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 Provident Wealth

13F Portfolio OverlapQ2 2026Provident Wealth portfolio →

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Most similar hedge funds by 13F overlap

Provident Wealth Management, LLC is an institutional investor managing $388M across 161 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 Wealth are TOMPKINS FINANCIAL, LAWSON KROEKER INVESTMENT, Guinness Asset LTD, with shared positions in $LAZ, $AJG, $DUK, $MCD, $PEP, $COHR. The full ranking of 25 similar funds is below.

#1TOMPKINS FINANCIAL CORPPassive

Some overlap · 5 shared positions

$LAZ $AJG $DUK $MCD $PEP

$1.4B

548 positions

#2LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive

Some overlap · 4 shared positions

$AJG $MCD $PEP $COHR

$361M

59 positions

#3Guinness Asset Management LTDActive

Some overlap · 3 shared positions

$AJG $TXN $PEP

$5.9B

141 positions

#4OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 5 shared positions

$AJG $DUK $MCD $TXN $PEP

$2.7B

54 positions

#5Welch Group, LLCPassive

Some overlap · 4 shared positions

$AJG $MCD $TXN $PEP

$2.9B

326 positions

#6NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Some overlap · 3 shared positions

$AJG $MPC $PEP

$606M

79 positions

#7Brookmont Capital ManagementActive

Some overlap · 4 shared positions

$AJG $MCD $PNC $PEP

$186M

61 positions

#8Paulson Wealth Management Inc.Active

Slight overlap · 3 shared positions

$LAZ $TXN $MCD

$471M

146 positions

#9DEARBORN PARTNERS LLCPassive

Slight overlap · 3 shared positions

$AJG $MCD $TXN

$1.8B

269 positions

#10EAGLE WEALTH STRATEGIES LLCSmart money

Slight overlap · 3 shared positions

$AJG $COHR $PNC

$262M

118 positions

#11BROWN BROTHERS HARRIMAN & COActive

Slight overlap · 3 shared positions

$AJG $MCD $TXN

$22.8B

1,818 positions

#12TICINO WEALTHPassive

Slight overlap · 4 shared positions

$PPG $COHR $MCD $TXN

$317M

135 positions

#13Sky Investment Group LLCPassive

Slight overlap · 5 shared positions

$DUK $MCD $TXN $PNC $PEP

$637M

146 positions

#14Shoker Investment Counsel, Inc.Active

Slight overlap · 5 shared positions

$DUK $MCD $TXN $MPC $PEP

$398M

113 positions

#15STRATEGY ASSET MANAGERS LLCPassive

Slight overlap · 3 shared positions

$AJG $DUK $TXN

$670M

265 positions

#16Oak Harvest Investment ServicesPassive

Slight overlap · 4 shared positions

$COHR $DUK $MCD $TXN

$1.1B

168 positions

#17Widmann Financial Services, Inc.Passive

Slight overlap · 4 shared positions

$PPG $DUK $MCD $PEP

$186M

123 positions

#18Nicholson Wealth Management Group, LLCPassive

Slight overlap · 4 shared positions

$PPG $MCD $TXN $PEP

$170M

111 positions

#19POTOMAC FUND MANAGEMENT INC /ADVSmart money

Slight overlap · 4 shared positions

$AJG $MCD $PNC $PEP

$4.0B

109 positions

#20IAMS WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$AJG $MCD $PNC

$332M

190 positions

#21GREAT LAKES ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$LAZ $DUK $PEP

$13.1B

825 positions

#22Aldebaran Financial Inc.Passive

Slight overlap · 4 shared positions

$COHR $MCD $DUK $MPC

$123M

82 positions

#23VISTA INVESTMENT MANAGEMENTPassive

Slight overlap · 4 shared positions

$COHR $TXN $PNC $PEP

$333M

178 positions

#24Covington Investment Advisors Inc.Active

Slight overlap · 4 shared positions

$DUK $MCD $TXN $PNC

$774M

73 positions

#25Phillips Wealth Planners LLCPassive

Slight overlap · 4 shared positions

$DUK $MCD $TXN $PNC

$136M

217 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.