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Hedge Funds Similar to South Shore Advisors

13F Portfolio OverlapQ2 2026South Shore Advisors portfolio →
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Most similar hedge funds by 13F overlap

South Shore Capital Advisors is an institutional investor managing $149M across 154 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 Shore Advisors are LEGACY FINANCIAL INDEPENDENT ADVISORS, Murphy & Mullick, Fi3 FINANCIAL ADVISORS, with shared positions in $ASML, $AXP, $COF, $CRWD, $GLW, $DOV. The full ranking of 25 similar funds is below.

#1LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$ASML$AXP$COF$CRWD$GLW
$213M
124 positions
#2Murphy & Mullick Capital Management CorpPassive
Some overlap · 4 shared positions
$DOV$ASML$CRWD$KLAC
$161M
666 positions
#3Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 5 shared positions
$DOV$AXP$COF$CRWD$WMB
$418M
232 positions
#4REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$DOV$WMB$ASML$UNP$IAU
$760M
229 positions
#5Alaethes Wealth, LLCPassive
Some overlap · 6 shared positions
$ASML$WMB$CRWD$KLAC$IAU$NEE
$345M
111 positions
#6WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$DOV$ASML$NEE
$2.1B
131 positions
#7Colter Lewis Investment Partners LLCActive
Some overlap · 3 shared positions
$DOV$AXP$IAU
$225M
114 positions
#8Basecamp Wealth Advisors LLCActive
Some overlap · 5 shared positions
$DOV$ASML$KLAC$IAU$GLW
$537M
1,822 positions
#9Minot DeBlois Advisors LLCPassive
Some overlap · 4 shared positions
$ASML$AXP$UNP$NEE
$116M
240 positions
#10BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 6 shared positions
$ASML$UNP$KLAC$IAU$NEE$DOV
$1.5B
234 positions
#11MontVue Capital Management, Inc.Active
Some overlap · 5 shared positions
$DOV$COF$KLAC$GLW$STT
$174M
78 positions
#12Allie Family Office LLCActive
Some overlap · 5 shared positions
$DOV$HSBC$IAU$STT$ASML
$269M
107 positions
#13GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$ASML$AXP$DOV$CR
$949M
245 positions
#14Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$DOV$ASML$IAU
$1.1B
154 positions
#15Evelyn Partners Asset Management Ltd
Some overlap · 4 shared positions
$DOV$ASML$AZO$IAU
$406M
308 positions
#16RWA WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$ASML$AXP$UNP$KLAC$NEE
$10.4B
645 positions
#17PARTHENON LLCActive
Some overlap · 3 shared positions
$DOV$AXP$GLW
$962M
133 positions
#18Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$AXP$NEE
$216M
101 positions
#19Zhang Financial LLCActive
Some overlap · 4 shared positions
$DOV$AXP$KLAC$IAU
$3.4B
392 positions
#20Rydar Equities, Inc.Passive
Some overlap · 5 shared positions
$AXP$COF$UNP$CRWD$AZO
$178M
107 positions
#21Midwest Professional Planners, LTD.Passive
Some overlap · 5 shared positions
$COF$AXP$ASML$UNP$KLAC
$510M
131 positions
#22Asio Capital, LLCActive
Some overlap · 4 shared positions
$ASML$COF$AXP$CRWD
$781M
109 positions
#23DEFINED WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ASML$AXP$WMB$CRWD
$194M
115 positions
#24BOWEN HANES & CO INCActive
Some overlap · 4 shared positions
$AXP$ASML$UNP$GLW
$4.1B
151 positions
#25Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$DOV$GLW$COF$IAU
$1.2B
127 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.