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Hedge Funds Similar to FIRST AMERICAN , FSB

13F Portfolio OverlapQ2 2026FIRST AMERICAN , FSB portfolio →
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Most similar hedge funds by 13F overlap

FIRST AMERICAN TRUST, FSB is an institutional investor managing $1.7B across 307 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 , FSB are Lineweaver Wealth Advisors, Parkside Investments, FIRST FINANCIAL BANKSHARES, with shared positions in $NEE, $IAU, $C, $MCD, $BLK, $ASML. The full ranking of 25 similar funds is below.

#1Lineweaver Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$NEE$IAU$C$MCD$BLK$ASML
$845M
182 positions
#2Parkside Investments, LLCActive
Some overlap · 5 shared positions
$C$IAU$COP$NEE$TMO
$902M
91 positions
#3FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$C$NEE$COP$MCD$BLK$MDT
$5.3B
210 positions
#4Financial & Tax Architects, LLCPassive
Some overlap · 6 shared positions
$IAU$NEE$MCD$ABT$ASML$MDT
$474M
110 positions
#5Athena Wealth Management, LLCActive
Some overlap · 5 shared positions
$C$COP$NEE$TMO$ASML
$134M
104 positions
#6Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$IAU$COP$NEE$MCD$MDT
$227M
73 positions
#7Capital Analysts, LLCPassive
Some overlap · 6 shared positions
$C$COP$ABT$EOG$MDT$MCD
$4.3B
1,536 positions
#8JMAC ENTERPRISES LLCActive
Some overlap · 7 shared positions
$IAU$BLK$C$NEE$MCD$MDT
$593M
122 positions
#9Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$NEE$MCD$TMO$ASML$BLK$MDT
$170M
61 positions
#10CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$IAU$NEE$MCD$TMO$MDT
$767M
184 positions
#11WealthBridge Investment Counsel Inc.Active
Some overlap · 5 shared positions
$C$COP$ABT$TMO$MDT
$375M
44 positions
#12MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 5 shared positions
$C$COP$MCD$ETR$MDT
$3.8B
152 positions
#13Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$IAU$NEE$MCD$ABT$BLK
$1.3B
275 positions
#14Haverford Trust CoActive
Some overlap · 6 shared positions
$NEE$TMO$MCD$ASML$BLK$MDT
$11.6B
424 positions
#15BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 5 shared positions
$NEE$BNY$MCD$ABT$TMO
$453M
121 positions
#16CAPE ANN SAVINGS BANKActive
Some overlap · 5 shared positions
$IAU$NEE$MCD$BLK$MDT
$212M
113 positions
#17SPINNAKER TRUSTActive
Some overlap · 6 shared positions
$IAU$ASML$MMM$BLK$NEE$TMO
$2.1B
309 positions
#18VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 5 shared positions
$C$NEE$COP$BLK$ETR
$5.0B
245 positions
#19Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 6 shared positions
$BNY$MCD$MMM$ETR$NEE$MDT
$327M
94 positions
#20MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$NEE$BNY$TMO$MDT$TSN$ABT
$1.2B
106 positions
#21Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$IAU$MCD$COP$TMO$BLK
$412M
181 positions
#22Blossom Wealth ManagementActive
Some overlap · 5 shared positions
$IAU$FAF$MCD$NEE$ASML
$71M
72 positions
#23Bedell Frazier Investment Counselling, LLC
Some overlap · 5 shared positions
$C$MCD$BLK$ROK$EOG
$495M
128 positions
#24PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$C$COP$MCD$ABT
$1.2B
103 positions
#25SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$C$COP$MCD$ABT
$1.3B
97 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.