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Hedge Funds Similar to Providence Wealth Advisors

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

Providence Wealth Advisors, LLC is an institutional investor managing $170M across 84 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 Wealth Advisors are BERKSHIRE ASSET, Wilson & Boucher, Ark Wealth Advisors, with shared positions in $WM, $LOW, $HON, $BMY, $SCHW, $PEP. The full ranking of 25 similar funds is below.

#1BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Notable overlap · 8 shared positions
$WM$LOW$HON$BMY$SCHW$PEP
$2.5B
270 positions
#2Wilson & Boucher Capital Management, LLCPassive
Notable overlap · 9 shared positions
$HON$AMGN$LOW$TRV$SCHW$PEP
$170M
121 positions
#3Ark Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$WM$VLO$LOW$SCHW$NEE$PEP
$113M
87 positions
#4Tudor Financial Inc.Passive
Some overlap · 6 shared positions
$ALL$AMGN$LOW$TRV$WFC$PEP
$222M
152 positions
#5First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$WM$HON$AMGN$LOW$NEE
$529M
75 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$AMGN$GILD$BMY$SCHW$PEP$NEE
$1.3B
58 positions
#7Ipsen Advisor Group LLCPassive
Some overlap · 6 shared positions
$WM$ALL$AMGN$BMY$PEP$NEE
$155M
107 positions
#8VESTOR CAPITAL, LLCActive
Some overlap · 5 shared positions
$WM$ALL$CEG$EXC$WFC
$486M
276 positions
#9William B. Walkup & Associates, Inc.Passive
Some overlap · 6 shared positions
$ALL$VLO$LOW$TRV$EMR$WFC
$208M
258 positions
#10HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$WM$PEP$NEE$HON$BMY$EMR
$321M
107 positions
#11Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$AMGN$HON$LOW$PEP$WFC$EMR
$108M
52 positions
#12Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$WM$HON$AMGN$PEP$NEE
$227M
73 positions
#13OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$WM$AMGN$EXC$PEP$NEE
$183M
31 positions
#14Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$WM$VLO$AMGN$EXC
$500M
110 positions
#15Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$WM$LOW$CEG$PEP$NEE
$253M
63 positions
#16Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$AMGN$LOW$EXC$PEP$NEE$WFC
$334M
127 positions
#17Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$WM$AMGN$LOW$EMR$HON
$297M
103 positions
#18Stone Summit Wealth LLCPassive
Some overlap · 7 shared positions
$LOW$GILD$PEP$NEE$BMY$SCHW
$394M
144 positions
#19UNITED BANKActive
Some overlap · 5 shared positions
$WM$AMGN$GILD$HON$PEP
$853M
130 positions
#20Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$AMGN$LOW$PEP$GILD$WFC$WM
$142M
106 positions
#21MEYER HANDELMAN COPassive
Some overlap · 5 shared positions
$ALL$HON$AMGN$GILD$PEP
$3.5B
274 positions
#22Belleair Asset Management, LLCActive
Some overlap · 5 shared positions
$WM$LOW$TRV$NEE$HON
$119M
84 positions
#23FCA CORP /TXPassive
Some overlap · 4 shared positions
$ALL$ADX$AMGN$LOW
$406M
203 positions
#24Brookmont Capital ManagementActive
Some overlap · 5 shared positions
$WM$HON$GILD$PEP$WFC
$186M
61 positions
#25CONNING INC.Passive
Some overlap · 5 shared positions
$AMGN$VLO$GILD$BMY$TRV
$3.3B
327 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.