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Hedge Funds Similar to Uniting Wealth Partners

13F Portfolio OverlapQ2 2026Uniting Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Uniting Wealth Partners, LLC is an institutional investor managing $492M across 207 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 Uniting Wealth Partners are Somerset Group, Sunbelt Securities, Wedbush Fund Advisers, with shared positions in $CHRW, $BX, $NEE, $IAU, $BPRE, $PLTR. The full ranking of 25 similar funds is below.

#1Somerset Group LLCActive
Some overlap · 3 shared positions
$CHRW$BX$NEE
$142M
58 positions
#2Sunbelt Securities, Inc.
Some overlap · 5 shared positions
$IAU$BPRE$PLTR$PM$BX
$1.6B
2,954 positions
#3Wedbush Fund Advisers, LLCActive
Some overlap · 5 shared positions
$DDOG$CRWV$PLTR$NOW$NEE
$1.1B
103 positions
#4Independent Solutions Wealth Management, LLCActive
Some overlap · 5 shared positions
$IAU$CRWV$PLTR$PM$HPE
$766M
194 positions
#5Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$IAU$CRWV$PLTR$NEE
$508M
137 positions
#6EverSource Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$PLTR$KKR$BX
$3.0B
4,392 positions
#7AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$APLD$CRWV$PLTR
$231M
93 positions
#8Oasis Management Co Ltd.Smart money
Some overlap · 3 shared positions
$APLD$CRWV$PLTR
$1.9B
108 positions
#9Noble Wealth Management PBCPassive
Some overlap · 4 shared positions
$IAU$BPRE$PLTR$NOW
$223M
778 positions
#10Kinloch Capital, LLCPassive
Some overlap · 3 shared positions
$CHRW$PM$NEE
$274M
79 positions
#11Bulltick Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IAU$PLTR$BX$NOW
$490M
134 positions
#12Philadelphia Investment Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$PLTR$BX$PM
$161M
189 positions
#13Purkiss Capital Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$CRWV$PLTR$NEE
$263M
189 positions
#14Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$PLTR$BX$NEE
$405M
118 positions
#15GLYNN CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$DDOG$CRWV$PLTR
$363M
43 positions
#16Wealth Management Associates, Inc.Passive
Slight overlap · 3 shared positions
$APLD$PLTR$IAU
$362M
254 positions
#17MACKAY SHIELDS LLCActive
Slight overlap · 3 shared positions
$DDOG$IAU$NEE
$3.0B
108 positions
#18COUNTRY TRUST BANKActive
Slight overlap · 4 shared positions
$DDOG$BX$NOW$NEE
$5.7B
628 positions
#19Wealth Management Partners, LLCPassive
Slight overlap · 3 shared positions
$IAU$CRWV$PLTR
$425M
154 positions
#20FIDUCIARY FINANCIAL GROUP, LLCPassive
Slight overlap · 3 shared positions
$IAU$CRWV$PLTR
$882M
373 positions
#21JMAC ENTERPRISES LLCActive
Slight overlap · 4 shared positions
$IAU$BX$HPE$NEE
$593M
122 positions
#22Cresset Asset Management, LLCActive
Slight overlap · 3 shared positions
$CHRW$IAU$PLTR
$27.6B
1,747 positions
#23CATHY PARETO & ASSOCIATES, INCPassive
Slight overlap · 4 shared positions
$IAU$BPRE$PLTR$NEE
$171M
102 positions
#24PENSION & WEALTH MANAGEMENT ADVISORS, INC.Passive
Slight overlap · 3 shared positions
$APLD$BX$PM
$371M
544 positions
#25Stony Point Capital LLCActive
Slight overlap · 3 shared positions
$DDOG$PLTR$NOW
$1.5B
30 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.