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 OverlapQ1 2026Provident Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Provident Wealth Management, LLC is an institutional investor managing $331M across 134 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 Provident Wealth , are Longview Financial Advisors,, CMC Financial Group, truNorth Financial Services,, with shared positions in $REGN, $AMN, $AJG, $KO, $MCD, $MS. The full ranking of 25 similar funds is below.

#1Longview Financial Advisors, Inc.Active

Substantial overlap · 6 shared positions

$REGN $AMN $AJG $KO $MCD $MS

$164M

163 positions

#2CMC Financial GroupActive

Substantial overlap · 3 shared positions

$REGN $WT $AGQ

$51M

38 positions

#3truNorth Financial Services, Inc.Active

Substantial overlap · 4 shared positions

$MS $WT $UNIT $HUM

$97M

49 positions

#4Summit Investment Advisory Services, LLCActive

Substantial overlap · 4 shared positions

$MS $WT $HUM $NTRB

$269M

81 positions

#5Presidio Capital Management, LLCActive

Substantial overlap · 4 shared positions

$MS $REGN $UNH $MCD

$344M

79 positions

#6GEN Financial Management, INC.Active

Notable overlap · 4 shared positions

$REGN $AMN $HON $HUM

$162M

51 positions

#7Fortune Financial Group, Inc.Active

Notable overlap · 3 shared positions

$REGN $WT $AGQ

$111M

84 positions

#8Madrid Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$MS $SNOW $AMN

$133M

70 positions

#9SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$MS $UNIT $HUM

$103M

37 positions

#10LifeGoal Investments, LLCPassive

Notable overlap · 3 shared positions

$MS $SNOW $HUM

$175M

112 positions

#11Seven Springs Wealth Group, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $KO

$432M

81 positions

#12Wright Wealth LLCActive

Notable overlap · 4 shared positions

$MS $WT $AMN $HUM

$149M

51 positions

#13Meridian Financial Partners LLCActive

Notable overlap · 5 shared positions

$MS $WT $LAZ $SNOW $KO

$263M

121 positions

#14Adirondack Capital Advisors, LLCSmart money

Notable overlap · 4 shared positions

$MS $MDLZ $HUM $NTRB

$156M

44 positions

#15Prota Financial, LLCActive

Notable overlap · 3 shared positions

$MS $REGN $KO

$138M

67 positions

#16Powers Advisory Group, LLCActive

Notable overlap · 6 shared positions

$MS $WT $REGN $SNOW $KO $MCD

$284M

125 positions

#17Sylvest Advisors, LLCActive

Notable overlap · 4 shared positions

$REGN $AMN $WT $PPG

$188M

70 positions

#18Bronte Capital Management Pty Ltd.Active

Notable overlap · 3 shared positions

$REGN $SNOW $MDLZ

$1.0B

54 positions

#19Retirement Management Systems Inc.Active

Notable overlap · 3 shared positions

$MS $WT $SNOW

$415M

51 positions

#20Sterling Manor Financial, LLCActive

Notable overlap · 3 shared positions

$MS $WT $KO

$160M

39 positions

#21Altus Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$MS $SNOW $MDLZ

$225M

28 positions

#22KOM Wealth Management Group, LLCActive

Notable overlap · 5 shared positions

$MS $REGN $AGQ $KO $HUM

$147M

89 positions

#23Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$REGN $WT $AJG $HON $HUM $UNH

$170M

48 positions

#24Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$MS $SNOW $UNIT

$313M

119 positions

#25Guilbault Capital LLCPassive

Notable overlap · 5 shared positions

$REGN $MS $AGQ $KO $HUM

$91M

67 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.