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Hedge Funds Similar to Southland Equity Partners

13F Portfolio OverlapQ1 2026Southland Equity Partners portfolio →
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Most similar hedge funds by 13F overlap

Southland Equity Partners LLC is an institutional investor managing $571M across 306 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 Southland Equity Partners are HFG Advisors,, HC Advisors,, Center for Wealth Advisory, with shared positions in $FITB, $BAH, $OTIS, $UNIT, $MS, $WT. The full ranking of 25 similar funds is below.

#1HFG Advisors, Inc.Passive
Notable overlap · 5 shared positions
$FITB$BAH$OTIS$UNIT$MS
$142M
117 positions
#2HC Advisors, LLCActive
Notable overlap · 3 shared positions
$FITB$WT$USB
$149M
60 positions
#3Center for Wealth Management AdvisoryActive
Notable overlap · 4 shared positions
$FITB$MS$VZ$USB
$139M
62 positions
#4Rockport Wealth LLCActive
Notable overlap · 3 shared positions
$FITB$USB$WT
$549M
101 positions
#5Mach-1 Financial Group, LLCPassive
Notable overlap · 3 shared positions
$FITB$WT$MS
$284M
161 positions
#6Investors Research CorpPassive
Notable overlap · 4 shared positions
$FITB$WT$VZ$O
$523M
848 positions
#7Compass Financial Services IncActive
Some overlap · 3 shared positions
$FITB$WT$MS
$231M
56 positions
#8Csenge Advisory GroupPassive
Some overlap · 5 shared positions
$FITB$WT$MS$PM$USB
$2.2B
747 positions
#9Next Level Private LLCPassive
Some overlap · 3 shared positions
$FITB$WT$MS
$443M
175 positions
#10Hobart Private Capital, LLCPassive
Some overlap · 3 shared positions
$FITB$WT$USB
$509M
132 positions
#11Beacon Financial Advisory LLCPassive
Some overlap · 5 shared positions
$BAH$WT$MS$MCD$FITB
$443M
402 positions
#12Collaborative Wealth Managment Inc.Passive
Some overlap · 5 shared positions
$WT$MCD$FITB$MS$UNIT
$218M
162 positions
#13Consolidated Planning CorpActive
Some overlap · 5 shared positions
$WT$BAH$MS$VZ$PM
$617M
144 positions
#14Centennial Wealth Advisory LLCPassive
Some overlap · 6 shared positions
$WT$BAH$USB$VZ$MCD$PM
$413M
160 positions
#15Entruity Wealth, LLCActive
Some overlap · 3 shared positions
$FITB$BAH$MS
$147M
46 positions
#16TRUE Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$FITB$USB$VZ
$1.0B
266 positions
#17Financial Security Advisor, Inc.Active
Some overlap · 5 shared positions
$WT$BAH$MCD$PM$VZ
$544M
160 positions
#18Pinnacle Financial Group, LLC / ILPassive
Some overlap · 5 shared positions
$MCD$WT$UNIT$MS$USB
$365M
111 positions
#19Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$WT$MCD$MS$USB$VZ$PM
$284M
125 positions
#20Valued Retirements, Inc.Passive
Some overlap · 3 shared positions
$FITB$WT$USB
$102M
90 positions
#21Total Clarity Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$WT$FITB$BAH$UNIT$INTC
$426M
311 positions
#22Clear Trail Advisors, LLCPassive
Some overlap · 5 shared positions
$BAH$MS$MCD$O$VZ
$601M
149 positions
#23Aprio Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BAH$MCD$WT$MS
$1.8B
613 positions
#24Wingate Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$WT$BAH$PM$VZ
$187M
121 positions
#25Lansing Street AdvisorsPassive
Some overlap · 4 shared positions
$MCD$WT$MS$UNIT
$397M
151 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.