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Hedge Funds Similar to Union Bankshares

13F Portfolio OverlapQ2 2026Union Bankshares portfolio →
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Most similar hedge funds by 13F overlap

Union Bankshares Corp is an institutional investor managing $6.0B across 1,699 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 Union Bankshares are Clarendon Private, Atlantic Edge Private Wealth, BARTLETT & WEALTH, with shared positions in $MDY, $KLAC, $ETN, $TJX, $QCOM, $AXP. The full ranking of 25 similar funds is below.

#1Clarendon Private LLCPassive
Some overlap · 7 shared positions
$MDY$KLAC$ETN$TJX$QCOM$AXP
$156M
124 positions
#2Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MDY$KLAC$ETN$LOW$TMO
$489M
619 positions
#3BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$ETN$TJX$MDY$QCOM$LOW$TMO
$8.0B
1,334 positions
#4Tandem Wealth Advisors LLCActive
Some overlap · 5 shared positions
$MDY$KLAC$ETN$TJX$TMO
$251M
48 positions
#5RWA WEALTH PARTNERS, LLCActive
Some overlap · 6 shared positions
$KLAC$ETN$TJX$AXP$MCD$ASML
$10.4B
645 positions
#6Miller Capital Partners, Inc.Active
Some overlap · 6 shared positions
$KLAC$ETN$AXP$TJX$MCD$ASML
$257M
258 positions
#7WASHINGTON TRUST CoPassive
Some overlap · 5 shared positions
$MDY$KLAC$TJX$TMO$ASML
$3.2B
296 positions
#8DOVER ADVISORS, LLCPassive
Some overlap · 6 shared positions
$KLAC$ETN$AXP$LOW$TMO$ASML
$244M
153 positions
#9PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$MDY$KLAC$LOW$MCD$TMO
$501M
165 positions
#10HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$KLAC$TJX$QCOM$MCD$PM$ASML
$1.7B
479 positions
#11Haverford Trust CoActive
Some overlap · 7 shared positions
$ETN$TJX$LOW$MCD$TMO$PM
$11.6B
424 positions
#12CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 6 shared positions
$MDY$AXP$MCD$TMO$PM$ASML
$116M
77 positions
#13Hills Bank & Trust CoActive
Some overlap · 5 shared positions
$MDY$KLAC$TJX$MCD$TMO
$2.3B
383 positions
#14Bank of New HampshirePassive
Some overlap · 5 shared positions
$MDY$ETN$TJX$AXP$LOW
$479M
537 positions
#15Ascent Wealth Partners, LLCActive
Some overlap · 4 shared positions
$MDY$KLAC$ETN$QCOM
$1.0B
200 positions
#16BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 5 shared positions
$MDY$ETN$QCOM$AXP$TMO
$371M
394 positions
#17RICHARDSON FINANCIAL SERVICES INC.Passive
Some overlap · 6 shared positions
$KLAC$TJX$MCD$TMO$PM$ASML
$176M
607 positions
#18COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$KLAC$ETN$TJX$QCOM$LOW
$414M
164 positions
#19Tandem Investment Partners LLCPassive
Some overlap · 5 shared positions
$MDY$TJX$AXP$LOW$TMO
$130M
76 positions
#20Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$ETN$TJX$AXP$PM
$284M
73 positions
#21Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$KLAC$ETN$TJX$AXP$PM
$1.1B
215 positions
#22MRWM Advisors, LLCActive
Some overlap · 5 shared positions
$MDY$ETN$QCOM$LOW$MCD
$243M
80 positions
#23PITTENGER & ANDERSON INCPassive
Some overlap · 5 shared positions
$MDY$ETN$TJX$PM$ASML
$2.8B
507 positions
#24Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$KLAC$ETN$AXP$LOW$MCD
$686M
532 positions
#25NICHOLAS COMPANY, INC.Active
Some overlap · 5 shared positions
$KLAC$ETN$TJX$MCD$TMO
$5.5B
195 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.