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Hedge Funds Similar to of the South

13F Portfolio OverlapQ3 2026of the South portfolio →
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Most similar hedge funds by 13F overlap

Trust Co of the South is an institutional investor managing $714M across 140 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to of the South are Belleair Asset, WEBSTERROGERS FINANCIAL ADVISORS, MUIRFIELD WEALTH ADVISORS, with shared positions in $RY, $LOW, $DUK, $TFC, $WM, $KLAC. The full ranking of 25 similar funds is below.

#1Belleair Asset Management, LLCActive
Some overlap · 5 shared positions
$RY$LOW$DUK$TFC$WM
$119M
84 positions
#2WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$KLAC$DUK$LOW$ADI$WM$MCD
$390M
103 positions
#3MUIRFIELD WEALTH ADVISORS LLCActive
Some overlap · 4 shared positions
$RY$FCNCA$DUK$ADI
$153M
87 positions
#4Genus Capital Management Inc.Passive
Some overlap · 3 shared positions
$RY$KLAC$ADI
$1.0B
204 positions
#5Counterweight Ventures, LLCPassive
Some overlap · 3 shared positions
$RY$DUK$WM
$201M
81 positions
#6Mayfair Advisory Group, LLCPassive
Some overlap · 4 shared positions
$RY$TFC$DUK$MCD
$345M
186 positions
#7Guardian Partners Inc.Passive
Some overlap · 3 shared positions
$RY$DUK$MCD
$1.1B
412 positions
#8Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$KLAC$DUK$FFBC$ADI$MCD
$398M
113 positions
#9GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$RY$DUK$TFC
$1.2B
611 positions
#10Fiera Capital CorpActive
Some overlap · 3 shared positions
$RY$KLAC$ADI
$27.6B
401 positions
#11WHITENER CAPITAL MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$DUK$LOW$TFC$RY$MCD
$501M
187 positions
#12Live Oak Private Wealth LLCPassive
Some overlap · 4 shared positions
$RY$LOW$FCNCA$ADI
$800M
211 positions
#13Reliant Investment Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$DUK$LOW$TFC
$147M
126 positions
#14Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DUK$LOW$KLAC$WM$MCD
$292M
99 positions
#15Riverview Trust CoActive
Some overlap · 4 shared positions
$RY$KLAC$LOW$MCD
$84M
166 positions
#16Northwest & Ethical Investments L.P.Passive
Some overlap · 3 shared positions
$RY$KLAC$ADI
$4.3B
522 positions
#17Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$KLAC$ADI$LOW$WM$MCD
$655M
539 positions
#18Veratis Advisors, Inc.Active
Some overlap · 5 shared positions
$LOW$TFC$ADI$DUK$MCD
$141M
84 positions
#19Davis Investment Partners, LLCActive
Some overlap · 4 shared positions
$RY$DUK$TFC$ADI
$328M
172 positions
#20Anchor Investment Management, LLCPassive
Some overlap · 4 shared positions
$FCNCA$LOW$DUK$WM
$1.3B
1,207 positions
#21Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$DUK$LOW$TFC$MCD
$334M
127 positions
#22Pathway Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$KLAC$DUK$WM$MCD
$397M
167 positions
#23Hardin Capital Partners, LLCActive
Some overlap · 4 shared positions
$DUK$LOW$TFC$WM
$205M
147 positions
#24BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$LOW$DUK$ADI$WM
$8.0B
1,334 positions
#25Cerro Pacific Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$KLAC$LOW$ADI$RY$MCD
$458M
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.