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Hedge Funds Similar to FIRST HAWAIIAN BANK

13F Portfolio OverlapQ1 2026FIRST HAWAIIAN BANK portfolio →
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Most similar hedge funds by 13F overlap

FIRST HAWAIIAN BANK is an institutional investor managing $790M across 91 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 HAWAIIAN BANK are Catalyst Investment, White Lighthouse Investment, Tide Cove Partners, with shared positions in $KKR, $DHR, $WT, $SCHW, $COP, $NOW. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$KKR$DHR$WT$SCHW
$90M
65 positions
#2White Lighthouse Investment Management Inc.Active
Some overlap · 6 shared positions
$KKR$DHR$COP$NOW$USB$SCHW
$721M
145 positions
#3Tide Cove Capital Partners LLCSmart money
Some overlap · 5 shared positions
$KKR$DHR$COP$USB$SCHW
$147M
13 positions
#4Forum Private Client Group LLCActive
Some overlap · 5 shared positions
$KKR$DHR$COP$USB$T
$300M
80 positions
#5APS Management Group, Inc.Passive
Some overlap · 4 shared positions
$KKR$DHR$COP$NOW
$117M
72 positions
#6FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$KKR$DHR$COP$USB
$133M
121 positions
#7Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 5 shared positions
$KKR$DHR$MCD$USB$SCHW
$462M
228 positions
#8Waldron Private Wealth LLCActive
Some overlap · 3 shared positions
$DHR$KKR$EPAM
$2.6B
342 positions
#9SONATA CAPITAL GROUP INCPassive
Some overlap · 7 shared positions
$KKR$EPAM$WT$COP$IBM$MCD
$271M
123 positions
#10ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 3 shared positions
$DHR$KKR$GE
$563M
127 positions
#11Baker Ellis Asset Management LLCPassive
Some overlap · 3 shared positions
$KKR$DHR$WT
$842M
254 positions
#12KDT Advisors, LLCPassive
Some overlap · 3 shared positions
$KKR$DHR$MCD
$63M
69 positions
#13CoreFirst Bank & TrustPassive
Some overlap · 4 shared positions
$KKR$DHR$COP$MCD
$189M
290 positions
#14Juno Financial Group LLCActive
Some overlap · 4 shared positions
$KKR$DHR$GE$SCHW
$255M
70 positions
#15Eldridge Investment Advisors, Inc.Passive
Some overlap · 8 shared positions
$DHR$KKR$WT$MCD$IBM$ABT
$456M
154 positions
#16ETF Portfolio Partners, Inc.Active
Some overlap · 5 shared positions
$KKR$DHR$EPAM$COP$NOW
$381M
68 positions
#17Cherry Tree Wealth Management, LLCPassive
Some overlap · 6 shared positions
$KKR$WT$COP$DHR$USB$SCHW
$473M
582 positions
#18Causey Wealth LLCPassive
Some overlap · 7 shared positions
$KKR$WT$COP$IBM$BMY$USB
$236M
81 positions
#19Kastel Capital Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$KKR$COP
$163M
55 positions
#20BANK OF HAWAIIActive
Some overlap · 3 shared positions
$DHR$KKR$MCD
$1.9B
224 positions
#21HEADINVEST, LLCPassive
Some overlap · 3 shared positions
$KKR$DHR$USB
$488M
225 positions
#22Sterling Financial Planning, Inc.Active
Some overlap · 5 shared positions
$KKR$WT$COP$ABT$SCHW
$337M
117 positions
#23Schubert & CoActive
Some overlap · 5 shared positions
$DHR$KKR$COP$GE$T
$123M
69 positions
#24HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$KKR$WT$DHR$DIA$SCHW
$238M
142 positions
#25GSG Advisors LLCActive
Some overlap · 3 shared positions
$KKR$DHR$WT
$385M
137 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.