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 Providence Advisors

13F Portfolio OverlapQ2 2026Providence Advisors portfolio →

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Most similar hedge funds by 13F overlap

Providence Capital Advisors, LLC is an institutional investor managing $660M across 385 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 Providence Advisors are CAMDEN NATIONAL BANK, BARTLETT & WEALTH, CONNORS INVESTOR SERVICES, with shared positions in $DE, $TMO, $LIN, $PWR, $PLD, $XYL. The full ranking of 25 similar funds is below.

#1CAMDEN NATIONAL BANKPassive

Notable overlap · 10 shared positions

$DE $TMO $LIN $PWR $PLD $XYL

$767M

184 positions

#2BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$DE $LIN $ETN $LOW $TMO $TJX

$8.0B

1,334 positions

#3CONNORS INVESTOR SERVICES INCPassive

Notable overlap · 9 shared positions

$LIN $PWR $ETN $LOW $WFC $TJX

$1.2B

153 positions

#4Harrington Investments, INCPassive

Notable overlap · 9 shared positions

$QCOM $TMO $DE $TJX $EMR $XYL

$206M

82 positions

#5FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 8 shared positions

$DE $LIN $PLD $XYL $TJX $SPGI

$118M

56 positions

#6Haverford Financial Services, Inc.Active

Notable overlap · 9 shared positions

$ETN $LOW $TJX $SPGI $SYK $TMO

$339M

49 positions

#7CHILTON CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$TMO $PWR $SLB $LIN $TJX $WM

$3.2B

592 positions

#8DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$QCOM $LIN $NKE $DE $MDT $WM

$235M

96 positions

#9GREAT LAKES ADVISORS, LLCPassive

Notable overlap · 8 shared positions

$LIN $PWR $WFC $TJX $DIS $LOW

$13.1B

825 positions

#10DMKC Advisory Services, LLCActive

Notable overlap · 7 shared positions

$DE $ETN $SYY $WFC $LOW $MDT

$530M

92 positions

#11BOSTON RESEARCH & MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$LIN $SYY $TMO $XYL $LOW $DIS

$453M

121 positions

#12DELTA ASSET MANAGEMENT LLC/TNActive

Notable overlap · 7 shared positions

$ETN $SYY $WFC $LOW $EMR $SPGI

$1.2B

599 positions

#13Haverford Trust CoActive

Notable overlap · 8 shared positions

$ETN $TMO $LOW $TJX $SPGI $SYK

$11.6B

424 positions

#14Reliant Investment Management, LLCPassive

Notable overlap · 6 shared positions

$TMO $LIN $PWR $SLB $ETN $SYK

$281M

55 positions

#15DAVIS-REA LTD.Active

Notable overlap · 7 shared positions

$TMO $LIN $WFC $SPGI $SYK $XYL

$351M

45 positions

#16DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$DE $TMO $PWR $ETN $WM $SYK

$124M

100 positions

#17NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 7 shared positions

$LIN $TMO $WM $ETN $TJX $ZBRA

$1.7B

147 positions

#18PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$DE $TMO $LIN $WM $SPGI $SYK

$37.4B

135 positions

#19Iyo Bank, Ltd.Active

Notable overlap · 6 shared positions

$DE $PLD $TMO $LIN $DIS $PWR

$329M

32 positions

#20NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 7 shared positions

$QCOM $LIN $LOW $MDT $SYK $DIS

$832M

124 positions

#21SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 6 shared positions

$QCOM $TMO $WFC $MDT $ZBH $DIS

$3.2B

40 positions

#22BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$TMO $LIN $NKE $TJX $SPGI $SLB

$499M

73 positions

#23FORBES J M & CO LLPActive

Notable overlap · 7 shared positions

$LIN $ETN $TJX $EMR $PGR $XYL

$1.3B

159 positions

#24Avalon Trust CoActive

Notable overlap · 7 shared positions

$LIN $LOW $PGR $TMO $SYK $TJX

$1.6B

462 positions

#25CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$TMO $LIN $PWR $SPGI $SYK $TJX

$456M

67 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.