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 Urban Financial Advisory

13F Portfolio OverlapQ2 2026Urban Financial Advisory portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Urban Financial Advisory Corp is an institutional investor managing $363M across 54 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 Urban Financial Advisory are Powerhouse Assets, American National Bank of Texas, MontVue, with shared positions in $STT, $DOV, $MDY, $MUFG. The full ranking of 25 similar funds is below.

#1Powerhouse Assets LLCSmart money

Some overlap · 3 shared positions

$STT $DOV $MDY

$123M

57 positions

#2American National Bank of TexasActive

Some overlap · 3 shared positions

$STT $DOV $MDY

$110M

56 positions

#3MontVue Capital Management, Inc.Active

Some overlap · 3 shared positions

$STT $DOV $MDY

$174M

78 positions

#4Creekside PartnersPassive

Some overlap · 3 shared positions

$STT $DOV $MDY

$276M

193 positions

#5Financial Engines Advisors L.L.C.Active

Some overlap · 3 shared positions

$STT $MDY $MUFG

$56.3B

552 positions

#6Pitcairn Wealth Advisors LLCActive

Some overlap · 3 shared positions

$STT $MDY $MUFG

$913M

281 positions

#73EDGE Asset Management, LPActive

Some overlap · 3 shared positions

$STT $DOV $MDY

$2.2B

94 positions

#8Selby Wealth Management, LLCActive

Some overlap · 3 shared positions

$STT $DOV $MDY

$282M

83 positions

#9Asset Management Group, Inc.Passive

Some overlap · 3 shared positions

$STT $DOV $MDY

$683M

137 positions

#10PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money

Slight overlap · 3 shared positions

$STT $DOV $MDY

$1.7B

240 positions

#11Salomon & Ludwin, LLCPassive

Slight overlap · 3 shared positions

$DOV $STT $MDY

$1.2B

2,116 positions

#12Flagship Private Wealth, LLCActive

Slight overlap · 3 shared positions

$STT $DOV $MDY

$283M

116 positions

#13Koss-Olinger Consulting, LLCSmart money

Slight overlap · 3 shared positions

$STT $MDY $MUFG

$1.3B

172 positions

#14RETIREMENT INCOME SOLUTIONS, INCSmart money

Slight overlap · 3 shared positions

$STT $MDY $MUFG

$581M

172 positions

#15XY Planning Network, Inc.Passive

Slight overlap · 3 shared positions

$DOV $STT $MUFG

$797M

340 positions

#16FIFTH THIRD SECURITIES, INC.Active

Slight overlap · 3 shared positions

$DOV $MDY $STT

$1.8B

360 positions

#17Newton One Investments LLCActive

Slight overlap · 3 shared positions

$DOV $MDY $STT

$397M

146 positions

#18SCS Capital Management LLCActive

Slight overlap · 3 shared positions

$DOV $MDY $MUFG

$10.6B

485 positions

#19New England Private Wealth Advisors LLCActive

Slight overlap · 3 shared positions

$DOV $MDY $MUFG

$1.0B

205 positions

#20Weil Company, Inc.Passive

Slight overlap · 3 shared positions

$DOV $MDY $MUFG

$568M

133 positions

#21Maltin Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$MDY $STT $DOV

$299M

146 positions

#22RTD Financial Advisors, Inc.Active

Slight overlap · 4 shared positions

$MDY $STT $DOV $MUFG

$917M

120 positions

#23GenTrust, LLCActive

Slight overlap · 3 shared positions

$STT $MDY $DOV

$2.6B

201 positions

#24Sharkey, Howes & JaverActive

Slight overlap · 3 shared positions

$DOV $STT $MUFG

$829M

163 positions

#25Winter & Associates, Inc.Active

Slight overlap · 3 shared positions

$MDY $STT $MUFG

$133M

85 positions

Compare Urban Financial Advisory’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Urban Financial Advisory’s holdings

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.