What hedge funds are most similar to United Bank?

The funds with the most similar 13F portfolios to United Bank are Cornerstone National Bank &, VeraBank, N.A., Boltwood, 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 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 $301M across 124 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 Cornerstone National Bank &, VeraBank, N.A., Boltwood, with shared positions in $FLEX, $TJX, $GD, $LOW, $ADI, $KO. The full ranking of 25 similar funds is below.

#1Cornerstone National Bank & Trust CoPassive

Notable overlap · 6 shared positions

$FLEX $TJX $GD $LOW $ADI $KO

$271M

209 positions

#2VeraBank, N.A.Active

Notable overlap · 6 shared positions

$FLEX $LOW $MCD $ABT $PANW $KO

$546M

173 positions

#3Boltwood Capital ManagementPassive

Notable overlap · 6 shared positions

$FLEX $LOW $KO $ABT $TJX $AMD

$392M

184 positions

#4BROADWATER CAPITAL MANAGEMENT LLC

Notable overlap · 6 shared positions

$KO $SO $ABT $GD $MCD $ADI

$134M

211 positions

#5CONNABLE OFFICE INCActive

Some overlap · 4 shared positions

$FLEX $LOW $KO $PANW

$1.0B

224 positions

#6Navalign, LLCPassive

Some overlap · 3 shared positions

$FLEX $KO $TJX

$396M

127 positions

#7EJMK Ventures LLCActive

Some overlap · 4 shared positions

$FLEX $TJX $MCD $ABT

$179M

167 positions

#8NBT BANK N A /NYPassive

Some overlap · 5 shared positions

$FLEX $LOW $MCD $TJX $ABT

$1.5B

1,074 positions

#9FIRST INTERSTATE BANKActive

Some overlap · 5 shared positions

$FLEX $PANW $MCD $LOW $ABT

$1.8B

187 positions

#10BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$KO $SO $ABT $LOW $TJX

$199M

110 positions

#11S&T BANK/PAPassive

Some overlap · 3 shared positions

$FLEX $COR $PANW

$268M

411 positions

#12TRUSTCO BANK CORP N YPassive

Some overlap · 5 shared positions

$KO $ABT $LOW $MCD $SO

$113M

71 positions

#13Sky Investment Group LLCPassive

Some overlap · 5 shared positions

$KO $SO $ABT $MCD $GD

$583M

140 positions

#14TOWER TRUST & INVESTMENT CoPassive

Some overlap · 7 shared positions

$AMD $TJX $COR $ADI $KO $PANW

$152M

208 positions

#15Farmers National BankPassive

Some overlap · 4 shared positions

$FLEX $KO $GD $MCD

$453M

185 positions

#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$KO $SO $GD $MCD

$220M

148 positions

#17Norway Savings BankPassive

Some overlap · 6 shared positions

$AMD $ABT $TJX $LOW $ADI $PANW

$211M

103 positions

#18Financial & Tax Architects, LLCPassive

Some overlap · 5 shared positions

$KO $ABT $LOW $GD $MCD

$448M

108 positions

#19Covea FinanceActive

Some overlap · 6 shared positions

$ABT $KO $TJX $LOW $ADI $PANW

$2.9B

146 positions

#20Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$KO $ABT $TJX $LOW $MCD

$353M

78 positions

#21B. Metzler seel. Sohn & Co. AGActive

Some overlap · 5 shared positions

$KO $ABT $MCD $PANW $AMD

$10.8B

712 positions

#22BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$ABT $TJX $LOW $GD $MCD $ADI

$321M

110 positions

#23EDGAR LOMAX CO/VAActive

Some overlap · 4 shared positions

$SO $KO $ABT $GD

$1.4B

56 positions

#24ICW Investment Advisors LLCPassive

Some overlap · 6 shared positions

$ABT $TJX $KO $GD $MCD $COR

$277M

147 positions

#25NIXON PEABODY TRUST COActive

Some overlap · 6 shared positions

$KO $TJX $GD $LOW $ADI $PANW

$1.3B

161 positions

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View United Bank’s holdings

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.