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Hedge Funds Similar to UHLMANN PRICE SECURITIES,

13F Portfolio OverlapQ1 2026UHLMANN PRICE SECURITIES, portfolio →
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Most similar hedge funds by 13F overlap

UHLMANN PRICE SECURITIES, LLC is an institutional investor managing $1.5B 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 UHLMANN PRICE SECURITIES, are OAK ASSOCIATES LTD /OH/, Lafayette Investments,, Navis Wealth Advisors,, with shared positions in $KLAC, $SCHW, $LMT, $KO, $WT, $AXP. The full ranking of 25 similar funds is below.

#1OAK ASSOCIATES LTD /OH/Active
Some overlap · 3 shared positions
$KLAC$SCHW$LMT
$1.5B
140 positions
#2Lafayette Investments, Inc.Active
Some overlap · 4 shared positions
$KLAC$KO$SCHW$LMT
$494M
158 positions
#3Navis Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$KLAC$WT$AXP
$196M
175 positions
#4JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$KLAC$INTU$KO
$5.1B
84 positions
#5Decatur Capital Management, Inc.Active
Some overlap · 3 shared positions
$KLAC$KO$LMT
$219M
33 positions
#6Smith Group Asset Management, LLCActive
Some overlap · 3 shared positions
$KLAC$AXP$SCHW
$2.0B
162 positions
#7Castlefield Investment Partners LLPActive
Some overlap · 4 shared positions
$KLAC$INTU$INTC$SHOP
$131M
35 positions
#8Bensler, LLCPassive
Some overlap · 4 shared positions
$KLAC$UBER$AXP$LMT
$969M
194 positions
#9NatWest Group plcActive
Some overlap · 3 shared positions
$KLAC$HSY$UBER
$462M
44 positions
#10UNIO CAPITAL LLCActive
Some overlap · 3 shared positions
$KLAC$AXP$KO
$466M
21 positions
#11JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$KLAC$HSY$AXP
$696M
70 positions
#12Titan Wealth (CI) LtdPassive
Some overlap · 3 shared positions
$KLAC$UBER$LMT
$232M
51 positions
#13Ayrshire Capital Management LLCPassive
Some overlap · 3 shared positions
$KLAC$UBER$SCHW
$193M
50 positions
#14BALDWIN WEALTH PARTNERS LLC/MAActive
Some overlap · 4 shared positions
$KLAC$INTU$SCHW$IBM
$1.4B
222 positions
#15TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$KLAC$INTU$AXP$IBM
$182M
115 positions
#16Guinness Atkinson Asset Management IncPassive
Some overlap · 3 shared positions
$KLAC$INTU$KO
$200M
123 positions
#17CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$KLAC$AXP$KO$SCHW
$180M
58 positions
#18Allen Capital Group, LLCPassive
Some overlap · 3 shared positions
$WT$KLAC$SCHW
$1.1B
284 positions
#19NewEdge Wealth, LLCPassive
Some overlap · 4 shared positions
$WT$KLAC$IBM$LMT
$8.4B
1,124 positions
#20Shoker Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$KLAC$SO$LMT
$337M
109 positions
#21Consolidated Planning CorpActive
Some overlap · 4 shared positions
$WT$KLAC$INTU$KO
$617M
144 positions
#22Applied Finance Capital Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$TGT$IBM
$1.3B
218 positions
#23Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$WT$SO$KO$TGT$LMT
$284M
125 positions
#24PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 3 shared positions
$KLAC$SCHW$INTC
$127.0B
320 positions
#25McLaughlin Asset Management, Inc.Passive
Some overlap · 3 shared positions
$KLAC$AXP$KO
$105M
91 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.