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 HighPoint Advisor Group

13F Portfolio OverlapQ2 2026HighPoint Advisor Group portfolio →

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Most similar hedge funds by 13F overlap

HighPoint Advisor Group LLC is an institutional investor managing $2.8B across 691 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 HighPoint Advisor Group are Eldridge Investment Advisors, MERIDIAN INVESTMENT COUNSEL, Trifecta Advisors, with shared positions in $MDY, $UPS, $MCD, $ABT, $CRWD, $PLTR. The full ranking of 25 similar funds is below.

#1Eldridge Investment Advisors, Inc.Active

Slight overlap · 4 shared positions

$MDY $UPS $MCD $ABT

$505M

163 positions

#2MERIDIAN INVESTMENT COUNSEL INC.Passive

Slight overlap · 3 shared positions

$MDY $CRWD $PLTR

$431M

230 positions

#3Trifecta Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$MDY $CRWD $PLTR

$808M

315 positions

#4Lewis Asset Management, LLCPassive

Slight overlap · 4 shared positions

$MDY $CRWD $MCD $ABT

$294M

223 positions

#5Meridian Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$MDY $CRWD $MCD

$214M

154 positions

#6Private Wealth Asset Management, LLCPassive

Slight overlap · 3 shared positions

$MDY $CRWD $MCD

$1.0B

930 positions

#7Aegis Wealth Management, Inc.Active

Slight overlap · 3 shared positions

$MDY $PLTR $UPS

$170M

131 positions

#8Bank of New HampshirePassive

Slight overlap · 3 shared positions

$MDY $PLTR $UPS

$463M

527 positions

#9Investment Advisory Group, LLCActive

Slight overlap · 3 shared positions

$MDY $PLTR $FTNT

$461M

220 positions

#10LCM Capital Management IncActive

Slight overlap · 3 shared positions

$MDY $PLTR $MCD

$235M

125 positions

#11VICTORY FINANCIAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$MDY $CRWD $PLTR

$953M

399 positions

#12Finley Financial, LLCActive

Slight overlap · 3 shared positions

$MDY $UPS $MCD

$248M

110 positions

#13MEANS INVESTMENT CO., INC.Active

Slight overlap · 5 shared positions

$MDY $PLTR $CRWD $ABT $MCD

$1.3B

209 positions

#14GEM Asset Management, LLCActive

Slight overlap · 3 shared positions

$MDY $FTNT $MCD

$252M

114 positions

#15St. Johns Investment Management Company, LLCPassive

Slight overlap · 3 shared positions

$MDY $FTNT $MCD

$264M

201 positions

#16Carolina Wealth Management IncActive

Slight overlap · 3 shared positions

$MDY $PLTR $UPS

$217M

114 positions

#17Jacksonville Wealth Management, LLCActive

Slight overlap · 4 shared positions

$CRWD $MDY $FTNT $PLTR

$177M

76 positions

#18Capstone Financial Advisors, Inc.Smart money

Slight overlap · 3 shared positions

$MDY $CRWD $MCD

$2.1B

192 positions

#19Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive

Slight overlap · 3 shared positions

$MDY $PLTR $UPS

$142M

408 positions

#20Alpha Wealth Funds, LLCActive

Slight overlap · 3 shared positions

$MDY $PLTR $ABT

$183M

63 positions

#21Sageworth Trust CoActive

Slight overlap · 3 shared positions

$MDY $PLTR $ABT

$2.5B

127 positions

#22Wood Tarver Financial Group, LLCActive

Slight overlap · 3 shared positions

$MDY $PLTR $MCD

$424M

165 positions

#23SSA SWISS ADVISORS AGPassive

Slight overlap · 3 shared positions

$MDY $FTNT $ABT

$266M

107 positions

#24Balboa Wealth PartnersPassive

Slight overlap · 3 shared positions

$MDY $PLTR $CRWD

$748M

467 positions

#25Harbour Trust & Investment Management CoActive

Slight overlap · 3 shared positions

$MDY $PLTR $MCD

$1.0B

160 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.