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 UNION SAVINGS BANK

13F Portfolio OverlapQ1 2026UNION SAVINGS BANK portfolio →

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Most similar hedge funds by 13F overlap

UNION SAVINGS BANK is an institutional investor managing $228M across 320 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 UNION SAVINGS BANK are CDM FINANCIAL COUNSELING SERVICES,, Baltimore-Washington Financial Advisors,, HANOVER ADVISORS, with shared positions in $KKR, $MAR, $MDY, $NSC, $MCD, $HUM. The full ranking of 25 similar funds is below.

#1CDM FINANCIAL COUNSELING SERVICES, INC.Active

Some overlap · 6 shared positions

$KKR $MAR $MDY $NSC $MCD $HUM

$105M

80 positions

#2Baltimore-Washington Financial Advisors, Inc.Active

Some overlap · 6 shared positions

$KKR $MAR $TJX $MKL $HUM $SYK

$2.3B

186 positions

#3HANOVER ADVISORS INCActive

Some overlap · 5 shared positions

$KKR $MDY $MAR $HUM $MKL

$246M

118 positions

#4SONATA CAPITAL GROUP INCPassive

Some overlap · 5 shared positions

$KKR $MDY $HUM $MAR $MCD

$271M

123 positions

#5Raab & Moskowitz Asset Management LLCPassive

Some overlap · 5 shared positions

$KKR $MAR $TJX $MCD $HUM

$450M

187 positions

#6Conservest Capital Advisors, Inc.Active

Some overlap · 4 shared positions

$KKR $MDY $HUM $MAR

$1.1B

127 positions

#7Accretive Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$KKR $TJX $MCD $ADP $HUM

$356M

180 positions

#8Granite FO LLCActive

Some overlap · 3 shared positions

$KKR $MDY $HUM

$169M

170 positions

#9Berkshire BankPassive

Some overlap · 5 shared positions

$KKR $TJX $MKL $HUM $SYK

$488M

157 positions

#10Junk Investment Group, LLCPassive

Some overlap · 5 shared positions

$KKR $MDY $MAR $MKL $HUM

$191M

88 positions

#11Wolff Financial Management LLCActive

Some overlap · 5 shared positions

$KKR $MAR $SYK $MCD $HUM

$453M

103 positions

#12Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive

Some overlap · 3 shared positions

$KKR $MDY $SYK

$742M

153 positions

#13DAGCO, INC.Passive

Some overlap · 5 shared positions

$KKR $MAR $HUM $TRV $NSC

$461M

353 positions

#14Blackston Financial Advisory Group, LLCActive

Some overlap · 5 shared positions

$KKR $MAR $HUM $MDY $MCD

$160M

106 positions

#15KDT Advisors, LLCPassive

Some overlap · 5 shared positions

$KKR $MCD $MKL $ADP $HUM

$63M

69 positions

#16Montz Harcus Wealth Management LLCActive

Some overlap · 3 shared positions

$KKR $MDY $MCD

$248M

93 positions

#17Stony Point Wealth Management Inc.Passive

Some overlap · 4 shared positions

$KKR $MAR $TJX $MKL

$252M

96 positions

#18Darrow Company, Inc.Active

Some overlap · 4 shared positions

$KKR $MAR $MDY $HUM

$222M

56 positions

#19SWAN Capital LLCPassive

Some overlap · 5 shared positions

$KKR $MAR $HUM $MCD $MKL

$272M

554 positions

#20Oak Harvest Investment ServicesPassive

Some overlap · 4 shared positions

$KKR $MAR $MCD $HUM

$958M

176 positions

#21City State BankPassive

Some overlap · 4 shared positions

$KKR $MAR $NSC $HUM

$385M

784 positions

#22Talisman Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$KKR $ADP $HUM $MAR $MCD

$124M

101 positions

#23Bank of New HampshirePassive

Some overlap · 6 shared positions

$MDY $MAR $TJX $MKL $ADP $SYK

$437M

542 positions

#24Vision Retirement, LLCPassive

Some overlap · 4 shared positions

$KKR $MAR $HUM $SYK

$352M

649 positions

#25Ballast, Inc.Active

Some overlap · 4 shared positions

$KKR $MAR $MKL $TRV

$432M

133 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.