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Hedge Funds Similar to US BANCORP \DE\

13F Portfolio OverlapQ1 2026US BANCORP \DE\ portfolio →
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Most similar hedge funds by 13F overlap

US BANCORP \DE\ is an institutional investor managing $82.4B across 4,164 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 US BANCORP \DE\ are Catalyst Investment, Coordinated Financial Services,, Traveka Wealth,, with shared positions in $SE, $DHR, $DOV, $SCHW, $KO, $BAC. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive
Some overlap · 6 shared positions
$SE$DHR$DOV$SCHW$KO$BAC
$90M
65 positions
#2Coordinated Financial Services, Inc.Passive
Some overlap · 5 shared positions
$SE$DOV$SCHW$USB$BAC
$174M
176 positions
#3Traveka Wealth, LLCPassive
Some overlap · 4 shared positions
$SE$DHR$SCHW$KO
$262M
186 positions
#4SENTINEL WEALTH MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$DHR$SCHW$SE$MDY
$125M
39 positions
#5Canopy Partners, LLCPassive
Some overlap · 6 shared positions
$SE$MDY$DHR$SCHW$MPC$BAC
$291M
245 positions
#6BLUELINE ADVISORS LLCActive
Some overlap · 4 shared positions
$SE$SCHW$MDY$USB
$129M
217 positions
#7D1 Capital Partners L.P.Active
Some overlap · 3 shared positions
$SE$DHR$SCHW
$11.2B
44 positions
#8Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$SE$MDY$MPC$USB$MMM
$337M
109 positions
#9Disciplined Investments, LLCPassive
Some overlap · 4 shared positions
$SE$SCHW$MDY$USB
$279M
141 positions
#10Firestone Capital ManagementPassive
Some overlap · 5 shared positions
$DHR$SCHW$MDY$KO$USB
$480M
160 positions
#11Juno Financial Group LLCActive
Some overlap · 3 shared positions
$SE$DHR$SCHW
$255M
70 positions
#12Element Wealth, LLCPassive
Some overlap · 3 shared positions
$SE$DHR$MDY
$242M
207 positions
#13NewEdge Advisors, LLCPassive
Some overlap · 5 shared positions
$SE$DOV$KO$USB$MPC
$2.2B
1,217 positions
#14Dentgroup LLC
Some overlap · 3 shared positions
$SE$DHR$MDY
$146M
93 positions
#15IFG Advisors, LLCActive
Some overlap · 4 shared positions
$SE$SCHW$MDY$MU
$611M
149 positions
#16SOL Capital Management COActive
Some overlap · 4 shared positions
$SE$DHR$KO$MMM
$206M
52 positions
#17Dodds Wealth, LLCSmart money
Some overlap · 5 shared positions
$SE$SCHW$USB$DOV$KO
$407M
51 positions
#18AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$SE$SCHW$USB$KO
$206M
97 positions
#19FIDUCIARY ADVISORS, INC.Active
Some overlap · 6 shared positions
$DHR$DOV$USB$BAC$SE$KO
$133M
121 positions
#20Creekside PartnersPassive
Some overlap · 3 shared positions
$SE$SCHW$DOV
$243M
183 positions
#21GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$DHR$DOV$BAC$MMM$KO
$887M
228 positions
#22CHERRYDALE WEALTH MANAGEMENT, LLCSmart money
Some overlap · 6 shared positions
$DHR$SCHW$USB$SE$BAC$MU
$324M
77 positions
#23Aznar Financial Advisors, LLC
Some overlap · 3 shared positions
$SE$DHR$USB
$104M
31 positions
#24State of New Jersey Common Pension Fund DPassive
Some overlap · 5 shared positions
$SE$SCHW$BAC$KO$MU
$25.9B
1,549 positions
#25Storen Legacy Partners, LLCPassive
Some overlap · 3 shared positions
$SE$DHR$MMM
$319M
102 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.