How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Hilton Head Partners,

13F Portfolio OverlapQ1 2026Hilton Head Partners, portfolio →

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Most similar hedge funds by 13F overlap

Hilton Head Capital Partners, LLC is an institutional investor managing $177M across 989 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 Hilton Head Partners, are BENEDICT FINANCIAL ADVISORS, Carolina Wealth Advisors,, Cornerstone Select Advisors,, with shared positions in $PM, $MO, $GLW, $AMGN, $MDT, $HSY. The full ranking of 25 similar funds is below.

#1BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 9 shared positions

$PM $MO $GLW $AMGN $MDT $HSY

$480M

133 positions

#2Carolina Wealth Advisors, LLCPassive

Notable overlap · 8 shared positions

$PM $MO $LRCX $AMGN $MDT $LMT

$240M

278 positions

#3Cornerstone Select Advisors, LLCPassive

Notable overlap · 8 shared positions

$LRCX $PLTR $GLW $VRT $AMGN $T

$160M

124 positions

#4Cullen Capital Management, LLCActive

Some overlap · 6 shared positions

$PM $MO $TFC $GD $MDT $T

$9.8B

213 positions

#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$PM $GD $MDT $LMT $T $VZ

$220M

148 positions

#6Rayburn West Financial Services LLCPassive

Some overlap · 8 shared positions

$MO $GD $AMGN $LMT $VZ $MCD

$170M

82 positions

#7Range Financial Group LLCPassive

Some overlap · 6 shared positions

$PM $LRCX $MO $AMGN $VZ $MCD

$298M

190 positions

#8FARMERS TRUST COPassive

Some overlap · 7 shared positions

$LRCX $PM $PLTR $LMT $T $VZ

$637M

203 positions

#9Willis Investment CounselActive

Some overlap · 8 shared positions

$GD $MDT $HSY $LMT $T $VZ

$1.8B

123 positions

#10TrueMark Investments, LLCPassive

Some overlap · 6 shared positions

$PM $MO $HSY $VZ $D $VLO

$514M

167 positions

#11Alley Investment Management Company, LLCActive

Some overlap · 6 shared positions

$PM $GE $AMGN $HSY $LMT $VZ

$821M

85 positions

#12OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 7 shared positions

$TFC $PLTR $AMGN $LMT $VZ $NSC

$311M

318 positions

#13Eliot Finkel Investment Counsel, LLCActive

Some overlap · 7 shared positions

$GD $GLW $AMGN $HSY $LMT $MCD

$184M

32 positions

#14O'Domhnaill Enterprises, Inc.Passive

Some overlap · 6 shared positions

$PM $MO $GD $HSY $LMT $VZ

$124M

55 positions

#15Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 7 shared positions

$GD $GLW $MDT $LMT $T $VZ

$302M

93 positions

#16MFG WEALTH MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$PLTR $GLW $GE $T $D $PWR

$121M

61 positions

#17Estabrook Capital ManagementPassive

Some overlap · 7 shared positions

$GLW $GE $AMGN $MDT $T $VZ

$685M

380 positions

#18AMERICAN NATIONAL BANK & TRUSTPassive

Some overlap · 7 shared positions

$GD $AMGN $GE $LMT $VZ $MDT

$1.0B

615 positions

#19Kinloch Capital, LLCPassive

Some overlap · 5 shared positions

$PM $MO $GD $MDT $MCD

$245M

83 positions

#20Slagle Financial, LLCPassive

Some overlap · 6 shared positions

$MO $PM $AMGN $HSY $LMT $D

$303M

121 positions

#21Persium Advisors, LLCActive

Some overlap · 6 shared positions

$LRCX $GD $MDT $T $VZ $MCD

$127M

60 positions

#22Altrius Capital Management IncPassive

Some overlap · 5 shared positions

$PM $MO $GD $LMT $VZ

$503M

87 positions

#23Titan Investment Management LLCPassive

Some overlap · 6 shared positions

$PM $VRT $HSY $LMT $PWR $PLTR

$113M

37 positions

#24AUXIER ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$PM $MO $GLW $MDT $VLO

$696M

176 positions

#25Stablepoint Partners, LLCPassive

Some overlap · 7 shared positions

$AMGN $MDT $LMT $T $VZ $D

$673M

260 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.