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Hedge Funds Similar to United Community Bank

13F Portfolio OverlapQ2 2026United Community Bank portfolio →
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Most similar hedge funds by 13F overlap

United Community Bank is an institutional investor managing $323M across 534 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 Community Bank are CARL STUART INVESTMENT ADVISOR, STEPHENSON NATIONAL BANK, SHRIER WEALTH, with shared positions in $IAUM, $IAU, $OKE, $PM, $DUK, $BMY. The full ranking of 25 similar funds is below.

#1CARL STUART INVESTMENT ADVISOR, INCActive
Some overlap · 3 shared positions
$IAUM$IAU$OKE
$249M
21 positions
#2STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 7 shared positions
$PM$DUK$BMY$PNC$GILD$VZ
$395M
283 positions
#3SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$IAU$PM$OKE$GILD$VZ$C
$296M
134 positions
#4Sankala Group LLC
Some overlap · 3 shared positions
$IAUM$IAU$GILD
$150M
631 positions
#5Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAUM$IAU$NEE
$145M
99 positions
#6Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$IAU$PM$DUK$T$VZ
$486M
249 positions
#7AlTi Global, Inc.Active
Some overlap · 4 shared positions
$IAUM$IAU$VZ$PM
$4.8B
505 positions
#8CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAUM$NEE$CSX
$338M
143 positions
#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PM$DUK$T$OKE$VZ$C
$233M
122 positions
#10BCWM, LLCPassive
Some overlap · 5 shared positions
$IAU$DUK$T$BMY$VZ
$342M
57 positions
#11Firestone Capital ManagementActive
Some overlap · 4 shared positions
$IAUM$IAU$NEE$T
$537M
168 positions
#12Stablepoint Partners, LLCPassive
Some overlap · 5 shared positions
$IAU$DUK$T$NEE$VZ
$723M
260 positions
#13Smith Thornton Advisors LLCPassive
Some overlap · 5 shared positions
$IAU$DUK$T$NEE$VZ
$227M
140 positions
#14Ipsen Advisor Group LLCPassive
Some overlap · 5 shared positions
$IAU$NEE$BMY$PNC$OKE
$155M
107 positions
#15FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 6 shared positions
$DUK$T$NEE$GILD$VZ$C
$1.7B
256 positions
#16GQG Partners LLCActive
Some overlap · 5 shared positions
$PM$DUK$T$NEE$VZ
$53.8B
102 positions
#17RiverGlades Family Offices LLCActive
Some overlap · 4 shared positions
$IAU$PM$IAUM$OKE
$218M
108 positions
#18Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$PM$DUK$T$OKE$VZ
$116M
65 positions
#19Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$PM$DUK$T$NEE$C
$10.2B
208 positions
#20Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$PM$DUK$T$NEE$C
$148M
110 positions
#21LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$IAU$DUK$GILD$VZ$C
$143M
89 positions
#22Jackson Hole Capital Partners, LLC
Some overlap · 6 shared positions
$DUK$T$OKE$GILD$VZ$C
$605M
313 positions
#23OmniStar Financial Group, Inc.Passive
Some overlap · 5 shared positions
$PM$DUK$NEE$BMY$GILD
$217M
118 positions
#24JMAC ENTERPRISES LLCActive
Some overlap · 5 shared positions
$IAU$NEE$PNC$BLK$C
$593M
122 positions
#25ShoreHaven Wealth Partners, LLCActive
Some overlap · 5 shared positions
$IAU$PM$VZ$BLK$NEE
$318M
106 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.