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Hedge Funds Similar to Unified Investment

13F Portfolio OverlapQ1 2026Unified Investment portfolio →
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Most similar hedge funds by 13F overlap

Unified Investment Management is an institutional investor managing $98M across 134 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 Unified Investment are ATWOOD & PALMER, Asio ,, Keeler Thomas, with shared positions in $JHG, $REGN, $URI, $GNRC, $PANW, $COP. The full ranking of 25 similar funds is below.

#1ATWOOD & PALMER INCPassive
Notable overlap · 4 shared positions
$JHG$REGN$URI$GNRC
$1.8B
531 positions
#2Asio Capital, LLCActive
Some overlap · 5 shared positions
$JHG$PANW$COP$PWR$COF
$712M
110 positions
#3Keeler Thomas Management LLCPassive
Some overlap · 5 shared positions
$JHG$GNRC$PYPL$PTC$CRM
$236M
118 positions
#4Boomfish Wealth Group, LLCPassive
Some overlap · 5 shared positions
$JHG$PANW$CRM$AMAT$ANET
$187M
87 positions
#5HARVEY CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$URI$REGN$HALO$CRM$ANET
$439M
88 positions
#6KELLY LAWRENCE W & ASSOCIATES INC/CAActive
Some overlap · 7 shared positions
$PANW$GNRC$AMAT$COF$CRM$ALB
$360M
124 positions
#7Safe Harbor Wealth Advisors, LLC
Some overlap · 5 shared positions
$JHG$URI$COP$PANW$PWR
$103M
96 positions
#8TruWealth Advisors, LLCActive
Some overlap · 4 shared positions
$JHG$SHEL$PWR$T
$2.1B
182 positions
#9Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 3 shared positions
$JHG$SHEL$PANW
$192M
70 positions
#10Miller Global Investments, LLCPassive
Some overlap · 4 shared positions
$JHG$SHEL$ALB$T
$121M
295 positions
#11EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$SHEL$GPC$PYPL$T
$5.1B
71 positions
#12NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Some overlap · 4 shared positions
$REGN$URI$NXT$ANET
$561M
76 positions
#13Traub Capital Management LLCPassive
Some overlap · 5 shared positions
$JHG$COP$URI$COF$PYPL
$101M
130 positions
#14Pursuit Wealth Management LLC
Some overlap · 4 shared positions
$REGN$JHG$CRM$T
$116M
118 positions
#15GRANDFIELD & DODD, LLCPassive
Some overlap · 5 shared positions
$REGN$SHEL$ALB$PYPL$AMAT
$1.8B
209 positions
#16Advisory Resource GroupPassive
Some overlap · 4 shared positions
$JHG$CRM$COP$AMAT
$581M
172 positions
#17Paladin Wealth, LLCPassive
Some overlap · 5 shared positions
$JHG$COP$PWR$PANW$URI
$145M
125 positions
#18Aprio Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$REGN$CRM
$1.8B
613 positions
#19ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 5 shared positions
$URI$PWR$AMAT$PANW$ANET
$112M
102 positions
#20Brown Financial AdvisorsPassive
Some overlap · 5 shared positions
$JHG$COP$PANW$PWR$URI
$264M
209 positions
#21OPINICUS CAPITAL, INC.Passive
Some overlap · 4 shared positions
$REGN$JHG$AMAT$PANW
$142M
98 positions
#22LMCG INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$REGN$PWR$AMAT$COF$PANW
$1.7B
220 positions
#23Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$JHG$PWR$COP$URI
$407M
601 positions
#24Mattson Financial Services, LLCPassive
Some overlap · 5 shared positions
$JHG$COP$PANW$PWR$URI
$419M
232 positions
#25PCB Capital LLCPassive
Some overlap · 5 shared positions
$SHEL$T$COP$URI$ANET
$63M
101 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.