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Hedge Funds Similar to Uniting Wealth Partners,

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

Uniting Wealth Partners, LLC is an institutional investor managing $470M across 205 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 Uniting Wealth Partners, are ONE PLUS ONE WEALTH ,, Cushing Partners,, Eliot Finkel Investment Counsel,, with shared positions in $DUK, $USB, $AGQ, $PM, $NEE, $IAU. The full ranking of 25 similar funds is below.

#1ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$DUK$USB$AGQ$PM$NEE
$237M
89 positions
#2Cushing Capital Partners, LLCPassive
Notable overlap · 6 shared positions
$DUK$AGQ$IAU$USB$KKR$NEE
$130M
96 positions
#3Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 3 shared positions
$DUK$USB$CHRW
$184M
32 positions
#4Fielder Capital Group LLCPassive
Notable overlap · 4 shared positions
$USB$AGQ$IAU$PLTR
$459M
290 positions
#5Insight Wealth Partners, LLCSmart money
Notable overlap · 5 shared positions
$USB$IAU$AMN$TXN$PLTR
$713M
120 positions
#6EDGAR LOMAX CO/VAActive
Notable overlap · 5 shared positions
$DUK$USB$KO$TXN$NEE
$1.4B
56 positions
#7Anson Capital, Inc.Passive
Some overlap · 3 shared positions
$USB$AGQ$KKR
$146M
90 positions
#8VIAWEALTH, LLCPassive
Some overlap · 3 shared positions
$USB$AGQ$TXN
$180M
159 positions
#9Sagace Wealth Management LLCPassive
Some overlap · 5 shared positions
$USB$IAU$KKR$IBM$NEE
$149M
70 positions
#10BCWM, LLCPassive
Some overlap · 3 shared positions
$DUK$USB$IAU
$353M
57 positions
#11HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$USB$DUK$KO$NEE
$280M
107 positions
#12MBE Wealth Management, LLCActive
Some overlap · 4 shared positions
$DUK$USB$TXN$KKR
$241M
141 positions
#13GTS SECURITIES LLCPassive
Some overlap · 4 shared positions
$USB$AGQ$PLTR$MU
$2.8B
1,482 positions
#14STOLZ & ASSOCIATES, PSSmart money
Some overlap · 4 shared positions
$USB$IAU$AMN$NEE
$143M
30 positions
#15SpringVest Wealth Management LLCActive
Some overlap · 5 shared positions
$USB$AGQ$IAU$DUK$PM
$146M
67 positions
#16Capital Advisors Wealth Management, LLCPassive
Some overlap · 5 shared positions
$USB$AMN$PLTR$KKR$IAU
$745M
219 positions
#17CULTIVAR CAPITAL, INC.Smart money
Some overlap · 6 shared positions
$USB$KO$IBM$TXN$DUK$NEE
$156M
46 positions
#18CMC Financial GroupActive
Some overlap · 3 shared positions
$USB$AGQ$IBM
$51M
38 positions
#19Hurlow Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$USB$IAU$NEE$KKR
$420M
120 positions
#20Strategic Wealth Investment Group, LLCPassive
Some overlap · 3 shared positions
$USB$DUK$IBM
$788M
94 positions
#21Financial Futures Ltd Liability Co.Active
Some overlap · 6 shared positions
$USB$AMN$IBM$IAU$DUK$KKR
$228M
72 positions
#22Berkeley Capital Partners, LLCActive
Some overlap · 5 shared positions
$USB$DUK$KKR$PM$NEE
$431M
184 positions
#23Piedmont Capital Management, LLCActive
Some overlap · 4 shared positions
$USB$KO$KKR$IBM
$197M
50 positions
#24Verisail Partners, LLCSmart money
Some overlap · 3 shared positions
$USB$DUK$IAU
$246M
25 positions
#25MFA WEALTH ADVISORS, LLCActive
Some overlap · 6 shared positions
$USB$IAU$AGQ$KO$DUK$AMN
$508M
88 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.