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Hedge Funds Similar to Providence Financial Advisors

13F Portfolio OverlapQ2 2026Providence Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Providence Financial Advisors, LLC is an institutional investor managing $176M across 60 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 Providence Financial Advisors are TI, Steele, CMG Global, with shared positions in $MDY, $DE, $BA, $NEE, $MO, $EPD. The full ranking of 25 similar funds is below.

#1TI-TRUST, INCPassive
Some overlap · 5 shared positions
$MDY$DE$BA$NEE$MO
$181M
134 positions
#2Steele Capital Management, Inc.Active
Some overlap · 4 shared positions
$MDY$DE$EPD$T
$2.7B
85 positions
#3CMG Global Holdings, LLCPassive
Some overlap · 5 shared positions
$MDY$PM$BA$MO$EPD
$226M
110 positions
#4Corsicana & Co.Passive
Some overlap · 3 shared positions
$MDY$CMI$NEE
$206M
309 positions
#5Firestone Capital ManagementActive
Some overlap · 4 shared positions
$MDY$NEE$T$EPD
$537M
168 positions
#6CUMBERLAND ADVISORS INCActive
Some overlap · 3 shared positions
$MDY$CMI$PFE
$284M
49 positions
#7Pacific Center for Financial ServicesActive
Some overlap · 4 shared positions
$MDY$T$NEE$PM
$477M
506 positions
#8Audent Global Asset Management, LLCActive
Some overlap · 3 shared positions
$MDY$BA$SLB
$90M
46 positions
#9OFS Enterprise LLCActive
Some overlap · 3 shared positions
$MDY$DE$CMI
$382M
104 positions
#10Tandem Investment Partners LLCActive
Some overlap · 3 shared positions
$MDY$NEE$CAH
$129M
76 positions
#11Granite FO LLCSmart money
Some overlap · 5 shared positions
$MDY$PFE$PM$BA$MO
$186M
172 positions
#12Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$MO$PFE
$418M
232 positions
#13TSG Advice Partners, LLC
Some overlap · 3 shared positions
$MDY$PFE$PM
$667M
135 positions
#14SENTINEL WEALTH MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$MDY$PAA$EPD
$142M
39 positions
#15SONATA CAPITAL GROUP INCActive
Some overlap · 3 shared positions
$MDY$MO$BA
$314M
128 positions
#16BITTERROOT CAPITAL ADVISORS LLCSmart money
Some overlap · 3 shared positions
$MDY$MO$EPD
$166M
53 positions
#17IFG Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$PM$MO
$730M
161 positions
#18TRUSTMARK NATIONAL BANK TRUST DEPARTMENTActive
Some overlap · 3 shared positions
$MDY$DE$CAH
$1.7B
278 positions
#19Colorado Capital Management, Inc.Active
Some overlap · 3 shared positions
$MDY$PFE$EPD
$291M
100 positions
#20LAM GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$BA$PFE
$199M
137 positions
#21Private Wealth Group, LLCSmart money
Some overlap · 3 shared positions
$MDY$PM$MMM
$263M
72 positions
#22Serenus Wealth Advisors, LLCSmart money
Some overlap · 3 shared positions
$MDY$MO$PM
$573M
75 positions
#23MEITAV INVESTMENT HOUSE LTDActive
Some overlap · 3 shared positions
$MDY$BA$NEE
$14.9B
299 positions
#24Mengis Capital Management, Inc.Passive
Some overlap · 5 shared positions
$DE$PM$CMI$BA$SLB
$673M
215 positions
#25Juno Financial Group LLCActive
Some overlap · 5 shared positions
$DE$PM$CMI$BA$MO
$286M
72 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.