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 SOUTHERN ADVISORS

13F Portfolio OverlapQ3 2026SOUTHERN ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

SOUTHERN CAPITAL ADVISORS, LLC is an institutional investor managing $266M across 88 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 SOUTHERN ADVISORS are Mountain Hill Investment Partners, Maj Invest Holding A/S, VIRGINIA WEALTH GROUP, with shared positions in $UPS, $BA, $LOW, $AFL, $ROK, $BLK. The full ranking of 25 similar funds is below.

#1Mountain Hill Investment Partners Corp.Active

Notable overlap · 3 shared positions

$UPS $BA $LOW

$184M

168 positions

#2Maj Invest Holding A/SActive

Notable overlap · 4 shared positions

$UPS $AFL $LOW $ROK

$2.3B

40 positions

#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$BLK $AFL $AMGN $KMI $LOW

$203M

58 positions

#4GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 4 shared positions

$AFL $AMGN $LOW $UPS

$906M

153 positions

#5Econ Financial Services CorpPassive

Some overlap · 3 shared positions

$UPS $BA $AMGN

$239M

85 positions

#6TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 5 shared positions

$BLK $AFL $AMGN $LOW $AZO

$1.0B

1,024 positions

#7Rayburn West Financial Services LLCPassive

Some overlap · 4 shared positions

$UPS $BLK $AMGN $KHC

$181M

81 positions

#8Somerset Trust CoPassive

Some overlap · 4 shared positions

$AFL $BLK $AMGN $LOW

$354M

186 positions

#9CLIFFORD SWAN INVESTMENT COUNSEL LLCActive

Some overlap · 3 shared positions

$UPS $TSCO $LOW

$3.1B

340 positions

#10First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 3 shared positions

$BLK $AMGN $LOW

$529M

75 positions

#11FRANKLIN STREET ADVISORS INC /NCActive

Some overlap · 4 shared positions

$BLK $AFL $BA $KHC

$1.8B

165 positions

#12BRADY FAMILY WEALTH, LLCPassive

Some overlap · 4 shared positions

$BLK $AMGN $LOW $AFL

$346M

113 positions

#13Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$AFL $AMGN $BLK $LOW $RF

$1.4B

275 positions

#14Capital Square, LLCPassive

Some overlap · 3 shared positions

$UPS $FHN $AZO

$227M

252 positions

#15Paladin Partners, LLCActive

Some overlap · 3 shared positions

$BLK $AMGN $ISRG

$162M

201 positions

#16Measured Risk Portfolios, Inc.Active

Some overlap · 3 shared positions

$UPS $KHC $KMI

$94M

64 positions

#17Cohen Investment Advisors LLCPassive

Some overlap · 4 shared positions

$UPS $BA $AMGN $KMI

$233M

81 positions

#18OPUS INVESTMENT MANAGEMENT INCSmart money

Some overlap · 3 shared positions

$UPS $BLK $AMGN

$183M

31 positions

#19MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$AFL $BLK $AMGN $LOW

$857M

166 positions

#20Beaumont Asset Management, L.L.C.Smart money

Some overlap · 3 shared positions

$BLK $AMGN $ROK

$289M

80 positions

#21Royal Palms Capital LLCPassive

Some overlap · 3 shared positions

$AFL $RF $KMI

$113M

55 positions

#22DB Fitzpatrick & Co, IncActive

Some overlap · 3 shared positions

$AFL $BA $AMGN

$121M

100 positions

#23Miller Financial Services LLCPassive

Some overlap · 3 shared positions

$UPS $KMI $ISRG

$132M

155 positions

#24KWMG, LLCPassive

Some overlap · 4 shared positions

$AFL $BA $AMGN $ROK

$1.4B

155 positions

#25GODSEY & GIBB, INCPassive

Some overlap · 3 shared positions

$BLK $UPS $AMGN

$1.2B

611 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.