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 OverlapQ1 2026Unify Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Unify Financial Advisors is an institutional investor managing $96M across 89 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 Unify Financial Advisors are Family CFO, Pinnacle Wealth Group,, WEBSTERROGERS FINANCIAL ADVISORS,, with shared positions in $VLTO, $BRZE, $HUM, $SCHW, $VZ, $NEE. The full ranking of 25 similar funds is below.

#1Family CFO IncActive

Notable overlap · 4 shared positions

$VLTO $BRZE $HUM $SCHW

$223M

41 positions

#2Pinnacle Wealth Management Group, Inc.Passive

Notable overlap · 4 shared positions

$VLTO $BRZE $VZ $NEE

$204M

120 positions

#3WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$VLTO $HUM $NEE $SCHW $SNOW $BRZE

$350M

95 positions

#4LINCOLN NATIONAL CORPActive

Notable overlap · 3 shared positions

$VLTO $BRZE $SNOW

$3.5B

19 positions

#5Windward Private Wealth Management Inc.Smart money

Notable overlap · 6 shared positions

$VLTO $HUM $SNOW $DOV $DHR $SE

$289M

44 positions

#6POWER WEALTH MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$VLTO $VZ $HUM $SCHW $CRM $NEE

$269M

96 positions

#7Goodman Financial CorpPassive

Notable overlap · 5 shared positions

$VLTO $SBUX $UBER $SCHW $CRM

$582M

77 positions

#8Cornerstone Financial Management LLCPassive

Notable overlap · 5 shared positions

$VLTO $HUM $SNOW $SE $DOV

$109M

1,311 positions

#9TD PRIVATE CLIENT WEALTH LLCPassive

Notable overlap · 5 shared positions

$VLTO $HUM $SE $SNOW $VZ

$4.8B

1,649 positions

#10Sterling Investment Management, Inc.Passive

Notable overlap · 5 shared positions

$VLTO $UBER $SNOW $VZ $DHR

$167M

65 positions

#11Rialto Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$VLTO $SNOW $SCHW $SE $SHOP

$445M

1,730 positions

#12Employees' Retirement Fund of the City of Fort WorthActive

Some overlap · 3 shared positions

$VLTO $HUM $SCHW

$230M

21 positions

#13DiPaolo Financial Group, Inc.Active

Some overlap · 4 shared positions

$VLTO $BRZE $NEE $VZ

$137M

45 positions

#14Cravens & Co Advisors, LLCActive

Some overlap · 3 shared positions

$VLTO $SBUX $SHOP

$154M

64 positions

#15Seed Wealth Management, Inc.Active

Some overlap · 3 shared positions

$VLTO $BRZE $DELL

$145M

98 positions

#16Juno Financial Group LLCActive

Some overlap · 7 shared positions

$BRZE $HUM $UBER $SE $SCHW $DHR

$255M

70 positions

#17MATHER GROUP, LLC.Active

Some overlap · 3 shared positions

$VLTO $SNOW $DOV

$10.0B

1,896 positions

#18Seneca Financial Advisors LLCActive

Some overlap · 5 shared positions

$BRZE $VLTO $HUM $SNOW $SE

$341M

64 positions

#19Good Harbor Advisors, Inc.Passive

Some overlap · 5 shared positions

$BRZE $HUM $NEE $VZ $DHR

$92M

82 positions

#20Breakwater Investment ManagementPassive

Some overlap · 5 shared positions

$BRZE $HUM $DOV $SNOW $SCHW

$269M

506 positions

#21ECOFI INVESTISSEMENTS SAPassive

Some overlap · 5 shared positions

$VLTO $CEG $CRM $DHR $PH

$55M

36 positions

#22Donalies Financial Planning, LLCActive

Some overlap · 6 shared positions

$BRZE $NEE $SBUX $HUM $SNOW $SCHW

$117M

74 positions

#23Intelligence Driven Advisers, LLCActive

Some overlap · 3 shared positions

$VLTO $MU $SE

$574M

130 positions

#24White Lighthouse Investment Management Inc.Active

Some overlap · 5 shared positions

$BRZE $HUM $SNOW $SCHW $DHR

$721M

145 positions

#25CONTINENTAL INVESTORS SERVICES, INC.Active

Some overlap · 5 shared positions

$VLTO $BRZE $DHR $MU $SBUX

$106M

81 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.