13F Pro

Hedge Funds Similar to UNITED FINANCIAL ADVISORS

13F Portfolio OverlapQ2 2026UNITED FINANCIAL ADVISORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

UNITED CAPITAL FINANCIAL ADVISORS, LLC is an institutional investor managing $18.2B across 1,622 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 FINANCIAL ADVISORS are Saratoga Research & Investment, DecisionMap Wealth, Autumn Glory Partners, with shared positions in $ASML, $DIS, $SBUX, $NVO, $MDT, $ISRG. The full ranking of 25 similar funds is below.

#1Saratoga Research & Investment ManagementActive
Some overlap · 7 shared positions
$ASML$DIS$SBUX$NVO$MDT$ISRG
$1.8B
44 positions
#2DecisionMap Wealth Management, LLCPassive
Some overlap · 7 shared positions
$ASML$DIS$SBUX$NVO$MDT$ISRG
$179M
145 positions
#3Autumn Glory Partners, LLCPassive
Some overlap · 6 shared positions
$ASML$DIS$SBUX$NVO$MDT$UL
$360M
191 positions
#4Tevis Investment ManagementPassive
Some overlap · 6 shared positions
$ASML$DIS$SBUX$NVO$MDT$UL
$183M
104 positions
#5Three Bridge Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$ASML$DIS$NVO$MDT$SBUX$UL
$399M
87 positions
#6GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$ASML$QCOM$DIS$SBUX$AXP
$934M
240 positions
#7Destination Wealth ManagementPassive
Some overlap · 5 shared positions
$ASML$QCOM$DIS$AXP$ISRG
$4.3B
344 positions
#8Financial Gravity Companies, Inc. (FGCO)Passive
Some overlap · 5 shared positions
$ASML$DIS$SBUX$NVO$ISRG
$616M
1,040 positions
#9Fiduciary Group, LLCPassive
Some overlap · 5 shared positions
$ASML$DIS$SBUX$AXP$ISRG
$1.3B
305 positions
#10Arlington Partners LLCActive
Some overlap · 5 shared positions
$ASML$SBUX$NVO$MDT$UL
$65M
3 positions
#11Auxano Advisors, LLCPassive
Some overlap · 6 shared positions
$ASML$SBUX$NVO$DIS$UL$MDT
$528M
207 positions
#12Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$QCOM$DIS$SBUX$ASML$MDT
$158M
78 positions
#13CMT Capital Markets Trading GmbHActive
Some overlap · 4 shared positions
$ASML$QCOM$SBUX$AXP
$11.8B
385 positions
#14Minot DeBlois Advisors LLCPassive
Some overlap · 4 shared positions
$ASML$DIS$SBUX$AXP
$116M
240 positions
#15Financial Gravity Asset Management, Inc.
Slight overlap · 4 shared positions
$ASML$DIS$SBUX$UL
$562M
973 positions
#16Stockman Wealth Management, Inc.Passive
Slight overlap · 4 shared positions
$ASML$QCOM$AXP$MDT
$960M
178 positions
#17GRIMES & Co WEALTH MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$ASML$QCOM$AXP$MDT
$4.6B
449 positions
#18Stamos Capital Partners, L.P.Passive
Slight overlap · 4 shared positions
$ASML$DIS$NVO$MDT
$653M
140 positions
#19Perennial Advisors, LLCPassive
Slight overlap · 4 shared positions
$ASML$DIS$SBUX$AXP
$669M
137 positions
#20Lafayette Investments, Inc.Active
Slight overlap · 4 shared positions
$ASML$SBUX$DIS$NVO
$542M
162 positions
#21LCM Capital Management IncActive
Slight overlap · 4 shared positions
$ASML$QCOM$UL$DIS
$235M
125 positions
#22Martin Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$ASML$NVO$MDT$UL
$279M
73 positions
#23Bell & Brown Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$QCOM$DIS$SBUX$AXP
$320M
72 positions
#24Washington Trust Advisors, Inc.Passive
Slight overlap · 4 shared positions
$ASML$DIS$SBUX$ISRG
$1.4B
700 positions
#25Evelyn Partners Asset Management Ltd
Slight overlap · 4 shared positions
$ASML$DIS$ISRG$UL
$406M
308 positions

Compare UNITED FINANCIAL ADVISORS’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 FINANCIAL ADVISORS’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.