13F Pro

Hedge Funds Similar to FIRST BUSINESS FINANCIAL SERVICES

13F Portfolio OverlapQ2 2026FIRST BUSINESS FINANCIAL SERVICES portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

FIRST BUSINESS FINANCIAL SERVICES, INC. is an institutional investor managing $1.3B across 201 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 BUSINESS FINANCIAL SERVICES are DigitalBridge Group, Bank OZK, Gunderson, with shared positions in $CIEN, $ANET, $PWR, $EQIX, $TMUS, $TXN. The full ranking of 25 similar funds is below.

#1DigitalBridge Group, Inc.Active
Notable overlap · 5 shared positions
$CIEN$ANET$PWR$EQIX$TMUS
$1.7B
61 positions
#2Bank OZKPassive
Notable overlap · 6 shared positions
$PWR$ANET$TXN$TJX$TOL$TMUS
$337M
159 positions
#3Gunderson Capital Management Inc.Active
Notable overlap · 4 shared positions
$PWR$ANET$ADI$CIEN
$370M
52 positions
#4ARGUS INVESTORS' COUNSEL, INC.Passive
Notable overlap · 5 shared positions
$PWR$ANET$ADI$GD$TJX
$130M
106 positions
#5Cambridge Financial Group, Inc.Active
Some overlap · 5 shared positions
$ANET$C$COR$TXN$TJX
$287M
33 positions
#6Railway Pension Investments LtdActive
Some overlap · 7 shared positions
$ANET$TXN$EQIX$EXPE$SYK$NEE
$8.0B
102 positions
#7Impact Investors, IncPassive
Some overlap · 4 shared positions
$ANET$PWR$EA$DRI
$137M
88 positions
#8CAMDEN NATIONAL BANKPassive
Some overlap · 6 shared positions
$PWR$TXN$RSG$TJX$NEE$TMUS
$767M
184 positions
#9GKV Capital Management Co., Inc.Passive
Some overlap · 4 shared positions
$ANET$PWR$C$TJX
$310M
83 positions
#10Robbins FarleyPassive
Some overlap · 4 shared positions
$ANET$PWR$TJX$NEE
$260M
157 positions
#11PFG Private Wealth Management, LLCActive
Some overlap · 5 shared positions
$ANET$PWR$TXN$TOL$TMUS
$231M
75 positions
#12Kesler, Norman & Wride, LLCPassive
Some overlap · 7 shared positions
$ADI$COR$TXN$GD$SYK$NEE
$631M
271 positions
#13OFC FINANCIAL PLANNING, LLCActive
Some overlap · 4 shared positions
$PWR$C$NUE$TXN
$113M
56 positions
#14FLYWHEEL PRIVATE WEALTH LLCActive
Some overlap · 5 shared positions
$PWR$C$TXN$TJX$GD
$203M
109 positions
#15Penobscot Investment Management Company, Inc.Passive
Some overlap · 7 shared positions
$PWR$C$SYK$TJX$NEE$ANET
$1.5B
315 positions
#16Elyxium Wealth, LLCPassive
Some overlap · 3 shared positions
$CIEN$ANET$TJX
$952M
298 positions
#17McKinley Carter Wealth Services, Inc.Active
Some overlap · 5 shared positions
$PWR$C$GD$TXN$TJX
$1.9B
322 positions
#18NIXON PEABODY TRUST COActive
Some overlap · 7 shared positions
$PWR$ANET$GD$SYK$TJX$NEE
$1.4B
177 positions
#19Petros Family Wealth, LLCPassive
Some overlap · 7 shared positions
$ADI$TXN$SYK$TJX$NEE$TMUS
$164M
134 positions
#20WASHINGTON TRUST CoPassive
Some overlap · 6 shared positions
$PWR$ADI$EQIX$TJX$NEE$SYK
$3.2B
296 positions
#21Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$ANET$ADI$TXN$C
$181M
73 positions
#22MARVIN & PALMER ASSOCIATES INCActive
Some overlap · 3 shared positions
$PWR$C$ADI
$159M
28 positions
#23Harbour Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$CIEN$ANET$TMUS$ICE
$549M
299 positions
#24Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$PWR$TJX$NEE$TMUS$ICE
$1.6B
184 positions
#25Sunstone Asset Management, L.P.Passive
Some overlap · 4 shared positions
$ANET$CIEN$ADI$EQIX
$92M
57 positions

Compare FIRST BUSINESS FINANCIAL SERVICES’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View FIRST BUSINESS FINANCIAL SERVICES’s holdings

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.