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Hedge Funds Similar to Centennial Wealth Advisory

13F Portfolio OverlapQ3 2026Centennial Wealth Advisory portfolio →
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Most similar hedge funds by 13F overlap

Centennial Wealth Advisory LLC is an institutional investor managing $486M across 195 U.S. equity positions as of Q3 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 Verity & Verity, Econ Financial Services, International Private Wealth Advisors, with shared positions in $STT, $PFH, $PFE, $OKE, $VZ, $MO. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive
Some overlap · 6 shared positions
$STT$PFH$PFE$OKE$VZ$MO
$1.5B
139 positions
#2Econ Financial Services CorpPassive
Some overlap · 5 shared positions
$STT$KMB$PFE$VZ$F
$239M
85 positions
#3International Private Wealth Advisors LLCPassive
Some overlap · 10 shared positions
$OKE$VZ$KMB$AEP$MO$TROW
$194M
160 positions
#4McKinney Capital Management, LLCActive
Some overlap · 8 shared positions
$TROW$PFH$OKE$VZ$MO$CCZ
$254M
87 positions
#5Peak Retirement Planning, Inc.Passive
Some overlap · 4 shared positions
$STT$KMB$TROW$MO
$632M
194 positions
#6CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 7 shared positions
$STT$KMB$PFH$PFE$MDLZ$CCZ
$3.3B
229 positions
#7HENGEHOLD CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$STT$PFH$VZ$PFE$CCZ
$1.3B
231 positions
#8Kagan Cocozza Asset ManagementActive
Some overlap · 4 shared positions
$STT$KMB$PFE$VZ
$162M
66 positions
#9Measured Risk Portfolios, Inc.Active
Some overlap · 7 shared positions
$KMB$TROW$PFH$VZ$MO$AEP
$94M
64 positions
#10Disciplined Equity Management, Inc.Smart money
Some overlap · 7 shared positions
$PFH$PFE$OKE$VZ$MO$F
$227M
47 positions
#11WBI INVESTMENTS, LLCPassive
Some overlap · 7 shared positions
$PFE$TROW$VZ$MO$PFH$GIS
$403M
286 positions
#12Allied Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$KMB$PFE
$1.1B
112 positions
#13Manske Wealth ManagementPassive
Some overlap · 7 shared positions
$STT$VZ$TROW$GIS$CCZ$F
$427M
229 positions
#14AMERICAN FINANCIAL & TAX STRATEGIES INCActive
Some overlap · 3 shared positions
$STT$MDLZ$MO
$217M
101 positions
#15TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$STT$MDLZ$MO$AEP
$686M
151 positions
#16Avantax Planning Partners, Inc.Active
Some overlap · 3 shared positions
$STT$VZ$MO
$4.0B
454 positions
#17NorthRock Partners, LLCActive
Some overlap · 3 shared positions
$STT$MDLZ$MO
$6.9B
680 positions
#18Capital Squared Financial LLCActive
Some overlap · 3 shared positions
$STT$MO$AEP
$153M
87 positions
#19Foguth Wealth Management, LLC.Active
Some overlap · 4 shared positions
$STT$SLV$DTB$F
$986M
227 positions
#20CAP Partners, LLCPassive
Some overlap · 3 shared positions
$STT$OKE$MO
$218M
169 positions
#21Lloyd Advisory Services, LLC.Passive
Some overlap · 6 shared positions
$KMB$PFE$MDLZ$VZ$MO$SLV
$258M
628 positions
#22Brindle & Bay Financial Advisors, LLCActive
Some overlap · 6 shared positions
$KMB$TROW$VZ$MO$CCZ$GIS
$268M
102 positions
#231834 INVESTMENT ADVISORS COPassive
Some overlap · 6 shared positions
$TROW$PFE$VZ$MO$CCZ$F
$886M
232 positions
#24Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$STT$MO$MDLZ
$251M
74 positions
#25Capital Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$STT$OKE$VZ$MO
$7.7B
793 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.