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Hedge Funds Similar to United Bank

13F Portfolio OverlapQ2 2026United Bank portfolio →
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Most similar hedge funds by 13F overlap

United Bank is an institutional investor managing $329M across 122 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 United Bank are TOWER & INVESTMENT, CITIZENS & NORTHERN, BROADWATER, with shared positions in $TJX, $ADI, $C, $ETN, $CVS, $GSK. The full ranking of 25 similar funds is below.

#1TOWER TRUST & INVESTMENT CoPassive
Notable overlap · 11 shared positions
$TJX$ADI$C$ETN$CVS$GSK
$165M
247 positions
#2CITIZENS & NORTHERN CORPActive
Notable overlap · 10 shared positions
$ADI$TJX$C$ETN$CVS$COR
$438M
117 positions
#3BROADWATER CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$SO$ADI$GD$MCD$CVS$DIS
$138M
208 positions
#4Beta Wealth Group, Inc.Active
Some overlap · 7 shared positions
$TJX$C$SO$CVS$BX$DIS
$267M
114 positions
#5WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$SO$ADI$LOW$GD$MCD
$390M
103 positions
#6BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$TJX$ADI$LOW$GD$ETN$MCD
$346M
113 positions
#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 6 shared positions
$SO$ADI$MCD$BX$EMR$LOW
$201M
57 positions
#8Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$SO$LOW$ETN$MCD$EMR$TFC
$108M
52 positions
#9Peoples Bank/KSPassive
Some overlap · 6 shared positions
$ADI$LOW$GD$COR$CVS$MCD
$103M
98 positions
#10Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$TJX$GD$ADI$ETN$MCD$EMR
$113M
58 positions
#11Parkside Investments, LLCActive
Some overlap · 5 shared positions
$SO$C$CVS$BX$DIS
$902M
91 positions
#12BKM Wealth Management, LLCPassive
Some overlap · 6 shared positions
$ADI$LOW$GD$C$MCD$EMR
$282M
148 positions
#13Hilton Capital Management, LLCActive
Some overlap · 6 shared positions
$ADI$TJX$GD$MCD$TFC$EMR
$1.5B
135 positions
#14Cornerstone National Bank & Trust CoActive
Some overlap · 6 shared positions
$TJX$ADI$LOW$GD$CRM$DIS
$296M
216 positions
#15RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$SO$ADI$TJX$ETN$MCD
$1.1B
90 positions
#16PIONEER TRUST BANK N A/ORPassive
Some overlap · 6 shared positions
$TJX$LOW$ETN$MCD$DIS$CRM
$441M
87 positions
#17Farmers National BankPassive
Some overlap · 6 shared positions
$ADI$GD$ETN$CVS$MCD$DIS
$479M
180 positions
#18Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$TJX$TFC$C$LOW$MCD
$334M
127 positions
#19Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 6 shared positions
$ADI$GD$MCD$BX$CRM$TFC
$327M
94 positions
#20Fairvoy Private Wealth, LLCPassive
Some overlap · 4 shared positions
$SO$TJX$GD$MCD
$495M
200 positions
#21Sculati Wealth Management, LLCPassive
Some overlap · 6 shared positions
$LOW$GD$ETN$BX$DIS$CRM
$300M
123 positions
#22LVZ, Inc.Smart money
Some overlap · 4 shared positions
$SO$C$GD$ETN
$984M
177 positions
#23Sawyer & Company, IncPassive
Some overlap · 6 shared positions
$TJX$ETN$MCD$DIS$EMR$CRM
$298M
202 positions
#24OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$SO$TFC$ETN$BX
$329M
323 positions
#25Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$TFC$SO$GD$CVS$MCD
$703M
160 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.