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Hedge Funds Similar to SOUTHERN ADVISORS,

13F Portfolio OverlapQ1 2026SOUTHERN ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

SOUTHERN CAPITAL ADVISORS, LLC is an institutional investor managing $239M across 84 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 SOUTHERN ADVISORS, are Clark & Stuart,, FineMark National Bank &, Mountain Hill Investment Partners, with shared positions in $UPS, $SYK, $GE, $DHR, $GEV, $LOW. The full ranking of 25 similar funds is below.

#1Clark & Stuart, IncActive
Some overlap · 3 shared positions
$UPS$SYK$GE
$148M
49 positions
#2FineMark National Bank & Trust
Some overlap · 3 shared positions
$UPS$DHR$GEV
$3.2B
452 positions
#3Mountain Hill Investment Partners Corp.Passive
Some overlap · 3 shared positions
$UPS$LOW$BA
$169M
205 positions
#4CapWealth Advisors, LLCActive
Some overlap · 7 shared positions
$UPS$GE$SYK$GEV$AMGN$IBM
$1.3B
118 positions
#5Trask Adam RolandPassive
Some overlap · 3 shared positions
$UPS$SYK$IBM
$106M
190 positions
#6MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$UPS$GE$BA$IBM$KMI
$121M
61 positions
#7CLIFFORD SWAN INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$UPS$SYK$TSCO$LOW$INTU
$2.9B
332 positions
#8TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$DHR$SYK$GE$BA$GEV
$200M
110 positions
#9DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$DHR$SYK$AFL$BA$AMGN$INTU
$117M
106 positions
#10MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 5 shared positions
$DHR$SYK$GE$GEV$INTU
$1000M
35 positions
#11CMG Global Holdings, LLCPassive
Some overlap · 6 shared positions
$UPS$GE$MAR$BA$GEV$BAC
$210M
96 positions
#12Long Road Investment Counsel, LLCActive
Some overlap · 5 shared positions
$SYK$GE$AFL$GEV$INTU
$255M
78 positions
#13Liberty Capital Management, Inc.
Some overlap · 5 shared positions
$DHR$AFL$SYK$TSCO$INTU
$537M
180 positions
#14Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$SYK$GE$DHR$AMGN$INTU
$821M
85 positions
#15Stack Financial Management, IncActive
Some overlap · 3 shared positions
$UPS$SYK$DHR
$1.4B
52 positions
#16NS Partners LtdActive
Some overlap · 6 shared positions
$SYK$GE$MAR$GEV$ISRG$BAC
$2.2B
71 positions
#17CLOUGH CAPITAL PARTNERS L PActive
Some overlap · 3 shared positions
$UPS$GE$BA
$1.0B
96 positions
#18Westshore Wealth, LLCActive
Some overlap · 3 shared positions
$UPS$BAC$MAR
$285M
102 positions
#19CADINHA & CO LLCActive
Some overlap · 6 shared positions
$DHR$GE$BA$GEV$AMGN$ISRG
$537M
103 positions
#20guardian investment managementActive
Some overlap · 6 shared positions
$DHR$GE$BA$GEV$AMGN$BAC
$127M
60 positions
#21HALL LAURIE J TRUSTEEPassive
Some overlap · 4 shared positions
$DHR$SYK$GE$IBM
$283M
104 positions
#22Harold Davidson & Associates Inc.Active
Some overlap · 5 shared positions
$SYK$GE$MAR$GEV$LOW
$206M
60 positions
#23PARNASSUS INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$DHR$SYK$MAR$AZO$BAC
$34.1B
135 positions
#24Bank of New HampshirePassive
Some overlap · 5 shared positions
$SYK$UPS$GE$MAR$LOW
$437M
542 positions
#25Capital Square, LLCPassive
Some overlap · 5 shared positions
$UPS$MAR$FHN$GEV$LOW
$217M
226 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.