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 OverlapQ1 2026UNIVEST FINANCIAL portfolio →

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Most similar hedge funds by 13F overlap

UNIVEST FINANCIAL Corp is an institutional investor managing $1.8B across 254 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 UNIVEST FINANCIAL are Swisher Financial Concepts,, Breakwater Investment, Sageworth of South Dakota, with shared positions in $BRZE, $PM, $REGN, $URI, $NEE, $NTRB. The full ranking of 25 similar funds is below.

#1Swisher Financial Concepts, Inc.Passive

Notable overlap · 5 shared positions

$BRZE $PM $REGN $URI $NEE

$179M

102 positions

#2Breakwater Investment ManagementPassive

Notable overlap · 4 shared positions

$BRZE $NTRB $SNPS $SCHW

$269M

506 positions

#3Sageworth Trust Co of South DakotaActive

Notable overlap · 4 shared positions

$BRZE $LHX $TJX $PM

$126M

56 positions

#4TABR Capital Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $MU $AMAT $SCHW

$109M

54 positions

#5David Kennon IncSmart money

Notable overlap · 4 shared positions

$BRZE $SNPS $SCHW $NTRB

$279M

41 positions

#6Estate Counselors, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $SCHW $MU

$1.1B

97 positions

#7New Covenant Trust Company, N.A.Active

Notable overlap · 3 shared positions

$BRZE $NEE $AMAT

$112M

96 positions

#8Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$BRZE $SCHW $PM

$255M

70 positions

#9SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $SCHW $TMO

$103M

37 positions

#10Sunflower Bank, N.A.Active

Notable overlap · 3 shared positions

$BRZE $AMAT $AXP

$392M

155 positions

#11Madison Park Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$BRZE $REGN $CRM

$127M

62 positions

#12Greenbush Financial Group, LLCActive

Notable overlap · 3 shared positions

$BRZE $CRM $REGN

$302M

36 positions

#13WealthCollab, LLCPassive

Notable overlap · 3 shared positions

$BRZE $SCHW $CRM

$243M

977 positions

#14White Lighthouse Investment Management Inc.Active

Notable overlap · 4 shared positions

$BRZE $SCHW $PM $SNPS

$721M

145 positions

#15St. Louis Trust CoActive

Notable overlap · 3 shared positions

$BRZE $PM $NEE

$856M

145 positions

#16CHERRYDALE WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 4 shared positions

$BRZE $SCHW $MU $AMAT

$324M

77 positions

#17James J. Burns & Company, LLCActive

Notable overlap · 3 shared positions

$BRZE $PM $UNH

$737M

155 positions

#18Manuka Financial, LLCActive

Notable overlap · 3 shared positions

$BRZE $MU $SCHW

$162M

56 positions

#19Souders Financial AdvisorsPassive

Notable overlap · 4 shared positions

$BRZE $NEE $PM $AXP

$876M

216 positions

#20Prospera Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $NEE $SCHW

$199M

45 positions

#21Charter Oak Capital Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $TEL $CRM

$1.3B

208 positions

#22Provenance Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$BRZE $AXP $TJX $SHW

$945M

412 positions

#23Peak Financial Management, Inc.Active

Notable overlap · 3 shared positions

$BRZE $TJX $SCHW

$394M

100 positions

#24Luminvest Wealth Management LLCSmart money

Notable overlap · 3 shared positions

$BRZE $MU $SCHW

$382M

55 positions

#25Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 5 shared positions

$BRZE $MU $PM $SCHW $AMAT

$578M

118 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.