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 Union Bankshares

13F Portfolio OverlapQ1 2026Union Bankshares portfolio →

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Most similar hedge funds by 13F overlap

Union Bankshares Corp is an institutional investor managing $5.2B across 1,748 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 Union Bankshares are Harbour & Investment, ARBOR WEALTH ADVISORS,, McLaughlin Asset ,, with shared positions in $MDY, $PANW, $TJX, $LOW, $MCD, $KLAC. The full ranking of 25 similar funds is below.

#1Harbour Trust & Investment Management CoActive

Some overlap · 5 shared positions

$MDY $PANW $TJX $LOW $MCD

$943M

155 positions

#2ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$MDY $PANW $TJX $LOW $MCD

$228M

90 positions

#3McLaughlin Asset Management, Inc.Passive

Some overlap · 5 shared positions

$MDY $PANW $TJX $KLAC $AXP

$105M

91 positions

#4Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$PANW $LOW $MCD $KLAC $ETN $AXP

$568M

460 positions

#5NICHOLAS COMPANY, INC.Active

Some overlap · 5 shared positions

$PANW $TJX $MCD $KLAC $ETN

$5.1B

203 positions

#6WASHINGTON TRUST CoActive

Some overlap · 4 shared positions

$MDY $PANW $TJX $KLAC

$3.0B

281 positions

#7Trifecta Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$MDY $PANW $TJX $ETN

$646M

274 positions

#8Sun Financial IncPassive

Some overlap · 5 shared positions

$PANW $TJX $KLAC $ETN $AXP

$200M

159 positions

#9DOVER ADVISORS, LLCPassive

Some overlap · 5 shared positions

$PANW $LOW $KLAC $ETN $AXP

$242M

159 positions

#10Blue Chip Partners, LLCActive

Slight overlap · 5 shared positions

$PANW $TJX $KLAC $ETN $MCD

$1.4B

170 positions

#11HOLDERNESS INVESTMENTS COPassive

Slight overlap · 5 shared positions

$TJX $LOW $MCD $KLAC $ETN

$498M

252 positions

#12PLIMOTH TRUST CO LLCPassive

Slight overlap · 5 shared positions

$TJX $LOW $MCD $ETN $AXP

$447M

173 positions

#13BEARING POINT CAPITAL, LLCPassive

Slight overlap · 4 shared positions

$MDY $PANW $ETN $AXP

$638M

166 positions

#14Bank of New HampshirePassive

Slight overlap · 4 shared positions

$MDY $TJX $LOW $ETN

$437M

542 positions

#15EASTERN BANKPassive

Slight overlap · 5 shared positions

$PANW $MCD $KLAC $ETN $AXP

$6.5B

1,038 positions

#161ST SOURCE BANKActive

Slight overlap · 5 shared positions

$MDY $TJX $MCD $AXP $PANW

$1.9B

286 positions

#17Atlantic Edge Private Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$MDY $LOW $KLAC $ETN

$407M

601 positions

#18PEDDOCK CAPITAL ADVISORS, LLCActive

Slight overlap · 4 shared positions

$MDY $MCD $KLAC $LOW

$453M

166 positions

#19WHALEROCK POINT PARTNERS, LLCActive

Slight overlap · 4 shared positions

$PANW $TJX $MDY $MCD

$518M

197 positions

#20Tandem Wealth Advisors LLCActive

Slight overlap · 5 shared positions

$MDY $KLAC $PANW $ETN $TJX

$224M

47 positions

#21NORTHEAST INVESTMENT MANAGEMENTActive

Slight overlap · 4 shared positions

$PANW $TJX $LOW $MCD

$2.4B

189 positions

#22Avalon Trust CoActive

Slight overlap · 4 shared positions

$PANW $TJX $LOW $KLAC

$1.5B

460 positions

#23Norway Savings BankPassive

Slight overlap · 4 shared positions

$PANW $TJX $LOW $KLAC

$211M

103 positions

#24United BankPassive

Slight overlap · 4 shared positions

$PANW $TJX $LOW $MCD

$301M

124 positions

#25ALTA CAPITAL MANAGEMENT LLC/Active

Slight overlap · 4 shared positions

$PANW $TJX $LOW $ETN

$1.3B

100 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.