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 First Pacific Financial

13F Portfolio OverlapQ3 2026First Pacific Financial portfolio →

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Most similar hedge funds by 13F overlap

First Pacific Financial is an institutional investor managing $978M across 538 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 First Pacific Financial are CORDA Investment, Minot DeBlois Advisors, Verity & Verity, with shared positions in $BNY, $WELL, $PEP, $MDT, $PFE, $ASML. The full ranking of 25 similar funds is below.

#1CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$BNY $WELL $PEP $MDT $PFE $ASML

$1.5B

78 positions

#2Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$NTRS $NVS $TRV $PEP $PFE $NEE

$116M

240 positions

#3Verity & Verity, LLCActive

Notable overlap · 8 shared positions

$PEP $PLD $PFH $MDT $UPS $PFE

$1.5B

139 positions

#4Murphy Pohlad Asset Management LLCPassive

Notable overlap · 6 shared positions

$TRV $BNY $MDT $UPS $PEP $CMI

$288M

140 positions

#5Agate Pass Investment Management, LLCPassive

Notable overlap · 8 shared positions

$PEP $BNY $PLD $WELL $TRV $ROK

$285M

111 positions

#6WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 5 shared positions

$NVS $NTRS $PEP $MDT $UPS

$742M

119 positions

#7GODSEY & GIBB, INCPassive

Notable overlap · 5 shared positions

$NVS $AEP $PEP $MDT $UPS

$1.2B

611 positions

#8Barnes Dennig Private Wealth Management LLCPassive

Notable overlap · 5 shared positions

$BNY $PEP $MDT $UPS $MRVL

$125M

365 positions

#9MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 5 shared positions

$BNY $AEP $PEP $MDT $NEE

$1.2B

100 positions

#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$PFH $PEP $MDT $PLD $UPS $CMI

$233M

122 positions

#11Cullen Capital Management, LLCActive

Some overlap · 5 shared positions

$NVS $TRV $MDT $UPS $NEE

$10.2B

208 positions

#12Bellars Harris Wealth Management, LLCPassive

Some overlap · 4 shared positions

$BNY $WELL $AEP $CMI

$491M

96 positions

#13ALLEN WEALTH MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$BNY $PEP $MDT $PFE $NVS

$205M

60 positions

#14AUXIER ASSET MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$BNY $TRV $PEP $MDT

$745M

184 positions

#15Matthew Goff Investment Advisor, LLCPassive

Some overlap · 3 shared positions

$BNY $NVS $PEP

$672M

107 positions

#16TrueMark Investments, LLCPassive

Some overlap · 6 shared positions

$AEP $PEP $UPS $TTE $NEE $ASML

$798M

187 positions

#17Granite Group Advisors, LLCActive

Some overlap · 6 shared positions

$AEP $PEP $MDT $BNY $NEE $ASML

$158M

78 positions

#18ATLANTIC FAMILY WEALTH, LLCSmart money

Some overlap · 6 shared positions

$PEP $PLD $MDT $TTE $PFE $NGG

$156M

64 positions

#19Center for Wealth Management AdvisoryActive

Some overlap · 4 shared positions

$BNY $PEP $MDT $UPS

$161M

62 positions

#20Palisades Hudson Asset Management, L.P.Active

Some overlap · 3 shared positions

$NU $PLD $CMI

$286M

108 positions

#21Delta Accumulation, LLCActive

Some overlap · 4 shared positions

$BNY $WELL $CMI $PEP

$2.5B

156 positions

#22GW HENSSLER & ASSOCIATES LTDPassive

Some overlap · 5 shared positions

$AEP $TRV $TTE $NVS $ASML

$2.3B

224 positions

#23Colorado Capital Management, Inc.Active

Some overlap · 3 shared positions

$NU $PFE $CRWD

$291M

100 positions

#24Legend Capital Advisors LLCActive

Some overlap · 3 shared positions

$NU $CRWD $ASML

$184M

62 positions

#25CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 5 shared positions

$TRV $PFH $MDT $UPS $PFE

$3.3B

229 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.