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Hedge Funds Similar to UNITED FINANCIAL ADVISORS,

13F Portfolio OverlapQ1 2026UNITED FINANCIAL ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

UNITED CAPITAL FINANCIAL ADVISORS, LLC is an institutional investor managing $16.3B across 1,632 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 FINANCIAL ADVISORS, are DeepCurrents Investment Group, VANCE WEALTH,, Sterling Financial Planning,, with shared positions in $RGEN, $SNOW, $SE, $UNIT, $DIS, $MDT. The full ranking of 25 similar funds is below.

#1DeepCurrents Investment Group LLCPassive
Some overlap · 3 shared positions
$RGEN$SNOW$SE
$3.1B
142 positions
#2VANCE WEALTH, LLCActive
Some overlap · 5 shared positions
$SNOW$SE$UNIT$DIS$MDT
$346M
118 positions
#3Sterling Financial Planning, Inc.Active
Some overlap · 4 shared positions
$SNOW$SE$SCHW$UNIT
$337M
117 positions
#4Westfuller Advisors, LLCPassive
Some overlap · 5 shared positions
$SNOW$SE$SCHW$DIS$SBUX
$232M
756 positions
#5Fonville Wealth Management LLCPassive
Some overlap · 4 shared positions
$SNOW$SE$SCHW$UNIT
$525M
138 positions
#6RTD Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$SNOW$SE$UNIT$SCHW
$814M
114 positions
#7Morningstar Investment Management LLCPassive
Some overlap · 3 shared positions
$SNOW$SE$SCHW
$1.6B
315 positions
#8Montecito Bank & TrustPassive
Some overlap · 3 shared positions
$SNOW$SE$SCHW
$607M
266 positions
#9SCGE MANAGEMENT, L.P.Smart money
Some overlap · 3 shared positions
$SNOW$SE$ASML
$3.3B
21 positions
#10rebel Financial LLCPassive
Some overlap · 3 shared positions
$SNOW$SE$UNIT
$231M
65 positions
#11Richard W. Paul & Associates, LLCPassive
Some overlap · 3 shared positions
$SNOW$SE$ASML
$297M
300 positions
#12Foundation Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SNOW$SE$DIS
$148M
44 positions
#13Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$SNOW$SE$UNIT
$607M
110 positions
#14Cassaday & Co Wealth Management LLCActive
Some overlap · 3 shared positions
$SNOW$SE$SCHW
$4.7B
1,361 positions
#15SEEDS INVESTOR LLCPassive
Some overlap · 4 shared positions
$SNOW$SE$UNIT$ASML
$735M
350 positions
#16Nabity-Jensen Investment Management IncActive
Some overlap · 5 shared positions
$SNOW$SCHW$UNIT$DIS$SBUX
$144M
70 positions
#17IFG Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$SE$SCHW$UNIT
$611M
149 positions
#18TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive
Some overlap · 3 shared positions
$SNOW$SE$UNIT
$26.0B
702 positions
#19Smith Partners Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$SE$SCHW
$112M
76 positions
#20DMC Group, LLCPassive
Some overlap · 3 shared positions
$SE$SNOW$ASML
$148M
141 positions
#21Fund Evaluation Group, LLCSmart money
Some overlap · 3 shared positions
$SNOW$SE$SCHW
$3.3B
73 positions
#22Asset Management Group, Inc.Passive
Some overlap · 4 shared positions
$SNOW$SCHW$DIS$UNIT
$619M
138 positions
#23Harrington Investments, INCPassive
Some overlap · 4 shared positions
$SNOW$SCHW$ASML$SBUX
$190M
84 positions
#24GREENUP STREET WEALTH MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SNOW$SCHW$UNIT$MDT
$710M
127 positions
#25Coordinated Financial Services, Inc.Passive
Some overlap · 4 shared positions
$SE$SNOW$SCHW$UNIT
$174M
176 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.