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Hedge Funds Similar to Providence First

13F Portfolio OverlapQ1 2026Providence First portfolio →
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Most similar hedge funds by 13F overlap

Providence First Trust Co is an institutional investor managing $284M across 179 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 Providence First are Strategic Financial Services,, Fortress Financial Solutions,, Davidson, with shared positions in $COP, $USB, $LRCX, $GE, $MCK, $KLAC. The full ranking of 25 similar funds is below.

#1Strategic Financial Services, Inc.Smart money
Notable overlap · 8 shared positions
$COP$USB$LRCX$GE$MCK$KLAC
$2.1B
152 positions
#2Fortress Financial Solutions, LLCActive
Notable overlap · 5 shared positions
$COP$ALPS$USB$GLW$SLV
$96M
56 positions
#3Davidson Capital Management Inc.Active
Some overlap · 6 shared positions
$COP$USB$GEV$MCK$KLAC$TJX
$552M
93 positions
#4Steele Capital Management, Inc.Active
Some overlap · 4 shared positions
$COP$MDY$USB$SLV
$2.4B
86 positions
#5BLUELINE ADVISORS LLCActive
Some overlap · 4 shared positions
$COP$MDY$USB$SHW
$129M
217 positions
#6Horizon Investment Services, LLCPassive
Some overlap · 6 shared positions
$COP$SLV$LRCX$AMAT$MU$KLAC
$288M
137 positions
#7Hilton Capital Management, LLCActive
Some overlap · 4 shared positions
$COP$ALPS$USB$TJX
$1.3B
129 positions
#8PRUDENTIAL PLCActive
Some overlap · 7 shared positions
$COP$USB$SHW$KLAC$MU$GE
$17.1B
680 positions
#9Gladwyn Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$COP$USB$GE$GEV$MDY
$160M
82 positions
#10Mason & Associates IncActive
Some overlap · 3 shared positions
$COP$ALPS$SHW
$516M
160 positions
#11Greenspring Advisors, LLCActive
Some overlap · 5 shared positions
$COP$USB$ALPS$GE$GEV
$1.6B
318 positions
#12Tandem Wealth Advisors LLCActive
Some overlap · 5 shared positions
$COP$MDY$KLAC$TJX$SHW
$224M
47 positions
#13VAN STRUM & TOWNE INC.Passive
Some overlap · 4 shared positions
$COP$USB$GEV$GE
$343M
111 positions
#14Massachusetts Wealth ManagementPassive
Some overlap · 5 shared positions
$COP$GEV$GE$GLW$MU
$231M
98 positions
#15WESCAP Management Group, Inc.Active
Some overlap · 4 shared positions
$COP$USB$SLV$GLW
$508M
107 positions
#16American Financial Advisors, LLCActive
Some overlap · 6 shared positions
$COP$USB$DNP$GE$SHW$GEV
$750M
159 positions
#17Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$COP$USB$MDY
$279M
141 positions
#18AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$COP$USB$GE$KLAC
$710M
221 positions
#19Essex LLCActive
Some overlap · 4 shared positions
$COP$USB$GEV$GE
$566M
175 positions
#20SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Some overlap · 3 shared positions
$COP$USB$SLV
$154M
39 positions
#21Hurlow Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$COP$USB$GE$TJX
$420M
120 positions
#22W.H. Cornerstone Investments Inc.Passive
Some overlap · 3 shared positions
$COP$USB$SHW
$160M
129 positions
#23Integrity Advisory Solutions, LLCActive
Some overlap · 4 shared positions
$COP$SHW$AMAT$USB
$757M
293 positions
#24Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$COP$MDY$USB
$480M
160 positions
#25Rialto Wealth Management, LLCPassive
Some overlap · 4 shared positions
$COP$USB$MDY$GEV
$445M
1,730 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.