13F Pro

Hedge Funds Similar to Southland Equity Partners

13F Portfolio OverlapQ3 2026Southland Equity Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Southland Equity Partners LLC is an institutional investor managing $583M across 292 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 Southland Equity Partners are QUANTUM FINANCIAL PARTNERS, Windle Wealth, HUTNER, with shared positions in $BAH, $MCD, $NEE, $O, $PEP, $VZ. The full ranking of 25 similar funds is below.

#1QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 3 shared positions
$BAH$MCD$NEE
$194M
152 positions
#2Windle Wealth, LLCActive
Some overlap · 5 shared positions
$MCD$O$PEP$VZ$WELL
$249M
35 positions
#3HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$MCD$O$PEP$PM$YUM
$252M
43 positions
#4VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$MCD$O$PEP$VZ$BLK
$203M
58 positions
#5Coston, McIsaac & PartnersPassive
Some overlap · 6 shared positions
$MCD$PEP$VZ$PM$NEE$KMB
$497M
948 positions
#6Gerald Baker Financial Group LLCPassive
Some overlap · 6 shared positions
$O$MCD$NNN$PM$PEP$WELL
$354M
123 positions
#7NCM Capital Management, LLCPassive
Some overlap · 5 shared positions
$BAH$VZ$MCD$PEP$NEE
$324M
194 positions
#8Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$MCD$PEP$VZ$PM$NEE
$513M
70 positions
#9CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$MCD$PEP$VZ$BLK$NEE
$1.1B
157 positions
#10Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$MCD$O$PEP$PM$NEE
$334M
127 positions
#11Wingate Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$BAH$PM$VZ$PEP
$241M
128 positions
#12SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$MCD$PEP$VZ$NEE$KMB
$208M
56 positions
#13FARMERS TRUST CO
Some overlap · 5 shared positions
$MCD$PEP$VZ$PM$NEE
$637M
203 positions
#14PYA Waltman Capital, LLCActive
Some overlap · 4 shared positions
$BAH$PEP$MCD$NEE
$421M
67 positions
#15Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$MCD$PEP$PM$O$VZ
$330M
128 positions
#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MCD$PEP$VZ$PM
$233M
122 positions
#17Asset Planning,IncPassive
Some overlap · 4 shared positions
$MCD$O$VZ$WELL
$152M
327 positions
#18Souders Financial AdvisorsPassive
Some overlap · 4 shared positions
$BAH$PM$MCD$NEE
$994M
224 positions
#19Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$O$MCD$PEP$VZ$PM
$397M
167 positions
#20InvesTrustPassive
Some overlap · 4 shared positions
$MCD$PEP$VZ$PM
$247M
91 positions
#21Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$MCD$PEP$VZ$BLK
$455M
57 positions
#22Beacon Financial Advisory LLCPassive
Some overlap · 3 shared positions
$BAH$MCD$PEP
$529M
421 positions
#23Tandem Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$MCD$PEP$BLK$NEE$CTAS
$1.5B
68 positions
#24Mayflower Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$MCD$PEP$VZ$NEE
$1.2B
499 positions
#25Consolidated Planning CorpActive
Some overlap · 3 shared positions
$BAH$VZ$PM
$735M
186 positions

Compare Southland Equity Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Southland Equity Partners’s holdings

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.