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Hedge Funds Similar to FIRST CITIZENS BANK

13F Portfolio OverlapQ3 2026FIRST CITIZENS BANK portfolio →
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Most similar hedge funds by 13F overlap

FIRST CITIZENS BANK & TRUST CO is an institutional investor managing $6.7B across 708 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FIRST CITIZENS BANK are Envestnet Portfolio Solutions, SVB WEALTH, McKinney, with shared positions in $ETN, $APH, $MO, $DUK, $ADI, $ITW. The full ranking of 25 similar funds is below.

#1Envestnet Portfolio Solutions, Inc.Passive
Some overlap · 12 shared positions
$ETN$APH$MO$DUK$ADI$ITW
$20.9B
1,370 positions
#2SVB WEALTH LLCPassive
Some overlap · 7 shared positions
$ETN$UNP$ADI$KMI$MO$RF
$1.6B
384 positions
#3McKinney Capital Management, LLCActive
Some overlap · 6 shared positions
$MO$RF$TROW$SNA$FE$KHC
$254M
87 positions
#4Davis Capital ManagementPassive
Some overlap · 6 shared positions
$ITW$ETN$UNP$KMI$EVRG$ALL
$167M
1,175 positions
#5Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$MO$ITW$DUK$UNP$ADI
$398M
113 positions
#6CORTLAND ASSOCIATES INC/MOActive
Some overlap · 3 shared positions
$FCNCA$BKNG$MO
$692M
62 positions
#7Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$ITW$ETN$RF$DUK$UNP
$231M
125 positions
#8Anchor Investment Management, LLCPassive
Some overlap · 3 shared positions
$FCNCA$DUK$UNP
$1.3B
1,207 positions
#9Tradewinds, LLC.Passive
Some overlap · 3 shared positions
$FCNCA$ITW$DUK
$444M
215 positions
#10MUIRFIELD WEALTH ADVISORS LLCActive
Some overlap · 5 shared positions
$FCNCA$BKNG$DUK$ADI$UNP
$153M
87 positions
#11Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$ITW$ETN$DUK$ADI$AMCR
$214M
33 positions
#12Colonial Trust Co / SCPassive
Some overlap · 4 shared positions
$FCNCA$ETN$DUK$UNP
$790M
1,135 positions
#13Brindle & Bay Financial Advisors, LLCActive
Some overlap · 5 shared positions
$MO$ITW$TROW$SNA$KHC
$268M
102 positions
#14Thrive Capital Management, LLCPassive
Some overlap · 5 shared positions
$MO$ITW$TROW$SNA$KHC
$557M
180 positions
#15WINNOW WEALTH LLCPassive
Some overlap · 5 shared positions
$MO$ITW$TROW$SNA$KHC
$151M
141 positions
#16NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ETN$DUK$UNP$ADI$KMI
$381M
144 positions
#17Measured Risk Portfolios, Inc.Active
Some overlap · 5 shared positions
$MO$DUK$TROW$KMI$KHC
$94M
64 positions
#18BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ETN$DUK$ITW$ADI$APH
$8.0B
1,334 positions
#19Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$MO$DUK$KMI$ETN$APH
$116M
65 positions
#20WEST MICHIGAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MO$ITW$ETN$ADI
$455M
298 positions
#21Raleigh Capital Management Inc.Passive
Some overlap · 5 shared positions
$DUK$MO$APH$AMCR$FE
$313M
610 positions
#22Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$MO$ITW$TROW$UNP
$263M
373 positions
#23STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 4 shared positions
$MO$ETN$DUK$KMI
$650M
262 positions
#24Oakmont Advisory Group, LLCPassive
Some overlap · 4 shared positions
$MO$ITW$TROW$SNA
$119M
526 positions
#25Peak Retirement Planning, Inc.Passive
Some overlap · 4 shared positions
$MO$ITW$TROW$SNA
$632M
194 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.