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Hedge Funds Similar to Hilton Head Partners

13F Portfolio OverlapQ3 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 $185M across 877 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 Hilton Head Partners are BENEDICT FINANCIAL ADVISORS, OLD POINT & FINANCIAL SERVICES N A, Slagle Financial, with shared positions in $PM, $GLW, $MO, $LMT, $AMGN, $VZ. The full ranking of 25 similar funds is below.

#1BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 6 shared positions
$PM$GLW$MO$LMT$AMGN$VZ
$504M
136 positions
#2OLD POINT TRUST & FINANCIAL SERVICES N APassive
Notable overlap · 8 shared positions
$TFC$LMT$AMGN$PLTR$PM$NSC
$329M
323 positions
#3Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$PM$MO$TFC$AMGN$ES$NEE
$334M
127 positions
#4Paradigm Capital Management, LLC/NVActive
Some overlap · 6 shared positions
$PM$MO$TFC$AMGN$D$VZ
$116M
65 positions
#5Fee-Only Financial Planning, L.C.Smart money
Some overlap · 5 shared positions
$PM$MO$TFC$D$NSC
$182M
43 positions
#6LONDON CO OF VIRGINIAActive
Some overlap · 5 shared positions
$PM$GLW$MO$D$NSC
$17.5B
169 positions
#7AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PM$GLW$MO$VLO$BTI
$745M
184 positions
#8Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$PM$MO$LMT$AMGN$VZ
$263M
373 positions
#9Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$PM$MO$TFC$BTI$NEE
$10.2B
208 positions
#10MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 6 shared positions
$LMT$PM$MO$AMGN$VLO$VZ
$644M
205 positions
#11KDT Advisors, LLCPassive
Some overlap · 6 shared positions
$GLW$PM$MO$PLTR$VLO$NEE
$72M
73 positions
#12Optimist Retirement Group LLCActive
Some overlap · 6 shared positions
$PM$MO$LMT$BTI$VZ$FTNT
$259M
118 positions
#13GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 6 shared positions
$TFC$MO$PM$AMGN$D$VZ
$2.3B
224 positions
#14MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$MO$PWR$VRT$AMGN$PLTR$VZ
$631M
238 positions
#15Independent Solutions Wealth Management, LLCActive
Some overlap · 6 shared positions
$ARM$MO$PM$AMGN$PLTR$VLO
$766M
194 positions
#16Prosperitas Financial LLCPassive
Some overlap · 4 shared positions
$PM$MO$LMT$VRT
$312M
103 positions
#17Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$PM$MO$D$NSC$GLW
$1.2B
127 positions
#18Smith Partners Wealth Management, LLCActive
Some overlap · 4 shared positions
$PM$GLW$MO$NSC
$126M
73 positions
#19WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$PM$GLW$MO$NSC
$97M
110 positions
#20Titan Investment Management LLCActive
Some overlap · 5 shared positions
$PM$LMT$PWR$VRT$PLTR
$137M
40 positions
#21Ridgepath Capital Management LLCActive
Some overlap · 5 shared positions
$PM$MO$GLW$BTI$VZ
$227M
54 positions
#22O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$PM$MO$LMT$VLO
$125M
61 positions
#23Wrenne Financial Planning LLCSmart money
Some overlap · 4 shared positions
$PM$MO$LMT$BTI
$296M
60 positions
#24GQG Partners LLCActive
Some overlap · 5 shared positions
$PM$MO$BTI$NEE$VZ
$53.8B
102 positions
#25Gladstone Capital Management LLPActive
Some overlap · 5 shared positions
$PM$GLW$PWR$FTNT$ARM
$1.0B
40 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.