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 United Asset Strategies

13F Portfolio OverlapQ2 2026United Asset Strategies portfolio →

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Most similar hedge funds by 13F overlap

United Asset Strategies, Inc. is an institutional investor managing $1.4B across 259 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 Asset Strategies are Alley Investment Company, Advocacy Wealth, Harrington Investments, with shared positions in $ASML, $PH, $LMT, $SBUX, $DUK, $ETN. The full ranking of 25 similar funds is below.

#1Alley Investment Management Company, LLCActive

Notable overlap · 8 shared positions

$ASML $PH $LMT $SBUX $DUK $ETN

$856M

89 positions

#2Advocacy Wealth Management, LLCActive

Notable overlap · 8 shared positions

$ASML $SCHW $EW $NOW $ETN $SPGI

$2.8B

151 positions

#3Harrington Investments, INCPassive

Notable overlap · 7 shared positions

$ASML $SCHW $ECL $TMO $SBUX $GWW

$209M

80 positions

#4DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$EW $ECL $TMO $LMT $SBUX $ETN

$121M

100 positions

#5Suncoast Equity ManagementActive

Notable overlap · 7 shared positions

$ASML $GWW $NOW $ETN $SPGI $APH

$798M

63 positions

#6AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 8 shared positions

$ECL $TMO $ETN $NOW $CL $APH

$1.6B

120 positions

#7Birch Hill Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$ASML $EW $ECL $GWW $SPGI $APH

$2.4B

219 positions

#8BOSTON FAMILY OFFICE LLCPassive

Notable overlap · 7 shared positions

$ECL $TMO $ETN $ASML $NOW $SPGI

$1.6B

314 positions

#9Oak Harvest Investment ServicesPassive

Notable overlap · 7 shared positions

$KMI $SBUX $DUK $ETN $PM $SCHW

$1.1B

166 positions

#10Buttonwood Financial Advisors Inc.Active

Notable overlap · 6 shared positions

$ASML $SCHW $NOW $CSGP $SPGI $LMT

$331M

110 positions

#11BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$SCHW $TMO $SPGI $MNST $ECL $CL

$529M

72 positions

#12Greystone Financial Group, LLCPassive

Some overlap · 7 shared positions

$TMO $LMT $SBUX $NOW $DUK $AMGN

$360M

73 positions

#13Columbus Macro, LLCPassive

Some overlap · 6 shared positions

$PH $GWW $KMI $LMT $CL $AMGN

$1.0B

208 positions

#14CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 6 shared positions

$PH $GWW $TMO $MNST $SPGI $APH

$435M

70 positions

#15BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$ASML $TMO $ETN $DUK $AMGN $APH

$8.0B

1,334 positions

#16Biondo Investment Advisors, LLCActive

Some overlap · 6 shared positions

$ASML $LMT $NOW $DUK $AMGN $SBUX

$817M

89 positions

#17Night Squared LPPassive

Some overlap · 5 shared positions

$ASML $PH $ECL $ETN $PM

$930M

69 positions

#18Investment Research & Advisory Group, Inc.Active

Some overlap · 5 shared positions

$ASML $SCHW $LMT $SBUX $PM

$337M

333 positions

#19ALTA CAPITAL MANAGEMENT LLC/Active

Some overlap · 6 shared positions

$ASML $TMO $ETN $SPGI $APH $MCK

$1.2B

215 positions

#20Cypress Capital, LLCActive

Some overlap · 6 shared positions

$SCHW $LMT $SBUX $ETN $CL $AMGN

$377M

117 positions

#21Mendel Capital Management LLCActive

Some overlap · 6 shared positions

$PH $GWW $LMT $AMGN $SPGI $SBUX

$222M

99 positions

#22OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 6 shared positions

$KMI $ECL $LMT $ETN $AMGN $PM

$329M

323 positions

#23NORTH STAR ASSET MANAGEMENT INCPassive

Some overlap · 5 shared positions

$ASML $SCHW $TMO $ECL $APH

$2.5B

372 positions

#24LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 6 shared positions

$PH $TMO $ASML $NOW $PM $SBUX

$10.8B

564 positions

#25Kentucky Farm Bureau Mutual Insurance CoActive

Some overlap · 7 shared positions

$KMI $PM $AMGN $LMT $TMO $SPGI

$360M

69 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.