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 Advisor Group,

13F Portfolio OverlapQ1 2026United Advisor Group, portfolio →

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Most similar hedge funds by 13F overlap

United Advisor Group, LLC is an institutional investor managing $811M across 508 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 Advisor Group, are Three Magnolias Financial Advisors,, Carmel Partners,, Lauer Wealth,, with shared positions in $WT, $PLTR, $DUK, $AGQ, $UPS, $STWD. The full ranking of 25 similar funds is below.

#1Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $PLTR $DUK

$157M

103 positions

#2Carmel Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$WT $AGQ $UPS $STWD $BAH

$277M

118 positions

#3Lauer Wealth, LLCActive

Notable overlap · 6 shared positions

$WT $PLTR $AMD $AGQ $VZ $UPS

$126M

67 positions

#4Rare Wolf Capital LLCPassive

Notable overlap · 4 shared positions

$WT $PLTR $AMD $DDOG

$154M

127 positions

#5IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $AGQ $AMD $PLTR

$446M

95 positions

#6Arta Finance Wealth Management LLCPassive

Notable overlap · 4 shared positions

$WT $AGQ $PLTR $AMD

$202M

95 positions

#7Dickmeyer Boyce Financial Management, Inc.Passive

Notable overlap · 4 shared positions

$WT $DUK $VZ $DDOG

$170M

125 positions

#8Key FInancial IncPassive

Notable overlap · 4 shared positions

$WT $AGQ $PLTR $VZ

$562M

1,394 positions

#9BCM ADVISORS, LLCActive

Notable overlap · 3 shared positions

$WT $DUK $AMD

$507M

78 positions

#10Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $AGQ $VZ

$153M

96 positions

#11OPTIMA CAPITAL LLCPassive

Notable overlap · 3 shared positions

$WT $PLTR $AMD

$215M

159 positions

#12Global View Capital Management LLCActive

Notable overlap · 5 shared positions

$WT $AGQ $VZ $UL $PLTR

$377M

140 positions

#13Grey Ledge Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $UL $AMD

$443M

239 positions

#14Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $AGQ $PLTR

$142M

76 positions

#15Eaton Financial Holdings Company, LLCPassive

Notable overlap · 4 shared positions

$WT $PLTR $BAH $DDOG

$305M

125 positions

#16Oxinas Partners Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $AGQ $PLTR

$219M

145 positions

#17Prism Advisors, Inc.Active

Notable overlap · 3 shared positions

$WT $AGQ $AMD

$375M

75 positions

#18Reyes Financial Architecture, Inc.Passive

Notable overlap · 3 shared positions

$WT $AGQ $DUK

$122M

348 positions

#19Boothe Investment Group, Inc.Active

Notable overlap · 3 shared positions

$WT $AMD $VZ

$311M

40 positions

#20SK Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $CNS $BAH

$360M

77 positions

#21Haven Private, LLCPassive

Notable overlap · 3 shared positions

$WT $VZ $PLTR

$230M

166 positions

#22Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 3 shared positions

$WT $AGQ $FSK

$132M

80 positions

#23EAGLE WEALTH STRATEGIES LLCActive

Notable overlap · 3 shared positions

$WT $AMD $VZ

$228M

114 positions

#24Family Legacy Financial Solutions, LLCActive

Notable overlap · 3 shared positions

$WT $AMD $DUK

$124M

44 positions

#25CLG LLCActive

Notable overlap · 3 shared positions

$WT $BAH $VZ

$403M

134 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.