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 AMERICAN , FSB

13F Portfolio OverlapQ1 2026FIRST AMERICAN , FSB portfolio →

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Most similar hedge funds by 13F overlap

FIRST AMERICAN TRUST, FSB is an institutional investor managing $1.5B across 290 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 AMERICAN , FSB are FIRST FINANCIAL BANKSHARES, Signet Investment Advisory Group,, Stonebridge Advisors, with shared positions in $COP, $NEE, $C, $MCD, $VLTO, $MDT. The full ranking of 25 similar funds is below.

#1FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 7 shared positions

$COP $NEE $C $MCD $VLTO $MDT

$5.0B

201 positions

#2Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$IAU $COP $NEE $MCD $MDT $USB

$218M

69 positions

#3Stonebridge Capital Advisors LLCPassive

Some overlap · 6 shared positions

$MKL $COP $MCD $MDT $TMO $USB

$1.4B

211 positions

#4TriaGen Wealth Management LLCPassive

Some overlap · 6 shared positions

$IAU $COP $NEE $MCD $VLTO $USB

$366M

171 positions

#5Fullerton Advisors, LLCActive

Some overlap · 6 shared positions

$COP $ALPS $MKL $TMO $USB $UPST

$97M

53 positions

#6Firestone Capital ManagementPassive

Some overlap · 5 shared positions

$MKL $COP $IAU $NEE $USB

$480M

160 positions

#7Berkeley Capital Partners, LLCActive

Some overlap · 7 shared positions

$MKL $COP $ALPS $USB $MDT $MCD

$431M

184 positions

#8Disciplined Investments, LLCPassive

Some overlap · 6 shared positions

$IAU $COP $NEE $USB $UPST $VLTO

$279M

141 positions

#9Five Pine Wealth ManagementActive

Some overlap · 4 shared positions

$MKL $IAU $COP $UPST

$161M

47 positions

#10Hegarty Advisors, LLCActive

Some overlap · 5 shared positions

$MKL $COP $ALPS $UPST $USB

$127M

57 positions

#11SAGE RHINO CAPITAL LLCPassive

Some overlap · 7 shared positions

$IAU $COP $VLTO $USB $ROST $UPST

$535M

330 positions

#12WestEnd Advisors, LLCActive

Some overlap · 5 shared positions

$MKL $COP $MDT $TMO $USB

$4.1B

391 positions

#13ALBION FINANCIAL GROUP /UTActive

Some overlap · 5 shared positions

$MKL $COP $C $TMO $MCD

$1.5B

737 positions

#14LifePlan Financial, LLCPassive

Some overlap · 6 shared positions

$IAU $VLTO $MDT $MCD $COP $USB

$135M

83 positions

#15Glass Jacobson Investment Advisors llcPassive

Some overlap · 5 shared positions

$IAU $COP $NEE $USB $UPST

$290M

607 positions

#16Parkside Investments, LLCActive

Some overlap · 5 shared positions

$IAU $COP $NEE $C $TMO

$823M

98 positions

#17CAMBIENT FAMILY OFFICE, LLCPassive

Some overlap · 6 shared positions

$MKL $ABT $MCD $COP $NEE $UPST

$716M

261 positions

#18Kentucky Farm Bureau Mutual Insurance CoActive

Some overlap · 6 shared positions

$COP $NEE $ABT $MCD $C $TMO

$329M

65 positions

#19Leonard Rickey Investment Advisors P.L.L.C.Active

Some overlap · 4 shared positions

$MKL $IAU $COP $__PARK_1390777

$578M

118 positions

#20Novak & Powell Financial Services, Inc.Passive

Some overlap · 5 shared positions

$IAU $COP $MKL $USB $ALPS

$186M

163 positions

#21Minot DeBlois Advisors LLCPassive

Some overlap · 4 shared positions

$MKL $COP $NEE $ABT

$110M

226 positions

#22HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 5 shared positions

$MKL $NEE $MCD $ABT $USB

$280M

107 positions

#23Agate Pass Investment Management, LLCPassive

Some overlap · 5 shared positions

$MKL $COP $ABT $__PARK_1390777 $USB

$255M

105 positions

#24DiNuzzo Private Wealth, Inc.Active

Some overlap · 7 shared positions

$IAU $NEE $MCD $MKL $__PARK_1390777 $COP

$928M

1,345 positions

#25Foundation Wealth Management, LLC\PAActive

Some overlap · 5 shared positions

$MKL $COP $NEE $USB $IAU

$284M

91 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.