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Hedge Funds Similar to United Community Bank

13F Portfolio OverlapQ1 2026United Community Bank portfolio →
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Most similar hedge funds by 13F overlap

United Community Bank is an institutional investor managing $300M across 565 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 Community Bank are Cushing Partners,, Heck Advisors,, Reliant Wealth Planning, with shared positions in $IAUM, $BRZE, $IAU, $KKR, $USB, $DUK. The full ranking of 25 similar funds is below.

#1Cushing Capital Partners, LLCPassive
Some overlap · 7 shared positions
$IAUM$BRZE$IAU$KKR$USB$DUK
$130M
96 positions
#2Heck Capital Advisors, LLCActive
Some overlap · 4 shared positions
$IAUM$SNOW$IAU$USB
$1.3B
202 positions
#3Reliant Wealth PlanningActive
Some overlap · 3 shared positions
$IAUM$SNOW$IAU
$331M
51 positions
#4White Lighthouse Investment Management Inc.Active
Some overlap · 7 shared positions
$USB$BRZE$IAU$KKR$SNOW$SCHW
$721M
145 positions
#5Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$IAUM$USB$IAU
$459M
290 positions
#6Sagace Wealth Management LLCPassive
Some overlap · 7 shared positions
$USB$BRZE$IAU$KKR$SNOW$IBM
$149M
70 positions
#7TABLEAUX LLCPassive
Some overlap · 3 shared positions
$IAUM$NEE$IBM
$206M
113 positions
#8O'ROURKE & COMPANY, IncPassive
Some overlap · 8 shared positions
$USB$KKR$SNOW$SCHW$KO$IBM
$253M
171 positions
#9EDGAR LOMAX CO/VAActive
Some overlap · 8 shared positions
$USB$T$KO$DUK$SCHW$NEE
$1.4B
56 positions
#10FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 8 shared positions
$USB$T$KO$DUK$NEE$GILD
$1.5B
235 positions
#11InvesTrustPassive
Some overlap · 8 shared positions
$USB$KKR$SNOW$PM$KO$BMY
$238M
91 positions
#12OmniStar Financial Group, Inc.Passive
Some overlap · 8 shared positions
$BRZE$PM$KO$DUK$BMY$GILD
$193M
108 positions
#13Glass Jacobson Investment Advisors llcPassive
Some overlap · 6 shared positions
$USB$IAU$KKR$SNOW$BRZE$NEE
$290M
607 positions
#14Cedar Point Capital Partners, LLCPassive
Some overlap · 5 shared positions
$IAUM$USB$SCHW$KO$NEE
$154M
71 positions
#15PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$BRZE$USB$IAU$SNOW$SCHW
$1.4B
283 positions
#16BOK Financial Private Wealth, Inc.Active
Some overlap · 4 shared positions
$IAUM$BRZE$IAU$KKR
$1.7B
448 positions
#17Donalies Financial Planning, LLCActive
Some overlap · 7 shared positions
$BRZE$KKR$SNOW$SCHW$NEE$T
$117M
74 positions
#18Uniting Wealth Partners, LLCPassive
Some overlap · 8 shared positions
$USB$IAU$KO$DUK$KKR$IBM
$470M
205 positions
#19Versant Capital Management, IncPassive
Some overlap · 5 shared positions
$IAUM$USB$SNOW$IAU$BMY
$1.1B
2,745 positions
#20Principal Street Partners, LLCPassive
Some overlap · 7 shared positions
$BRZE$T$KO$DUK$BMY$GILD
$613M
247 positions
#21Forza Wealth Management, LLCPassive
Some overlap · 6 shared positions
$USB$IAU$KKR$BMY$VZ$IBM
$287M
188 positions
#22Stonebridge Capital Advisors LLCPassive
Some overlap · 6 shared positions
$USB$KKR$T$KO$DUK$GILD
$1.4B
211 positions
#23Keystone Financial Planning, Inc.Smart money
Some overlap · 8 shared positions
$USB$PM$KO$BMY$VZ$IBM
$374M
40 positions
#24Pacific Capital Wealth Advisors, Inc.Smart money
Some overlap · 5 shared positions
$USB$IAU$KKR$SNOW$SCHW
$595M
87 positions
#25Clarity Capital Advisors, LLCActive
Some overlap · 5 shared positions
$BRZE$USB$KKR$SNOW$SCHW
$215M
95 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.