What hedge funds are most similar to Providence Capital Advisors, LLC?

The funds with the most similar 13F portfolios to Providence Capital Advisors, LLC are DIAMOND HILL, Wallington Asset ,, BRIGHT ROCK ,, based on overlapping conviction holdings in the latest SEC filings.

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 Providence Advisors,

13F Portfolio OverlapQ1 2026Providence Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Providence Capital Advisors, LLC is an institutional investor managing $613M across 200 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 Providence Advisors, are DIAMOND HILL, Wallington Asset ,, BRIGHT ROCK ,, with shared positions in $TXN, $BAC, $UNP, $ABT, $TMO, $DIS. The full ranking of 25 similar funds is below.

#1DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 8 shared positions

$TXN $BAC $UNP $ABT $TMO $DIS

$16.0B

187 positions

#2Wallington Asset Management, LLCActive

Notable overlap · 8 shared positions

$LIN $DE $PSX $TJX $BAC $PANW

$752M

61 positions

#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$TXN $TMO $LIN $SLB $TJX $UNP

$506M

75 positions

#4GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Notable overlap · 7 shared positions

$PLD $TMO $BN $BAC $SBUX $ABT

$328M

83 positions

#5FORBES J M & CO LLPActive

Notable overlap · 7 shared positions

$BAC $LIN $TJX $UNP $ETN $ABT

$1.2B

150 positions

#6Community Financial Services Group, LLCPassive

Notable overlap · 7 shared positions

$BAC $LIN $PLD $PANW $ETN $AEP

$568M

460 positions

#7WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 9 shared positions

$LIN $TMO $TJX $NKE $DIS $CARR

$1.2B

69 positions

#8BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$LIN $DE $TJX $ETN $ABT $TMO

$7.8B

1,278 positions

#9TRILLIUM ASSET MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$BAC $LIN $TJX $PANW $ETN $UNP

$3.0B

230 positions

#10CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$TMO $LIN $DE $PWR $TJX $PLD

$739M

164 positions

#11BCV Asset Management Inc.Active

Notable overlap · 6 shared positions

$TXN $BN $BAC $DE $UNP $TJX

$2.9B

120 positions

#12Wilkinson Global Asset Management LLCActive

Notable overlap · 6 shared positions

$TXN $LIN $DE $TJX $UNP $DIS

$1.3B

60 positions

#13OMERS ADMINISTRATION CorpActive

Notable overlap · 7 shared positions

$BAC $PLD $TMO $UNP $ETN $PANW

$15.6B

1,096 positions

#14KLINGENSTEIN FIELDS & CO LPActive

Notable overlap · 7 shared positions

$TMO $PLD $PANW $UNP $ETN $DIS

$2.5B

186 positions

#15BRISTOL JOHN W & CO INC /NY/Active

Notable overlap · 6 shared positions

$TXN $TMO $DE $UNP $SBUX $NKE

$6.1B

61 positions

#16Live Oak Private Wealth LLCPassive

Notable overlap · 6 shared positions

$BAC $SLB $BN $TJX $ABT $DIS

$717M

207 positions

#17LAFFER TENGLER INVESTMENTS, INC.Passive

Notable overlap · 7 shared positions

$PWR $TJX $PANW $CARR $SBUX $PLD

$677M

182 positions

#18DAVIS-REA LTD.Passive

Notable overlap · 6 shared positions

$BAC $TMO $BN $LIN $ABT $DIS

$384M

54 positions

#19ABN AMRO Bank N.V.Active

Notable overlap · 6 shared positions

$BAC $LIN $PWR $TJX $PANW $DIS

$9.3B

228 positions

#20NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 7 shared positions

$LIN $TMO $TJX $UNP $ABT $ZBRA

$1.5B

139 positions

#21CHILTON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$TMO $PWR $LIN $TJX $SLB $PLD

$2.9B

658 positions

#22Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 7 shared positions

$TMO $LIN $ABT $SBUX $DIS $PANW

$506M

79 positions

#23WHALEROCK POINT PARTNERS, LLCActive

Some overlap · 7 shared positions

$BAC $TMO $TJX $PANW $UNP $AEP

$518M

197 positions

#24EVERETT HARRIS & CO /CA/Active

Some overlap · 8 shared positions

$BAC $TJX $ABT $SBUX $DIS $NKE

$7.8B

323 positions

#25Washington Trust Advisors, Inc.Passive

Some overlap · 7 shared positions

$DE $PWR $PANW $SBUX $DIS $ZBRA

$1.2B

684 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.