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Hedge Funds Similar to Provident Living Financial Services

13F Portfolio OverlapQ2 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 $101M across 50 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 Provident Living Financial Services are Kazazian Asset, THORNBURG INVESTMENT, TERRIL BROTHERS, with shared positions in $C, $ETSY, $NOW, $FCX, $PYPL, $T. The full ranking of 25 similar funds is below.

#1Kazazian Asset Management, LLCActive
Notable overlap · 5 shared positions
$C$ETSY$NOW$FCX$PYPL
$111M
51 positions
#2THORNBURG INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$C$FCX$T
$10.5B
139 positions
#3TERRIL BROTHERS, INC.Active
Notable overlap · 3 shared positions
$C$VZ$T
$388M
71 positions
#4Boothe Investment Group, Inc.Active
Notable overlap · 4 shared positions
$C$CRWD$VZ$NOW
$317M
38 positions
#5Parkside Investments, LLCActive
Notable overlap · 4 shared positions
$C$FCX$CVS$SOFI
$902M
91 positions
#6Patient Capital Management, LLCActive
Notable overlap · 4 shared positions
$C$CVS$SOFI$COIN
$3.1B
40 positions
#7CERTUITY, LLCActive
Notable overlap · 4 shared positions
$C$FCX$VZ$T
$2.0B
674 positions
#8Connective Portfolio Management, LLCPassive
Notable overlap · 4 shared positions
$C$SOFI$PBR$MRVL
$60M
39 positions
#9MASTERS CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$C$FCX$CVS$NOW$RUN
$3.9B
80 positions
#10Blume Capital Management, Inc.Passive
Notable overlap · 3 shared positions
$C$FCX$CVS
$684M
359 positions
#11Griffith & Werner, Inc.Passive
Notable overlap · 3 shared positions
$C$T$VZ
$213M
71 positions
#12Viewpoint Capital Management LLCPassive
Some overlap · 3 shared positions
$C$SOFI$T
$196M
120 positions
#13Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$C$FCX$VZ
$229M
166 positions
#14Nexus Investment Management ULCActive
Some overlap · 3 shared positions
$C$VZ$T
$767M
72 positions
#15Riggs Asset Managment Co. Inc.Passive
Some overlap · 3 shared positions
$C$CRWD$MRVL
$560M
132 positions
#16Miller Financial Services LLCPassive
Some overlap · 4 shared positions
$CRWD$SOFI$VZ$PYPL
$124M
142 positions
#17Landmark Wealth Management, LLCActive
Some overlap · 3 shared positions
$C$FCX$T
$418M
151 positions
#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$C$T$VZ
$233M
122 positions
#19Inlight Wealth Management, LLCActive
Some overlap · 6 shared positions
$CVS$T$BILL$VZ$NOW$VOD
$315M
62 positions
#20Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$C$T$CVS$VZ
$160M
124 positions
#21Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$CRWD$FCX$NOW
$234M
81 positions
#22AlphaStar Capital Management, LLCActive
Some overlap · 3 shared positions
$SOFI$CRWD$NOW
$1.6B
280 positions
#23Bedell Frazier Investment Counselling, LLC
Some overlap · 4 shared positions
$C$FCX$CRWD$VZ
$495M
128 positions
#24HOURGLASS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$C$FCX$VZ
$508M
127 positions
#25FARMERS TRUST CO
Some overlap · 5 shared positions
$FCX$C$T$CVS$VZ
$637M
203 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.