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 Point

13F Portfolio OverlapQ1 2026Point portfolio →

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Most similar hedge funds by 13F overlap

Trust Point Inc. is an institutional investor managing $1.2B across 463 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 Point are Bristlecone Value Partners,, Avant, FLYWHEEL PRIVATE WEALTH, with shared positions in $HUM, $WT, $MKL, $UNIT, $PWR, $IAU. The full ranking of 25 similar funds is below.

#1Bristlecone Value Partners, LLCPassive

Substantial overlap · 3 shared positions

$HUM $WT $MKL

$114M

68 positions

#2Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $UNIT

$142M

76 positions

#3FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 5 shared positions

$HUM $PWR $UNIT $IAU $MAR

$176M

104 positions

#4Wealthcare Capital Partners, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $MKL

$213M

153 positions

#5BIP Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $HUM $MKL $UNIT

$2.5B

453 positions

#6Noble Family Wealth, LLCActive

Notable overlap · 6 shared positions

$HUM $WT $UNIT $MKL $NEE $FAST

$484M

76 positions

#7Wingate Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$HUM $WT $MAR

$187M

121 positions

#8Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $MAR

$3.2B

481 positions

#9Morton Capital Management LLC/CASmart money

Notable overlap · 4 shared positions

$WT $HUM $IAU $HON

$672M

139 positions

#10Kane Co Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$WT $PFG $NEE

$119M

51 positions

#11MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 5 shared positions

$WT $MKL $UNIT $NEE $MAR

$240M

234 positions

#12truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$WT $HUM $UNIT

$97M

49 positions

#13CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 5 shared positions

$WT $UNIT $IAU $MAR $NEE

$149M

96 positions

#14Spinnaker Investment Group, LLCActive

Notable overlap · 4 shared positions

$WT $HUM $UNIT $HON

$491M

147 positions

#15IAG Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $NEE

$896M

509 positions

#16Glassman Wealth ServicesSmart money

Notable overlap · 5 shared positions

$WT $MKL $UNIT $HUM $MAR

$736M

187 positions

#17tru Independence LLCPassive

Notable overlap · 4 shared positions

$WT $HUM $WFC $MAR

$202M

102 positions

#18MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$WT $MKL $IAU

$147M

52 positions

#19Berkeley, IncActive

Notable overlap · 3 shared positions

$WT $MKL $UNIT

$298M

81 positions

#20OPTIMA CAPITAL LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $UNIT

$215M

159 positions

#21Sharper & Granite LLCPassive

Notable overlap · 4 shared positions

$WT $UNIT $IAU $MAR

$293M

107 positions

#22Compass Financial Services IncActive

Notable overlap · 3 shared positions

$WT $HUM $WFC

$231M

56 positions

#23GreatBanc Trust COActive

Notable overlap · 4 shared positions

$HUM $WT $MKL $UNIT

$143M

67 positions

#24TopTier Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $IAU

$163M

795 positions

#25Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 5 shared positions

$WT $HUM $MKL $UNIT $IAU

$365M

111 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.