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Hedge Funds Similar to Francis Financial

13F Portfolio OverlapQ2 2026Francis Financial portfolio →
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Most similar hedge funds by 13F overlap

Francis Financial, Inc. is an institutional investor managing $610M across 134 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 Francis Financial are Wealth Advisors of Tampa Bay, PARTHENON, FORESIGHT ADVISORS, with shared positions in $GLW, $MCD, $PNC, $AXP, $KLAC, $SO. The full ranking of 25 similar funds is below.

#1Wealth Advisors of Tampa Bay, LLCPassive
Notable overlap · 3 shared positions
$GLW$MCD$PNC
$327M
94 positions
#2PARTHENON LLCActive
Notable overlap · 3 shared positions
$GLW$AXP$PNC
$962M
133 positions
#3FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Notable overlap · 3 shared positions
$GLW$PNC$KLAC
$206M
80 positions
#4CHEMUNG CANAL TRUST COActive
Notable overlap · 4 shared positions
$GLW$AXP$MCD$SO
$541M
111 positions
#5Insight Inv LLCPassive
Some overlap · 3 shared positions
$GLW$AXP$PNC
$212M
109 positions
#6Piscataqua Savings BankPassive
Some overlap · 3 shared positions
$GLW$AXP$MCD
$148M
412 positions
#7UNITED BANKActive
Some overlap · 3 shared positions
$GLW$MCD$KLAC
$853M
130 positions
#8BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$GLW$MCD$AXP
$515M
142 positions
#9RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$GLW$MCD$SO
$1.1B
90 positions
#10Hobbs Group Advisors, LLCActive
Some overlap · 4 shared positions
$GLW$AXP$NUE$IAU
$380M
164 positions
#11PeakShares LLCActive
Some overlap · 4 shared positions
$GLW$AXP$MCD$KLAC
$134.4B
122 positions
#12NAPLES GLOBAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$GLW$AXP$KLAC
$1.6B
466 positions
#13First Citizens Financial CorpPassive
Some overlap · 3 shared positions
$GLW$MCD$PNC
$239M
139 positions
#14Parkside Investments, LLCActive
Some overlap · 3 shared positions
$GLW$SO$IAU
$902M
91 positions
#15Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$GLW$MCD$AXP$IAU
$1.3B
275 positions
#16Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$GLW$AXP$MCD$PNC$KLAC
$686M
532 positions
#17M. Kulyk & Associates, LLCActive
Some overlap · 3 shared positions
$GLW$AXP$PNC
$613M
113 positions
#18Tower Wealth Partners, Inc.Active
Some overlap · 3 shared positions
$GLW$MCD$AXP
$203M
101 positions
#19SEARLE & CO.Passive
Some overlap · 4 shared positions
$AXP$MCD$GLW$NUE
$445M
194 positions
#20REXFORD CAPITAL INCPassive
Some overlap · 4 shared positions
$GLW$MCD$AXP$KLAC
$163M
301 positions
#21HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 3 shared positions
$GLW$AXP$KLAC
$217M
352 positions
#22CoreFirst Bank & TrustPassive
Some overlap · 4 shared positions
$GLW$MCD$AXP$NUE
$201M
279 positions
#23St. Johns Investment Management Company, LLCPassive
Some overlap · 3 shared positions
$GLW$AXP$MCD
$264M
201 positions
#24FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 3 shared positions
$GLW$MCD$PNC
$492M
156 positions
#25CULLEN/FROST BANKERS, INC.Passive
Some overlap · 3 shared positions
$GLW$AXP$KLAC
$10.1B
1,418 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.