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Hedge Funds Similar to Hilton Head Partners

13F Portfolio OverlapQ2 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 $198M across 912 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 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
$515M
142 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
$187M
45 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
$255M
278 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
$628M
202 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
$2.2B
268 positions
#14MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$MO$PWR$VRT$AMGN$PLTR$VZ
$636M
262 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
$135M
38 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.