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Hedge Funds Similar to Strategic Point Investment Advisors,

13F Portfolio OverlapQ1 2026Strategic Point Investment Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Strategic Point Investment Advisors, LLC is an institutional investor managing $767M across 36 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Strategic Point Investment Advisors, are Guardian Wealth ,, Pacific Park Financial,, CAPE ANN SAVINGS BANK, with shared positions in $IAU, $UPST, $DHR, $MAR, $KO, $AFRM. The full ranking of 25 similar funds is below.

#1Guardian Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$UPST$DHR
$330M
30 positions
#2Pacific Park Financial, Inc.Active
Notable overlap · 4 shared positions
$IAU$DHR$UPST$MAR
$153M
73 positions
#3CAPE ANN SAVINGS BANKPassive
Notable overlap · 3 shared positions
$IAU$UPST$MAR
$199M
121 positions
#4EQUITABLE TRUST COPassive
Notable overlap · 3 shared positions
$IAU$DHR$KO
$2.2B
463 positions
#5RAM Investment Partners, LLCActive
Some overlap · 3 shared positions
$IAU$DHR$MAR
$569M
121 positions
#6Edge Financial Advisors LLC
Some overlap · 3 shared positions
$UPST$DHR$IAU
$238M
135 positions
#7Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$IAU$DHR$KO
$90M
65 positions
#8VCI Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$KO$MAR
$361M
123 positions
#9Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 3 shared positions
$IAU$KO$MAR
$589M
138 positions
#10Financial Alternatives, IncActive
Some overlap · 3 shared positions
$IAU$DHR$AFRM
$185M
79 positions
#11White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$IAU$DHR$UPST$AFRM$MAR
$721M
145 positions
#12GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 4 shared positions
$UPST$DHR$AFRM$MAR
$128M
42 positions
#13Tillman Hartley LLCActive
Some overlap · 3 shared positions
$UPST$IAU$KO
$398M
88 positions
#14Ullmann Wealth Partners Group, LLCActive
Some overlap · 3 shared positions
$UPST$DHR$MAR
$963M
156 positions
#15TRUE Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$DHR$IAU$MAR
$1.0B
266 positions
#16Farrell Financial LLCPassive
Some overlap · 3 shared positions
$IAU$AFRM$MAR
$167M
76 positions
#17Five Pine Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$UPST$AFRM
$161M
47 positions
#18Aegis Wealth Management LLCPassive
Some overlap · 3 shared positions
$UPST$IAU$DHR
$175M
118 positions
#19IFC & Insurance Marketing, Inc.Active
Some overlap · 3 shared positions
$UPST$IAU$MAR
$96M
72 positions
#20Glass Jacobson Investment Advisors llcPassive
Some overlap · 3 shared positions
$IAU$UPST$DHR
$290M
607 positions
#21ORSER CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$UPST$DHR$AFRM$KO$MAR
$153M
46 positions
#22Arlington Trust Co LLCActive
Some overlap · 3 shared positions
$UPST$IAU$DHR
$1.1B
844 positions
#23GOULD ASSET MANAGEMENT LLC /CA/Active
Some overlap · 3 shared positions
$UPST$IAU$AFRM
$576M
171 positions
#24American Investment Services, Inc.Active
Some overlap · 3 shared positions
$IAU$UPST$MAR
$448M
132 positions
#25Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 4 shared positions
$UPST$IAU$KO$MAR
$414M
694 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.