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Hedge Funds Similar to Ullmann Wealth Partners Group,

13F Portfolio OverlapQ1 2026Ullmann Wealth Partners Group, portfolio →
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Most similar hedge funds by 13F overlap

Ullmann Wealth Partners Group, LLC is an institutional investor managing $963M across 156 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 Ullmann Wealth Partners Group, are GUARDSMAN PRIVATE ,, Edge Financial Advisors, Strategic Point Investment Advisors,, with shared positions in $DHR, $UPST, $AMN, $MAR, $MDY, $SE. The full ranking of 25 similar funds is below.

#1GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 4 shared positions
$DHR$UPST$AMN$MAR
$128M
42 positions
#2Edge Financial Advisors LLC
Some overlap · 3 shared positions
$UPST$DHR$MDY
$238M
135 positions
#3Strategic Point Investment Advisors, LLCActive
Some overlap · 3 shared positions
$UPST$DHR$MAR
$688M
35 positions
#4FIDUCIARY ADVISORS, INC.Active
Some overlap · 5 shared positions
$DHR$AMN$SE$BAC$MAR
$133M
121 positions
#5McLean Asset Management CorpActive
Some overlap · 4 shared positions
$UPST$AMN$BAC$SE
$572M
165 positions
#6VOISARD ASSET MANAGEMENT GROUP, INC.Active
Some overlap · 3 shared positions
$UPST$AMN$DHR
$469M
104 positions
#7Financial Plan, Inc.Active
Some overlap · 5 shared positions
$UPST$AMN$MAR$VLTO$BAC
$933M
94 positions
#8Heritage Wealth Management, Inc. /CA/Passive
Some overlap · 3 shared positions
$UPST$AMN$SE
$181M
94 positions
#9Compass Ion Advisors, LLCActive
Some overlap · 4 shared positions
$DHR$AMN$MAR$IBM
$1.0B
279 positions
#10Beta Wealth Group, Inc.Passive
Some overlap · 3 shared positions
$DHR$AMN$BAC
$242M
112 positions
#11Pacific Park Financial, Inc.Active
Some overlap · 3 shared positions
$DHR$UPST$MAR
$153M
73 positions
#12Falcon Wealth PlanningActive
Some overlap · 4 shared positions
$UPST$AMN$BAC$SE
$1.5B
236 positions
#13Peak Asset Management, LLCPassive
Some overlap · 3 shared positions
$UPST$AMN$MDY
$567M
148 positions
#14Wright Wealth LLCActive
Some overlap · 3 shared positions
$UPST$AMN$IBM
$149M
51 positions
#15Belleair Asset Management, LLCPassive
Some overlap · 4 shared positions
$UPST$AMN$SE$BAC
$110M
77 positions
#16Schubert & CoActive
Some overlap · 3 shared positions
$DHR$AMN$VLTO
$123M
69 positions
#17Burk Holdings LLCPassive
Some overlap · 4 shared positions
$DHR$AMN$BAC$IBM
$233M
676 positions
#18Level Financial AdvisorsActive
Some overlap · 3 shared positions
$UPST$AMN$VLTO
$392M
92 positions
#19Foster Group, Inc.Active
Some overlap · 3 shared positions
$UPST$AMN$SE
$3.4B
284 positions
#20Berkshire BankPassive
Some overlap · 3 shared positions
$UPST$DHR$BAC
$488M
157 positions
#21LOWE BROCKENBROUGH & CO INCPassive
Some overlap · 3 shared positions
$DHR$UPST$MAR
$2.0B
329 positions
#224WEALTH ADVISORS, INC.Passive
Some overlap · 3 shared positions
$UPST$DHR$SE
$117M
142 positions
#23Disciplined Investments, LLCPassive
Some overlap · 5 shared positions
$UPST$SE$MDY$IBM$VLTO
$279M
141 positions
#24ARK & TLK INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$UPST$AMN$SE$MDY
$370M
119 positions
#25Aegis Wealth Management LLCPassive
Some overlap · 3 shared positions
$UPST$AMN$DHR
$175M
118 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.