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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
$1.4B
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
$113M
55 positions
#9Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 3 shared positions
$AFL$FLO$SCHW
$673M
158 positions
#10PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$VRT$IAU$WAB$EME
$389M
77 positions
#11RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$SCHW$VRT$DE
$420M
172 positions
#12Safe Harbor Fiduciary, LLCActive
Some overlap · 3 shared positions
$AFL$SCHW$DE
$128M
61 positions
#13Prospera Capital Management, LLCActive
Some overlap · 3 shared positions
$AFL$IAU$SCHW
$726M
77 positions
#14Chemistry Wealth Management LLCPassive
Some overlap · 5 shared positions
$IAU$SCHW$MKL$OXY$DE
$639M
208 positions
#15Oakmont Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$VRT$SCHW$NDAQ$OXY
$148M
114 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
$163M
113 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
$291M
85 positions
#22ShoreHaven Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$VRT$IAU$NDAQ
$326M
102 positions
#23Spectrum Asset Management, Inc. (NB/CA)Passive
Slight overlap · 4 shared positions
$IAU$SCHW$EME$DE
$346M
112 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
$493M
159 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.