How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to FIRST FINANCIAL BANKSHARES

13F Portfolio OverlapQ2 2026FIRST FINANCIAL BANKSHARES portfolio →

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Most similar hedge funds by 13F overlap

FIRST FINANCIAL BANKSHARES INC is an institutional investor managing $5.3B across 210 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 FINANCIAL BANKSHARES are First Fiduciary Investment Counsel, Stack Financial, Slocum, Gordon & LLP, with shared positions in $NEE, $MCD, $AMGN, $BLK, $BX, $LMT. The full ranking of 25 similar funds is below.

#1First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 9 shared positions

$NEE $MCD $AMGN $BLK $BX $LMT

$529M

75 positions

#2Stack Financial Management, IncActive

Notable overlap · 9 shared positions

$AEP $NEE $PEP $LMT $COP $LHX

$1.3B

54 positions

#3Slocum, Gordon & Co LLPPassive

Notable overlap · 7 shared positions

$MCD $AEP $NEE $WMB $LMT $COP

$151M

70 positions

#4Signet Investment Advisory Group, Inc.Passive

Notable overlap · 8 shared positions

$NEE $MCD $PEP $ETN $MDT $COP

$227M

73 positions

#5GODSEY & GIBB, INCPassive

Notable overlap · 7 shared positions

$AEP $ETN $AMGN $PEP $BLK $MDT

$1.2B

383 positions

#6OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 7 shared positions

$NEE $AMGN $PEP $ETN $BX $LMT

$329M

323 positions

#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$MCD $BX $AMGN $PEP $BLK $MDT

$201M

57 positions

#8Granite Group Advisors, LLCActive

Notable overlap · 8 shared positions

$AMGN $AEP $NEE $PEP $MDT $LMT

$169M

84 positions

#9SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$MCD $ETN $NEE $PEP $MDT $LHX

$205M

55 positions

#10Banco de Sabadell, S.APassive

Notable overlap · 7 shared positions

$ETN $NEE $MCD $BLK $AMGN $MDT

$170M

61 positions

#11Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$WMB $MCD $NEE $PEP $LMT $UNP

$467M

118 positions

#12MORTON COMMUNITY BANKPassive

Notable overlap · 8 shared positions

$ETN $C $WMB $AEP $NEE $NI

$491M

120 positions

#13VAUGHAN DAVID INVESTMENTS LLC/ILActive

Notable overlap · 8 shared positions

$ETN $WMB $C $AEP $NEE $COP

$5.0B

245 positions

#14MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$AEP $NEE $AMGN $PEP $MDT $LMT

$1.2B

106 positions

#15EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$NEE $LMT $AMGN $PEP $AMT $COP

$1.3B

58 positions

#16OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$MCD $NEE $AMGN $PEP $BLK $LMT

$183M

31 positions

#17Somerset Trust CoPassive

Notable overlap · 7 shared positions

$NEE $AMGN $MCD $BLK $LHX $MDT

$354M

186 positions

#18SWP Investment Management LLCPassive

Notable overlap · 6 shared positions

$BX $NEE $C $BLK $MDT $UNP

$145M

43 positions

#19Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$MCD $ETN $AMGN $AEP $LMT $PEP

$214M

33 positions

#20FourThought Financial Partners, LLCPassive

Notable overlap · 7 shared positions

$NEE $PEP $AMT $MDT $LMT $AMGN

$1.3B

393 positions

#21StrongBox Wealth, LLCPassive

Notable overlap · 8 shared positions

$ETN $NEE $AMGN $BX $WMB $PEP

$351M

267 positions

#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$MCD $C $PEP $MDT $LMT $UNP

$233M

122 positions

#23SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$C $AEP $AMGN $MDT $COP $LHX

$606M

79 positions

#24CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$NEE $MCD $MDT $PEP $LHX $MDLZ

$767M

184 positions

#25Pinnacle West Asset Management, Inc.Passive

Notable overlap · 7 shared positions

$WMB $AMGN $BLK $MCD $UNP $BX

$145M

104 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.