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Hedge Funds Similar to Argent Advisors,

13F Portfolio OverlapQ1 2026Argent Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Argent Advisors, Inc. is an institutional investor managing $366M across 173 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 Argent Advisors, are Alliance Wealth Advisors,, Objectivity Squared,, Wright Wealth, with shared positions in $MS, $AMN, $ENB, $VZ, $EPD, $DUK. The full ranking of 25 similar funds is below.

#1Alliance Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$MS$AMN$ENB$VZ
$228M
158 positions
#2Objectivity Squared, LLCActive
Notable overlap · 4 shared positions
$MS$AMN$EPD$DUK
$159M
55 positions
#3Wright Wealth LLCActive
Notable overlap · 5 shared positions
$MS$AMN$VZ$EPD$DUK
$149M
51 positions
#4Provident Wealth Management, LLCActive
Notable overlap · 3 shared positions
$MS$AMN$KO
$331M
134 positions
#5CORRECT CAPITAL WEALTH MANAGEMENTActive
Notable overlap · 3 shared positions
$AMN$MS$KO
$536M
109 positions
#6SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Notable overlap · 4 shared positions
$MS$AMN$WFC$VZ
$482M
173 positions
#7ARQ WEALTH ADVISORS, LLCPassive
Notable overlap · 4 shared positions
$AMN$MS$AXP$MDT
$555M
191 positions
#8Widmann Financial Services, Inc.Passive
Notable overlap · 5 shared positions
$AMN$KO$VZ$PFE$DUK
$168M
121 positions
#9ProVise Management Group, LLCPassive
Notable overlap · 6 shared positions
$MS$MDT$ENB$WFC$AMN$DUK
$1.4B
261 positions
#10Smith Thornton Advisors LLCPassive
Some overlap · 5 shared positions
$MS$KO$VZ$DUK$WFC
$199M
130 positions
#11First Pacific FinancialPassive
Some overlap · 4 shared positions
$MS$TRV$MDT$PFE
$777M
663 positions
#12TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 9 shared positions
$KO$MDT$GSK$ENB$DUK$WFC
$132M
96 positions
#13DCM Advisors, LLCActive
Some overlap · 5 shared positions
$MS$VZ$AXP$WFC$PFE
$220M
38 positions
#14Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$MS$VZ$PFE$TFC$KO
$232M
44 positions
#15MORTON COMMUNITY BANKPassive
Some overlap · 4 shared positions
$MS$VZ$AXP$DUK
$460M
115 positions
#16Seven Springs Wealth Group, LLCActive
Some overlap · 5 shared positions
$MS$VZ$DUK$WFC$KO
$432M
81 positions
#17Strategic Financial Planning, Inc.Active
Some overlap · 3 shared positions
$AMN$MS$ES
$171M
40 positions
#18VISIONARY HORIZONS, LLCPassive
Some overlap · 5 shared positions
$AMN$MDT$DUK$ES$VZ
$203M
128 positions
#19HF Advisory Group, LLCPassive
Some overlap · 5 shared positions
$MS$VZ$PFE$WFC$TFC
$293M
166 positions
#20Directional Asset ManagementPassive
Some overlap · 4 shared positions
$MS$VZ$KO$AMN
$109M
90 positions
#21Lantern Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$AMN$MS$ENB
$195M
174 positions
#22Capital Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MS$KO$VZ$NEM
$6.2B
693 positions
#23MFA WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$AMN$AXP$KO$DUK
$508M
88 positions
#24Clear Trail Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$VZ$MDT$AXP$EPD
$601M
149 positions
#25Meridian Financial Partners LLCActive
Some overlap · 4 shared positions
$MS$DUK$VZ$KO
$263M
121 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.