13F Pro

Hedge Funds Similar to Centennial Bank

13F Portfolio OverlapQ2 2026Centennial Bank portfolio →
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Most similar hedge funds by 13F overlap

Centennial Bank/AR/ is an institutional investor managing $311M across 341 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 Centennial Bank are North Berkeley Wealth, TOEWS, Midwest Financial Partners Investments, with shared positions in $MUFG, $STX, $AXP, $STT, $PM, $MPC. The full ranking of 25 similar funds is below.

#1North Berkeley Wealth Management, LLCActive
Some overlap · 3 shared positions
$MUFG$STX$AXP
$247M
77 positions
#2TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$STT$STX$PM$MPC
$686M
151 positions
#3Midwest Financial Partners Investments, Inc.Active
Some overlap · 3 shared positions
$MUFG$IBIT$AXP
$241M
80 positions
#4Azora Capital LPActive
Some overlap · 3 shared positions
$HOMB$STT$JEF
$2.4B
47 positions
#5Omega Financial Group, LLCActive
Some overlap · 3 shared positions
$MUFG$AXP$LIN
$329M
91 positions
#6ESG Planning DBA Harper InvestingPassive
Some overlap · 5 shared positions
$STT$STX$IBIT$LOW$TXN
$297M
84 positions
#7CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 4 shared positions
$STX$STT$SO$MPC
$1.3B
88 positions
#8Sharkey, Howes & JaverActive
Some overlap · 4 shared positions
$MUFG$IBIT$AXP$STT
$829M
163 positions
#9Adams Wealth ManagementActive
Some overlap · 3 shared positions
$STT$STX$PM
$522M
147 positions
#10Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$STT$SO$PM$LOW
$251M
74 positions
#11Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$STX$SO$LIN$IBIT
$955M
337 positions
#12Convergence Financial, LLCPassive
Some overlap · 5 shared positions
$STT$IBIT$LOW$MPC$LIN
$1.3B
272 positions
#13Betterment LLCActive
Some overlap · 4 shared positions
$MUFG$IBIT$STT$TXN
$59.1B
675 positions
#14Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$MUFG$CFR$LOW$AIG
$47.7B
212 positions
#15Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$STT$SO$LOW$TXN
$108M
52 positions
#16FDx Advisors, Inc.Passive
Some overlap · 4 shared positions
$STX$PM$LIN$UBS
$332M
179 positions
#17Intergy Private Wealth, LLCActive
Some overlap · 3 shared positions
$MUFG$STT$PM
$433M
147 positions
#18COURIER CAPITAL LLCPassive
Some overlap · 4 shared positions
$STT$LIN$AXP$LOW
$2.0B
399 positions
#19Opal Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$STT$PM$STX$AXP
$463M
224 positions
#20WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$STX$LIN$PM$UBS
$55.2B
266 positions
#21Copia Wealth ManagementPassive
Some overlap · 5 shared positions
$STT$IBIT$SO$MPC$PM
$166M
570 positions
#22GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$STT$STX$PM$TXN
$3.0B
213 positions
#23Financial Enhancement Group LLCPassive
Some overlap · 4 shared positions
$STT$LIN$IBIT$SO
$839M
137 positions
#24FARMERS TRUST CO
Some overlap · 3 shared positions
$STT$SO$PM
$637M
203 positions
#25Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$SO$LIN$PM$AXP$TXN
$637M
146 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.