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Hedge Funds Similar to Centennial Wealth Advisory

13F Portfolio OverlapQ1 2026Centennial Wealth Advisory portfolio →
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Most similar hedge funds by 13F overlap

Centennial Wealth Advisory LLC is an institutional investor managing $463M across 181 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 Centennial Wealth Advisory are IMG Wealth ,, Legacy Financial Group, Legacy Wealth Managment, /ID, with shared positions in $BTSG, $SLV, $PM, $T, $IBM, $USB. The full ranking of 25 similar funds is below.

#1IMG Wealth Management, Inc.Passive
Notable overlap · 5 shared positions
$BTSG$SLV$PM$T$IBM
$157M
506 positions
#2Legacy Financial Group LLCActive
Notable overlap · 3 shared positions
$BTSG$USB$WT
$795M
121 positions
#3Legacy Wealth Managment, LLC/IDPassive
Notable overlap · 4 shared positions
$BTSG$WT$SLV$USB
$201M
1,043 positions
#4OakTrust Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$BAH$WT$AMN$IBM$MCD
$110M
68 positions
#5GREAT VALLEY ADVISOR GROUP, INC.Passive
Notable overlap · 5 shared positions
$BAH$WT$TECK$SLV$MCD
$5.5B
999 positions
#6Consolidated Planning CorpActive
Some overlap · 4 shared positions
$BAH$WT$VZ$PM
$617M
144 positions
#7National Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$BAH$WT$SLV$USB
$269M
215 positions
#8Crawford Fund Management, LLCPassive
Some overlap · 3 shared positions
$BAH$WT$PM
$520M
183 positions
#9GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 4 shared positions
$BTSG$USB$VZ$D
$2.1B
232 positions
#10Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 6 shared positions
$TECK$WT$SLV$PFE$VZ$PM
$477M
70 positions
#11REGATTA CAPITAL GROUP, LLCPassive
Some overlap · 5 shared positions
$BAH$AMN$TECK$VZ$T
$661M
215 positions
#12STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCPassive
Some overlap · 5 shared positions
$BAH$AMN$IBM$WT$TECK
$128M
62 positions
#13Centerpoint Advisory GroupPassive
Some overlap · 3 shared positions
$BAH$WT$AMN
$133M
108 positions
#14Rubicon Advisors, GPPassive
Some overlap · 4 shared positions
$BAH$AMN$WT$SLV
$115M
76 positions
#15CMC Financial GroupActive
Some overlap · 4 shared positions
$BAH$WT$IBM$USB
$51M
38 positions
#16Carson Advisory Inc.Passive
Some overlap · 5 shared positions
$BAH$IBM$VZ$T$D
$193M
188 positions
#17Per Stirling Capital Management, LLC.Passive
Some overlap · 4 shared positions
$BAH$WT$TECK$AMN
$905M
310 positions
#18Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 5 shared positions
$TECK$WT$AMN$SLV$PM
$132M
80 positions
#19NCM Capital Management, LLCPassive
Some overlap · 5 shared positions
$BAH$AMN$IBM$USB$VZ
$279M
185 positions
#20Haven Private, LLCPassive
Some overlap · 4 shared positions
$TECK$WT$AMN$VZ
$230M
166 positions
#21CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$BAH$AMN$IBM$VZ
$157M
130 positions
#22MOR Wealth Management, LLCActive
Some overlap · 4 shared positions
$TECK$WT$AMN$IBM
$218M
103 positions
#23Swisher Financial Concepts, Inc.Passive
Some overlap · 3 shared positions
$BAH$SLV$PM
$179M
102 positions
#24Winch Advisory Services, LLCActive
Some overlap · 4 shared positions
$BAH$USB$VZ$WT
$438M
530 positions
#25Southland Equity Partners LLCPassive
Some overlap · 6 shared positions
$WT$BAH$USB$VZ$MCD$PM
$513M
273 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.