How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to SOUTHERN ADVISORS

13F Portfolio OverlapQ2 2026SOUTHERN ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

SOUTHERN CAPITAL ADVISORS, LLC is an institutional investor managing $239M across 84 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 SOUTHERN ADVISORS are Mountain Hill Investment Partners, Maj Invest Holding A/S, VIRGINIA WEALTH GROUP, with shared positions in $UPS, $BA, $LOW, $AFL, $ROK, $BLK. The full ranking of 25 similar funds is below.

#1Mountain Hill Investment Partners Corp.Active

Notable overlap · 3 shared positions

$UPS $BA $LOW

$177M

195 positions

#2Maj Invest Holding A/SActive

Notable overlap · 4 shared positions

$UPS $AFL $LOW $ROK

$2.2B

40 positions

#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$BLK $AFL $AMGN $KMI $LOW

$201M

57 positions

#4GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 4 shared positions

$AFL $AMGN $LOW $UPS

$906M

153 positions

#5Econ Financial Services CorpPassive

Some overlap · 3 shared positions

$UPS $BA $AMGN

$214M

72 positions

#6TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 5 shared positions

$BLK $AFL $AMGN $LOW $AZO

$1.0B

880 positions

#7Rayburn West Financial Services LLCPassive

Some overlap · 4 shared positions

$UPS $BLK $AMGN $KHC

$181M

81 positions

#8Somerset Trust CoPassive

Some overlap · 4 shared positions

$AFL $BLK $AMGN $LOW

$354M

186 positions

#9CLIFFORD SWAN INVESTMENT COUNSEL LLC

Some overlap · 3 shared positions

$UPS $TSCO $LOW

$3.1B

340 positions

#10First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 3 shared positions

$BLK $AMGN $LOW

$529M

75 positions

#11FRANKLIN STREET ADVISORS INC /NCActive

Some overlap · 4 shared positions

$BLK $AFL $BA $KHC

$1.8B

176 positions

#12BRADY FAMILY WEALTH, LLCPassive

Some overlap · 4 shared positions

$BLK $AMGN $LOW $AFL

$346M

113 positions

#13Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$AFL $AMGN $BLK $LOW $RF

$1.3B

275 positions

#14Capital Square, LLCPassive

Some overlap · 3 shared positions

$UPS $FHN $AZO

$228M

241 positions

#15Paladin Partners, LLCActive

Some overlap · 3 shared positions

$BLK $AMGN $ISRG

$151M

214 positions

#16Measured Risk Portfolios, Inc.Active

Some overlap · 3 shared positions

$UPS $KHC $KMI

$112M

63 positions

#17Cohen Investment Advisors LLCPassive

Some overlap · 4 shared positions

$UPS $BA $AMGN $KMI

$223M

81 positions

#18OPUS INVESTMENT MANAGEMENT INCActive

Some overlap · 3 shared positions

$UPS $BLK $AMGN

$183M

31 positions

#19MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$AFL $BLK $AMGN $LOW

$857M

166 positions

#20Beaumont Asset Management, L.L.C.Smart money

Some overlap · 3 shared positions

$BLK $AMGN $ROK

$257M

79 positions

#21Royal Palms Capital LLCPassive

Some overlap · 3 shared positions

$AFL $RF $KMI

$114M

57 positions

#22DB Fitzpatrick & Co, IncActive

Some overlap · 3 shared positions

$AFL $BA $AMGN

$124M

100 positions

#23Miller Financial Services LLCPassive

Some overlap · 3 shared positions

$UPS $KMI $ISRG

$124M

142 positions

#24KWMG, LLCPassive

Some overlap · 4 shared positions

$AFL $BA $AMGN $ROK

$1.4B

153 positions

#25GODSEY & GIBB, INCPassive

Some overlap · 3 shared positions

$BLK $UPS $AMGN

$1.2B

383 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.