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Hedge Funds Similar to Providence Financial Advisors,

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

Providence Financial Advisors, LLC is an institutional investor managing $175M across 59 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 Providence Financial Advisors, are CHARTER RESEARCH & INVESTMENT GROUP,, TI-,, CMG Global ,, with shared positions in $MDY, $PM, $IBM, $T, $KO, $MO. The full ranking of 25 similar funds is below.

#1CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 6 shared positions
$MDY$PM$IBM$T$KO$MO
$150M
86 positions
#2TI-TRUST, INCPassive
Some overlap · 4 shared positions
$MDY$DE$NEE$MO
$168M
128 positions
#3CMG Global Holdings, LLCPassive
Some overlap · 6 shared positions
$MDY$PM$BA$MO$EPD$GE
$210M
96 positions
#4PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$MDY$IBM$KO$CMI
$453M
166 positions
#5ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MDY$IBM$KO$CMI
$228M
90 positions
#6ADIRONDACK TRUST COPassive
Some overlap · 4 shared positions
$MDY$IBM$KO$NEE
$298M
544 positions
#7Montz Harcus Wealth Management LLCActive
Some overlap · 4 shared positions
$MDY$IBM$BA$KO
$248M
93 positions
#8Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 3 shared positions
$MDY$IBM$KO
$216M
133 positions
#9Pacific Center for Financial ServicesActive
Some overlap · 5 shared positions
$MDY$T$KO$GE$NEE
$394M
513 positions
#10Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$MDY$IBM$NEE
$118M
73 positions
#11Curbstone Financial Management CorpPassive
Some overlap · 3 shared positions
$MDY$KO$NEE
$523M
202 positions
#12Shulman DeMeo Asset Management LLCSmart money
Some overlap · 3 shared positions
$MDY$IBM$KO
$471M
140 positions
#13CUMBERLAND ADVISORS INCActive
Some overlap · 4 shared positions
$MDY$CMI$PFE$KO
$255M
48 positions
#14Corsicana & Co.Passive
Some overlap · 3 shared positions
$MDY$CMI$NEE
$158M
276 positions
#15Winter & Associates, Inc.Passive
Some overlap · 3 shared positions
$MDY$IBM$MMM
$114M
84 positions
#16MIRAE ASSET SECURITIES (USA) INC.Active
Slight overlap · 3 shared positions
$MDY$IBM$GE
$2.7B
153 positions
#17Paradigm, Strategies in Wealth Management, LLCActive
Slight overlap · 3 shared positions
$MDY$T$MO
$147M
55 positions
#18Steigerwald, Gordon & Koch Inc.Passive
Slight overlap · 7 shared positions
$DE$IBM$T$KO$NEE$BA
$974M
782 positions
#19Oldfather Financial Services, LLC
Slight overlap · 3 shared positions
$MDY$IBM$DE
$336M
98 positions
#20Audent Global Asset Management, LLCPassive
Slight overlap · 3 shared positions
$MDY$BA$SLB
$100M
51 positions
#21Granite FO LLCActive
Slight overlap · 4 shared positions
$MDY$PFE$PM$BA
$169M
170 positions
#22OFS Enterprise LLCActive
Slight overlap · 3 shared positions
$MDY$IBM$DE
$340M
94 positions
#23Finivi Inc.Passive
Slight overlap · 5 shared positions
$MDY$DE$PM$T$NEE
$183M
103 positions
#24St. Johns Investment Management Company, LLCActive
Slight overlap · 5 shared positions
$MDY$DE$KO$CMI$NEE
$238M
193 positions
#25ORBA Wealth Advisors, L.L.C.Passive
Slight overlap · 5 shared positions
$MDY$DE$NEE$PFE$EPD
$84M
65 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.