13F Pro

Hedge Funds Similar to First Western Bank

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

First Western Trust Bank is an institutional investor managing $2.1B across 215 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 Western Bank are GREENLEAF, CWS Financial Advisors, MAIMON WEALTH LTD., with shared positions in $SYK, $DHR, $TJX, $SPGI, $MCD, $PEP. The full ranking of 25 similar funds is below.

#1GREENLEAF TRUSTSmart money
Highly similar · 4 shared positions
$SYK$DHR$TJX$SPGI
$10.4B
867 positions
#2CWS Financial Advisors, LLCActive
Highly similar · 3 shared positions
$SYK$MCD$PEP
$454M
171 positions
#3MAIMON WEALTH MANAGEMENT LTD.Active
Notable overlap · 3 shared positions
$SYK$MCD$EMR
$130M
80 positions
#4FUNDSMITH INVESTMENT SERVICES LTD.Active
Notable overlap · 4 shared positions
$SYK$TXN$TJX$MAR
$4.5B
27 positions
#5Fundsmith LLPActive
Notable overlap · 4 shared positions
$SYK$TXN$TJX$MAR
$13.6B
41 positions
#6Manitou Investment Management Ltd.Smart money
Some overlap · 3 shared positions
$SYK$DHR$TJX
$532M
50 positions
#7BONNESS ENTERPRISES INCSmart money
Some overlap · 4 shared positions
$SYK$TMO$ABT$EMR
$307M
39 positions
#8WORMSER FRERES GESTIONActive
Some overlap · 6 shared positions
$SYK$ECL$TMO$DHR$EMR$ABT
$181M
71 positions
#9C Partners Holding GmbHActive
Some overlap · 3 shared positions
$SYK$TMO$SPGI
$330M
15 positions
#10JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 7 shared positions
$SYK$MCD$TJX$ECL$ABT$EMR
$4.1B
83 positions
#11Long Road Investment Counsel, LLCActive
Some overlap · 5 shared positions
$SYK$GILD$TMO$ICE$PEP
$271M
80 positions
#12Bath Savings Trust CoActive
Some overlap · 8 shared positions
$SYK$MCD$TJX$ECL$DHR$ABT
$966M
178 positions
#13LaFleur & Godfrey LLCPassive
Some overlap · 7 shared positions
$SYK$WWD$ECL$TMO$ABT$NEE
$842M
149 positions
#14WENDELL DAVID ASSOCIATES INCActive
Some overlap · 8 shared positions
$SYK$MCD$TJX$ECL$DHR$ABT
$947M
155 positions
#15Stonehage Fleming Financial Services Holdings LtdActive
Some overlap · 4 shared positions
$SYK$MCD$SPGI$TJX
$2.9B
215 positions
#16Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$SYK$TXN$BLK
$1.2B
98 positions
#17Tandem Investment Advisors, Inc.Passive
Some overlap · 7 shared positions
$SYK$MCD$BLK$ABT$NEE$ICE
$1.5B
68 positions
#18LDIC Inc.Active
Some overlap · 3 shared positions
$SYK$TXN$NEE
$166M
19 positions
#19PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 7 shared positions
$SYK$ECL$ABT$SPGI$NEE$EMR
$209M
54 positions
#20Trask Adam Roland
Some overlap · 4 shared positions
$SYK$ECL$TMO$ABT
$106M
190 positions
#21RIT CAPITAL PARTNERS PLCActive
Some overlap · 4 shared positions
$SYK$MCD$SPGI$ICE
$621M
13 positions
#22DAVIS-REA LTD.Active
Some overlap · 5 shared positions
$SYK$MCD$TMO$ABT$SPGI
$379M
41 positions
#23Suncoast Equity ManagementActive
Some overlap · 3 shared positions
$SYK$TJX$SPGI
$798M
63 positions
#24DILLON & ASSOCIATES INCActive
Some overlap · 6 shared positions
$SYK$ECL$DHR$ABT$NEE$PEP
$849M
79 positions
#25Gouws Capital LLCActive
Some overlap · 8 shared positions
$SYK$DHR$TMO$BLK$MCD$NEE
$212M
53 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.