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Hedge Funds Similar to WOODWARD DIVERSIFIED

13F Portfolio OverlapQ3 2026WOODWARD DIVERSIFIED portfolio →
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Most similar hedge funds by 13F overlap

WOODWARD DIVERSIFIED CAPITAL, LLC is an institutional investor managing $254M across 200 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 WOODWARD DIVERSIFIED are Paradigm, DCM Advisors, ProVise Group, with shared positions in $WFC, $AMGN, $VZ, $PM, $T, $MET. The full ranking of 25 similar funds is below.

#1Paradigm Capital Management, LLC/NVActive
Some overlap · 8 shared positions
$WFC$AMGN$VZ$PM$T$MET
$116M
65 positions
#2DCM Advisors, LLCActive
Some overlap · 6 shared positions
$WFC$PM$VZ$T$COP$DELL
$253M
38 positions
#3ProVise Management Group, LLCPassive
Some overlap · 6 shared positions
$WFC$PM$AMGN$COP$BNY$BLK
$1.5B
282 positions
#4R.H. Investment Group, LLCActive
Some overlap · 6 shared positions
$WFC$AMGN$PM$COP$VZ$CRWD
$133M
47 positions
#5SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$WFC$AMGN$VZ$T$COP$MET
$606M
79 positions
#6WealthPoint Financial, LLCPassive
Some overlap · 9 shared positions
$PH$PM$WFC$T$COP$MET
$137M
126 positions
#7NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$WFC$AMGN$VZ$T
$863M
131 positions
#8ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 4 shared positions
$WFC$AMGN$RS$BNY
$460M
220 positions
#9Argyle Capital Management, LLCPassive
Some overlap · 7 shared positions
$AMGN$WFC$VZ$T$COP$MET
$347M
138 positions
#10Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$RS$AMGN$VZ$KMI$CRWD
$1.1B
120 positions
#11TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$WFC$AMGN$PM$BLK
$143M
104 positions
#12Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$WFC$AMGN$T$KMI
$1.0B
765 positions
#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$WFC$VZ$PM$T
$233M
122 positions
#14Seven Springs Wealth Group, LLCActive
Some overlap · 4 shared positions
$WFC$VZ$DELL$CRWD
$458M
85 positions
#15HF Advisory Group, LLCPassive
Some overlap · 5 shared positions
$WFC$VZ$PM$T$MO
$336M
174 positions
#16Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$WFC$AMGN$VZ$T$COP$BNY
$739M
344 positions
#17McGlone Suttner Wealth Management, Inc.Active
Some overlap · 7 shared positions
$PH$WFC$PM$MET$BNY$BLK
$861M
200 positions
#18Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$WFC$AMGN$VZ$T$MO
$984M
94 positions
#19BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$AMGN$CRWD$VZ$PM$MO$KMI
$504M
136 positions
#20Kuhn & Co Investment CounselPassive
Some overlap · 3 shared positions
$WFC$AMGN$MET
$173M
149 positions
#21Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$WFC$AMGN$PH$VZ
$47.7B
212 positions
#22Shepherd Street Advisors LLCPassive
Some overlap · 3 shared positions
$WFC$PH$BLK
$116M
85 positions
#23Severin Investments, LLCPassive
Some overlap · 6 shared positions
$WFC$CRWD$VZ$PM$BLK$DELL
$133M
174 positions
#24ZACKS INVESTMENT MANAGEMENTPassive
Some overlap · 7 shared positions
$PH$PM$COP$MET$BNY$BLK
$14.1B
724 positions
#25Flagstone Financial ManagementSmart money
Some overlap · 3 shared positions
$WFC$VZ$PM
$447M
77 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.