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Hedge Funds Similar to Provenance Wealth Advisors

13F Portfolio OverlapQ2 2026Provenance Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Provenance Wealth Advisors, LLC is an institutional investor managing $1.0B across 609 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 Provenance Wealth Advisors are Hamilton Point Investment Advisors, MACROVIEW INVESTMENT, Bigelow Investment Advisors, with shared positions in $IAU, $AXP, $DE, $TJX, $DELL, $MCK. The full ranking of 25 similar funds is below.

#1Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$AXP$DE$TJX$DELL
$710M
193 positions
#2MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$IAU$AXP$MCK$ALL$MS
$162M
106 positions
#3Bigelow Investment Advisors, LLCPassive
Slight overlap · 4 shared positions
$IAU$AXP$DE$TJX
$276M
157 positions
#4RFG - Bristol Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$IAU$AXP$DE$TJX
$414M
188 positions
#5Chemistry Wealth Management LLCPassive
Slight overlap · 4 shared positions
$IAU$AXP$DE$SPGI
$625M
210 positions
#6Palisades Hudson Asset Management, L.P.Active
Slight overlap · 4 shared positions
$IAU$AXP$DE$MS
$286M
108 positions
#7Hilltop National BankPassive
Slight overlap · 4 shared positions
$IAU$AXP$DE$DELL
$468M
805 positions
#8DSG Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$IAU$AXP$TJX$MCK
$704M
118 positions
#9LVM CAPITAL MANAGEMENT LTD/MIActive
Slight overlap · 4 shared positions
$IAU$AXP$PFE$MS
$1.2B
163 positions
#10ALLIANZ SEActive
Slight overlap · 4 shared positions
$IAU$AXP$PFE$MS
$9.5B
519 positions
#11Lifeworks Advisors, LLCPassive
Slight overlap · 5 shared positions
$IAU$DE$DELL$PFE$JBL
$955M
337 positions
#12Dynasty Wealth Management, LLCActive
Slight overlap · 5 shared positions
$IAU$AXP$MCK$DELL$MS
$13.5B
367 positions
#13BLUEDOOR PRIVATE WEALTH, LLCPassive
Slight overlap · 4 shared positions
$IAU$AXP$DE$TJX
$238M
164 positions
#14Meridian Wealth Advisors, LLCPassive
Slight overlap · 5 shared positions
$IAU$MCK$SPGI$ALL$MS
$880M
211 positions
#15Stonebridge Financial Group, LLCPassive
Slight overlap · 3 shared positions
$IAU$AXP$PAYX
$1.3B
275 positions
#16EHRLICH FINANCIAL GROUPActive
Slight overlap · 3 shared positions
$IAU$AXP$DE
$194M
119 positions
#17Alhambra Investment Partners LLCPassive
Slight overlap · 3 shared positions
$IAU$AXP$TJX
$229M
182 positions
#18CHATHAM CAPITAL GROUP, INC.Passive
Slight overlap · 3 shared positions
$IAU$AXP$TJX
$783M
200 positions
#19MFA WEALTH ADVISORS, LLCActive
Slight overlap · 3 shared positions
$IAU$AXP$TJX
$587M
99 positions
#20BFSG, LLCPassive
Slight overlap · 3 shared positions
$IAU$AXP$TJX
$1.1B
768 positions
#21CPA Asset Management LLCActive
Slight overlap · 4 shared positions
$IAU$AXP$DE$MS
$347M
97 positions
#22CAMDEN NATIONAL BANKPassive
Slight overlap · 4 shared positions
$IAU$DE$TJX$SPGI
$767M
184 positions
#23Deane Retirement Strategies, Inc.Passive
Slight overlap · 4 shared positions
$IAU$AXP$MCK$TJX
$236M
52 positions
#24Rose Capital Advisors LLCPassive
Slight overlap · 3 shared positions
$IAU$AXP$PFE
$200M
108 positions
#25Signet Investment Advisory Group, Inc.Passive
Slight overlap · 3 shared positions
$IAU$AXP$PFE
$227M
73 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.