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 UNITED BANK

13F Portfolio OverlapQ1 2026UNITED BANK portfolio →

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Most similar hedge funds by 13F overlap

UNITED BANK is an institutional investor managing $781M across 121 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 UNITED BANK are Werlinich Asset ,, Eliot Finkel Investment Counsel,, NovaPoint ,, with shared positions in $HUBB, $GLW, $IRM, $HON, $LMT, $ABT. The full ranking of 25 similar funds is below.

#1Werlinich Asset Management, LLCActive

Notable overlap · 8 shared positions

$HUBB $GLW $IRM $HON $LMT $ABT

$206M

56 positions

#2Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 9 shared positions

$GLW $AMGN $MCD $EOG $GD $APD

$184M

32 positions

#3NovaPoint Capital, LLCPassive

Notable overlap · 9 shared positions

$GLW $CMI $GD $TXN $EOG $APD

$399M

79 positions

#4Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 10 shared positions

$AMGN $CMI $EOG $GD $GILD $HSY

$105M

62 positions

#5Exeter Financial, LLCPassive

Notable overlap · 10 shared positions

$AMGN $MCD $GD $WM $TXN $LMT

$245M

98 positions

#6BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 9 shared positions

$GLW $AMGN $MCD $CME $HON $HSY

$480M

133 positions

#7Miramar Capital, LLCPassive

Notable overlap · 8 shared positions

$WM $MCD $EOG $GD $ABT $CME

$449M

56 positions

#8Troy Asset Management LtdSmart money

Notable overlap · 4 shared positions

$HUBB $CME $TXN $MCD

$3.4B

30 positions

#9DLK Investment Management, LLCPassive

Notable overlap · 8 shared positions

$AMGN $WM $MCD $ABT $TXN $HON

$253M

92 positions

#10BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 8 shared positions

$WM $MCD $EOG $ABT $HON $HSY

$2.3B

264 positions

#11Meadowbrook Advisors Group, LLCPassive

Notable overlap · 9 shared positions

$GD $AMGN $CME $TXN $HSY $APD

$168M

136 positions

#12BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$AMGN $GD $ABT $TXN $APD $MCD

$321M

110 positions

#13Two Point Capital Management, Inc.Active

Notable overlap · 7 shared positions

$GLW $CMI $DOV $APD $HON $HSY

$229M

28 positions

#14Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$GLW $CMI $AMGN $WM $CME $LMT

$215M

125 positions

#15Nicholson Wealth Management Group, LLCPassive

Notable overlap · 8 shared positions

$UBSI $MCD $GD $AMGN $TXN $WM

$172M

114 positions

#16CORDA Investment Management, LLC.Active

Notable overlap · 7 shared positions

$GLW $MCD $CME $HON $HSY $SCHW

$1.4B

80 positions

#17Somerset Trust CoPassive

Notable overlap · 7 shared positions

$AMGN $MCD $GD $ABT $APD $AFL

$326M

174 positions

#18CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$GLW $AMGN $HON $GILD $HSY $SYK

$1.3B

118 positions

#19BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 7 shared positions

$AMGN $CMI $EOG $MCD $HSY $LMT

$380M

98 positions

#20Palisade Asset Management, LLCActive

Notable overlap · 7 shared positions

$AMGN $MCD $GD $ABT $TXN $HSY

$996M

195 positions

#21Albar Capital Partners LLPActive

Notable overlap · 5 shared positions

$HUBB $CMI $DOV $APD $LMT

$618M

36 positions

#22Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$AMGN $WM $MCD $ABT $HON $LMT

$353M

78 positions

#23EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$GD $TXN $ABT $AMGN $GILD $LMT

$1.4B

56 positions

#24TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 6 shared positions

$GLW $AMGN $WM $IRM $ABT $SCHW

$1.2B

215 positions

#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$CMI $MCD $GD $TXN $CME $LMT

$220M

148 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.