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Hedge Funds Similar to United Advisor Group

13F Portfolio OverlapQ2 2026United Advisor Group portfolio →
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Most similar hedge funds by 13F overlap

United Advisor Group, LLC is an institutional investor managing $948M across 544 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 United Advisor Group are Oder Investment, DB&C Advisors, Cherry Creek Investment Advisors, with shared positions in $PLTR, $UPS, $VZ, $EPD, $SHOP, $ASML. The full ranking of 25 similar funds is below.

#1Oder Investment Management, LLCPassive
Some overlap · 5 shared positions
$PLTR$UPS$VZ$EPD$SHOP
$149M
113 positions
#2DB&C Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$UPS$SHOP$VZ
$92M
76 positions
#3Cherry Creek Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$PLTR$UPS$SHOP
$254M
128 positions
#4Sage Capital Advisors,llcPassive
Some overlap · 3 shared positions
$PLTR$UPS$VZ
$482M
140 positions
#5Orion Investment CoActive
Some overlap · 4 shared positions
$PLTR$ASML$SHOP$EPD
$343M
73 positions
#6TrueMark Investments, LLCPassive
Some overlap · 5 shared positions
$UPS$ASML$VZ$PM$MO
$798M
187 positions
#7OPAL CAPITAL LLCPassive
Some overlap · 5 shared positions
$UPS$ASML$VZ$PM$MO
$560M
136 positions
#8CMG Global Holdings, LLCPassive
Some overlap · 5 shared positions
$UPS$BAH$PM$EPD$MO
$236M
100 positions
#9Global X Japan Co., Ltd.Active
Some overlap · 4 shared positions
$PLTR$ASML$PM$MO
$2.7B
390 positions
#10Independent Solutions Wealth Management, LLCActive
Some overlap · 4 shared positions
$PLTR$PM$MO$SHOP
$766M
194 positions
#11Richard W. Paul & Associates, LLCPassive
Some overlap · 5 shared positions
$UPS$ASML$VZ$PM$MO
$327M
320 positions
#12LJI Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$PLTR$UPS$ASML
$714M
201 positions
#131776 Wealth LLCActive
Some overlap · 4 shared positions
$PLTR$EPD$ASML$SHOP
$284M
152 positions
#14Keystone Financial GroupPassive
Some overlap · 3 shared positions
$PLTR$BAH$PM
$1.7B
567 positions
#15Henson-Edgewater Management, LLC
Some overlap · 3 shared positions
$PLTR$VZ$EPD
$192M
66 positions
#16Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$ASML$SHOP
$819M
339 positions
#17GABLES CAPITAL MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$PLTR$VZ$SHOP
$277M
508 positions
#18MADDEN SECURITIES CorpPassive
Some overlap · 4 shared positions
$PLTR$ASML$EPD$MO
$360M
118 positions
#19Privium Fund Management B.V.Active
Some overlap · 3 shared positions
$PLTR$IREN$SHOP
$544M
61 positions
#20TTRF Capital LtdActive
Some overlap · 3 shared positions
$PLTR$IREN$SHOP
$152M
13 positions
#21Kapstone Financial Advisors LLCActive
Some overlap · 3 shared positions
$PLTR$PM$MO
$239M
175 positions
#22Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$PM$MO
$161M
189 positions
#23Fund Advisors of America Inc/FLPassive
Some overlap · 5 shared positions
$PLTR$ASML$PM$EPD$MO
$110M
120 positions
#24CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$UPS$PLTR$STWD
$1.5B
118 positions
#25Disciplined Equity Management, Inc.Smart money
Some overlap · 3 shared positions
$PLTR$VZ$MO
$226M
45 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.