13F Pro

Hedge Funds Similar to FIRST COMMUNITY NA

13F Portfolio OverlapQ1 2026FIRST COMMUNITY NA portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

FIRST COMMUNITY TRUST NA is an institutional investor managing $221M across 333 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FIRST COMMUNITY NA are Eliot Finkel Investment Counsel,, BURR FINANCIAL SERVICES,, LOUNTZIS ASSET ,, with shared positions in $DE, $AMAT, $USB, $CLX, $AMD, $MU. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$DE$AMAT$USB$CLX
$184M
32 positions
#2BURR FINANCIAL SERVICES, LLCActive
Notable overlap · 4 shared positions
$AMAT$AMD$MU$PANW
$126M
25 positions
#3LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$AMAT$USB$CEG
$273M
52 positions
#4CALIFORNIA FIRST LEASING CORPActive
Notable overlap · 3 shared positions
$AMAT$AMD$MU
$312M
39 positions
#5BEACON INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$AMAT$DE$AMD
$265M
171 positions
#6CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$DE$AMAT$USB$DIS
$1.4B
80 positions
#7COATUE MANAGEMENT LLCActive
Some overlap · 4 shared positions
$AMAT$CEG$VRT$MU
$29.1B
62 positions
#8FRG Family Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$AMAT$DE$CEG
$611M
156 positions
#9PARNASSUS INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$DE$AMAT$AMD
$34.1B
135 positions
#10Karani Asset Management LLCPassive
Some overlap · 3 shared positions
$DE$AMAT$AMD
$122M
54 positions
#11Atala Financial IncPassive
Some overlap · 3 shared positions
$DE$AMN$DIS
$149M
117 positions
#12Goldstream Capital Management LtdActive
Some overlap · 4 shared positions
$AMAT$VRT$CRWD$MU
$120M
30 positions
#13SPWM Advisors LLCPassive
Some overlap · 4 shared positions
$AMAT$AMN$BDX$DIS
$115M
93 positions
#14Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$DE$USB$CLX
$942M
33 positions
#15Van Diest Capital, LLCPassive
Some overlap · 4 shared positions
$AMAT$USB$BDX$DIS
$127M
190 positions
#16Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$AMAT$USB$DE$DIS$MU
$588M
337 positions
#17Edgemoor Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$AMAT$DE$VRT
$1.3B
170 positions
#18Green Alpha Advisors, LLCPassive
Some overlap · 3 shared positions
$AMAT$CRWD$MU
$102M
107 positions
#19DARA CAPITAL US, INC.Passive
Some overlap · 6 shared positions
$AMAT$AMD$VRT$CRWD$MU$PANW
$105M
119 positions
#20AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 3 shared positions
$AMAT$BDX$PANW
$1.4B
114 positions
#21Pacific Capital Partners LtdPassive
Some overlap · 3 shared positions
$AMAT$BDX$AMD
$101M
38 positions
#22CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$AMAT$USB$AMD$PANW
$180M
58 positions
#23Zweig-DiMenna Associates LLCPassive
Some overlap · 5 shared positions
$AMAT$AMD$VRT$CRWD$MU
$722M
61 positions
#24Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$AMAT$AMD$VRT$MU
$65M
34 positions
#25Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$AMN$DE$DIS$MU$PANW
$752M
61 positions

Compare FIRST COMMUNITY NA’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 COMMUNITY NA’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.