How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Providence First

13F Portfolio OverlapQ2 2026Providence First portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Providence First Trust Co is an institutional investor managing $358M across 196 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 Providence First are Park , / WI, Williamson Legacy Group, Great Diamond Partners, with shared positions in $WDC, $MDY, $SNDK, $GLW, $KLAC, $LITE. The full ranking of 25 similar funds is below.

#1Park Capital Management, LLC / WIPassive

Notable overlap · 7 shared positions

$WDC $MDY $SNDK $GLW $KLAC $LITE

$170M

161 positions

#2Williamson Legacy Group, LLCPassive

Notable overlap · 6 shared positions

$WDC $GLW $SNDK $LITE $CMI $BNY

$201M

75 positions

#3Great Diamond Partners, LLCPassive

Notable overlap · 6 shared positions

$KLAC $GLW $BNY $CMI $NEE $VLO

$582M

238 positions

#4Fedenia Advisers LLCPassive

Notable overlap · 5 shared positions

$WDC $GLW $KLAC $SNDK $LITE

$421M

459 positions

#5SEEDS INVESTOR LLCPassive

Notable overlap · 6 shared positions

$MDY $SNDK $WDC $KLAC $GLW $LITE

$973M

379 positions

#6Markin Volterra Fund LPActive

Some overlap · 5 shared positions

$WDC $KLAC $SNDK $GLW $LITE

$147M

69 positions

#7CHAPIN DAVIS, INC.Passive

Some overlap · 5 shared positions

$KLAC $WDC $SNDK $VLO $NEE

$569M

256 positions

#8Polar Capital Holdings PlcActive

Some overlap · 5 shared positions

$KLAC $GLW $SNDK $WDC $LITE

$42.4B

245 positions

#9WASHINGTON TRUST CoPassive

Some overlap · 4 shared positions

$KLAC $MDY $GLW $NEE

$3.2B

296 positions

#10REXFORD CAPITAL INCPassive

Some overlap · 5 shared positions

$KLAC $GLW $WDC $BNY $VLO

$163M

301 positions

#11Dorsey Wright & AssociatesPassive

Some overlap · 5 shared positions

$WDC $SNDK $BNY $ETR $LITE

$590M

131 positions

#12Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 5 shared positions

$KLAC $MDY $CMI $AEP $VLO

$489M

619 positions

#13Retireful, LLCPassive

Some overlap · 5 shared positions

$WDC $GLW $SNDK $KLAC $CMI

$107M

81 positions

#14PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$KLAC $SNDK $WDC $GLW $LITE

$462M

86 positions

#15OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 5 shared positions

$KLAC $GLW $CMI $NEE $VLO

$530M

275 positions

#16River Street Advisors LLCPassive

Some overlap · 5 shared positions

$KLAC $GLW $CMI $NEE $VLO

$340M

177 positions

#17Camarda Financial Advisors, LLC

Some overlap · 4 shared positions

$KLAC $WDC $SNDK $MAR

$331M

122 positions

#18TI-TRUST, INCPassive

Some overlap · 4 shared positions

$MDY $WDC $SNDK $NEE

$186M

132 positions

#19MorganRosel Wealth Management, LLCActive

Some overlap · 5 shared positions

$KLAC $BNY $SNDK $WDC $VLO

$296M

104 positions

#20Anther Capital LtdSmart money

Some overlap · 4 shared positions

$WDC $GLW $SNDK $LITE

$3.9B

21 positions

#21Grand Alliance Asset Management LtdActive

Some overlap · 4 shared positions

$WDC $GLW $SNDK $LITE

$167M

15 positions

#22Fairvoy Private Wealth, LLCPassive

Some overlap · 5 shared positions

$WDC $KLAC $CMI $GLW $NEE

$495M

200 positions

#23Estate Counselors, LLCSmart money

Some overlap · 4 shared positions

$MDY $WDC $SNDK $LITE

$1.2B

92 positions

#24USA FINANCIAL FORMULAS

Some overlap · 6 shared positions

$WDC $BNY $ROST $AEP $CMI $HAL

$531M

437 positions

#25Precision Wealth Strategies, LLCPassive

Some overlap · 4 shared positions

$WDC $GLW $SNDK $MAR

$332M

170 positions

Compare Providence First’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 Providence First’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.