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Hedge Funds Similar to Probity Advisors

13F Portfolio OverlapQ3 2026Probity Advisors portfolio →
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Most similar hedge funds by 13F overlap

Probity Advisors, Inc. is an institutional investor managing $700M across 226 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 Probity Advisors are MATRIX ASSET ADVISORS, EDGAR LOMAX, Granite Group Advisors, with shared positions in $TXN, $USB, $SBUX, $LMT, $AEP, $TGT. The full ranking of 25 similar funds is below.

#1MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$TXN$USB$SBUX$LMT$AEP$TGT
$1.2B
100 positions
#2EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$TXN$USB$SBUX$LMT$GILD$TGT
$1.3B
58 positions
#3Granite Group Advisors, LLCActive
Some overlap · 6 shared positions
$TXN$USB$SBUX$LMT$AEP$TGT
$158M
78 positions
#4First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 5 shared positions
$TXN$ANET$DE$FTNT$UPS
$503M
128 positions
#5BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 4 shared positions
$TXN$ANET$SBUX$DE
$6.8B
62 positions
#6Boomfish Wealth Group, LLCPassive
Some overlap · 5 shared positions
$ANET$MCHP$LMT$FTNT$UPS
$231M
102 positions
#7Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$TXN$USB$LMT$TGT
$265M
100 positions
#8Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$TXN$USB$TD$BMO
$1.0B
204 positions
#9Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$TXN$USB$LMT$GILD
$398M
113 positions
#10FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$TXN$USB$AEP$GILD
$1.7B
256 positions
#11Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$USB$LMT$AEP$DE$UPS
$214M
33 positions
#12OmniStar Financial Group, Inc.Passive
Some overlap · 6 shared positions
$LMT$AEP$GILD$NTR$UPS$TGT
$230M
116 positions
#13CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$TXN$USB$UPS$TGT
$3.3B
229 positions
#14Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$TXN$TD$LMT$GILD
$111M
62 positions
#15Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$TXN$USB$DE$TGT
$1.1B
204 positions
#16Willis Investment CounselActive
Some overlap · 4 shared positions
$TXN$LMT$AEP$FTNT
$2.0B
128 positions
#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$TXN$SBUX$LMT$UPS
$233M
122 positions
#18Welch Group, LLCPassive
Some overlap · 4 shared positions
$TXN$LMT$AEP$DE
$2.9B
326 positions
#19GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$MCHP$TD$AEP$UPS
$1.2B
611 positions
#20Goodman Advisory Group, LLCActive
Some overlap · 3 shared positions
$ANET$TXN$USB
$435M
69 positions
#21Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$TXN$ANET$FTNT
$169M
77 positions
#22Nexus Investment Management ULCActive
Some overlap · 4 shared positions
$TXN$AEP$GILD$UPS
$767M
72 positions
#23Railway Pension Investments LtdActive
Some overlap · 3 shared positions
$TXN$ANET$GILD
$8.0B
102 positions
#24Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$TXN$ANET$TGT
$287M
33 positions
#25SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 4 shared positions
$ANET$URI$AEP$FTNT
$892M
299 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.