What hedge funds are most similar to WOODWARD DIVERSIFIED CAPITAL, LLC?

The funds with the most similar 13F portfolios to WOODWARD DIVERSIFIED CAPITAL, LLC are ProCore Advisors,, Estabrook, ZACKS INVESTMENT, 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 WOODWARD DIVERSIFIED ,

13F Portfolio OverlapQ1 2026WOODWARD DIVERSIFIED , portfolio →

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Most similar hedge funds by 13F overlap

WOODWARD DIVERSIFIED CAPITAL, LLC is an institutional investor managing $220M across 181 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 WOODWARD DIVERSIFIED , are ProCore Advisors,, Estabrook, ZACKS INVESTMENT, with shared positions in $RS, $LRCX, $AMGN, $WFC, $COP, $BAC. The full ranking of 25 similar funds is below.

#1ProCore Advisors, LLCActive

Notable overlap · 3 shared positions

$RS $LRCX $AMGN

$65M

73 positions

#2Estabrook Capital ManagementPassive

Some overlap · 8 shared positions

$WFC $COP $BAC $AMGN $VZ $IBM

$685M

380 positions

#3ZACKS INVESTMENT MANAGEMENTPassive

Some overlap · 10 shared positions

$COP $PH $BAC $VZ $T $IBM

$12.5B

706 positions

#4DCM Advisors, LLCActive

Some overlap · 6 shared positions

$WFC $COP $BAC $VZ $T $PM

$220M

38 positions

#5SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 7 shared positions

$WFC $COP $AMGN $VZ $IBM $T

$728M

79 positions

#6Argyle Capital Management, LLCPassive

Some overlap · 7 shared positions

$COP $WFC $AMGN $BAC $VZ $IBM

$308M

137 positions

#7NEW ENGLAND ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$WFC $BAC $AMGN $VZ $T

$786M

99 positions

#8Brandywine Global Investment Management, LLC

Some overlap · 6 shared positions

$WFC $BAC $AMGN $VZ $T $IBM

$14.9B

601 positions

#9EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$WFC $COP $AMGN $BAC $T $SCHW

$1.4B

56 positions

#10American Assets Investment Management, LLCActive

Some overlap · 5 shared positions

$WFC $BAC $IBM $AMGN $__PARK_1390777

$1.5B

146 positions

#11Wynn Capital, LLCPassive

Some overlap · 6 shared positions

$WFC $AMGN $BAC $IBM $SCHW $__PARK_1390777

$195M

107 positions

#12Cornerstone Select Advisors, LLCPassive

Some overlap · 7 shared positions

$LRCX $BAC $AMGN $VZ $IBM $T

$160M

124 positions

#13R.H. Investment Group, LLCPassive

Some overlap · 5 shared positions

$WFC $COP $AMGN $PM $VZ

$130M

45 positions

#14ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 5 shared positions

$WFC $AMGN $BAC $__PARK_1390777 $MET

$417M

199 positions

#15Kuhn & Co Investment CounselPassive

Some overlap · 4 shared positions

$WFC $COP $LRCX $AMGN

$155M

142 positions

#16Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 5 shared positions

$WFC $AMGN $IBM $T $KMI

$974M

782 positions

#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$WFC $VZ $IBM $T $PM

$220M

148 positions

#18Adams Asset Advisors, LLCActive

Some overlap · 6 shared positions

$WFC $AMGN $BAC $VZ $T $KMI

$891M

88 positions

#19Kessler Investment Group, LLCPassive

Some overlap · 6 shared positions

$WFC $IBM $BAC $PM $CRWD $T

$211M

79 positions

#20Griffith & Werner, Inc.Active

Some overlap · 6 shared positions

$WFC $BAC $VZ $T $IBM $PM

$202M

72 positions

#21TWIN CITY PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$WFC $AMGN $COP $PM $SCHW

$132M

96 positions

#22Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$COP $AMGN $BAC $VZ $IBM $T

$215M

125 positions

#23HF Advisory Group, LLCPassive

Some overlap · 6 shared positions

$WFC $COP $VZ $T $PM $SCHW

$293M

166 positions

#24CORNERCAP INVESTMENT COUNSEL INC

Some overlap · 5 shared positions

$WFC $COP $LRCX $BAC $SCHW

$203M

151 positions

#25OmniStar Financial Group, Inc.Passive

Some overlap · 7 shared positions

$BAC $IBM $PH $VZ $AMGN $PM

$193M

108 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.