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Hedge Funds Similar to FIRST COMMUNITY NA

13F Portfolio OverlapQ2 2026FIRST COMMUNITY NA portfolio →
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Most similar hedge funds by 13F overlap

FIRST COMMUNITY TRUST NA is an institutional investor managing $221M across 333 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 FIRST COMMUNITY NA are RMG Wealth, Minneapolis Portfolio Group, Atala Financial, with shared positions in $DE, $USB, $PFGC, $CEG, $UMBF, $QCOM. The full ranking of 25 similar funds is below.

#1RMG Wealth Management LLCActive
Some overlap · 5 shared positions
$DE$USB$PFGC$CEG$UMBF
$969M
578 positions
#2Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$DE$USB$QCOM
$1.1B
34 positions
#3Atala Financial IncPassive
Some overlap · 3 shared positions
$DE$QCOM$DIS
$165M
121 positions
#4Trace Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$DE$QCOM$DIS
$153M
69 positions
#5J. Team Financial, Inc.Passive
Some overlap · 3 shared positions
$DE$ANET$CRWD
$103M
102 positions
#6BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 3 shared positions
$DE$ANET$BDX
$6.8B
62 positions
#7Friday FinancialActive
Some overlap · 3 shared positions
$DE$UMBF$DIS
$373M
108 positions
#8VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$DE$ANET$CEG
$142M
108 positions
#9MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DE$ANET$VRT$DIS
$636M
262 positions
#10Clearwave Capital, LLCPassive
Some overlap · 3 shared positions
$ANET$DE$CRWD
$181M
166 positions
#11Fire Capital Management LLCPassive
Some overlap · 3 shared positions
$DE$ANET$CRWD
$246M
122 positions
#12Washington Trust Advisors, Inc.Passive
Some overlap · 3 shared positions
$DE$BDX$DIS
$1.3B
724 positions
#13Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$DE$BWA$DIS
$1.0B
765 positions
#14Alliance Private Wealth, LLCActive
Some overlap · 4 shared positions
$DE$ANET$QCOM$DIS
$288M
82 positions
#15Jacksonville Wealth Management, LLCActive
Some overlap · 3 shared positions
$DE$CRWD$DIS
$177M
76 positions
#16Elyxium Wealth, LLCPassive
Some overlap · 4 shared positions
$ANET$DE$USB$NTRS
$952M
298 positions
#17Probity Advisors, Inc.Active
Some overlap · 3 shared positions
$ANET$DE$USB
$699M
232 positions
#18Alaethes Wealth, LLCPassive
Some overlap · 3 shared positions
$ANET$DE$CRWD
$345M
111 positions
#19Spartan Wealth Advisory Services LLCPassive
Some overlap · 4 shared positions
$ANET$CRWD$VRT$DE
$1.2B
320 positions
#20Legacy Bridge, LLCPassive
Some overlap · 3 shared positions
$ANET$DE$VRT
$324M
322 positions
#21SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ANET$DE$VRT
$255M
144 positions
#22Tripletail Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ANET$VRT$CRWD$QCOM
$87M
278 positions
#23Disciplined Equity Management, Inc.Smart money
Some overlap · 3 shared positions
$ANET$USB$CRWD
$226M
45 positions
#24Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$ANET$VRT$CRWD$USB
$234M
81 positions
#25J. R. Prunier Capital Management LLC
Some overlap · 3 shared positions
$DE$BDX$DIS
$235M
67 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.