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Hedge Funds Similar to UHLMANN PRICE SECURITIES

13F Portfolio OverlapQ2 2026UHLMANN PRICE SECURITIES portfolio →
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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
$147M
66 positions
#7Eagle Bluffs Wealth Management LLCActive
Some overlap · 3 shared positions
$KLAC$SCHW$DIS
$299M
86 positions
#8Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$KLAC$BX$AXP
$3.0B
312 positions
#9Jackson Wealth Management, LLC
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
$808M
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
$214M
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
$823M
143 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
$436M
192 positions
#19Covenant Asset Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$AXP$SHOP
$595M
164 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
$1.2B
631 positions
#22TILIA FIDUCIARY PARTNERS, INC.
Some overlap · 3 shared positions
$KLAC$AXP$INTU
$211M
127 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
$323M
133 positions
#25Allen Capital Group, LLCPassive
Some overlap · 3 shared positions
$KLAC$BX$SCHW
$1.2B
319 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.