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Hedge Funds Similar to Southeast Asset Advisors

13F Portfolio OverlapQ2 2026Southeast Asset Advisors portfolio →
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Most similar hedge funds by 13F overlap

Southeast Asset Advisors, LLC is an institutional investor managing $984M across 225 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 Southeast Asset Advisors are Select Equity Group, Advocacy Wealth, Stonebridge Financial Group, with shared positions in $MKL, $SGI, $VIK, $LYV, $ITT, $LH. The full ranking of 25 similar funds is below.

#1Select Equity Group, L.P.Active
Some overlap · 13 shared positions
$MKL$SGI$VIK$LYV$ITT$LH
$20.2B
157 positions
#2Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$VRT$IAU$SCHW$VIK
$2.8B
151 positions
#3Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$VRT$AFL$IAU
$1.3B
275 positions
#4Next Level Wealth Planning, LLCSmart money
Some overlap · 3 shared positions
$AFL$VRT$OXY
$227M
74 positions
#5Findlay Park Partners LLPActive
Some overlap · 6 shared positions
$SCHW$LYV$ITT$MLM$ENTG$STE
$7.4B
49 positions
#6JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$AFL$IAU$SCHW
$1.3B
830 positions
#7Aureus Asset Management, LLCPassive
Some overlap · 4 shared positions
$CNX$SCHW$WAB$STE
$1.6B
239 positions
#8Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$AFL$SCHW$SLV
$114M
57 positions
#9Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 3 shared positions
$AFL$FLO$SCHW
$658M
152 positions
#10PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$VRT$IAU$WAB$EME
$462M
86 positions
#11RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$SCHW$VRT$DE
$414M
188 positions
#12Safe Harbor Fiduciary, LLCPassive
Some overlap · 3 shared positions
$AFL$SCHW$DE
$128M
61 positions
#13Prospera Capital Management, LLCActive
Some overlap · 3 shared positions
$AFL$IAU$SCHW
$320M
63 positions
#14Chemistry Wealth Management LLCPassive
Some overlap · 5 shared positions
$IAU$SCHW$MKL$OXY$DE
$625M
210 positions
#15Oakmont Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$VRT$SCHW$NDAQ$OXY
$144M
115 positions
#16BECK MACK & OLIVER LLCActive
Some overlap · 5 shared positions
$SCHW$MKL$SGI$LH$WAB
$5.1B
201 positions
#17Cushing Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$AFL$IAU$SLV
$145M
99 positions
#18Faithward Advisors, LLCPassive
Slight overlap · 3 shared positions
$VRT$IAU$SLV
$819M
339 positions
#19Sharp Financial Services, LLCActive
Slight overlap · 3 shared positions
$VRT$IAU$SLV
$216M
127 positions
#20Arnhold LLCActive
Slight overlap · 3 shared positions
$VRT$IAU$SLV
$1.4B
113 positions
#21Eagle Bluffs Wealth Management LLCActive
Slight overlap · 3 shared positions
$VRT$SCHW$ITT
$299M
86 positions
#22ShoreHaven Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$VRT$IAU$NDAQ
$318M
106 positions
#23Spectrum Asset Management, Inc. (NB/CA)Passive
Slight overlap · 4 shared positions
$IAU$SCHW$EME$DE
$362M
116 positions
#24TOCQUEVILLE ASSET MANAGEMENT L.P.Passive
Slight overlap · 3 shared positions
$VRT$IAU$DE
$7.6B
557 positions
#25Mezzasalma Advisors, LLCPassive
Slight overlap · 4 shared positions
$VRT$SLV$EME$TDG
$498M
171 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.