13F Pro

Hedge Funds Similar to of the South

13F Portfolio OverlapQ2 2026of the South portfolio →
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Most similar hedge funds by 13F overlap

Trust Co of the South is an institutional investor managing $710M across 146 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to of the South are Belleair Asset ,, WHITENER ,, Davis Investment Partners,, with shared positions in $RY, $LOW, $DUK, $SE, $TFC, $WM. The full ranking of 25 similar funds is below.

#1Belleair Asset Management, LLCPassive
Some overlap · 7 shared positions
$RY$LOW$DUK$SE$TFC$WM
$110M
77 positions
#2WHITENER CAPITAL MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$DUK$LOW$RY$TFC$MCD$KO
$438M
174 positions
#3Davis Investment Partners, LLCActive
Some overlap · 5 shared positions
$RY$DUK$TFC$BAC$ADI
$283M
167 positions
#4Hardin Capital Partners, LLCActive
Some overlap · 6 shared positions
$DUK$LOW$TFC$BAC$WM$KO
$216M
140 positions
#5GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$RY$DUK$TFC$KO
$1.1B
389 positions
#6Pathfinder Wealth Consulting, Inc.Passive
Some overlap · 3 shared positions
$LOB$DUK$LOW
$154M
163 positions
#7Tradewinds, LLC.Passive
Some overlap · 6 shared positions
$DUK$FCNCA$TFC$RY$BAC$KO
$310M
153 positions
#8Counterweight Ventures, LLCPassive
Some overlap · 4 shared positions
$RY$DUK$WM$KO
$178M
80 positions
#9McGrath & Associates, Inc.Active
Some overlap · 3 shared positions
$RY$DUK$LOW
$68M
41 positions
#10Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$RY$MCD$WM$BAC$KO
$245M
98 positions
#11HOLDERNESS INVESTMENTS COPassive
Some overlap · 6 shared positions
$DUK$LOW$MCD$BAC$KO$KLAC
$498M
252 positions
#12Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$RY$SE$ADI$KLAC
$873M
189 positions
#13MUIRFIELD WEALTH ADVISORS LLCPassive
Some overlap · 4 shared positions
$RY$FCNCA$BAC$DUK
$136M
80 positions
#14Live Oak Private Wealth LLCPassive
Some overlap · 4 shared positions
$RY$LOW$BAC$ADI
$717M
207 positions
#15Verum Partners LLCActive
Some overlap · 5 shared positions
$RY$SE$LOW$BAC$KO
$527M
176 positions
#16Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$DUK$LOW$MCD$WM$KO
$353M
78 positions
#17Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DUK$LOW$MCD$WM$KO
$272M
95 positions
#18Guardian Partners Inc.Active
Some overlap · 3 shared positions
$RY$DUK$MCD
$1.2B
192 positions
#19PLIMOTH TRUST CO LLCPassive
Some overlap · 5 shared positions
$DUK$LOW$MCD$BAC$KO
$447M
173 positions
#20LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$LOW$DUK$MCD$BAC$KO
$533M
126 positions
#21Shoker Investment Counsel, Inc.Active
Slight overlap · 5 shared positions
$DUK$SE$MCD$ADI$KLAC
$337M
109 positions
#22Global Wealth Management Investment Advisory, Inc.Passive
Slight overlap · 5 shared positions
$DUK$TFC$MCD$BAC$KO
$638M
158 positions
#23Anchor Investment Management, LLCPassive
Slight overlap · 4 shared positions
$DUK$LOW$FCNCA$KO
$1.2B
1,067 positions
#24United BankPassive
Slight overlap · 5 shared positions
$LOW$TFC$MCD$ADI$KO
$301M
124 positions
#25Cullen Capital Management, LLCActive
Slight overlap · 4 shared positions
$DUK$LOW$TFC$BAC
$9.8B
213 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.