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Hedge Funds Similar to Southern Financial Group

13F Portfolio OverlapQ2 2026Southern Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Southern Financial Group, LLC is an institutional investor managing $392M across 95 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 Southern Financial Group are St. Louis, Signature Wealth Group, 6th Street Advisors, with shared positions in $SO, $VZ, $BMY, $CVS, $PFE, $FANG. The full ranking of 25 similar funds is below.

#1St. Louis Trust CoActive
Notable overlap · 4 shared positions
$SO$VZ$BMY$CVS
$875M
125 positions
#2Signature Wealth Management Group
Some overlap · 3 shared positions
$SO$PFE$BMY
$263M
128 positions
#36th Street Advisors, LLCActive
Some overlap · 5 shared positions
$SO$FANG$RF$PLTR$PFE
$173M
61 positions
#4Griffith & Werner, Inc.Passive
Some overlap · 5 shared positions
$SO$VZ$T$C$PFE
$213M
71 positions
#5OneAscent Wealth Management LLCActive
Some overlap · 3 shared positions
$SO$T$RF
$336M
169 positions
#6Inman Jager Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SO$PLTR$VZ$PFE
$188M
90 positions
#7EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$SO$T$MS$PFE$BMY$CVS
$1.3B
58 positions
#8Smith Thornton Advisors LLCPassive
Some overlap · 4 shared positions
$RF$SO$VZ$T
$229M
139 positions
#9Carson Advisory Inc.Passive
Some overlap · 4 shared positions
$SO$C$VZ$T
$218M
204 positions
#10Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$SO$VZ$RF$T
$231M
125 positions
#11Tortuga Wealth Management, IncPassive
Some overlap · 8 shared positions
$VZ$PLTR$SO$T$BMY$PFE
$141M
141 positions
#12FARMERS TRUST CO
Some overlap · 6 shared positions
$SO$PLTR$VZ$T$C$CVS
$637M
203 positions
#13TrueWealth Advisors, LLCPassive
Some overlap · 5 shared positions
$SO$T$VZ$C$RF
$445M
240 positions
#14Navigate Wealth Management, LLCActive
Some overlap · 3 shared positions
$SO$RF$FANG
$165M
81 positions
#15Baugh & Associates, LLCActive
Some overlap · 6 shared positions
$SO$VZ$MS$PFE$QCOM$ET
$221M
41 positions
#16OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 5 shared positions
$SO$SR$PFE$BMY$QCOM
$2.2B
70 positions
#17Windle Wealth, LLCActive
Some overlap · 3 shared positions
$SO$VZ$T
$249M
35 positions
#181834 INVESTMENT ADVISORS COPassive
Some overlap · 8 shared positions
$VZ$T$C$PFE$F$BMY
$886M
232 positions
#19SWAN Capital LLCActive
Some overlap · 3 shared positions
$SO$PFE$PLTR
$292M
580 positions
#20Widmann Financial Services, Inc.Passive
Some overlap · 7 shared positions
$SO$VZ$T$C$PFE$F
$186M
123 positions
#21Manske Wealth ManagementPassive
Some overlap · 8 shared positions
$VZ$T$C$F$BMY$PFE
$427M
229 positions
#22FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 6 shared positions
$SO$VZ$T$C$PFE$QCOM
$1.7B
256 positions
#23OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 3 shared positions
$SO$PLTR$VZ
$329M
323 positions
#24Pacer Advisors, Inc.Passive
Some overlap · 7 shared positions
$VZ$T$FANG$PFE$F$BMY
$39.3B
2,614 positions
#25RAHLFS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$SO$VZ$PFE$BMY$ET
$150M
89 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.