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 FINANCIAL BANKSHARES

13F Portfolio OverlapQ1 2026FIRST FINANCIAL BANKSHARES portfolio →

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Most similar hedge funds by 13F overlap

FIRST FINANCIAL BANKSHARES INC is an institutional investor managing $5.0B across 201 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 FINANCIAL BANKSHARES are Signet Investment Advisory Group,, Estabrook, Catherine Avery Investment, with shared positions in $MCD, $NEE, $KO, $HON, $COP, $MDT. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive

Notable overlap · 9 shared positions

$MCD $NEE $KO $HON $COP $MDT

$218M

69 positions

#2Estabrook Capital ManagementPassive

Notable overlap · 9 shared positions

$COP $BAC $HON $WMB $C $ETN

$685M

380 positions

#3Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$MCD $NEE $BAC $KO $AMGN $C

$223M

109 positions

#4Stack Financial Management, IncActive

Notable overlap · 8 shared positions

$NEE $AEP $COP $KO $LMT $LHX

$1.4B

52 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$NEE $COP $KO $BAC $LMT $AMT

$1.4B

56 positions

#6HAMEL ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$COP $MCD $KO $HON $AMGN $LMT

$351M

81 positions

#7Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$COP $MCD $WMB $NEE $AEP $LMT

$147M

64 positions

#8Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$WMB $MCD $NEE $KO $HON $LMT

$446M

104 positions

#9Meiji Yasuda America IncActive

Notable overlap · 8 shared positions

$COP $KO $NEE $WMB $AEP $MU

$404M

57 positions

#10RE ADVISERS CORPActive

Notable overlap · 6 shared positions

$COP $MCD $BAC $HON $ETN $C

$3.7B

111 positions

#11CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$WMB $NEE $BAC $AMGN $HON $KO

$1.3B

118 positions

#12SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$COP $AEP $AMGN $C $MDT $LHX

$728M

79 positions

#13Stonebridge Capital Advisors LLCPassive

Notable overlap · 6 shared positions

$COP $MCD $KO $ETN $MDT $HON

$1.4B

211 positions

#14Cohen Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$MCD $NEE $BAC $KO $AMGN $NOW

$210M

79 positions

#15HOWE & RUSLING INCPassive

Notable overlap · 7 shared positions

$COP $NEE $HON $KO $MCD $MDLZ

$1.5B

477 positions

#16Massachusetts Wealth ManagementPassive

Notable overlap · 6 shared positions

$COP $BAC $C $KO $MU $AMGN

$231M

98 positions

#17FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 6 shared positions

$MCD $NEE $AEP $KO $WMB $C

$1.5B

235 positions

#18MORTON COMMUNITY BANKPassive

Notable overlap · 8 shared positions

$WMB $ETN $COP $C $LMT $AEP

$460M

115 positions

#19Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$MCD $HON $KO $AMGN $LMT $NOW

$353M

78 positions

#20Cambridge Financial Group, Inc.Active

Notable overlap · 5 shared positions

$WMB $MCD $BAC $ETN $C

$267M

33 positions

#21MCDONALD PARTNERS LLCPassive

Notable overlap · 7 shared positions

$ETN $C $COP $AMGN $HON $LHX

$424M

208 positions

#22Cullen Capital Management, LLCActive

Notable overlap · 5 shared positions

$COP $NEE $BAC $C $MDT

$9.8B

213 positions

#23Willis Investment CounselActive

Notable overlap · 6 shared positions

$COP $ETN $AEP $MCD $LMT $MDT

$1.8B

123 positions

#24Brookmont Capital ManagementActive

Notable overlap · 5 shared positions

$MCD $COP $HON $BAC $LHX

$179M

59 positions

#25Somerset Trust CoPassive

Notable overlap · 6 shared positions

$NEE $MCD $AMGN $MDT $LHX $MU

$326M

174 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.