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Hedge Funds Similar to Painted Porch Advisors

13F Portfolio OverlapQ1 2026Painted Porch Advisors portfolio →
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Most similar hedge funds by 13F overlap

Painted Porch Advisors LLC is an institutional investor managing $210M across 67 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 Painted Porch Advisors are Quilter Plc, KING LUTHER, Pine Haven Investment Counsel,, with shared positions in $ARES, $EMR, $KO, $MKL, $UNP, $AMGN. The full ranking of 25 similar funds is below.

#1Quilter PlcActive
Some overlap · 5 shared positions
$ARES$EMR$KO$MKL$UNP
$5.7B
124 positions
#2KING LUTHER CAPITAL MANAGEMENT CORPActive
Some overlap · 6 shared positions
$EMR$AMGN$KO$UNP$ECL$COP
$23.1B
601 positions
#3Pine Haven Investment Counsel, IncPassive
Some overlap · 5 shared positions
$EMR$AMGN$KO$UNP$DE
$136M
114 positions
#4Capital Investment Counsel, LLCPassive
Slight overlap · 4 shared positions
$ARES$EMR$AMGN$DE
$730M
147 positions
#5Massachusetts Wealth ManagementPassive
Slight overlap · 5 shared positions
$EMR$AMGN$KO$COP$DE
$231M
98 positions
#6Argyle Capital Management, LLCPassive
Slight overlap · 5 shared positions
$EMR$AMGN$KO$COP$DE
$308M
137 positions
#7Exeter Financial, LLCPassive
Slight overlap · 5 shared positions
$EMR$AMGN$KO$COP$APD
$245M
98 positions
#8JPL Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$ARES$EMR$AMGN$DE
$435M
1,554 positions
#9OLD POINT TRUST & FINANCIAL SERVICES N APassive
Slight overlap · 5 shared positions
$AMGN$UNIT$YUM$ECL$COP
$311M
318 positions
#10Patten Group, Inc.Passive
Slight overlap · 5 shared positions
$KO$EMR$IDXX$MKL$COP
$575M
296 positions
#11NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Slight overlap · 5 shared positions
$EMR$KO$UNP$ECL$DE
$367M
141 positions
#12CAMBIENT FAMILY OFFICE, LLCPassive
Slight overlap · 6 shared positions
$KO$EMR$MKL$COP$DE$APD
$716M
261 positions
#13Aull & Monroe Investment Management CorpPassive
Slight overlap · 5 shared positions
$EMR$AMGN$UNP$COP$DE
$215M
125 positions
#14Lincoln Capital LLCActive
Slight overlap · 6 shared positions
$KO$MKL$UNP$BDX$ECL$DE
$528M
135 positions
#15Clark & Stuart, IncActive
Slight overlap · 6 shared positions
$EMR$KO$ECL$ADBE$IDXX$APD
$148M
49 positions
#16MB, LEVIS & ASSOCIATES, LLCPassive
Slight overlap · 5 shared positions
$EMR$AMGN$MKL$UNIT$COP
$240M
234 positions
#17INDEPENDENT INVESTORS INCSmart money
Slight overlap · 4 shared positions
$EMR$AMGN$KO$UNP
$504M
70 positions
#18MCDANIEL TERRY & COActive
Slight overlap · 6 shared positions
$EMR$KO$ECL$ADBE$APD$ZBRA
$1.2B
81 positions
#19New England Research & Management, Inc.Passive
Slight overlap · 4 shared positions
$AMGN$KO$IDXX$UNP
$237M
143 positions
#20TWIN CITY PRIVATE WEALTH, LLCPassive
Slight overlap · 5 shared positions
$AMGN$KO$BDX$COP$APD
$132M
96 positions
#21Ramsay, Stattman, Vela & Price, Inc.Passive
Slight overlap · 5 shared positions
$EMR$KO$BDX$ADBE$APD
$506M
79 positions
#22Carolina Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$AMGN$KO$BDX$UNP
$240M
278 positions
#23NewEdge Advisors, LLCPassive
Slight overlap · 4 shared positions
$EMR$KO$UNIT$UNP
$2.2B
1,217 positions
#24Forza Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$EMR$AMGN$UNIT$COP
$287M
188 positions
#25Traveka Wealth, LLCPassive
Slight overlap · 5 shared positions
$KO$UNIT$EMR$MKL$UNP
$262M
186 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.