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Hedge Funds Similar to SUCCESSION FINANCIAL

13F Portfolio OverlapQ3 2026SUCCESSION FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

SUCCESSION FINANCIAL, INC. is an institutional investor managing $104M across 48 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 SUCCESSION FINANCIAL are Palmer Knight, ASSET PLANNING SERVICES /LA, Shoker Investment Counsel, with shared positions in $TXN, $TRV, $TT, $SPCX, $LHX, $MPC. The full ranking of 25 similar funds is below.

#1Palmer Knight CoPassive
Some overlap · 4 shared positions
$TXN$TRV$TT$SPCX
$260M
36 positions
#2ASSET PLANNING SERVICES INC /LA/ /ADVActive
Some overlap · 3 shared positions
$TXN$LHX$SPCX
$245M
36 positions
#3Shoker Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$MPC$TXN$GD
$398M
113 positions
#4HMV Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MPC$TXN$PLTR
$257M
89 positions
#5Exeter Financial, LLCPassive
Some overlap · 3 shared positions
$TXN$TRV$GD
$265M
100 positions
#6Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 3 shared positions
$TXN$MPC$GD
$111M
62 positions
#7SGL Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$TXN$TRV$LHX
$290M
131 positions
#8DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$TXN$LHX$INTU
$517M
137 positions
#9Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$TXN$TRV$GD$LHX
$1.1B
204 positions
#10GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$MPC$TRV$GD
$906M
153 positions
#11Henrickson Nauta Wealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$MPC$TRV$TXN
$410M
118 positions
#12NovaPoint Capital, LLCPassive
Some overlap · 3 shared positions
$TXN$GD$LHX
$464M
162 positions
#13Outlook Capital Management, LLCActive
Some overlap · 3 shared positions
$TXN$GD$SPCX
$310M
42 positions
#14CAPITAL CITY TRUST CO/FLPassive
Some overlap · 3 shared positions
$MPC$TRV$GD
$484M
118 positions
#15CAPITAL & PLANNING, LLCActive
Some overlap · 4 shared positions
$TXN$GD$INTU$PLTR
$194M
45 positions
#16Wakefield Asset Management LLLPPassive
Some overlap · 3 shared positions
$MPC$TRV$TT
$444M
225 positions
#17CrossGen Wealth, LLCPassive
Some overlap · 4 shared positions
$MPC$TT$SPCX$TRV
$129M
214 positions
#18MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$TXN$GD$LHX$TT
$857M
166 positions
#19O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$MPC$GD$SPCX
$125M
61 positions
#20Avantra Family Wealth, Inc.Passive
Some overlap · 3 shared positions
$MPC$TXN$LHX
$167M
162 positions
#21Randall & Associates Wealth ManagementActive
Some overlap · 3 shared positions
$TXN$GD$INTU
$165M
54 positions
#22Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 3 shared positions
$TXN$GD$TT
$246M
143 positions
#23Unison Advisors LLCActive
Some overlap · 3 shared positions
$TRV$MPC$GD
$1.4B
173 positions
#24HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MPC$TXN$TT
$465M
139 positions
#25WS MANAGEMENT LLLPActive
Some overlap · 3 shared positions
$TXN$MPC$INTU
$1.1B
47 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.