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Hedge Funds Similar to SOUTH PLAINS FINANCIAL

13F Portfolio OverlapQ2 2026SOUTH PLAINS FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

SOUTH PLAINS FINANCIAL, INC. is an institutional investor managing $186M across 209 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 SOUTH PLAINS FINANCIAL are NORTH DALLAS BANK, CAPE ANN SAVINGS BANK, Mechanics Financial, with shared positions in $CMI, $MRVL, $MS, $ETN, $PEP, $CDNS. The full ranking of 25 similar funds is below.

#1NORTH DALLAS BANK & TRUST COPassive
Notable overlap · 10 shared positions
$CMI$MRVL$MS$ETN$PEP$CDNS
$169M
113 positions
#2CAPE ANN SAVINGS BANKActive
Notable overlap · 9 shared positions
$CMI$MS$PEP$GD$CDNS$DE
$212M
113 positions
#3Mechanics Financial CorpPassive
Notable overlap · 11 shared positions
$GD$BLK$MRVL$PEP$TMO$CDNS
$280M
296 positions
#4NBH BankPassive
Notable overlap · 9 shared positions
$CMI$CDNS$MS$BLK$GD$MRVL
$237M
552 positions
#5WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 8 shared positions
$CMI$PEP$TMO$BLK$MAR$CRM
$1.3B
73 positions
#6Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$MRVL$CMI$MS$ETN$TMO
$652M
146 positions
#7Umpqua BankPassive
Some overlap · 7 shared positions
$CMI$TMO$DE$PNC$MS$BLK
$446M
165 positions
#8Insight Inv LLCPassive
Some overlap · 5 shared positions
$MRVL$MS$PEP$GD$PNC
$212M
109 positions
#9ROGCO, LPActive
Some overlap · 7 shared positions
$MRVL$PEP$MS$BLK$CMI$GD
$327M
224 positions
#10Henshaw Capital LLCActive
Some overlap · 6 shared positions
$MRVL$TMO$BLK$CDNS$MAR$CRM
$3.1B
160 positions
#11MeadowBrook Investment Advisors LLCPassive
Some overlap · 5 shared positions
$MRVL$ETN$TMO$BLK$PEP
$126M
196 positions
#12OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$CMI$MS$ETN$PEP$BLK
$530M
275 positions
#13Marathon Mission, Inc.Active
Some overlap · 5 shared positions
$MRVL$ETN$PNC$BLK$GD
$200M
57 positions
#14River Street Advisors LLCPassive
Some overlap · 5 shared positions
$CMI$MS$PEP$ETN$BLK
$340M
177 positions
#15Myriad Asset Management US LPActive
Some overlap · 5 shared positions
$MS$ETN$TMO$MRVL$DE
$72M
52 positions
#16Myriad Asset Management Advisors LLCActive
Some overlap · 5 shared positions
$MS$ETN$TMO$DE$MRVL
$424M
49 positions
#17CONNING INC.Passive
Some overlap · 5 shared positions
$CMI$MS$GD$PNC$BLK
$3.3B
327 positions
#18NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$MS$ETN$DE$GD$BLK
$1.4B
177 positions
#19SevenBridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$CMI$PNC$DE$BLK
$680M
212 positions
#20Stonebridge Capital Advisors LLCPassive
Some overlap · 5 shared positions
$MRVL$ETN$TMO$BLK$MAR
$1.6B
215 positions
#21LOWE BROCKENBROUGH & CO INCActive
Some overlap · 5 shared positions
$MS$ETN$TMO$PNC$PEP
$2.2B
341 positions
#22Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$MS$GD$ETN$DE$PEP
$142M
106 positions
#23First American BankPassive
Some overlap · 6 shared positions
$ETN$PEP$MAR$TMO$CMI$PNC
$1.8B
205 positions
#24Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$PEP$GD$DE$PNC$BLK
$181M
81 positions
#25HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$MRVL$MS$MAR$ETN
$1.1B
115 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.