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
$451M
171 positions
#3MAIMON WEALTH MANAGEMENT LTD.Passive
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
$538M
48 positions
#7BONNESS ENTERPRISES INCSmart money
Some overlap · 4 shared positions
$SYK$TMO$ABT$EMR
$310M
37 positions
#8WORMSER FRERES GESTIONActive
Some overlap · 6 shared positions
$SYK$ECL$TMO$DHR$EMR$ABT
$177M
66 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
$965M
177 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
$160M
25 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
$351M
45 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
$817M
80 positions
#25Gouws Capital LLCActive
Some overlap · 8 shared positions
$SYK$DHR$TMO$BLK$MCD$NEE
$215M
55 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.