What hedge funds are most similar to UNIVEST FINANCIAL Corp?

The funds with the most similar 13F portfolios to UNIVEST FINANCIAL Corp are BRIGHT ROCK, Haverford, SWP Investment, based on overlapping conviction holdings in the latest SEC filings.

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 UNIVEST FINANCIAL

13F Portfolio OverlapQ2 2026UNIVEST FINANCIAL portfolio →

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Most similar hedge funds by 13F overlap

UNIVEST FINANCIAL Corp is an institutional investor managing $2.0B across 275 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 UNIVEST FINANCIAL are BRIGHT ROCK, Haverford, SWP Investment, with shared positions in $NEE, $SPGI, $BLK, $TMO, $TJX, $ANET. The full ranking of 25 similar funds is below.

#1BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$NEE $SPGI $BLK $TMO $TJX $ANET

$499M

73 positions

#2Haverford Trust CoActive

Some overlap · 6 shared positions

$NEE $SPGI $BLK $TMO $TJX $PM

$11.6B

424 positions

#3SWP Investment Management LLCPassive

Some overlap · 6 shared positions

$NEE $BLK $URI $AXP $PM $TJX

$145M

43 positions

#4CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$NEE $SPGI $TMO $TJX $LHX $MDLZ

$767M

184 positions

#5ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 7 shared positions

$SPGI $BLK $URI $AXP $ANET $TJX

$130M

106 positions

#6Haverford Financial Services, Inc.Active

Some overlap · 5 shared positions

$NEE $SPGI $BLK $TMO $TJX

$339M

49 positions

#7BRIAN LOW FINANCIAL GROUP, LLCPassive

Some overlap · 6 shared positions

$NEE $URI $BLK $AXP $PM $TJX

$171M

116 positions

#8ROCKLAND TRUST COPassive

Some overlap · 6 shared positions

$NEE $BLK $TMO $SPGI $TJX $SCHW

$2.5B

317 positions

#9Covington Investment Advisors Inc.Active

Some overlap · 6 shared positions

$SPGI $BLK $TMO $SNPS $LHX $ANET

$774M

73 positions

#10CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 7 shared positions

$NEE $BLK $AXP $ANET $AMT $SCHW

$195M

67 positions

#11Aureus Asset Management, LLCPassive

Some overlap · 5 shared positions

$NEE $SPGI $TMO $AXP $SCHW

$1.6B

239 positions

#12Kentucky Farm Bureau Mutual Insurance CoActive

Some overlap · 7 shared positions

$AXP $NEE $TMO $PM $TJX $SPGI

$360M

69 positions

#13Mill Capital Management, LLCActive

Some overlap · 7 shared positions

$TMO $SPGI $AXP $PM $LHX $AMT

$1.5B

128 positions

#14BOSTON FAMILY OFFICE LLCPassive

Some overlap · 6 shared positions

$NEE $SPGI $TMO $AMT $TJX $CRM

$1.6B

314 positions

#15CRAWFORD INVESTMENT COUNSEL INCActive

Some overlap · 7 shared positions

$BLK $SPGI $AXP $PM $TEL $SCHW

$6.0B

306 positions

#16WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 5 shared positions

$NEE $BLK $TMO $TJX $CRM

$1.3B

73 positions

#17CAPITAL CITY TRUST CO/FLPassive

Some overlap · 6 shared positions

$BLK $NEE $TMO $TJX $ANET $PM

$482M

129 positions

#18NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 6 shared positions

$NEE $TMO $URI $TJX $AMT $BLK

$2.7B

200 positions

#19MIDDLETON & CO INC/MAActive

Some overlap · 6 shared positions

$NEE $SPGI $SNPS $AMT $CRM $MDLZ

$942M

170 positions

#20Renaissance Investment Group LLCPassive

Some overlap · 5 shared positions

$NEE $TMO $URI $TJX $TEL

$508M

84 positions

#21Athena Wealth Management, LLCActive

Some overlap · 6 shared positions

$NEE $TMO $URI $PM $FDX $SCHW

$134M

104 positions

#22DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 6 shared positions

$NEE $LHX $TJX $AMT $SHW $CASY

$517M

137 positions

#23Fairtree Asset Management (Pty) LtdPassive

Some overlap · 7 shared positions

$TMO $SPGI $AXP $FTNT $ANET $CRM

$261M

96 positions

#24ROBINSON SMITH WEALTH ADVISORS LLCActive

Some overlap · 6 shared positions

$NEE $BLK $URI $ANET $MDLZ $PM

$167M

98 positions

#25Front Row Advisors LLCPassive

Some overlap · 6 shared positions

$BLK $SNPS $TMO $TJX $FTNT $ANET

$345M

576 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.