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 Fort Point Partners

13F Portfolio OverlapQ2 2026Fort Point Partners portfolio →

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Most similar hedge funds by 13F overlap

Fort Point Capital Partners LLC is an institutional investor managing $1.4B across 254 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 Fort Point Partners are OLD SECOND NATIONAL BANK OF AURORA, River Street Advisors, Triodos Investment BV, with shared positions in $KLAC, $DOV, $PEP, $MS, $COF, $T. The full ranking of 25 similar funds is below.

#1OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 5 shared positions

$KLAC $DOV $PEP $MS $COF

$530M

275 positions

#2River Street Advisors LLCPassive

Some overlap · 5 shared positions

$KLAC $DOV $PEP $MS $COF

$340M

177 positions

#3Triodos Investment Management BVActive

Some overlap · 3 shared positions

$T $KLAC $GEN

$1.6B

50 positions

#4PCB Capital LLCPassive

Some overlap · 4 shared positions

$T $KLAC $PEP $WFC

$82M

114 positions

#5Stack Financial Management, IncActive

Some overlap · 4 shared positions

$T $DOV $PEP $CBOE

$1.3B

54 positions

#6Presper Financial Architects, LLCSmart money

Some overlap · 3 shared positions

$T $KLAC $PEP

$192M

55 positions

#7Union Heritage Capital, LLCPassive

Some overlap · 5 shared positions

$KLAC $PEP $AXP $MS $WFC

$295M

65 positions

#8Zhang Financial LLCActive

Some overlap · 4 shared positions

$KLAC $DOV $AXP $IAU

$3.4B

392 positions

#9EDGAR LOMAX CO/VAActive

Some overlap · 4 shared positions

$T $PEP $MS $WFC

$1.3B

58 positions

#10Sonoma Private Wealth LLCPassive

Some overlap · 3 shared positions

$T $DOV $PHYS

$93M

72 positions

#11BURKETT FINANCIAL SERVICES, LLCActive

Some overlap · 3 shared positions

$T $DOV $IAU

$320M

266 positions

#12South Shore Capital AdvisorsPassive

Some overlap · 5 shared positions

$DOV $KLAC $AXP $IAU $COF

$149M

154 positions

#13UNITED BANKActive

Some overlap · 3 shared positions

$KLAC $DOV $PEP

$853M

130 positions

#14Sagewood Asset Management LPPassive

Some overlap · 4 shared positions

$KLAC $PEP $AXP $MS

$442M

432 positions

#15Griffith & Werner, Inc.Passive

Some overlap · 4 shared positions

$T $AXP $WFC $PEP

$213M

71 positions

#16Rydar Equities, Inc.Passive

Some overlap · 4 shared positions

$T $AXP $MS $COF

$178M

107 positions

#17Galaxy Digital Capital Management GP LLCPassive

Some overlap · 3 shared positions

$CLSK $MS $COF

$206M

67 positions

#18DCM Advisors, LLCActive

Some overlap · 5 shared positions

$T $PEP $AXP $MS $WFC

$253M

38 positions

#19MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$DOV $AXP $MS $PHYS $IAU

$162M

106 positions

#20HC Advisors, LLCActive

Slight overlap · 4 shared positions

$GRND $AXP $WFC $PHYS

$165M

62 positions

#21MAYPORT, LLCSmart money

Slight overlap · 5 shared positions

$DOV $KLAC $MS $AXP $IAU

$645M

134 positions

#22Cogent Private Wealth, Inc.Passive

Slight overlap · 4 shared positions

$DOV $KLAC $WFC $IAU

$160M

117 positions

#23EXCALIBUR MANAGEMENT CORPPassive

Slight overlap · 4 shared positions

$T $PEP $AXP $MS

$303M

175 positions

#24BANK OF STOCKTONActive

Slight overlap · 4 shared positions

$KLAC $AXP $MS $WFC

$356M

126 positions

#25Cunning Capital Partners, LPActive

Slight overlap · 4 shared positions

$KLAC $AXP $MS $WFC

$248M

55 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.