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Hedge Funds Similar to FIRST UNITED BANK &

13F Portfolio OverlapQ1 2026FIRST UNITED BANK & portfolio →
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Most similar hedge funds by 13F overlap

FIRST UNITED BANK & TRUST is an institutional investor managing $308M across 395 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 FIRST UNITED BANK & are Walsky Investment ,, Sky Investment Group, Richard C. Young & , LTD., with shared positions in $MCD, $LOW, $PNC, $HON, $SO, $CSX. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$MCD$LOW$PNC$HON$SO$CSX
$98M
50 positions
#2Sky Investment Group LLCPassive
Some overlap · 7 shared positions
$MCD$PNC$SO$HON$DHR$MTB
$583M
140 positions
#3Richard C. Young & CO., LTD.Active
Some overlap · 6 shared positions
$MCD$LOW$PNC$SO$VLO$VZ
$1.2B
93 positions
#4PEOPLES FINANCIAL SERVICES CORP.Passive
Some overlap · 6 shared positions
$FLEX$MCD$SO$AMGN$PNC$VZ
$211M
275 positions
#5Thrive Capital Management, LLCPassive
Some overlap · 6 shared positions
$FLEX$UNIT$DHR$VZ$ITW$CME
$456M
169 positions
#6Biondo Investment Advisors, LLCActive
Some overlap · 6 shared positions
$MCD$LOW$SO$AMGN$ISRG$ITW
$780M
82 positions
#7HAMEL ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$MCD$PNC$HON$AMGN$VZ$ITW
$351M
81 positions
#8PIONEER TRUST BANK N A/ORPassive
Some overlap · 6 shared positions
$MCD$LOW$HON$DHR$ITW$AMGN
$412M
83 positions
#9BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 5 shared positions
$MCD$LOW$PNC$HON$MTB
$2.3B
264 positions
#10NBT BANK N A /NYPassive
Some overlap · 4 shared positions
$FLEX$MCD$LOW$DHR
$1.5B
1,074 positions
#11BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$MCD$LOW$CSX$AMGN$VZ
$380M
98 positions
#12CULLINAN ASSOCIATES INCActive
Some overlap · 5 shared positions
$MCD$LOW$SO$AMGN$CME
$1.2B
207 positions
#13United BankPassive
Some overlap · 4 shared positions
$FLEX$LOW$MCD$SO
$301M
124 positions
#14NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$LOW$MCD$HON$DHR$ISRG
$2.4B
189 positions
#15KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$MCD$LOW$SO$VZ$ITW
$1.4B
221 positions
#16Yoffe Investment Management, LLCPassive
Some overlap · 5 shared positions
$MCD$HON$CSX$AMGN$VZ
$78M
111 positions
#17TICINO WEALTHPassive
Some overlap · 5 shared positions
$MCD$HON$LOW$AMGN$ITW
$288M
138 positions
#18Oak Asset Management, LLCActive
Some overlap · 5 shared positions
$MCD$LOW$AMGN$ISRG$VZ
$290M
108 positions
#19Meadowbrook Advisors Group, LLCPassive
Some overlap · 5 shared positions
$MCD$HON$SO$AMGN$CME
$168M
136 positions
#20Flavin Financial Services, Inc.Passive
Some overlap · 5 shared positions
$MCD$PNC$AMGN$LOW$VZ
$149M
72 positions
#21Providence Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$LOW$HON$AMGN$VLO$VZ
$157M
80 positions
#22Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$SO$CSX$AMGN$VZ$ITW$CME
$215M
125 positions
#23TOMPKINS FINANCIAL CORPPassive
Some overlap · 5 shared positions
$MCD$HON$AMGN$DHR$ISRG
$1.3B
565 positions
#24Aristotle Capital Management, LLCActive
Some overlap · 5 shared positions
$LOW$PNC$AMGN$DHR$VZ
$47.8B
191 positions
#25BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 5 shared positions
$MCD$HON$SO$ISRG$VZ
$134M
211 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.