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Hedge Funds Similar to Hardin Partners,

13F Portfolio OverlapQ1 2026Hardin Partners, portfolio →
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Most similar hedge funds by 13F overlap

Hardin Capital Partners, LLC is an institutional investor managing $215M across 141 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 Hardin Partners, are Ironsides Asset Advisors,, Timonier Family Office, LTD., Baugh & Associates,, with shared positions in $LOW, $BAC, $KKR, $DUK, $NKE, $TFC. The full ranking of 25 similar funds is below.

#1Ironsides Asset Advisors, LLCActive
Substantial overlap · 4 shared positions
$LOW$BAC$KKR$DUK
$399M
80 positions
#2Timonier Family Office, LTD.
Notable overlap · 4 shared positions
$LOW$NKE$DUK$TFC
$315M
56 positions
#3Baugh & Associates, LLCActive
Notable overlap · 6 shared positions
$LOW$BAC$TFC$COP$MO$KO
$232M
44 positions
#4Cullen Capital Management, LLCActive
Some overlap · 6 shared positions
$BAC$LOW$DUK$TFC$COP$MO
$9.8B
213 positions
#5McGrath & Associates, Inc.Active
Some overlap · 4 shared positions
$LOW$DUK$BRZE$NKE
$68M
41 positions
#6MFF Capital Investments LtdActive
Some overlap · 3 shared positions
$LOW$BAC$KKR
$1.5B
19 positions
#7Belleair Asset Management, LLCPassive
Some overlap · 8 shared positions
$LOW$AMN$TFC$BAC$DUK$UPST
$110M
77 positions
#8FAGAN ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$LOW$BAC$SCHW$COP$NKE
$719M
135 positions
#9DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 3 shared positions
$LOW$TFC$WFC
$1.1B
596 positions
#10Unison Asset Management LLCActive
Some overlap · 5 shared positions
$LOW$BAC$WFC$KKR$NKE
$219M
32 positions
#11MTM Investment Management, LLCPassive
Some overlap · 5 shared positions
$LOW$BAC$DUK$WFC$KO
$316M
709 positions
#12Griffith & Werner, Inc.Active
Some overlap · 5 shared positions
$BAC$DUK$TFC$WFC$KO
$202M
72 positions
#13BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 5 shared positions
$BAC$LOW$SCHW$WFC$WM
$2.3B
264 positions
#14Live Oak Private Wealth LLCPassive
Some overlap · 3 shared positions
$BAC$LOW$SCHW
$717M
207 positions
#15AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 7 shared positions
$LOW$BAC$SCHW$COP$UPST$NKE
$445M
77 positions
#16Regal Partners LtdActive
Some overlap · 5 shared positions
$BAC$TFC$SCHW$WFC$COP
$1.8B
106 positions
#17Reliant Investment Partners, LLCPassive
Some overlap · 4 shared positions
$LOW$DUK$TFC$MO
$121M
113 positions
#18SUMMITRY LLCPassive
Some overlap · 3 shared positions
$LOW$SCHW$WFC
$2.3B
266 positions
#19MILFORD FUNDS LTDActive
Some overlap · 4 shared positions
$BAC$DUK$BP$COP
$4.8B
75 positions
#20PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$BAC$SCHW$COP$OXY$WFC
$166M
72 positions
#21EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$DUK$BAC$SCHW$COP$WFC$KO
$1.4B
56 positions
#22Family Legacy, Inc.Passive
Some overlap · 6 shared positions
$LOW$DUK$SCHW$NKE$WM$KO
$333M
124 positions
#23Safe Harbor Fiduciary, LLCPassive
Some overlap · 5 shared positions
$BAC$DUK$SCHW$BRZE$KO
$105M
56 positions
#24Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 7 shared positions
$BAC$TFC$DUK$UPST$KO$KKR
$638M
158 positions
#25CONNORS INVESTOR SERVICES INCActive
Some overlap · 6 shared positions
$LOW$DUK$SCHW$WFC$WM$KO
$1.1B
149 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.