13F Pro

Hedge Funds Similar to SouthState Bank

13F Portfolio OverlapQ2 2026SouthState Bank portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SouthState Bank Corp is an institutional investor managing $2.4B across 1,313 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 SouthState Bank are O'Brien Greene, Michael Brady, RED CEDAR INVESTMENT, with shared positions in $PHYS, $VLO, $NEE, $DHR, $UNP, $PH. The full ranking of 25 similar funds is below.

#1O'Brien Greene & Co. IncPassive
Some overlap · 5 shared positions
$PHYS$VLO$NEE$DHR$UNP
$362M
141 positions
#2Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$PH$TJX$LHX$DHR$UNP$ETN
$113M
58 positions
#3RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$PH$VLO$NEE$TJX$ETN
$1.1B
90 positions
#4Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$TJX$NEE$CB$DHR$UNP$BX
$116M
240 positions
#5Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$VLO$TJX$NEE$UNP$ETN
$170M
61 positions
#6BOSTON FAMILY OFFICE LLCPassive
Some overlap · 6 shared positions
$ROK$NEE$PH$UNP$TJX$ETN
$1.6B
314 positions
#7Kesler, Norman & Wride, LLCPassive
Some overlap · 5 shared positions
$PH$NEE$CB$LHX$UNP
$631M
271 positions
#8CrossGen Wealth, LLCPassive
Some overlap · 5 shared positions
$VLO$TJX$CB$UNP$ETN
$129M
214 positions
#9Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$PH$TJX$NEE$UNP
$253M
63 positions
#10Hemenway Trust Co LLCActive
Some overlap · 5 shared positions
$TJX$ROK$NEE$DHR$UNP
$1.4B
135 positions
#11Renaissance Investment Group LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$ISRG$DHR$UNP
$508M
84 positions
#12Front Row Advisors LLCPassive
Some overlap · 6 shared positions
$TJX$ROK$ISRG$DELL$DHR$ETN
$345M
576 positions
#13NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$NEE$TJX$ISRG$DHR$UNP$BX
$2.7B
200 positions
#14Berkshire BankActive
Some overlap · 5 shared positions
$TJX$NEE$CB$DHR$UNP
$524M
160 positions
#15Howard Capital Management Group, LLCActive
Some overlap · 4 shared positions
$PH$TJX$ROK$BX
$1.6B
150 positions
#16Lantern Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$LHX$BX$ETN
$218M
184 positions
#17ST GERMAIN D J CO INCPassive
Some overlap · 6 shared positions
$NEE$CB$TJX$DHR$ETN$BX
$2.8B
914 positions
#18Proactive Wealth Strategies LLCPassive
Some overlap · 5 shared positions
$PHYS$DELL$TJX$BX$NEE
$623M
222 positions
#19VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 4 shared positions
$PH$TJX$CB$DELL
$255M
160 positions
#20Dempze Nancy EPassive
Some overlap · 5 shared positions
$TJX$ROK$NEE$DHR$CB
$209M
91 positions
#21RWA WEALTH PARTNERS, LLCActive
Some overlap · 6 shared positions
$TJX$NEE$CB$UNP$DHR$ETN
$10.4B
645 positions
#22Elefante Mark BActive
Some overlap · 4 shared positions
$TJX$ROK$NEE$DHR
$232M
60 positions
#23Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$DHR$DELL$ETN
$710M
193 positions
#24Unify Financial AdvisorsPassive
Some overlap · 5 shared positions
$PH$NEE$ISRG$DHR$DELL
$108M
90 positions
#25DAVIS R M INCActive
Some overlap · 5 shared positions
$TJX$CB$NEE$DHR$ETN
$6.3B
280 positions

Compare SouthState Bank’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View SouthState Bank’s holdings

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.