What hedge funds are most similar to ProVise Management Group, LLC?

The funds with the most similar 13F portfolios to ProVise Management Group, LLC are FSB PREMIER WEALTH ,, TWIN CITY PRIVATE WEALTH,, Cullen ,, based on overlapping conviction holdings in the latest SEC filings.

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 ProVise Group,

13F Portfolio OverlapQ1 2026ProVise Group, portfolio →

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Most similar hedge funds by 13F overlap

ProVise Management Group, LLC is an institutional investor managing $1.4B across 261 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 ProVise Group, are FSB PREMIER WEALTH ,, TWIN CITY PRIVATE WEALTH,, Cullen ,, with shared positions in $PM, $SCHW, $AMAT, $COP, $WFC, $BKNG. The full ranking of 25 similar funds is below.

#1FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 18 shared positions

$PM $SCHW $AMAT $COP $WFC $BKNG

$319M

251 positions

#2TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 14 shared positions

$WFC $PM $AMAT $SCHW $MDT $CCZ

$132M

96 positions

#3Cullen Capital Management, LLCActive

Notable overlap · 12 shared positions

$MS $PM $NVS $COP $MDT $C

$9.8B

213 positions

#4SPWM Advisors LLCPassive

Notable overlap · 17 shared positions

$PM $AMAT $SCHW $BKNG $ADI $WFC

$115M

93 positions

#5CRUX WEALTH ADVISORSPassive

Notable overlap · 15 shared positions

$AMAT $PM $SCHW $BKNG $COP $ADI

$261M

181 positions

#6CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 13 shared positions

$PM $ADI $MDT $SCHW $CCZ $GD

$758M

179 positions

#7Meriwether Wealth & Planning, LLCActive

Notable overlap · 16 shared positions

$COP $SCHW $BKNG $AMAT $CCZ $GD

$183M

126 positions

#8Tranquilli Financial Advisor LLCPassive

Notable overlap · 17 shared positions

$SCHW $COP $BKNG $PM $WFC $AMAT

$171M

132 positions

#9CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$MS $HUM $SCHW $COP

$363M

102 positions

#10DAGCO, INC.Passive

Notable overlap · 4 shared positions

$MS $HUM $COP $ADI

$461M

353 positions

#11Coign Capital Advisors LLCActive

Notable overlap · 8 shared positions

$MS $ADI $C $MCK $COP $PM

$190M

80 positions

#12Seven Springs Wealth Group, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $WFC $DUK

$432M

81 positions

#13Madson Wealth Advisors IncPassive

Notable overlap · 4 shared positions

$MS $HUM $NVS $WFC

$120M

84 positions

#14truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$MS $HUM $COP

$97M

49 positions

#15RIDGECREST WEALTH PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$MS $HUM $AMAT $WFC $MCK

$181M

96 positions

#16Balanced Rock Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$MS $C $SCHW $CCZ $MDT

$143M

96 positions

#17Valley Financial Group, Inc.Active

Notable overlap · 5 shared positions

$MS $COP $GMM $SCHW $MCK

$185M

63 positions

#18HF Advisory Group, LLCPassive

Notable overlap · 7 shared positions

$MS $WFC $SCHW $PM $COP $BKNG

$293M

166 positions

#19Alliance Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $PM $__PARK_1390777 $ENB $AMN

$228M

158 positions

#20SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$MS $SCHW $HUM

$103M

37 positions

#21Van Diest Capital, LLCPassive

Notable overlap · 10 shared positions

$AMAT $SCHW $WFC $PM $BKNG $BDX

$127M

190 positions

#22Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$MS $COP $GMM $HUM

$453M

103 positions

#23Provenance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $MCK

$945M

412 positions

#24KOM Wealth Management Group, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $SCHW $GD

$147M

89 positions

#25MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$MS $AMAT $WFC $MDT $CCZ $__PARK_1390777

$1.1B

105 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.