13F Pro

Hedge Funds Similar to Fort Point Partners

13F Portfolio OverlapQ1 2026Fort Point Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Fort Point Capital Partners LLC is an institutional investor managing $825M across 225 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 Fort Point Partners are Xena Financial Planning,, Vested Financial Planning,, GeoWealth ,, with shared positions in $DDOG, $GMM, $DOV, $VLTO, $SCHW, $KLAC. The full ranking of 25 similar funds is below.

#1Xena Financial Planning, LLCActive
Notable overlap · 3 shared positions
$DDOG$GMM$DOV
$89M
33 positions
#2Vested Financial Planning, LLCSmart money
Notable overlap · 3 shared positions
$DDOG$GMM$DOV
$131M
27 positions
#3GeoWealth Management, LLCActive
Some overlap · 4 shared positions
$DDOG$GMM$DOV$VLTO
$2.8B
853 positions
#4RCS Financial Planning, LLCPassive
Some overlap · 3 shared positions
$DDOG$GMM$VLTO
$193M
98 positions
#5WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$DDOG$SCHW$VLTO$KLAC
$350M
95 positions
#6AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$DDOG$GMM$SCHW
$206M
97 positions
#7PLANWISER FINANCIAL, LLCActive
Some overlap · 3 shared positions
$DDOG$GMM$VLTO
$138M
47 positions
#8Mustard Seed Financial, LLCPassive
Some overlap · 3 shared positions
$DDOG$SCHW$DOV
$167M
92 positions
#9Brooklyn FI, LLCActive
Some overlap · 3 shared positions
$DDOG$GMM$SCHW
$476M
78 positions
#10Galaxy Digital Capital Management GP LLCActive
Some overlap · 4 shared positions
$DDOG$CLSK$LRCX$MS
$95M
54 positions
#11Divergent Planning, LLC
Some overlap · 3 shared positions
$DDOG$DOV$MS
$392M
36 positions
#12MOLLER WEALTH PARTNERSActive
Some overlap · 3 shared positions
$DDOG$SCHW$T
$507M
67 positions
#13West Financial Advisors, LLCActive
Some overlap · 3 shared positions
$DDOG$SCHW$DOV
$589M
193 positions
#14Yeomans Consulting Group, Inc.
Some overlap · 3 shared positions
$DDOG$KLAC$LRCX
$341M
113 positions
#15Beaird Harris Wealth Management, LLCActive
Some overlap · 3 shared positions
$DDOG$PHYS$SCHW
$1.5B
686 positions
#16BSW Wealth PartnersPassive
Some overlap · 3 shared positions
$DDOG$LRCX$DOV
$819M
312 positions
#17Astoria Strategic Wealth, Inc.Smart money
Some overlap · 3 shared positions
$DDOG$DOV$GMM
$394M
37 positions
#18Lutz Financial Services LLCActive
Some overlap · 5 shared positions
$DDOG$VLTO$SCHW$DOV$GMM
$1.5B
100 positions
#19Alvarez & Marsal Private Wealth Partners, LLCActive
Some overlap · 4 shared positions
$DDOG$MS$KLAC$VLTO
$712M
177 positions
#20ASPIRIANT, LLCActive
Some overlap · 3 shared positions
$DDOG$SCHW$MS
$3.5B
338 positions
#21ONE Advisory Partners, LLCActive
Some overlap · 4 shared positions
$DDOG$GMM$VLTO$MS
$324M
72 positions
#22Newton One Investments LLCActive
Some overlap · 3 shared positions
$DDOG$DOV$MS
$368M
121 positions
#23Finhabits Advisors LLCActive
Some overlap · 3 shared positions
$DDOG$SCHW$VLTO
$108M
15 positions
#24Towneley Capital Management, Inc / DESmart money
Some overlap · 3 shared positions
$DDOG$DOV$PHYS
$478M
42 positions
#25Wrenne Financial Planning LLCSmart money
Some overlap · 4 shared positions
$GMM$DDOG$SCHW$MS
$255M
49 positions

Compare Fort Point Partners’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 Fort Point Partners’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.