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 Provenance Wealth Advisors,

13F Portfolio OverlapQ1 2026Provenance Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Provenance Wealth Advisors, LLC is an institutional investor managing $945M across 412 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 Provenance Wealth Advisors, are SVRN Asset ,, Juno Financial Group, Seneca Financial Advisors, with shared positions in $BRZE, $MS, $HUM, $KKR, $DE, $SAN. The full ranking of 25 similar funds is below.

#1SVRN Asset Management, LLCActive

Substantial overlap · 3 shared positions

$BRZE $MS $HUM

$103M

37 positions

#2Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$BRZE $HUM $KKR $DE $SAN

$255M

70 positions

#3Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$BRZE $HUM $PAYX $KKR

$341M

64 positions

#4Sterling Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$MS $HUM $KKR

$175M

20 positions

#5Madson Wealth Advisors IncPassive

Notable overlap · 3 shared positions

$MS $HUM $IAU

$120M

84 positions

#6McClarren Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$BRZE $HUM $EPAM $KKR $MCK

$169M

79 positions

#7TRB Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$BRZE $MS $KKR

$704M

285 positions

#8Adirondack Capital Advisors, LLCSmart money

Notable overlap · 3 shared positions

$MS $HUM $KKR

$156M

44 positions

#9FFT WEALTH MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$MS $EPAM $AXP $KKR

$552M

99 positions

#10Hoese & Co LLPActive

Notable overlap · 4 shared positions

$MS $HUM $TJX $PFE

$135M

135 positions

#11HB Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $MS

$15.5B

1,547 positions

#12Confluence Wealth Services, Inc.Active

Notable overlap · 3 shared positions

$HUM $MS $DE

$2.6B

365 positions

#13DAGCO, INC.Passive

Notable overlap · 4 shared positions

$MS $HUM $KKR $SHW

$461M

353 positions

#14Madison Park Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$BRZE $HUM $ALPS $AGQ $ARKO

$127M

62 positions

#15Vanguard National Trust CoActive

Notable overlap · 4 shared positions

$BRZE $HUM $EPAM $KKR

$1.6B

751 positions

#16Breakwater Investment ManagementPassive

Notable overlap · 3 shared positions

$BRZE $HUM $KKR

$269M

506 positions

#17Arbor Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$BRZE $HUM $KKR

$143M

56 positions

#18Gleason Group, Inc.Active

Notable overlap · 4 shared positions

$BRZE $HUM $KKR $DE

$1.0B

229 positions

#19truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$MS $HUM $KKR $DE

$97M

49 positions

#20KOM Wealth Management Group, LLCActive

Notable overlap · 6 shared positions

$MS $HUM $BRZE $AGQ $KKR $SSL

$147M

89 positions

#21HANOVER ADVISORS INCActive

Notable overlap · 4 shared positions

$HUM $EPAM $KKR $ARKO

$246M

118 positions

#22CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$MS $HUM $IBM

$363M

102 positions

#23GRANVILLE CAPITAL, INC.Active

Notable overlap · 4 shared positions

$BRZE $HUM $AGQ $SAN

$191M

86 positions

#24Mosaic Advisors LLCPassive

Notable overlap · 3 shared positions

$HUM $EPAM $SHW

$67M

42 positions

#25Strategies Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $BRZE

$995M

193 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.