What hedge funds are most similar to United Asset Strategies, Inc.?

The funds with the most similar 13F portfolios to United Asset Strategies, Inc. are DB Fitzpatrick & ,, AVITY INVESTMENT, EDGAR LOMAX /VA, based on overlapping conviction holdings in the latest SEC filings.

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 Asset Strategies,

13F Portfolio OverlapQ1 2026United Asset Strategies, portfolio →

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Most similar hedge funds by 13F overlap

United Asset Strategies, Inc. is an institutional investor managing $1.4B across 259 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 Asset Strategies, are DB Fitzpatrick & ,, AVITY INVESTMENT, EDGAR LOMAX /VA, with shared positions in $EW, $TMO, $VLTO, $LMT, $SBUX, $PANW. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive

Notable overlap · 9 shared positions

$EW $TMO $VLTO $LMT $SBUX $PANW

$117M

106 positions

#2AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 8 shared positions

$PANW $TMO $ECL $NOW $C $ETN

$1.4B

114 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$SCHW $LMT $BAC $DUK $SBUX $AMGN

$1.4B

56 positions

#4BDFS Capital LLCActive

Notable overlap · 7 shared positions

$WT $VLTO $C $ASML $ADBE $CL

$208M

137 positions

#5ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive

Notable overlap · 7 shared positions

$ASML $PANW $TMO $NOW $SBUX $ADBE

$584M

366 positions

#6Alley Investment Management Company, LLCActive

Some overlap · 7 shared positions

$LMT $PH $DUK $SBUX $ETN $PM

$821M

85 positions

#7Liontrust Investment Partners LLPActive

Some overlap · 6 shared positions

$VLTO $SCHW $EW $TMO $ECL $PANW

$6.7B

204 positions

#8Greystone Financial Group, LLCPassive

Some overlap · 7 shared positions

$LMT $TMO $DUK $NOW $SBUX $AMGN

$353M

78 positions

#9Investment Research & Advisory Group, Inc.Active

Some overlap · 7 shared positions

$ASML $SCHW $LMT $SBUX $PM $PANW

$286M

279 positions

#10McGuire Investment Group, LLCActive

Some overlap · 6 shared positions

$WT $ASML $SCHW $TMO $LMT $AMGN

$885M

121 positions

#11FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 7 shared positions

$LMT $BAC $C $ETN $VLTO $NOW

$5.0B

201 positions

#12TRILLIUM ASSET MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$ASML $PANW $BAC $ECL $NOW $ETN

$3.0B

230 positions

#13Community Financial Services Group, LLCPassive

Some overlap · 7 shared positions

$PH $BAC $PANW $ETN $VLTO $NOW

$568M

460 positions

#14Cypress Capital, LLCActive

Some overlap · 7 shared positions

$WT $LMT $SCHW $ETN $AMGN $SBUX

$351M

95 positions

#15OmniStar Financial Group, Inc.Passive

Some overlap · 7 shared positions

$LMT $BAC $DUK $PM $PH $AIG

$193M

108 positions

#16Thomasville National Bank

Some overlap · 6 shared positions

$ASML $PANW $TMO $DUK $PM $NOW

$1.6B

235 positions

#17Biondo Investment Advisors, LLCActive

Some overlap · 6 shared positions

$ASML $LMT $DUK $NOW $AMGN $ADBE

$780M

82 positions

#18CHAPMAN FINANCIAL GROUP, LLCPassive

Some overlap · 6 shared positions

$BAC $PANW $VLTO $TMO $C $WT

$140M

265 positions

#19Buttonwood Financial Advisors Inc.Active

Some overlap · 6 shared positions

$ASML $SCHW $NOW $LMT $SBUX $ADBE

$299M

108 positions

#20DOVER ADVISORS, LLCPassive

Some overlap · 7 shared positions

$PANW $DUK $PH $ASML $ETN $TMO

$242M

159 positions

#21Harrington Investments, INCPassive

Some overlap · 6 shared positions

$SCHW $ASML $TMO $ECL $SBUX $AMGN

$190M

84 positions

#22Evergreen Private Wealth LLCPassive

Some overlap · 7 shared positions

$WT $PH $KMI $TMO $ADBE $AMGN

$247M

86 positions

#23Gs Investments, Inc.Passive

Some overlap · 6 shared positions

$SCHW $PANW $TMO $ECL $AMGN $ADBE

$175M

134 positions

#24Cohen Investment Advisors LLCPassive

Some overlap · 6 shared positions

$KMI $BAC $TMO $NOW $SBUX $AMGN

$210M

79 positions

#25Boomfish Wealth Group, LLCPassive

Some overlap · 5 shared positions

$ASML $LMT $PANW $TMO $NOW

$187M

87 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.