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Hedge Funds Similar to Ullmann Wealth Partners Group

13F Portfolio OverlapQ2 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 $1.1B across 174 U.S. equity positions as of Q2 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 Kessler Investment Group, Decker Wealth, TILIA FIDUCIARY PARTNERS, with shared positions in $HCA, $IRM, $KLAC, $NUE, $CSX, $MAR. The full ranking of 25 similar funds is below.

#1Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$HCA$IRM$KLAC$NUE
$234M
81 positions
#2Decker Wealth Management LLCActive
Some overlap · 4 shared positions
$HCA$NUE$CSX$KLAC
$471M
107 positions
#3TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 3 shared positions
$HCA$MAR$KLAC
$211M
127 positions
#4Cherokee Insurance CoPassive
Some overlap · 4 shared positions
$CINF$HCA$CSX$NUE
$259M
124 positions
#5Jones Kertz & Associates, Inc.Active
Some overlap · 4 shared positions
$MAR$CSX$MDY$KLAC
$217M
66 positions
#6Sandro Wealth Management LLCPassive
Some overlap · 3 shared positions
$HCA$CTAS$KLAC
$138M
103 positions
#7SK Wealth Management, LLCActive
Some overlap · 3 shared positions
$MAR$MDY$CSX
$444M
80 positions
#8CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 3 shared positions
$MAR$MDY$CSX
$116M
77 positions
#9Taylor Financial Group, Inc.Active
Some overlap · 3 shared positions
$MAR$MDY$CSX
$182M
103 positions
#10Legacy Financial Strategies, LLCActive
Some overlap · 3 shared positions
$CINF$NUE$CTAS
$646M
152 positions
#11Brand Asset Management Group, Inc.Active
Some overlap · 3 shared positions
$CINF$MDY$KLAC
$452M
223 positions
#12Hartford Funds Management Co LLCSmart money
Slight overlap · 3 shared positions
$HCA$MAR$KLAC
$1.3B
98 positions
#13PITTENGER & ANDERSON INCPassive
Slight overlap · 3 shared positions
$MDY$CSX$CTAS
$2.8B
507 positions
#14Cohen Capital Management, Inc.Active
Slight overlap · 3 shared positions
$MAR$CSX$KLAC
$735M
152 positions
#15WEST PACES ADVISORS INC.Active
Slight overlap · 3 shared positions
$MDY$CSX$NUE
$596M
765 positions
#16Jessup Wealth Management, IncActive
Slight overlap · 4 shared positions
$CSX$CINF$NUE$MAR
$335M
81 positions
#17Providence First Trust CoPassive
Slight overlap · 3 shared positions
$MDY$MAR$KLAC
$358M
196 positions
#18FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active
Slight overlap · 3 shared positions
$CINF$CTAS$KLAC
$19.9B
421 positions
#19Heritage Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$CINF$KLAC$CTAS
$401M
272 positions
#20Highview Capital Management LLC/DE/Passive
Slight overlap · 3 shared positions
$MDY$MAR$KLAC
$347M
118 positions
#21CENTRAL BANK & TRUST COActive
Slight overlap · 3 shared positions
$MDY$NUE$KLAC
$705M
185 positions
#22Ascent Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$MDY$CTAS$KLAC
$1.0B
200 positions
#23ELEVATUS WELATH MANAGEMENTPassive
Slight overlap · 3 shared positions
$MAR$IRM$KLAC
$411M
243 positions
#24BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Slight overlap · 3 shared positions
$CSX$NUE$KLAC
$404M
99 positions
#25Community Bank of RaymoreActive
Slight overlap · 3 shared positions
$CSX$IRM$NUE
$170M
76 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.