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 Unison Advisors

13F Portfolio OverlapQ2 2026Unison Advisors portfolio →

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Most similar hedge funds by 13F overlap

Unison Advisors LLC is an institutional investor managing $1.4B across 173 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 Unison Advisors are William B. Walkup & Associates, Weaver C. Barksdale & Associates, Kerusso, with shared positions in $COF, $NUE, $TRV, $DHI, $VLO, $PSX. The full ranking of 25 similar funds is below.

#1William B. Walkup & Associates, Inc.Passive

Notable overlap · 10 shared positions

$COF $NUE $TRV $DHI $VLO $PSX

$208M

258 positions

#2Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 10 shared positions

$PFG $GD $QCOM $MET $MPC $PFH

$111M

62 positions

#3Kerusso Capital Management LLCPassive

Notable overlap · 8 shared positions

$SYF $PFG $QCOM $MET $EOG $PFH

$274M

58 positions

#4DAVIS SELECTED ADVISERSActive

Notable overlap · 6 shared positions

$COF $CVS $CB $DVN $CI $FITB

$23.3B

112 positions

#5Hudson Capital Management LLCPassive

Notable overlap · 7 shared positions

$NUE $GM $QCOM $VLO $PFH $REGN

$405M

78 positions

#6Horizon Advisory Services, Inc.Smart money

Notable overlap · 7 shared positions

$SYF $DHI $DAL $EOG $DVN $LEN

$238M

50 positions

#7KWMG, LLCPassive

Notable overlap · 7 shared positions

$SYF $TRV $DAL $COF $MPC $VLO

$1.4B

155 positions

#8CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 7 shared positions

$CVS $TRV $FITB $MET $PFH $DVN

$3.3B

229 positions

#9Polaris Capital Management, LLCActive

Notable overlap · 7 shared positions

$CVS $GD $CB $COF $MPC $ADBE

$953M

86 positions

#10Robinson Value Management, Ltd.Passive

Notable overlap · 7 shared positions

$DHI $QCOM $ADM $EOG $DVN $CCZ

$183M

77 positions

#11BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 6 shared positions

$NUE $CVS $QCOM $MET $ADM $EOG

$405M

98 positions

#12GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 7 shared positions

$QCOM $TRV $CVS $MPC $DVN $GD

$906M

153 positions

#13Applied Finance Capital Management, LLCPassive

Notable overlap · 7 shared positions

$DHI $TRV $MET $VLO $CVS $ADBE

$1.3B

218 positions

#14DODGE & COXActive

Notable overlap · 7 shared positions

$CVS $MET $HUM $REGN $CI $CCZ

$191.0B

222 positions

#15F&V Capital Management, LLCPassive

Notable overlap · 6 shared positions

$DHI $CVS $ON $DVN $PSX $VZ

$561M

60 positions

#16Pacer Advisors, Inc.Passive

Notable overlap · 9 shared positions

$QCOM $GD $CCZ $MPC $ADBE $VZ

$39.3B

2,614 positions

#17Aristotle Capital Management, LLCActive

Notable overlap · 5 shared positions

$COF $GD $QCOM $LEN $VZ

$47.7B

212 positions

#18ADAMS NATURAL RESOURCES FUND, INC.Smart money

Notable overlap · 7 shared positions

$NUE $MPC $VLO $EOG $DVN $PSX

$857M

50 positions

#19ATWOOD & PALMER INCPassive

Notable overlap · 5 shared positions

$DHI $GRMN $FITB $ON $REGN

$1.9B

496 positions

#20Brave Warrior Advisors, LLCActive

Notable overlap · 5 shared positions

$COF $DHI $LEN $ELV $CCZ

$4.6B

40 positions

#21BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 5 shared positions

$NUE $QCOM $CB $EOG $LEN

$2.5B

270 positions

#22Stablepoint Partners, LLCPassive

Notable overlap · 7 shared positions

$CVS $QCOM $PSX $COF $FITB $MET

$723M

260 positions

#23Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$GD $CVS $TRV $PSX $ADM $VZ

$265M

100 positions

#24Ark Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$NUE $CVS $QCOM $CB $VLO

$113M

87 positions

#25PZENA INVESTMENT MANAGEMENT LLCActive

Some overlap · 5 shared positions

$COF $CVS $MET $HUM $DAL

$34.1B

161 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.