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Hedge Funds Similar to Painted Porch Advisors

13F Portfolio OverlapQ2 2026Painted Porch Advisors portfolio →
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Most similar hedge funds by 13F overlap

Painted Porch Advisors LLC is an institutional investor managing $229M across 75 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 Painted Porch Advisors are Investment Counsel, JPL Wealth, Lipe & Dalton, with shared positions in $EMR, $ARES, $AMGN, $DE, $YUM, $IDXX. The full ranking of 25 similar funds is below.

#1Capital Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$EMR$ARES$AMGN$DE
$808M
156 positions
#2JPL Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$EMR$ARES$DE
$504M
1,876 positions
#3Lipe & DaltonPassive
Some overlap · 4 shared positions
$EMR$AMGN$YUM$DE
$215M
94 positions
#4WIMMER ASSOCIATES 1, LLCPassive
Some overlap · 5 shared positions
$AMGN$IDXX$EMR$NTRS$ADBE
$221M
113 positions
#5First PREMIER BankPassive
Some overlap · 4 shared positions
$AMGN$EMR$UNP$ECL
$619M
358 positions
#6BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 6 shared positions
$YUM$BDX$UNP$DE$AON$APD
$6.8B
62 positions
#7Pine Haven Investment Counsel, IncPassive
Some overlap · 4 shared positions
$AMGN$EMR$UNP$DE
$149M
116 positions
#8KING LUTHER CAPITAL MANAGEMENT CORPActive
Some overlap · 6 shared positions
$EMR$UNP$AMGN$ECL$COP$LIN
$24.4B
614 positions
#9Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$EMR$AMGN$UNP$DE$WELL
$372M
189 positions
#10Sarasin & Partners LLPActive
Some overlap · 4 shared positions
$EMR$AMGN$ECL$DE
$8.5B
94 positions
#11Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$EMR$AMGN$UNP$APD
$108M
52 positions
#12Cardinal Capital ManagementPassive
Some overlap · 5 shared positions
$EMR$IDXX$ECL$DE$COP
$826M
138 positions
#13Harrington Investments, INCPassive
Some overlap · 4 shared positions
$EMR$AMGN$ECL$DE
$206M
82 positions
#14SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$AMGN$BDX$UNP$COP$APD
$606M
79 positions
#15Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$EMR$AMGN$COP$LIN$APD
$261M
101 positions
#16Biondo Investment Advisors, LLCActive
Some overlap · 3 shared positions
$EMR$AMGN$IDXX
$817M
89 positions
#17Advanced Asset Management Advisors IncActive
Some overlap · 3 shared positions
$EMR$AMGN$UNP
$380M
85 positions
#18Kesler, Norman & Wride, LLCPassive
Some overlap · 4 shared positions
$AMGN$EMR$UNP$APD
$631M
271 positions
#19BCS Private Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$NTRS$UNP$AMGN$ECL
$332M
187 positions
#20Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$AMGN$EMR$UNP$DE
$239M
126 positions
#21LEVIN CAPITAL STRATEGIES, L.P.Passive
Some overlap · 4 shared positions
$NTRS$BDX$UNP$DE
$1.5B
262 positions
#22Argyle Capital Management, LLCPassive
Some overlap · 4 shared positions
$EMR$AMGN$DE$COP
$347M
138 positions
#23LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$AMGN$UNP$BDX$YUM
$273M
104 positions
#24Saraza Management, LPActive
Some overlap · 4 shared positions
$ARES$UNP$AON$NU
$251M
19 positions
#25ADKINS SEALE CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$EMR$AMGN$UNP$COP
$112M
236 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.