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Hedge Funds Similar to Southeast Asset Advisors,

13F Portfolio OverlapQ1 2026Southeast Asset Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Southeast Asset Advisors, LLC is an institutional investor managing $913M across 217 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 Southeast Asset Advisors, are Warberg Asset, Select Equity Group,, Financial Harvest,, with shared positions in $CNX, $LYV, $OXY, $ITT, $SGI, $VIK. The full ranking of 25 similar funds is below.

#1Warberg Asset Management LLCActive
Notable overlap · 3 shared positions
$CNX$LYV$OXY
$600M
192 positions
#2Select Equity Group, L.P.Active
Some overlap · 13 shared positions
$ITT$SGI$VIK$LYV$MKL$WAB
$19.5B
179 positions
#3Financial Harvest, LLCActive
Some overlap · 3 shared positions
$KO$AFL$IAU
$170M
57 positions
#4Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$KO$IAU$VRT$SLV
$477M
70 positions
#5Aureus Asset Management, LLCPassive
Some overlap · 6 shared positions
$CNX$SCHW$WAB$KO$STE$SCI
$1.5B
225 positions
#6GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$KO$AFL$SCHW
$854M
145 positions
#7RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$KO$IAU$SCHW
$371M
180 positions
#8Approach Retirement Advisors, LLCActive
Some overlap · 3 shared positions
$AFL$KO$IAU
$120M
79 positions
#9CAPITAL CITY TRUST CO/FLActive
Some overlap · 3 shared positions
$KO$AFL$LH
$437M
114 positions
#10Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$KO$IAU$SCHW
$448M
108 positions
#11WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$KO$IAU$VRT$EME
$470M
119 positions
#12Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$IAU$KO$VRT$SCHW
$2.3B
143 positions
#13Oceanside Advisors LLCActive
Some overlap · 4 shared positions
$IAU$KO$SLV$SCHW
$175M
53 positions
#14JNBA Financial AdvisorsActive
Some overlap · 4 shared positions
$AFL$IAU$MKL$SCHW
$1.2B
819 positions
#15CLEAR INVESTMENT RESEARCH, LLCPassive
Some overlap · 4 shared positions
$IAU$SCHW$KO$SLV
$64M
241 positions
#16LRI Investments, LLCActive
Some overlap · 5 shared positions
$IAU$SCHW$MKL$KO$SLV
$1.1B
1,415 positions
#17PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$IAU$VRT$SCHW$EME
$589M
488 positions
#18Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$IAU$VRT$AFL$KO
$1.2B
262 positions
#19SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 3 shared positions
$AFL$KO$WAB
$207M
119 positions
#20Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$AFL$SCHW$SLV
$101M
50 positions
#21Ipsen Advisor Group LLCPassive
Some overlap · 3 shared positions
$FLO$IAU$SLV
$143M
104 positions
#22PETRA FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$CNX$IAU$SCI
$162M
117 positions
#23Gradient Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$SCHW$SLV$MKL
$386M
177 positions
#24Lincoln Capital LLCActive
Some overlap · 4 shared positions
$KO$SCHW$MKL$OXY
$528M
135 positions
#25Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 3 shared positions
$FLO$AFL$SCHW
$695M
159 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.