323M
168 positions
#20ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$PFE$ENB$DUK$XEL$VZ$SO
$665M
122 positions
#21FEDERATED HERMES, INC.Passive
Some overlap · 10 shared positions
$USB$VZ$PAYX$PNC$PLD$PM
$69.6B
2,038 positions
#22EQUITY INVESTMENT CORPActive
Some overlap · 6 shared positions
$USB$TTE$PNC$VZ$SNY$TFC
$5.2B
76 positions
#23OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 7 shared positions
$PFE$DUK$XEL$SO$PAYX$AEP
$2.7B
54 positions
#24Wolff Financial Management LLCActive
Some overlap · 8 shared positions
$PFE$VZ$PM$USB$AEP$TFC
$501M
106 positions
#25EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$PFE$USB$DUK$AMGN$SO$PEP
$1.3B
58 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.