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Hedge Funds Similar to SouthState Bank

13F Portfolio OverlapQ1 2026SouthState Bank portfolio →
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Most similar hedge funds by 13F overlap

SouthState Bank Corp is an institutional investor managing $2.1B across 1,278 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 SouthState Bank are O'Brien Greene &, Stokes Advisors,, Minot DeBlois Advisors, with shared positions in $PHYS, $VLO, $NEE, $DHR, $SONY, $UNP. The full ranking of 25 similar funds is below.

#1O'Brien Greene & Co. IncPassive
Notable overlap · 7 shared positions
$PHYS$VLO$NEE$DHR$SONY$UNP
$353M
133 positions
#2Stokes Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$TJX$NEE$HUM$KO$CB$MS
$446M
104 positions
#3Minot DeBlois Advisors LLCPassive
Some overlap · 8 shared positions
$TJX$COP$NEE$CB$DHR$MKL
$110M
226 positions
#4FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 6 shared positions
$PH$NEE$HUM$CB$MS$UNP
$354M
66 positions
#5HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$TJX$NEE$KO$COP$MS$UNP
$1.5B
477 positions
#6Berkshire BankPassive
Some overlap · 7 shared positions
$TJX$NEE$CB$DHR$MKL$UNP
$488M
157 positions
#7Dempze Nancy EPassive
Some overlap · 7 shared positions
$TJX$ROK$DHR$MS$HUM$NEE
$182M
92 positions
#8DUPONT CAPITAL MANAGEMENT CORPPassive
Some overlap · 6 shared positions
$TJX$PH$KO$CB$MS$UNP
$879M
101 positions
#9Howard Capital Management Group, LLCActive
Some overlap · 5 shared positions
$PH$TJX$KO$COP$ROK
$1.5B
143 positions
#10KOM Wealth Management Group, LLCActive
Some overlap · 5 shared positions
$PHYS$HUM$MS$DHR$KO
$147M
89 positions
#11Hubbell Strickland Wealth Management, LLCActive
Some overlap · 4 shared positions
$PHYS$HUM$MS$DHR
$251M
83 positions
#12Brentview Investment Management LLCPassive
Some overlap · 5 shared positions
$PH$TJX$NEE$MS$UNP
$231M
63 positions
#13NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$NEE$ISRG$HUM$TJX$DHR$UNP
$2.4B
189 positions
#14MARVIN & PALMER ASSOCIATES INCPassive
Some overlap · 4 shared positions
$PH$TJX$VLO$NEE
$84M
21 positions
#15Core Alternative CapitalPassive
Some overlap · 5 shared positions
$TJX$NEE$LHX$CB$MS
$339M
205 positions
#16DAVENPORT & Co LLCPassive
Some overlap · 7 shared positions
$HUM$NEE$MKL$ROK$TJX$DHR
$18.4B
1,302 positions
#17FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$TJX$NEE$HUM$KO$UNP
$1.2B
150 positions
#18Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$PH$TJX$LHX$DHR$UNP
$100M
54 positions
#19Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$HUM$COP$MS$CB$MKL$NEE
$123M
111 positions
#20Kesler, Norman & Wride, LLCPassive
Some overlap · 5 shared positions
$PH$NEE$LHX$CB$UNP
$581M
245 positions
#21Alphinity Investment Management Pty LtdActive
Some overlap · 5 shared positions
$PH$ISRG$KO$CB$MS
$5.7B
29 positions
#22Renaissance Investment Group LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$ISRG$DHR$UNP
$465M
81 positions
#23Heritage Wealth AdvisorsActive
Some overlap · 5 shared positions
$PHYS$COP$UNP$MKL$HUM
$2.6B
692 positions
#24PITTENGER & ANDERSON INCPassive
Some overlap · 5 shared positions
$TJX$ISRG$COP$MS$CB
$2.5B
522 positions
#25Bath Savings Trust CoActive
Some overlap · 5 shared positions
$TJX$NEE$COP$DHR$KO
$936M
168 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.