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Hedge Funds Similar to SOUTH PLAINS FINANCIAL,

13F Portfolio OverlapQ1 2026SOUTH PLAINS FINANCIAL, portfolio →
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Most similar hedge funds by 13F overlap

SOUTH PLAINS FINANCIAL, INC. is an institutional investor managing $172M across 224 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 SOUTH PLAINS FINANCIAL, are CAPE ANN SAVINGS BANK, NORTH DALLAS BANK &, Mechanics Financial, with shared positions in $UPST, $MS, $CMI, $GD, $DE, $BAC. The full ranking of 25 similar funds is below.

#1CAPE ANN SAVINGS BANKPassive
Some overlap · 7 shared positions
$UPST$MS$CMI$GD$DE$BAC
$199M
121 positions
#2NORTH DALLAS BANK & TRUST COPassive
Some overlap · 8 shared positions
$MS$SCHW$HON$CMI$GD$DE
$148M
109 positions
#3Mechanics Financial CorpPassive
Some overlap · 7 shared positions
$UPST$GD$TMO$DE$CDNS$CMI
$239M
232 positions
#4Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$UPST$MS$SCHW$ETN$DE
$958M
176 positions
#5Tranquilli Financial Advisor LLCPassive
Some overlap · 5 shared positions
$UPST$SCHW$MS$GD$SNOW
$171M
132 positions
#6Capital Investment Advisors, LLCActive
Some overlap · 5 shared positions
$UPST$MS$SCHW$HON$CMI
$6.2B
693 positions
#7Advisory Resource GroupPassive
Some overlap · 6 shared positions
$MS$SCHW$HON$CMI$GD$CRM
$581M
172 positions
#8EPG Wealth Management LLCPassive
Some overlap · 5 shared positions
$UPST$SCHW$DE$SNOW$HON
$369M
320 positions
#9Alhambra Investment Partners LLCPassive
Some overlap · 4 shared positions
$UPST$MS$SCHW$PNC
$217M
176 positions
#10Marotta Asset ManagementActive
Some overlap · 5 shared positions
$UPST$SCHW$GD$SNOW$DE
$543M
103 positions
#11McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$MS$SCHW$HON$CMI$TMO
$885M
121 positions
#12MWA Asset ManagementPassive
Some overlap · 6 shared positions
$MS$HON$DE$SNOW$BAC$CDNS
$182M
154 positions
#13Valley Financial Group, Inc.Active
Some overlap · 5 shared positions
$UPST$MS$SNOW$SCHW$CRM
$185M
63 positions
#14PATRICK M SWEENEY & ASSOCIATES, INCPassive
Some overlap · 6 shared positions
$SCHW$ETN$HON$DE$CMI$BAC
$156M
164 positions
#15STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$UPST$HON$GD$BAC
$547M
180 positions
#16Kassira Wealth Management LLCPassive
Some overlap · 4 shared positions
$UPST$SCHW$GD$ETN
$109M
59 positions
#17Renasant BankPassive
Some overlap · 6 shared positions
$HON$GD$TMO$SNOW$BAC$CRM
$141M
137 positions
#18ONTARIO TEACHERS PENSION PLAN BOARDActive
Some overlap · 6 shared positions
$CMI$ETN$TMO$PNC$SNOW$CRM
$3.5B
162 positions
#19Belleair Asset Management, LLCPassive
Some overlap · 4 shared positions
$UPST$HON$DE$BAC
$110M
77 positions
#20WEBSTER BANK, N. A.Passive
Some overlap · 7 shared positions
$ETN$TMO$BAC$SCHW$GD$CRM
$1.1B
682 positions
#21MONOGRAPH WEALTH ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$UPST$SCHW$TMO$DE
$1.1B
144 positions
#22LOWE BROCKENBROUGH & CO INCPassive
Some overlap · 5 shared positions
$UPST$ETN$MS$TMO$PNC
$2.0B
329 positions
#23Hudson Canyon Capital ManagementPassive
Some overlap · 5 shared positions
$MS$SCHW$ETN$DE$BAC
$163M
52 positions
#24Umpqua BankPassive
Some overlap · 6 shared positions
$TMO$CMI$DE$MS$PNC$BAC
$350M
156 positions
#25ANDERSON HOAGLAND & COPassive
Some overlap · 4 shared positions
$UPST$CMI$SNOW$BAC
$1.2B
136 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.