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 FIRST UNITED BANK

13F Portfolio OverlapQ3 2026FIRST UNITED BANK portfolio →

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Most similar hedge funds by 13F overlap

FIRST UNITED BANK & TRUST is an institutional investor managing $347M across 408 U.S. equity positions as of Q3 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, Bank OZK, with shared positions in $PNC, $MCD, $LOW, $SO, $CSX, $AMGN. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$PNC $MCD $LOW $SO $CSX $AMGN

$108M

52 positions

#2Sky Investment Group LLCPassive

Notable overlap · 8 shared positions

$MCD $PNC $SO $MTB $DHR $ITW

$637M

146 positions

#3Bank OZKPassive

Some overlap · 6 shared positions

$ANET $CSX $SO $AMGN $FTNT $PWR

$337M

159 positions

#4HAMEL ASSOCIATES, INC.Passive

Some overlap · 8 shared positions

$PNC $MCD $AMGN $ITW $VZ $PEP

$363M

92 positions

#5First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 7 shared positions

$LOW $MCD $SO $AMGN $DHR $HON

$529M

75 positions

#6BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 6 shared positions

$PNC $LOW $MCD $MTB $PEP $HON

$2.5B

270 positions

#7Boomfish Wealth Group, LLCPassive

Some overlap · 5 shared positions

$ANET $LOW $AMGN $FTNT $MCHP

$231M

102 positions

#8KANAWHA CAPITAL MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$LOW $MCD $SO $ITW $VZ $PEP

$1.6B

228 positions

#9PIONEER TRUST BANK N A/ORPassive

Some overlap · 8 shared positions

$LOW $MCD $DHR $ITW $PEP $HON

$441M

87 positions

#10WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 6 shared positions

$LOW $MCD $SO $AMGN $ITW $PEP

$390M

103 positions

#11Community Bank & Trust, Waco, TexasActive

Some overlap · 7 shared positions

$MCD $VLO $SO $LOW $AMGN $PEP

$612M

173 positions

#12First PREMIER BankPassive

Some overlap · 6 shared positions

$MCD $CSX $SO $AMGN $PEP $ECL

$621M

388 positions

#13Flavin Financial Services, Inc.Passive

Some overlap · 6 shared positions

$PNC $MCD $AMGN $LOW $VZ $PEP

$185M

77 positions

#14FIRST HORIZON NATIONAL CORPPassive

Some overlap · 6 shared positions

$MCD $AMGN $SO $FTNT $PNC $VZ

$2.6B

1,514 positions

#15Aristotle Capital Management, LLCActive

Some overlap · 6 shared positions

$PNC $LOW $AMGN $VZ $ECL $MCHP

$47.7B

212 positions

#16Montgomery Financial Services LLCActive

Some overlap · 7 shared positions

$PNC $LOW $MCD $AMGN $VZ $PEP

$115M

334 positions

#17GUYASUTA INVESTMENT ADVISORS INCActive

Some overlap · 5 shared positions

$PNC $LOW $MCD $PWR $PEP

$1.9B

270 positions

#18Sawyer & Company, IncPassive

Some overlap · 5 shared positions

$ANET $AMGN $MCD $ITW $ECL

$298M

199 positions

#19Oak Asset Management, LLCActive

Some overlap · 6 shared positions

$LOW $MCD $AMGN $ISRG $PEP $MCHP

$317M

112 positions

#20Avalon Trust CoActive

Some overlap · 5 shared positions

$PNC $LOW $ANET $PWR $DHR

$1.6B

462 positions

#21CONNING INC.Passive

Some overlap · 5 shared positions

$PNC $MCD $VLO $AMGN $ITW

$3.3B

329 positions

#22MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 5 shared positions

$PNC $LOW $AMGN $MTB $PEP

$1.2B

100 positions

#23Aurdan Capital Management, LLCActive

Some overlap · 7 shared positions

$LOW $AMGN $ITW $PNC $MCHP $HON

$394M

99 positions

#24Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$CSX $SO $AMGN $ITW $VZ $PEP

$231M

125 positions

#25Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$MCD $CSX $AMGN $PEP $HON $HONA

$227M

73 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.