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Hedge Funds Similar to Urban Financial Advisory

13F Portfolio OverlapQ1 2026Urban Financial Advisory portfolio →
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Most similar hedge funds by 13F overlap

Urban Financial Advisory Corp is an institutional investor managing $283M across 57 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 Urban Financial Advisory are Coyle Financial Counsel, Lutz Financial Services, HTG Investment Advisors,, with shared positions in $COP, $MDY, $DOV, $USB, $SCHW, $GMM. The full ranking of 25 similar funds is below.

#1Coyle Financial Counsel LLCActive
Some overlap · 4 shared positions
$COP$MDY$DOV$USB
$473M
113 positions
#2Lutz Financial Services LLCActive
Some overlap · 6 shared positions
$COP$MDY$SCHW$DOV$USB$GMM
$1.5B
100 positions
#3HTG Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$COP$MDY$DOV
$352M
85 positions
#4Disciplined Investments, LLCPassive
Some overlap · 4 shared positions
$COP$MDY$USB$SCHW
$279M
141 positions
#5Firestone Capital ManagementPassive
Some overlap · 4 shared positions
$COP$MDY$USB$SCHW
$480M
160 positions
#6Bear Mountain Capital, Inc.Active
Some overlap · 5 shared positions
$COP$MDY$SCHW$AFRM$MUFG
$333M
198 positions
#7Rialto Wealth Management, LLCPassive
Some overlap · 4 shared positions
$COP$MDY$USB$SCHW
$445M
1,730 positions
#8Steele Capital Management, Inc.Active
Some overlap · 3 shared positions
$COP$MDY$USB
$2.4B
86 positions
#9Longview Financial Advisors LLCActive
Some overlap · 5 shared positions
$COP$MDY$USB$SCHW$AFRM
$184M
157 positions
#10Rockbridge Investment Management, LCCSmart money
Some overlap · 4 shared positions
$COP$GMM$USB$SCHW
$1.1B
137 positions
#11Foundation Wealth Management, LLC\PAActive
Some overlap · 4 shared positions
$COP$GMM$USB$SCHW
$284M
91 positions
#12WESCAP Management Group, Inc.Active
Some overlap · 4 shared positions
$COP$GMM$USB$SCHW
$508M
107 positions
#13Hassell Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$COP$GMM$USB
$298M
28 positions
#14Integrity Advisory Solutions, LLCActive
Some overlap · 3 shared positions
$COP$GMM$USB
$757M
293 positions
#15PROFFITT & GOODSON INCActive
Some overlap · 3 shared positions
$COP$GMM$SCHW
$649M
283 positions
#16Kohmann Bosshard Financial Services, LLCActive
Some overlap · 3 shared positions
$COP$GMM$SCHW
$1.2B
1,060 positions
#17Advisory Resource GroupPassive
Some overlap · 3 shared positions
$COP$GMM$SCHW
$581M
172 positions
#18Compass Advisory Group LLCActive
Some overlap · 4 shared positions
$COP$DOV$USB$SCHW
$374M
86 positions
#19DecisionPoint Financial, LLCActive
Some overlap · 4 shared positions
$COP$DOV$USB$SCHW
$464M
679 positions
#20BlueSky Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$COP$MDY$USB$SCHW
$777M
115 positions
#21PRUDENTIAL PLCActive
Some overlap · 3 shared positions
$COP$DOV$USB
$17.1B
680 positions
#22Montis Financial, LLCActive
Some overlap · 3 shared positions
$COP$DOV$USB
$484M
150 positions
#23NEPC LLCSmart money
Some overlap · 3 shared positions
$COP$DOV$USB
$5.0B
51 positions
#24MARYLAND CAPITAL ADVISORS INC.
Some overlap · 3 shared positions
$COP$MDY$SCHW
$295M
271 positions
#25VSM Wealth Advisory, LLCPassive
Some overlap · 3 shared positions
$COP$DOV$SCHW
$335M
505 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.