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 Pointe

13F Portfolio OverlapQ1 2026Pointe portfolio →

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Most similar hedge funds by 13F overlap

Pointe Capital Management LLC is an institutional investor managing $202M across 153 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 Pointe are VSM Wealth Advisory,, DAGCO,, White Lighthouse Investment, with shared positions in $KKR, $COP, $WFC, $SNOW, $ADI, $ORLY. The full ranking of 25 similar funds is below.

#1VSM Wealth Advisory, LLCPassive

Notable overlap · 4 shared positions

$KKR $COP $WFC $SNOW

$335M

505 positions

#2DAGCO, INC.Passive

Notable overlap · 4 shared positions

$KKR $COP $ADI $ORLY

$461M

353 positions

#3White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$KKR $COP $SNOW

$721M

145 positions

#4Milestone Investment Advisors LLCActive

Notable overlap · 4 shared positions

$KKR $COP $SNOW $CTVA

$414M

139 positions

#5Twele Capital Management, Inc.Active

Notable overlap · 4 shared positions

$KKR $COP $SE $SNOW

$561M

39 positions

#6FIDUCIARY ADVISORS, INC.Active

Notable overlap · 3 shared positions

$KKR $COP $SE

$133M

121 positions

#7Forum Private Client Group LLCActive

Notable overlap · 3 shared positions

$KKR $COP $SNOW

$300M

80 positions

#8Hilton Capital Management, LLCActive

Notable overlap · 7 shared positions

$COP $ALPS $SNOW $TJX $ADI $WFC

$1.3B

129 positions

#9Foundation Wealth Management, LLC\PAActive

Notable overlap · 4 shared positions

$COP $SE $CTVA $SNOW

$284M

91 positions

#10Berkeley Capital Partners, LLCActive

Notable overlap · 3 shared positions

$KKR $COP $ALPS

$431M

184 positions

#11MidAtlantic Capital Management, Inc.Passive

Notable overlap · 3 shared positions

$KKR $COP $SNOW

$145M

84 positions

#12Ariston Services GroupActive

Notable overlap · 5 shared positions

$KKR $SNOW $WMB $COP $ORLY

$167M

71 positions

#13Sterling Financial Planning, Inc.Active

Notable overlap · 4 shared positions

$KKR $COP $SE $SNOW

$337M

117 positions

#14Disciplined Investments, LLCPassive

Notable overlap · 4 shared positions

$COP $SE $CTVA $SNOW

$279M

141 positions

#15Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$COP $KKR $SNOW

$325M

57 positions

#16FFG RETIREMENT ADVISORS LLCPassive

Notable overlap · 4 shared positions

$KKR $SE $ALPS $SNOW

$172M

43 positions

#17WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$COP $KKR $WFC

$284M

123 positions

#18Gross & Hartman Investments LLCSmart money

Notable overlap · 3 shared positions

$KKR $ALPS $TJX

$192M

72 positions

#19PARAGON FINANCIAL PARTNERS, INC.Active

Notable overlap · 3 shared positions

$KKR $CTVA $ORLY

$177M

77 positions

#20ADAMS NATURAL RESOURCES FUND, INC.Smart money

Notable overlap · 5 shared positions

$COP $BKR $LIN $CTVA $WMB

$863M

54 positions

#21Rialto Wealth Management, LLCPassive

Some overlap · 4 shared positions

$COP $SNOW $SE $CTVA

$445M

1,730 positions

#22Talisman Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$KKR $WFC $CTVA

$124M

101 positions

#23PRUDENTIAL PLCActive

Some overlap · 4 shared positions

$COP $SE $WMB $LIN

$17.1B

680 positions

#24Seneca Financial Advisors LLCActive

Some overlap · 3 shared positions

$KKR $SNOW $SE

$341M

64 positions

#25Blake Schutter Theil Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$KKR $COP $CTVA $SNOW

$123M

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.