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Hedge Funds Similar to Unifi Asset

13F Portfolio OverlapQ2 2026Unifi Asset portfolio →
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Most similar hedge funds by 13F overlap

Unifi Asset Management LP is an institutional investor managing $251M across 62 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 Unifi Asset are Disciplined Equity, Koenig Investment Advisory, WealthBridge Investment Counsel, with shared positions in $PFH, $F, $VZ, $T, $CAG, $DOW. The full ranking of 25 similar funds is below.

#1Disciplined Equity Management, Inc.Smart money
Notable overlap · 6 shared positions
$PFH$F$VZ$T$CAG$DOW
$227M
47 positions
#2Koenig Investment Advisory, LLCActive
Notable overlap · 4 shared positions
$MET$VZ$BA$T
$137M
38 positions
#3WealthBridge Investment Counsel Inc.Active
Notable overlap · 5 shared positions
$MET$BA$VZ$DHR$DIS
$377M
44 positions
#4Owlhouse Capital LPActive
Notable overlap · 6 shared positions
$TDG$BA$F$TMUS$OXY$DOW
$65M
40 positions
#5Econ Financial Services CorpPassive
Some overlap · 5 shared positions
$BA$F$VZ$UBER$DOW
$239M
85 positions
#6Newport Trust Company, LLCActive
Some overlap · 5 shared positions
$F$BA$T$DIS$WHR
$41.5B
63 positions
#7Xcel Wealth Management, LLCPassive
Some overlap · 5 shared positions
$F$BA$PFH$UBER$NEE
$404M
140 positions
#8Cutler Capital Management, LLCPassive
Some overlap · 3 shared positions
$MET$VZ$AIG
$385M
124 positions
#9WILSEY ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$GM$VZ$CAG
$681M
27 positions
#10Anchor Bay Capital, Inc.Passive
Some overlap · 5 shared positions
$BA$VZ$HCA$T$NEE
$185M
341 positions
#11MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$GM$BA$UBER$BBWI
$3.9B
80 positions
#12Unison Advisors LLCActive
Some overlap · 6 shared positions
$GM$MET$PFH$OXY$DVN$VZ
$1.4B
173 positions
#13Lombard Odier Asset Management (USA) CorpPassive
Some overlap · 5 shared positions
$MET$CAG$DIS$COMP$NCLH
$727M
142 positions
#14Hudson Capital Management LLCPassive
Some overlap · 3 shared positions
$GM$PFH$T
$405M
78 positions
#15Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$VZ$T$OXY$MCD$NEE
$143M
66 positions
#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$VZ$PFH$T$MCD
$233M
122 positions
#17HOERTKORN RICHARD CHARLESActive
Some overlap · 6 shared positions
$BA$F$DVN$MCD$TMUS$T
$149M
71 positions
#18FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$MET$VZ$T$MCD$NEE
$1.7B
256 positions
#19Strategic Planning, Inc.
Some overlap · 4 shared positions
$F$VZ$DOW$BA
$199M
54 positions
#20Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$VZ$MET$T$MCD
$116M
65 positions
#21F&V Capital Management, LLCPassive
Some overlap · 4 shared positions
$BA$VZ$CAG$DVN
$561M
60 positions
#22Ally Financial Inc.Active
Some overlap · 6 shared positions
$VZ$BA$DHR$DIS$MCD$UBER
$775M
131 positions
#23InvesTrustPassive
Some overlap · 5 shared positions
$MET$VZ$BA$DIS$MCD
$247M
91 positions
#24Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$BA$VZ$CAG$DIS
$138M
54 positions
#25Persium Advisors, LLCSmart money
Some overlap · 4 shared positions
$MET$VZ$T$MCD
$191M
70 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.