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Hedge Funds Similar to First Pacific Financial

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

First Pacific Financial is an institutional investor managing $777M across 663 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 Pacific Financial are MATRIX ASSET ADVISORS /NY, ProVise Group,, Cullen ,, with shared positions in $MS, $__PARK_1390777, $USB, $AEP, $MDT, $NEE. The full ranking of 25 similar funds is below.

#1MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 6 shared positions
$MS$__PARK_1390777$USB$AEP$MDT$NEE
$1.1B
105 positions
#2ProVise Management Group, LLCPassive
Notable overlap · 4 shared positions
$MS$NVS$MDT$__PARK_1390777
$1.4B
261 positions
#3Cullen Capital Management, LLCActive
Some overlap · 6 shared positions
$MS$NVS$TRV$MDT$UPS$NEE
$9.8B
213 positions
#4Davidson Capital Management Inc.Active
Some overlap · 4 shared positions
$MS$USB$AEP$NEE
$552M
93 positions
#5Granite Group Advisors, LLCActive
Some overlap · 6 shared positions
$USB$MS$__PARK_1390777$AEP$MDT$NEE
$165M
86 positions
#6OmniStar Financial Group, Inc.Passive
Some overlap · 6 shared positions
$__PARK_1390777$MS$IBM$AEP$ROK$UPS
$193M
108 positions
#7Live Oak Investment PartnersPassive
Some overlap · 4 shared positions
$MS$__PARK_1390777$AEP$MDT
$169M
93 positions
#8Argent Advisors, Inc.Passive
Some overlap · 4 shared positions
$MS$TRV$MDT$PFE
$366M
173 positions
#9Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$MS$__PARK_1390777$USB$PFE$UPS
$139M
62 positions
#10Ledyard National BankPassive
Some overlap · 5 shared positions
$MS$TTE$MDT$AEP$PFE
$1.2B
236 positions
#11CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$__PARK_1390777$USB$WELL$MDT$PFE
$1.4B
80 positions
#12Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 4 shared positions
$MS$USB$WELL$NEE
$204M
120 positions
#13Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$__PARK_1390777$IBM$MDT$WM
$272M
95 positions
#14Nexus Investment Management ULCActive
Some overlap · 5 shared positions
$MS$AEP$MDT$PFE$UPS
$715M
70 positions
#15Powers Advisory Group, LLCActive
Some overlap · 3 shared positions
$MS$USB$WM
$284M
125 positions
#16CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 6 shared positions
$USB$TRV$MDT$PFH$PFE$UPS
$1.4B
178 positions
#17Brentview Investment Management LLCPassive
Some overlap · 5 shared positions
$MS$WELL$MDT$NEE$WM
$231M
63 positions
#18CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 3 shared positions
$MS$USB$IBM
$363M
102 positions
#19EQUITY INVESTMENT CORPActive
Some overlap · 5 shared positions
$USB$TRV$MDT$TTE$UPS
$5.1B
71 positions
#20WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$NVS$IBM$NTRS$MDT$UPS
$698M
119 positions
#21GODSEY & GIBB, INCPassive
Some overlap · 5 shared positions
$NVS$IBM$AEP$MDT$UPS
$1.1B
389 positions
#22XML Financial, LLCPassive
Some overlap · 3 shared positions
$MS$USB$IBM
$1.2B
421 positions
#23CONNING INC.Passive
Some overlap · 5 shared positions
$__PARK_1390777$MS$USB$IBM$TRV
$3.0B
311 positions
#24ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MS$USB$MDT$UPS$WM
$555M
191 positions
#25MORTON COMMUNITY BANKPassive
Some overlap · 3 shared positions
$MS$AEP$NEE
$460M
115 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.