13F Pro

Hedge Funds Similar to UHLMANN PRICE SECURITIES

13F Portfolio OverlapQ2 2026UHLMANN PRICE SECURITIES portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

UHLMANN PRICE SECURITIES, LLC is an institutional investor managing $2.7B across 291 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 UHLMANN PRICE SECURITIES are OAK ASSOCIATES LTD, Bensler, Lafayette Investments, with shared positions in $KLAC, $SCHW, $LMT, $UBER, $AXP, $DIS. The full ranking of 25 similar funds is below.

#1OAK ASSOCIATES LTD /OH/Active
Notable overlap · 3 shared positions
$KLAC$SCHW$LMT
$1.8B
139 positions
#2Bensler, LLCPassive
Notable overlap · 4 shared positions
$KLAC$UBER$AXP$LMT
$1.1B
198 positions
#3Lafayette Investments, Inc.Active
Notable overlap · 4 shared positions
$KLAC$SCHW$DIS$LMT
$542M
162 positions
#4Navis Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$KLAC$UBER$AXP
$264M
175 positions
#5Castlefield Investment Partners LLPActive
Some overlap · 3 shared positions
$KLAC$INTU$SHOP
$147M
35 positions
#6Fjell Capital, LLCPassive
Some overlap · 3 shared positions
$KLAC$SO$BX
$178M
84 positions
#7Eagle Bluffs Wealth Management LLCActive
Some overlap · 3 shared positions
$KLAC$SCHW$DIS
$291M
85 positions
#8Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$KLAC$BX$AXP
$3.0B
312 positions
#9Jackson Wealth Management, LLCActive
Some overlap · 4 shared positions
$KLAC$BX$AXP$LMT
$170M
86 positions
#10Shoker Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$KLAC$SO$LMT
$398M
113 positions
#11Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$KLAC$AXP$SCHW$DIS
$2.5B
166 positions
#12EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 3 shared positions
$KLAC$AXP$DIS
$799M
156 positions
#13BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$KLAC$BX$SCHW
$1.5B
234 positions
#14Ayrshire Capital Management LLCPassive
Some overlap · 3 shared positions
$KLAC$BX$UBER
$219M
50 positions
#15Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$KLAC$UBER$DIS$LMT
$269M
51 positions
#16Orange Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$KLAC$AXP$SCHW
$802M
137 positions
#17Applied Finance Capital Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$TGT$DIS
$1.3B
218 positions
#18Boltwood Capital ManagementPassive
Some overlap · 4 shared positions
$KLAC$BX$AXP$DIS
$443M
195 positions
#19Covenant Asset Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$AXP$SHOP
$746M
169 positions
#20CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$KLAC$AXP$SCHW
$195M
67 positions
#21AMERICAN NATIONAL BANK & TRUSTPassive
Some overlap · 3 shared positions
$KLAC$DIS$LMT
$1.1B
618 positions
#22TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 3 shared positions
$KLAC$AXP$INTU
$217M
114 positions
#23Whelan FinancialActive
Some overlap · 4 shared positions
$KLAC$UBER$AXP$SCHW
$367M
101 positions
#24INVESCO, LLCActive
Some overlap · 3 shared positions
$KLAC$SO$AXP
$321M
131 positions
#25Allen Capital Group, LLCPassive
Some overlap · 3 shared positions
$KLAC$BX$SCHW
$1.2B
319 positions

Compare UHLMANN PRICE SECURITIES’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View UHLMANN PRICE SECURITIES’s holdings

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.