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Hedge Funds Similar to United Wealth ,

13F Portfolio OverlapQ1 2026United Wealth , portfolio →
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Most similar hedge funds by 13F overlap

United Wealth Management, LLC is an institutional investor managing $402M across 24 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 United Wealth , are RAM Investment Partners,, Petersen Hastings Wealth Advisors, PIER 88 INVESTMENT PARTNERS, with shared positions in $IAU, $NEE, $WFC, $DOV, $UAL. The full ranking of 25 similar funds is below.

#1RAM Investment Partners, LLCActive
Notable overlap · 4 shared positions
$IAU$NEE$WFC$DOV
$569M
121 positions
#2Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 3 shared positions
$NEE$IAU$DOV
$1.1B
81 positions
#3PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$NEE$WFC$DOV
$402M
112 positions
#4Applied Capital LLCActive
Some overlap · 3 shared positions
$NEE$IAU$DOV
$268M
50 positions
#5WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$IAU$NEE$WFC
$284M
123 positions
#6SB Capital Management Inc
Some overlap · 3 shared positions
$NEE$DOV$IAU
$273M
93 positions
#7VUB Generali dochodkova spravcovska spolocnost, a.s.Passive
Some overlap · 3 shared positions
$IAU$NEE$WFC
$127M
91 positions
#8Approach Retirement Advisors, LLCActive
Some overlap · 3 shared positions
$NEE$IAU$DOV
$120M
79 positions
#9Excelsior Advisor Network LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$NEE
$263M
226 positions
#10Vistica Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$NEE$WFC$DOV
$100M
49 positions
#11Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$NEE$IAU$DOV
$950M
192 positions
#12Oasis Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$WFC$NEE
$509M
210 positions
#13Foster Group, Inc.Active
Some overlap · 3 shared positions
$NEE$DOV$WFC
$3.4B
284 positions
#14Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 3 shared positions
$IAU$DOV$NEE
$414M
694 positions
#15Tillman Hartley LLCActive
Some overlap · 3 shared positions
$IAU$DOV$WFC
$398M
88 positions
#16Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$DOV$NEE$IAU
$190M
82 positions
#17Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$NEE$DOV$WFC
$151M
114 positions
#18Center For Asset Management LLCPassive
Some overlap · 3 shared positions
$NEE$IAU$UAL
$201M
144 positions
#19South Shore Capital AdvisorsPassive
Slight overlap · 3 shared positions
$DOV$IAU$NEE
$137M
139 positions
#20Colter Lewis Investment Partners LLCPassive
Slight overlap · 3 shared positions
$DOV$NEE$IAU
$106M
111 positions
#21CarsonAllaria Wealth Management, Ltd.Active
Slight overlap · 3 shared positions
$IAU$WFC$NEE
$202M
69 positions
#22HUTCHINSON CAPITAL MANAGEMENT/CAPassive
Slight overlap · 3 shared positions
$WFC$NEE$IAU
$544M
97 positions
#23KEYBANK NATIONAL ASSOCIATION/OHPassive
Slight overlap · 3 shared positions
$IAU$NEE$WFC
$27.4B
1,235 positions
#24BRANDYWINE TRUST COSmart money
Slight overlap · 3 shared positions
$WFC$DOV$NEE
$552M
31 positions
#25WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive
Slight overlap · 3 shared positions
$DOV$WFC$NEE
$355M
156 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.