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 OverlapQ1 2026HighPoint Advisor Group portfolio →

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Most similar hedge funds by 13F overlap

HighPoint Advisor Group LLC is an institutional investor managing $2.4B across 642 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 HighPoint Advisor Group are Clear Creek Financial ,, Per Stirling ,, Cascade Financial Partners,, with shared positions in $WT, $FND, $AGQ, $JHG, $PLTR, $CRM. The full ranking of 25 similar funds is below.

#1Clear Creek Financial Management, LLCPassive

Some overlap · 8 shared positions

$WT $FND $AGQ $JHG $PLTR $CRM

$1.3B

608 positions

#2Per Stirling Capital Management, LLC.Passive

Some overlap · 8 shared positions

$WT $MS $AGQ $JHG $AMN $REGN

$905M

310 positions

#3Cascade Financial Partners, LLCActive

Some overlap · 6 shared positions

$WT $AMN $GMM $MS $AGQ $HUM

$970M

263 positions

#4Vines Capital Management, LLCActive

Some overlap · 6 shared positions

$WT $AMN $MS $AGQ $PLTR $HUM

$101M

77 positions

#5Collaborative Wealth Managment Inc.Passive

Some overlap · 6 shared positions

$WT $AMN $GMM $MS $HUM $SOLV

$218M

162 positions

#6Provident Wealth Management, LLCActive

Some overlap · 6 shared positions

$WT $AMN $MS $AGQ $REGN $HUM

$331M

134 positions

#7Glen Eagle Advisors, LLCPassive

Some overlap · 6 shared positions

$WT $MDY $MS $AGQ $REGN $HUM

$714M

1,021 positions

#8ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 4 shared positions

$WT $AMN $MDY $GMM

$84M

65 positions

#9IAM Advisory, LLCActive

Some overlap · 5 shared positions

$WT $AMN $AGQ $PLTR $REGN

$446M

95 positions

#10RVW Wealth, LLCActive

Some overlap · 7 shared positions

$WT $MS $MDY $REGN $AMN $SOLV

$1.3B

176 positions

#11Roan Capital PartnersPassive

Some overlap · 5 shared positions

$WT $MDY $GMM $AGQ $REGN

$108M

77 positions

#12tru Independence LLCPassive

Some overlap · 6 shared positions

$WT $FND $AGQ $JHG $CRM $HUM

$202M

102 positions

#13COLUMBIA ADVISORY PARTNERS LLCActive

Some overlap · 5 shared positions

$WT $FND $JHG $REGN $HUM

$157M

92 positions

#14OakTrust Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$WT $AMN $CRM $REGN $HUM

$110M

68 positions

#15Great Point Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$WT $AMN $GMM $JHG

$542M

62 positions

#16Meridian Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$WT $MDY $MS $AGQ $HUM

$183M

141 positions

#17Centerpoint Advisory GroupPassive

Some overlap · 6 shared positions

$WT $AMN $MS $REGN $HUM $SOLV

$133M

108 positions

#18UPTICK PARTNERS, LLCPassive

Some overlap · 4 shared positions

$WT $AMN $MS $HUM

$502M

293 positions

#19Wright Wealth LLCActive

Some overlap · 4 shared positions

$WT $AMN $MS $HUM

$149M

51 positions

#20M Wealth Management, LLCActive

Some overlap · 4 shared positions

$WT $AMN $JHG $PLTR

$119M

55 positions

#21WealthPlan Investment Management, LLCPassive

Some overlap · 5 shared positions

$WT $MS $AGQ $PLTR $REGN

$1.8B

458 positions

#22KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$WT $GMM $MS $CRM $SOLV

$743M

262 positions

#23Avant Capital LLCPassive

Some overlap · 5 shared positions

$WT $MS $AGQ $PLTR $HUM

$142M

76 positions

#24Sanchez Wealth Management GroupActive

Some overlap · 6 shared positions

$WT $AGQ $JHG $REGN $SOLV $MS

$462M

53 positions

#25Team Financial Group, LLCActive

Some overlap · 5 shared positions

$WT $AMN $REGN $PLTR $HUM

$220M

273 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.