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Hedge Funds Similar to UP STRATEGIC WEALTH INVESTMENT ADVISORS

13F Portfolio OverlapQ2 2026UP STRATEGIC WEALTH INVESTMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC is an institutional investor managing $168M across 104 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 UP STRATEGIC WEALTH INVESTMENT ADVISORS are Shoker Investment Counsel, WARNER FINANCIAL, Murphy, Middleton, Hinkle & Parker, with shared positions in $MDY, $TXN, $GILD, $MCD, $WFC, $SCHW. The full ranking of 25 similar funds is below.

#1Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$MDY$TXN$GILD$MCD
$398M
113 positions
#2WARNER FINANCIAL, INCActive
Some overlap · 3 shared positions
$MDY$TXN$MCD
$340M
145 positions
#3Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 3 shared positions
$MDY$TXN$WFC
$246M
140 positions
#4HF Advisory Group, LLCPassive
Some overlap · 4 shared positions
$TXN$GILD$SCHW$WFC
$323M
168 positions
#5EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$TXN$GILD$SCHW$WFC
$1.3B
58 positions
#6Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$MDY$TXN$WFC
$226M
97 positions
#7Paulson Wealth Management Inc.Active
Some overlap · 3 shared positions
$MDY$TXN$MCD
$471M
146 positions
#8Vista Private Wealth Partners. LLCActive
Slight overlap · 4 shared positions
$TXN$GILD$SCHW$WFC
$306M
89 positions
#9STEPHENSON NATIONAL BANK & TRUSTActive
Slight overlap · 3 shared positions
$MDY$GILD$WFC
$395M
283 positions
#10CMG Global Holdings, LLCPassive
Slight overlap · 3 shared positions
$MDY$TXN$SCHW
$236M
100 positions
#11Topsail Wealth Management, LLCSmart money
Slight overlap · 3 shared positions
$MDY$TXN$MCD
$783M
297 positions
#12Creekside PartnersPassive
Slight overlap · 4 shared positions
$MDY$TXN$MCD$WFC
$276M
193 positions
#13ARBOR TRUST WEALTH ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$MDY$MCD$SCHW
$248M
96 positions
#14DAVIDSON TRUST COPassive
Slight overlap · 3 shared positions
$MDY$MCD$WFC
$256M
190 positions
#15STAR Financial BankActive
Slight overlap · 3 shared positions
$MDY$MCD$WFC
$245M
109 positions
#16PEDDOCK CAPITAL ADVISORS, LLCActive
Slight overlap · 3 shared positions
$MDY$GILD$MCD
$501M
165 positions
#17Larry Mathis Financial Planning, LLCPassive
Slight overlap · 4 shared positions
$GILD$MCD$SCHW$WFC
$131M
150 positions
#18Longview Financial Advisors LLCActive
Slight overlap · 3 shared positions
$MDY$SCHW$WFC
$202M
150 positions
#19WEST PACES ADVISORS INC.Passive
Slight overlap · 3 shared positions
$MDY$TXN$MCD
$596M
765 positions
#20Clarendon Private LLCPassive
Slight overlap · 3 shared positions
$MDY$TXN$WFC
$156M
124 positions
#21OFS Enterprise LLCActive
Slight overlap · 3 shared positions
$MDY$WFC$MCD
$392M
106 positions
#22DIVERSIFIED MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$MDY$TXN$MCD$SCHW
$468M
171 positions
#23TSG Advice Partners, LLC
Slight overlap · 3 shared positions
$MDY$MCD$GILD
$667M
135 positions
#24MRWM Advisors, LLCActive
Slight overlap · 3 shared positions
$MDY$MCD$SCHW
$243M
80 positions
#25LCM Capital Management IncActive
Slight overlap · 3 shared positions
$MDY$GILD$MCD
$230M
129 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.