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Hedge Funds Similar to First American Bank

13F Portfolio OverlapQ2 2026First American Bank portfolio →
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Most similar hedge funds by 13F overlap

First American Bank is an institutional investor managing $1.8B across 205 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to First American Bank are Michael Brady, Smith, Salley & Associates, CMH Wealth, with shared positions in $PEP, $ETN, $TJX, $ADI, $DHR, $TT. The full ranking of 25 similar funds is below.

#1Michael Brady & Co., LLCActive
Notable overlap · 7 shared positions
$PEP$ETN$TJX$ADI$DHR$TT
$113M
58 positions
#2Smith, Salley & AssociatesPassive
Some overlap · 8 shared positions
$ADI$TJX$TMO$PEP$LOW$UNP
$2.3B
275 positions
#3CMH Wealth Management LLCPassive
Some overlap · 7 shared positions
$ETN$TJX$VRT$DHR$UNP$BA
$655M
117 positions
#4BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ADI$ETN$TJX$PEP$TMO$LOW
$8.0B
1,334 positions
#5WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 7 shared positions
$PEP$TJX$MAR$TMO$BA$CMI
$1.3B
73 positions
#6CINCINNATI INSURANCE COActive
Some overlap · 5 shared positions
$PEP$ADI$TJX$TMO$CMI
$6.9B
64 positions
#7Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$PEP$ETN$TJX$TMO$LOW
$339M
49 positions
#8HENDLEY & CO INCActive
Some overlap · 5 shared positions
$PEP$ETN$TJX$AEP$UNP
$283M
47 positions
#9Juno Financial Group LLCActive
Some overlap · 7 shared positions
$PEP$DHR$LOW$CMI$ETN$BA
$282M
73 positions
#10Haverford Trust CoActive
Some overlap · 5 shared positions
$PEP$ETN$TJX$TMO$LOW
$11.6B
424 positions
#11MCCARTER PRIVATE WEALTH SERVICES LLCPassive
Some overlap · 6 shared positions
$ETN$TJX$VRT$TMO$TT$EW
$290M
179 positions
#12Front Row Advisors LLCPassive
Some overlap · 6 shared positions
$ADI$TJX$ETN$TMO$TT$DHR
$345M
576 positions
#13NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PEP$ADI$ETN$UNP$BA
$381M
144 positions
#14Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$PEP$ADI$TJX$DHR$UNP
$116M
240 positions
#15Spears Abacus Advisors LLCPassive
Some overlap · 6 shared positions
$ADI$VRT$TJX$DHR$TMO$UNP
$5.6B
445 positions
#16EagleClaw Capital Managment, LLCPassive
Some overlap · 6 shared positions
$ETN$TJX$MAR$LOW$UNP$BA
$745M
145 positions
#17PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 4 shared positions
$PEP$ADI$TJX$TMO
$836M
93 positions
#18BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$PEP$ADI$TJX$ETN$LOW
$346M
113 positions
#19Mirova US LLCActive
Some overlap · 6 shared positions
$TJX$VRT$DHR$TMO$LOW$EW
$9.3B
45 positions
#20PIONEER TRUST BANK N A/ORPassive
Some overlap · 5 shared positions
$PEP$TJX$ETN$DHR$LOW
$441M
87 positions
#21LOWE BROCKENBROUGH & CO INCActive
Some overlap · 6 shared positions
$ETN$TJX$TMO$TT$PEP$PNC
$2.2B
341 positions
#22HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 6 shared positions
$ADI$ETN$TT$UNP$BA$CMI
$461M
144 positions
#23TRITONPOINT WEALTH, LLCPassive
Some overlap · 6 shared positions
$TJX$ADI$DHR$TMO$PEP$BA
$1.0B
281 positions
#24Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Some overlap · 6 shared positions
$PEP$ETN$TJX$TMO$AEP$UNP
$321M
153 positions
#25TritonPoint Partners, LLCPassive
Some overlap · 6 shared positions
$TJX$ADI$DHR$TMO$BA$PEP
$1.2B
351 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.