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Hedge Funds Similar to Sunbelt Securities

13F Portfolio OverlapQ1 2026Sunbelt Securities portfolio →
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Most similar hedge funds by 13F overlap

Sunbelt Securities, Inc. is an institutional investor managing $1.6B across 2,954 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Sunbelt Securities are Philadelphia Investment Partners, Compass Wealth, Strategic Investment Solutions, with shared positions in $IAU, $PLTR, $PM, $MO, $VLO, $BX. The full ranking of 25 similar funds is below.

#1Philadelphia Investment Partners, LLCPassive
Some overlap · 6 shared positions
$IAU$PLTR$PM$MO$VLO$BX
$161M
189 positions
#2Compass Wealth Management, LLC/GAActive
Some overlap · 5 shared positions
$IAU$SNDK$PLTR$PM$MO
$251M
74 positions
#3Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 4 shared positions
$IAU$SNDK$PLTR$MCD
$437M
707 positions
#4ETF Store, Inc.Passive
Some overlap · 4 shared positions
$IAU$SNDK$PLTR$MO
$120M
114 positions
#5Sharp Financial Services, LLCActive
Some overlap · 4 shared positions
$IAU$PLTR$PM$MO
$216M
127 positions
#6Mosley Wealth ManagementPassive
Some overlap · 5 shared positions
$IAU$PLTR$MO$PM$MCD
$314M
781 positions
#7SENTINEL TRUST CO LBASmart money
Some overlap · 4 shared positions
$IAU$PLTR$ET$MCD
$1.1B
136 positions
#8Bulltick Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IAU$PLTR$DELL$BX
$490M
134 positions
#9MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 5 shared positions
$IAU$PM$MO$MCD$DELL
$130M
80 positions
#10TPG Advisors LLCActive
Some overlap · 5 shared positions
$IAU$PM$MO$MCD$BX
$182M
115 positions
#11RiverGlades Family Offices LLCActive
Some overlap · 4 shared positions
$IAU$EPD$PM$ET
$218M
108 positions
#12Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$SNDK$PM
$304M
194 positions
#13Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$IAU$EPD$PM$MCD
$212M
171 positions
#14Independent Solutions Wealth Management, LLCActive
Some overlap · 6 shared positions
$PLTR$IAU$PM$MO$VLO$MCD
$766M
194 positions
#15Strathmore Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$PLTR$MO
$371M
142 positions
#16EverSource Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$PLTR$DELL$BX
$3.0B
4,392 positions
#17Intellus Advisors LLCActive
Some overlap · 4 shared positions
$IAU$EPD$PLTR$ET
$823M
134 positions
#18Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$PLTR$MCD$BX
$405M
118 positions
#19Oxbow Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$EPD$ET$MCD
$1.2B
265 positions
#20SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$IAU$SNDK$DELL
$973M
379 positions
#21Braeburn Wealth Management LLCActive
Some overlap · 3 shared positions
$IAU$SNDK$DELL
$233M
99 positions
#22PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$IAU$SNDK$DELL
$462M
86 positions
#23Cornerstone Select Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$EPD$MO$VLO$ARCC$DELL
$238M
149 positions
#24Maltin Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$IAU$SNDK$BX
$299M
146 positions
#25Excelsior Advisor Network LLCPassive
Some overlap · 4 shared positions
$IAU$EPD$PLTR$ET
$759M
453 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.