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Hedge Funds Similar to UNITED SERVICES AUTOMOBILE ASSOCIATION

13F Portfolio OverlapQ1 2026UNITED SERVICES AUTOMOBILE ASSOCIATION portfolio →
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Most similar hedge funds by 13F overlap

UNITED SERVICES AUTOMOBILE ASSOCIATION is an institutional investor managing $851M across 14 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 UNITED SERVICES AUTOMOBILE ASSOCIATION are Luminvest Wealth, White Lighthouse Investment, OneAscent Financial Services, with shared positions in $BRZE, $COP, $USB. The full ranking of 25 similar funds is below.

#1Luminvest Wealth Management LLCSmart money
Some overlap · 3 shared positions
$BRZE$COP$USB
$382M
55 positions
#2White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$BRZE$COP$USB
$721M
145 positions
#3OneAscent Financial Services LLCPassive
Some overlap · 3 shared positions
$BRZE$COP$USB
$1.8B
591 positions
#4Sagace Wealth Management LLCPassive
Some overlap · 3 shared positions
$BRZE$COP$USB
$149M
70 positions
#5XY Planning Network, Inc.Passive
Some overlap · 3 shared positions
$BRZE$USB$COP
$626M
273 positions
#6Clarity Capital Advisors, LLCActive
Some overlap · 3 shared positions
$BRZE$COP$USB
$215M
95 positions
#7Coyle Financial Counsel LLCActive
Some overlap · 3 shared positions
$BRZE$COP$USB
$473M
113 positions
#8VAN STRUM & TOWNE INC.Passive
Some overlap · 3 shared positions
$BRZE$COP$USB
$343M
111 positions
#9FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$BRZE$COP$USB
$133M
121 positions
#10STONE LOFT WEALTH MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BRZE$USB$COP
$140M
29 positions
#11Orcam Financial GroupSmart money
Some overlap · 3 shared positions
$BRZE$USB$COP
$141M
62 positions
#12PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$BRZE$USB$COP
$1.4B
283 positions
#13Topsail Wealth Management, LLCActive
Some overlap · 3 shared positions
$BRZE$USB$COP
$678M
294 positions
#14DecisionPoint Financial, LLCActive
Some overlap · 3 shared positions
$COP$USB$BRZE
$464M
679 positions
#15Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$COP$USB$BRZE
$99M
59 positions
#16Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$COP$USB$BRZE
$98M
68 positions
#17Cherry Tree Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BRZE$COP$USB
$473M
582 positions
#18Glass Jacobson Investment Advisors llcPassive
Some overlap · 3 shared positions
$COP$USB$BRZE
$290M
607 positions
#19Essex LLCActive
Some overlap · 3 shared positions
$COP$USB$BRZE
$566M
175 positions
#20R.H. Investment Group, LLCPassive
Some overlap · 3 shared positions
$COP$USB$BRZE
$130M
45 positions
#21Farrell Financial LLCPassive
Some overlap · 3 shared positions
$COP$USB$BRZE
$167M
76 positions
#22WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$COP$USB$BRZE
$350M
95 positions
#23Morton Brown Family Wealth, LLCActive
Some overlap · 3 shared positions
$COP$USB$BRZE
$378M
292 positions
#24Strategic Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$COP$USB$BRZE
$2.1B
152 positions
#25Steele Capital Management, Inc.Active
Some overlap · 3 shared positions
$COP$USB$BRZE
$2.4B
86 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.