13F Pro

Hedge Funds Similar to First Citizens Financial

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

First Citizens Financial Corp is an institutional investor managing $239M across 139 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 Citizens Financial are Clear Trail Advisors,, Stonebridge Financial Group,, PINKERTON WEALTH,, with shared positions in $DRI, $SNOW, $MS, $MCD, $UNP, $OKE. The full ranking of 25 similar funds is below.

#1Clear Trail Advisors, LLCPassive
Some overlap · 5 shared positions
$DRI$SNOW$MS$MCD$UNP
$601M
149 positions
#2Stonebridge Financial Group, LLCPassive
Some overlap · 7 shared positions
$SNOW$OKE$MS$CMI$GLW$LOW
$1.2B
262 positions
#3PINKERTON WEALTH, LLCActive
Some overlap · 3 shared positions
$DRI$SNOW$MCD
$1.1B
138 positions
#4Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$DRI$CMI$MS
$4.1B
30 positions
#5Advisory Resource GroupPassive
Some overlap · 4 shared positions
$OKE$CMI$DHR$MS
$581M
172 positions
#6Lineweaver Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$SNOW$MS$DHR$MCD$MDLZ$BAC
$742M
168 positions
#7SFE Investment CounselPassive
Some overlap · 4 shared positions
$OKE$CMI$DHR$LOW
$635M
143 positions
#8Beckerman Institutional, LLCPassive
Some overlap · 4 shared positions
$SNOW$OKE$MS$BAC
$188M
121 positions
#9COFG Advisors, LLCPassive
Some overlap · 5 shared positions
$OKE$DHR$MS$MCD$UNP
$404M
241 positions
#10Pinion Investment Advisors, LLCActive
Some overlap · 7 shared positions
$SNOW$MS$MDLZ$MCD$UNP$OKE
$428M
181 positions
#11Fairvoy Private Wealth, LLCPassive
Some overlap · 4 shared positions
$OKE$DHR$CMI$MCD
$419M
201 positions
#12FORTE ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DRI$DHR$MS$XYZ$UNP
$228M
76 positions
#13Applied Finance Capital Management, LLCPassive
Some overlap · 6 shared positions
$DRI$CMI$HPQ$LOW$BAC$UNP
$1.3B
218 positions
#14Innovative Wealth Building LLCActive
Some overlap · 6 shared positions
$OKE$SNOW$MS$MCD$LOW$BAC
$142M
70 positions
#15Quest 10 Wealth Builders, Inc.Passive
Some overlap · 3 shared positions
$DRI$DHR$MS
$114M
763 positions
#16FC Advisory LLCActive
Some overlap · 3 shared positions
$SNOW$DHR$MS
$342M
115 positions
#17Burk Holdings LLCPassive
Some overlap · 4 shared positions
$SNOW$DHR$OKE$BAC
$233M
676 positions
#18Phoenix Wealth AdvisorsActive
Some overlap · 4 shared positions
$OKE$DRI$CMI$UNP
$253M
126 positions
#19Pacific Park Financial, Inc.Active
Some overlap · 3 shared positions
$SNOW$DHR$MS
$153M
73 positions
#20Socorro Asset Management LPPassive
Some overlap · 4 shared positions
$OKE$DHR$MS$BAC
$221M
32 positions
#21Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 5 shared positions
$SNOW$DRI$CMI$GLW$UNP
$224M
71 positions
#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$OKE$CMI$MCD$UNP
$220M
148 positions
#23Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SNOW$MS$LOW$MCD
$272M
95 positions
#24Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$SNOW$MS$LOW$MCD
$353M
78 positions
#25FOREFRONT WEALTH MANAGEMENT INC.
Some overlap · 3 shared positions
$SNOW$OKE$MCD
$139M
71 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.