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 BANK

13F Portfolio OverlapQ2 2026UNITED BANK portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

UNITED BANK is an institutional investor managing $853M across 130 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 BANK are Sterling Wealth, NovaPoint, Eliot Finkel Investment Counsel, with shared positions in $HUBB, $MCD, $CMI, $PEP, $ITW, $GLW. The full ranking of 25 similar funds is below.

#1Sterling Wealth Management, Inc.Active

Substantial overlap · 5 shared positions

$HUBB $MCD $CMI $PEP $ITW

$402M

116 positions

#2NovaPoint Capital, LLCPassive

Notable overlap · 10 shared positions

$GLW $CMI $TXN $GD $APD $AFL

$481M

161 positions

#3Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 10 shared positions

$GLW $AMGN $GD $MCD $APD $EOG

$214M

33 positions

#4Werlinich Asset Management, LLCActive

Notable overlap · 7 shared positions

$GLW $HUBB $IRM $LMT $GD $WM

$262M

58 positions

#5BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 11 shared positions

$TXN $AMGN $GD $ABT $BLK $PEP

$346M

113 positions

#6TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 7 shared positions

$GLW $IRM $AMGN $WM $BLK $ABT

$1.3B

226 positions

#7CONNING INC.Passive

Notable overlap · 11 shared positions

$GLW $AMGN $CMI $GD $ABT $MCD

$3.3B

327 positions

#8Exeter Financial, LLCPassive

Notable overlap · 10 shared positions

$TXN $AMGN $GD $MCD $WM $AFL

$261M

101 positions

#9Miramar Capital, LLCPassive

Notable overlap · 10 shared positions

$WM $GD $MCD $EOG $ABT $BLK

$455M

57 positions

#10DB Fitzpatrick & Co, IncActive

Notable overlap · 9 shared positions

$HUBB $AMGN $WM $APD $AFL $CMI

$124M

100 positions

#11Palisade Asset Management, LLCPassive

Notable overlap · 9 shared positions

$TXN $AMGN $GD $ABT $MCD $PEP

$1.1B

204 positions

#12Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 8 shared positions

$CMI $TXN $AMGN $GD $AFL $ITW

$111M

62 positions

#13OLD SECOND NATIONAL BANK OF AURORAPassive

Notable overlap · 7 shared positions

$GLW $CMI $DOV $KLAC $BLK $EOG

$530M

275 positions

#14Somerset Trust CoPassive

Notable overlap · 9 shared positions

$AMGN $GD $MCD $BLK $ABT $AFL

$354M

186 positions

#15Stonebridge Financial Group, LLCPassive

Notable overlap · 10 shared positions

$GLW $CMI $AFL $GD $AMGN $MCD

$1.3B

275 positions

#16Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$GLW $CMI $AMGN $WM $CME $ITW

$239M

126 positions

#17Insight Inv LLCPassive

Notable overlap · 5 shared positions

$GLW $AMGN $GD $EOG $PEP

$212M

109 positions

#18LONDON CO OF VIRGINIAActive

Notable overlap · 5 shared positions

$GLW $TXN $CMI $APD $BLK

$17.5B

169 positions

#19Piscataqua Savings BankPassive

Notable overlap · 8 shared positions

$GLW $BLK $TXN $WM $MCD $SYK

$148M

412 positions

#20River Street Advisors LLCPassive

Notable overlap · 8 shared positions

$CMI $GLW $DOV $KLAC $BLK $PEP

$340M

177 positions

#21Nicholson Wealth Management Group, LLCPassive

Notable overlap · 8 shared positions

$UBSI $TXN $GD $AMGN $AFL $PEP

$170M

111 positions

#22FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Notable overlap · 5 shared positions

$GLW $IRM $TXN $SYK $KLAC

$206M

80 positions

#23Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 8 shared positions

$CMI $DOV $ABT $AMGN $PEP $ITW

$170M

121 positions

#24BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$GLW $AMGN $MCD $HSY $LMT $CME

$515M

142 positions

#25Ranch Capital Advisors Inc.Passive

Notable overlap · 7 shared positions

$IRM $CMI $AMGN $GD $AFL $GILD

$316M

157 positions

Compare UNITED BANK’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 UNITED BANK’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.