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Hedge Funds Similar to Unified Investment

13F Portfolio OverlapQ3 2026Unified Investment portfolio →
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Most similar hedge funds by 13F overlap

Unified Investment Management is an institutional investor managing $114M across 146 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Unified Investment are ARGUS INVESTORS' COUNSEL, PENN DAVIS MCFARLAND, Bell & Brown Wealth Advisors, with shared positions in $URI, $PWR, $ANET, $AXP, $SCHW, $QCOM. The full ranking of 25 similar funds is below.

#1ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 5 shared positions
$URI$PWR$ANET$AXP$SCHW
$129M
106 positions
#2PENN DAVIS MCFARLAND INCActive
Some overlap · 6 shared positions
$QCOM$SHEL$PYPL$SFM$CRM$AXP
$1.2B
74 positions
#3Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$QCOM$PYPL$C$AXP$COF$FDX
$320M
72 positions
#4HARVEY CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$URI$HALO$ANET$CRM
$485M
91 positions
#5RBA Wealth Management, LLCPassive
Some overlap · 4 shared positions
$URI$QCOM$APTV$CRM
$273M
80 positions
#6Keeler Thomas Management LLCPassive
Some overlap · 4 shared positions
$GNRC$QCOM$PYPL$PTC
$282M
135 positions
#7Legacy TrustPassive
Some overlap · 4 shared positions
$URI$QCOM$AXP$CRM
$566M
210 positions
#8Athena Wealth Management, LLCActive
Some overlap · 6 shared positions
$URI$COF$C$FDX$COP$SCHW
$139M
103 positions
#9Sendero Wealth Management, LLCActive
Some overlap · 6 shared positions
$ANET$ABNB$COF$CRM$COP$SCHW
$1.0B
208 positions
#10SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 4 shared positions
$URI$PWR$ANET$COF
$892M
299 positions
#11Hedeker Wealth, LLCPassive
Some overlap · 3 shared positions
$URI$GNRC$C
$545M
93 positions
#12HARRIS ASSOCIATES L PActive
Some overlap · 6 shared positions
$ABNB$COF$C$CRM$COP$SCHW
$75.4B
162 positions
#13Kerusso Capital Management LLCPassive
Some overlap · 3 shared positions
$URI$QCOM$AXP
$306M
59 positions
#14F&V Capital Management, LLCPassive
Some overlap · 4 shared positions
$URI$PYPL$CRM$FDX
$561M
60 positions
#15EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$GPC$SHEL$PYPL$SCHW
$5.2B
76 positions
#16MERIDIAN MANAGEMENT COActive
Some overlap · 4 shared positions
$GNRC$PWR$CRM$ABNB
$446M
84 positions
#17Eastover Investment Advisors LLCActive
Some overlap · 3 shared positions
$URI$SHEL$C
$257M
49 positions
#18MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$GNRC$QCOM$PYPL
$1.2B
100 positions
#19Asio Capital, LLCActive
Some overlap · 5 shared positions
$PWR$COF$C$ANET$AXP
$816M
131 positions
#20Edgemoor Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$URI$C$SCHW$SHEL
$1.5B
188 positions
#21SFE Investment CounselPassive
Some overlap · 3 shared positions
$QCOM$URI$PWR
$742M
152 positions
#22NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 3 shared positions
$URI$NXT$ANET
$595M
264 positions
#23R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$QCOM$PYPL$C$FDX$COP
$188M
39 positions
#24Broadleaf Partners, LLCPassive
Some overlap · 3 shared positions
$URI$PWR$ANET
$517M
86 positions
#25Green Alpha Advisors, LLCPassive
Some overlap · 4 shared positions
$QCOM$NXT$ANET$SFM
$148M
110 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.