How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Unify Financial Advisors

13F Portfolio OverlapQ2 2026Unify Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Unify Financial Advisors is an institutional investor managing $108M across 90 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 Unify Financial Advisors are Jasper Ridge Partners, Bulltick Wealth, William Allan, with shared positions in $DELL, $DOV, $CEG, $CRM, $PH, $UBER. The full ranking of 25 similar funds is below.

#1Jasper Ridge Partners, L.P.Smart money

Notable overlap · 4 shared positions

$DELL $DOV $CEG $CRM

$4.7B

151 positions

#2Bulltick Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$DELL $PH $UBER $CRM $SBUX

$490M

134 positions

#3William Allan CorpActive

Notable overlap · 3 shared positions

$DELL $SBUX $SCHW

$204M

62 positions

#4PKO BP BANKOWY Universal Pension Society JSCSmart money

Notable overlap · 3 shared positions

$DELL $UBER $CRM

$350M

13 positions

#5Verity & Verity, LLCActive

Notable overlap · 4 shared positions

$DELL $VZ $NEE $AMGN

$1.5B

138 positions

#6Persium Advisors, LLCSmart money

Notable overlap · 3 shared positions

$DELL $VZ $CRM

$153M

69 positions

#7SUMMITRY LLCPassive

Notable overlap · 6 shared positions

$SBUX $SCHW $UBER $CRM $NEE $AMGN

$3.0B

340 positions

#8TWIN FOCUS CAPITAL PARTNERS, LLCActive

Notable overlap · 4 shared positions

$DELL $DOV $UBER $TY

$983M

170 positions

#9Hudson Canyon Capital ManagementPassive

Some overlap · 4 shared positions

$DELL $SCHW $MPC $AMGN

$187M

50 positions

#10Wilkinson Global Asset Management LLCActive

Some overlap · 4 shared positions

$PH $DELL $UBER $AMGN

$1.3B

62 positions

#11ABNER HERRMAN & BROCK LLCActive

Some overlap · 3 shared positions

$DELL $VZ $ISRG

$1.1B

111 positions

#12Geneva Partners, LLCPassive

Some overlap · 3 shared positions

$DELL $MPC $PH

$375M

75 positions

#13Aristotle Capital Management, LLCActive

Some overlap · 4 shared positions

$PH $VZ $UBER $AMGN

$47.7B

212 positions

#14Investment Research & Advisory Group, Inc.Active

Some overlap · 6 shared positions

$UBER $SBUX $SCHW $CRM $ISRG $DHR

$324M

314 positions

#15Jefferson Bridge Capital, LLCPassive

Some overlap · 3 shared positions

$DELL $CRM $VZ

$115M

53 positions

#16DB Fitzpatrick & Co, IncActive

Some overlap · 5 shared positions

$SBUX $CRM $DHR $DOV $AMGN

$124M

100 positions

#17VALLEY WEALTH MANAGERS, INC.Passive

Some overlap · 4 shared positions

$DELL $VZ $CRM $AMGN

$1.7B

345 positions

#18Brick & Kyle, AssociatesActive

Some overlap · 4 shared positions

$DELL $VZ $UBER $ISRG

$303M

96 positions

#19BARLOW WEALTH PARTNERS, INC.Active

Some overlap · 5 shared positions

$UBER $CEG $CRM $SCHW $TT

$926M

149 positions

#20Front Row Advisors LLCPassive

Some overlap · 6 shared positions

$DELL $DOV $ISRG $AMGN $DHR $TT

$345M

576 positions

#21Alley Investment Management Company, LLCActive

Some overlap · 4 shared positions

$PH $SBUX $DHR $AMGN

$856M

89 positions

#22Slagle Financial, LLCPassive

Some overlap · 5 shared positions

$DELL $SBUX $AMT $NEE $AMGN

$334M

127 positions

#23Blom & Howell Financial Planning, Inc.Active

Some overlap · 3 shared positions

$DELL $DOV $ISRG

$120M

67 positions

#24FinArc Investments, Inc.Active

Some overlap · 5 shared positions

$SBUX $CRM $DHR $AMGN $TT

$110M

43 positions

#25First Long Island Investors, LLCActive

Some overlap · 4 shared positions

$PH $UBER $NEE $AMGN

$1.4B

73 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.