What hedge funds are most similar to First Citizens Asset Management, Inc.?

The funds with the most similar 13F portfolios to First Citizens Asset Management, Inc. are Stokes Family Office,, Fonville Wealth, FINANCIAL NETWORK, based on overlapping conviction holdings in the latest SEC filings.

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 Citizens Asset ,

13F Portfolio OverlapQ1 2026First Citizens Asset , portfolio →

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Most similar hedge funds by 13F overlap

First Citizens Asset Management, Inc. is an institutional investor managing $313M across 30 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 Citizens Asset , are Stokes Family Office,, Fonville Wealth, FINANCIAL NETWORK, with shared positions in $SE, $AMN, $KKR, $RBLX, $AGQ. The full ranking of 25 similar funds is below.

#1Stokes Family Office, LLCPassive

Slight overlap · 3 shared positions

$SE $AMN $KKR

$969M

276 positions

#2Fonville Wealth Management LLCPassive

Slight overlap · 3 shared positions

$SE $AMN $KKR

$525M

138 positions

#3FINANCIAL MANAGEMENT NETWORK INCPassive

Slight overlap · 3 shared positions

$SE $AMN $KKR

$653M

191 positions

#4BlueStem Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$SE $AMN $RBLX

$900M

124 positions

#5TrueNorth, Inc.Passive

Slight overlap · 3 shared positions

$SE $AMN $RBLX

$1.0B

1,033 positions

#6Wealthcare Advisory Partners LLCPassive

Slight overlap · 4 shared positions

$SE $AMN $KKR $AGQ

$5.1B

1,073 positions

#7FIRST CITIZENS INVESTOR SERVICES, INC.

Slight overlap · 3 shared positions

$SE $AMN $KKR

$262M

23 positions

#8Gateway Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$SE $AMN $KKR

$2.6B

925 positions

#9Wealth Architects, LLCPassive

Slight overlap · 3 shared positions

$SE $AMN $AGQ

$1.1B

244 positions

#10Cascade Financial Partners, LLCActive

Slight overlap · 4 shared positions

$AMN $SE $KKR $AGQ

$970M

263 positions

#11ALESCO ADVISORS LLCActive

Slight overlap · 3 shared positions

$SE $AMN $KKR

$3.9B

243 positions

#12Temasek Holdings (Private) LtdActive

Slight overlap · 3 shared positions

$SE $KKR $RBLX

$30.5B

151 positions

#13Merkkuri Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$SE $AMN $AGQ

$151M

399 positions

#14Simplicity Wealth,LLCPassive

Slight overlap · 3 shared positions

$AMN $SE $KKR

$1.8B

748 positions

#15FIDUCIARY ADVISORS, INC.Active

Slight overlap · 3 shared positions

$AMN $SE $KKR

$133M

121 positions

#16Bernardo Wealth Planning LLCActive

Slight overlap · 3 shared positions

$SE $KKR $AGQ

$511M

129 positions

#17MSH Capital Advisors LLCPassive

Slight overlap · 3 shared positions

$SE $KKR $AGQ

$472M

273 positions

#18Investors Research CorpPassive

Slight overlap · 3 shared positions

$SE $KKR $AGQ

$523M

848 positions

#19Oxinas Partners Wealth Management LLCPassive

Slight overlap · 3 shared positions

$SE $KKR $AGQ

$219M

145 positions

#20Integrity Wealth Solutions LLCPassive

Slight overlap · 3 shared positions

$AMN $KKR $SE

$255M

130 positions

#21Bienville Capital Management, LLCPassive

Slight overlap · 3 shared positions

$SE $RBLX $AGQ

$550M

74 positions

#22Creative PlanningPassive

Slight overlap · 3 shared positions

$AMN $KKR $SE

$147.4B

4,090 positions

#23TFB Advisors LLCPassive

Slight overlap · 3 shared positions

$SE $KKR $RBLX

$191M

180 positions

#24Strategic Family Wealth Counselors, L.L.C.Passive

Slight overlap · 3 shared positions

$SE $KKR $RBLX

$381M

163 positions

#25Advisor OS, LLCPassive

Slight overlap · 3 shared positions

$AMN $KKR $AGQ

$1.4B

575 positions

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View First Citizens Asset ,’s holdings

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.