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Hedge Funds Similar to Provident Living Financial Services,

13F Portfolio OverlapQ1 2026Provident Living Financial Services, portfolio →
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Most similar hedge funds by 13F overlap

Provident Living Financial Services, Inc. is an institutional investor managing $91M across 48 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 Provident Living Financial Services, are Spectrum Financial Alliance Ltd, THORNBURG INVESTMENT, Griffith & Werner,, with shared positions in $C, $BAC, $T, $FCX, $VZ, $ETSY. The full ranking of 25 similar funds is below.

#1Spectrum Financial Alliance Ltd LLCActive
Notable overlap · 3 shared positions
$C$BAC$T
$520M
30 positions
#2THORNBURG INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$C$T$FCX
$9.6B
171 positions
#3Griffith & Werner, Inc.Active
Notable overlap · 4 shared positions
$C$BAC$T$VZ
$202M
72 positions
#4Kazazian Asset Management, LLCActive
Notable overlap · 5 shared positions
$C$ETSY$PYPL$NOW$FCX
$92M
43 positions
#5CERTUITY, LLCPassive
Notable overlap · 5 shared positions
$C$BAC$VZ$FCX$T
$1.5B
659 positions
#6TERRIL BROTHERS, INC.Active
Notable overlap · 4 shared positions
$C$VZ$BAC$T
$366M
75 positions
#7Longitude (Cayman) Ltd.Passive
Notable overlap · 3 shared positions
$SOFI$AMD$PYPL
$244M
51 positions
#8Viewpoint Capital Management LLCActive
Notable overlap · 5 shared positions
$BAC$C$AMD$T$SOFI
$214M
135 positions
#9Boothe Investment Group, Inc.Active
Notable overlap · 5 shared positions
$C$AMD$CRWD$VZ$NOW
$311M
40 positions
#10Catherine Avery Investment Management LLCPassive
Notable overlap · 4 shared positions
$C$FCX$BAC$VZ
$223M
109 positions
#11Huber Capital Management LLCPassive
Notable overlap · 3 shared positions
$C$BAC$T
$647M
99 positions
#12Henson-Edgewater Management, LLCPassive
Notable overlap · 4 shared positions
$BAC$AMD$VZ$CRWD
$157M
66 positions
#13KAHN BROTHERS GROUP INCActive
Notable overlap · 3 shared positions
$C$BAC$VZ
$564M
48 positions
#14Blume Capital Management, Inc.Passive
Notable overlap · 3 shared positions
$C$FCX$BAC
$588M
337 positions
#15Hosking Partners LLPActive
Notable overlap · 3 shared positions
$C$FCX$BAC
$2.8B
99 positions
#16Xcel Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$BAC$VZ$CRWD$AMD$NOW
$362M
133 positions
#17Brandywine Global Investment Management, LLC
Notable overlap · 5 shared positions
$BAC$C$T$VZ$CVS
$14.9B
601 positions
#18Patient Capital Management, LLCActive
Some overlap · 4 shared positions
$C$SOFI$CVS$COIN
$2.7B
40 positions
#19Aldebaran Capital, LLCActive
Some overlap · 3 shared positions
$BAC$FCX$VZ
$131M
43 positions
#20GQG Partners LLCActive
Some overlap · 3 shared positions
$PBR$T$VZ
$63.1B
81 positions
#21Delta Global Management LPPassive
Some overlap · 3 shared positions
$C$BAC$AMD
$1.2B
154 positions
#22Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 6 shared positions
$C$FCX$BAC$CRWD$VZ$REGN
$495M
128 positions
#23Wernau Asset Management Inc.Active
Some overlap · 3 shared positions
$BAC$T$VZ
$143M
50 positions
#24Westbourne Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$BAC$C$SOFI
$343M
115 positions
#25Access Investment Management LLCPassive
Some overlap · 3 shared positions
$C$BAC$UNIT
$376M
157 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.