13F Pro

Hedge Funds Similar to Pacific Center for Financial Services

13F Portfolio OverlapQ3 2026Pacific Center for Financial Services portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Pacific Center for Financial Services is an institutional investor managing $477M across 506 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Pacific Center for Financial Services are Atlantic Edge Private Wealth, OFS Enterprise, Clear Point Advisors, with shared positions in $MDY, $ETN, $VLO, $STT, $AEP, $VZ. The full ranking of 25 similar funds is below.

#1Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MDY$ETN$VLO$STT$AEP$VZ
$487M
628 positions
#2OFS Enterprise LLCActive
Some overlap · 4 shared positions
$MDY$WFC$ETN$VZ
$382M
104 positions
#3Clear Point Advisors Inc.Passive
Some overlap · 5 shared positions
$MDY$T$DIS$STT$VZ
$113M
93 positions
#4SONATA CAPITAL GROUP INCActive
Some overlap · 4 shared positions
$MDY$ETN$WFC$C
$314M
128 positions
#5Corsicana & Co.Passive
Some overlap · 5 shared positions
$MDY$VLO$NEE$STT$VZ
$206M
309 positions
#6LCM Capital Management IncActive
Some overlap · 3 shared positions
$MDY$ASML$DIS
$235M
125 positions
#7DC Investments Management, LLCActive
Some overlap · 4 shared positions
$MDY$ASML$ED$AEP
$293M
55 positions
#8STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 5 shared positions
$MDY$WFC$C$PM$VZ
$392M
279 positions
#9Tandem Wealth Advisors LLCActive
Some overlap · 4 shared positions
$MDY$ETN$LIN$STT
$251M
48 positions
#10Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$MDY$WFC$PM
$849M
165 positions
#11Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$DIS$C
$418M
232 positions
#12CUMBERLAND ADVISORS INCActive
Some overlap · 3 shared positions
$MDY$DIS$WFC
$284M
49 positions
#13Diversified Portfolios, Inc.Active
Some overlap · 3 shared positions
$MDY$DIS$ETN
$1.4B
201 positions
#14IFG Advisors, LLCActive
Some overlap · 4 shared positions
$MDY$C$PM$DIS
$730M
161 positions
#15Tandem Investment Partners LLCActive
Some overlap · 3 shared positions
$MDY$NEE$VZ
$129M
76 positions
#16Paladin Advisory Group, LLCPassive
Some overlap · 5 shared positions
$MDY$ETN$VLO$WFC$STT
$151M
243 positions
#17Broadview Financial Management, LLCActive
Some overlap · 3 shared positions
$MDY$STT$AEP
$164M
43 positions
#18BLUELINE ADVISORS LLCActive
Some overlap · 3 shared positions
$MDY$AEP$DIS
$142M
259 positions
#19Conservest Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$MDY$STT$KMI
$1.3B
132 positions
#20Thrive Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$MDY$WFC$PM
$805M
260 positions
#21Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$MDY$WFC$DIS$VZ
$241M
98 positions
#22RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 4 shared positions
$MDY$ETN$NEE$STT
$581M
172 positions
#23Firestone Capital ManagementActive
Some overlap · 3 shared positions
$MDY$T$NEE
$537M
168 positions
#24Canopy Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$ASML$ETN
$332M
256 positions
#25TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$C$AEP
$288M
94 positions

Compare Pacific Center for Financial Services’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 Pacific Center for Financial Services’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.