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Hedge Funds Similar to FIRST NATIONAL

13F Portfolio OverlapQ2 2026FIRST NATIONAL portfolio →
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Most similar hedge funds by 13F overlap

FIRST NATIONAL TRUST CO is an institutional investor managing $2.9B across 382 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 NATIONAL are Parcion Private Wealth, Cordatus Wealth, GLOBALT Investments / GA, with shared positions in $STT, $AMGN, $LIN, $TJX, $BLK, $MCD. The full ranking of 25 similar funds is below.

#1Parcion Private Wealth LLCPassive
Some overlap · 5 shared positions
$STT$AMGN$LIN$TJX$BLK
$1.8B
529 positions
#2Cordatus Wealth Management LLCPassive
Some overlap · 4 shared positions
$STT$MCD$LIN$NEE
$455M
168 positions
#3GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$STT$AMGN$PM$TJX$MS
$3.0B
213 positions
#4StrongBox Wealth, LLCPassive
Some overlap · 4 shared positions
$STT$LIN$NEE$AMGN
$351M
267 positions
#5FARMERS TRUST CO
Some overlap · 4 shared positions
$STT$MCD$NEE$PM
$637M
203 positions
#6Somerset Trust CoPassive
Some overlap · 6 shared positions
$MCD$LIN$NEE$AMGN$BLK$MS
$354M
186 positions
#7Richmond Brothers, Inc.Passive
Some overlap · 4 shared positions
$STT$MCD$AMGN$PM
$192M
96 positions
#8FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$STT$AMGN$PM$TJX$MS
$8.2B
442 positions
#9AAFMAA Wealth Management & Trust LLCPassive
Some overlap · 4 shared positions
$STT$LIN$NEE$MS
$286M
95 positions
#10Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$STT$MCD$AMGN$NEE
$108M
52 positions
#11Brentview Investment Management LLCActive
Some overlap · 6 shared positions
$LIN$NEE$PM$TJX$BLK$MS
$253M
63 positions
#12COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$STT$AMGN$TJX$BLK
$414M
164 positions
#13LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 5 shared positions
$MCD$LIN$NEE$AMGN$BLK
$152M
84 positions
#14Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$MCD$LIN$NEE$AMGN$BLK
$1.3B
275 positions
#15MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$LIN$NEE$MCD$AMGN$BLK
$272M
149 positions
#16HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$STT$MCD$NEE$TJX
$321M
107 positions
#17BKM Wealth Management, LLCPassive
Some overlap · 5 shared positions
$LIN$NEE$MCD$AMGN$BLK
$282M
148 positions
#18Financial Enhancement Group LLCPassive
Some overlap · 3 shared positions
$STT$LIN$NEE
$839M
137 positions
#19PLIMOTH TRUST CO LLCPassive
Some overlap · 5 shared positions
$MCD$NEE$AMGN$LIN$TJX
$501M
175 positions
#20PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$STT$NEE$PM$TJX
$219M
125 positions
#21Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$STT$AMGN$BLK$MS
$202M
58 positions
#22RWA WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$MCD$LIN$NEE$TJX$BLK
$10.4B
645 positions
#23Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$MCD$NEE$AMGN$PM$TJX
$334M
127 positions
#24American National Bank of TexasActive
Some overlap · 4 shared positions
$STT$MCD$PM$AMGN
$110M
56 positions
#25Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MCD$LIN$NEE$TJX$MS
$467M
118 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.