13F Pro

Hedge Funds Similar to Counterpoint Mutual Funds

13F Portfolio OverlapQ2 2026Counterpoint Mutual Funds portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Counterpoint Mutual Funds LLC is an institutional investor managing $1.0B across 295 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 Counterpoint Mutual Funds are Retireful, LEUTHOLD GROUP, TOBAM, with shared positions in $ALAB, $MRVL, $DELL, $NTAP, $CAH, $MCK. The full ranking of 25 similar funds is below.

#1Retireful, LLCPassive
Some overlap · 4 shared positions
$ALAB$MRVL$DELL$NTAP
$107M
81 positions
#2LEUTHOLD GROUP, LLCPassive
Some overlap · 5 shared positions
$DELL$CAH$MCK$HCA$COR
$995M
237 positions
#3TOBAMPassive
Some overlap · 5 shared positions
$COR$CAH$CBOE$CNC$MCK
$412M
258 positions
#4Rhenman & Partners Asset Management ABActive
Some overlap · 5 shared positions
$ALHC$CNC$COR$MCK$BTSG
$1.1B
99 positions
#5Alpha Financial Advisors, LLCActive
Some overlap · 4 shared positions
$ALAB$MRVL$DELL$MCK
$382M
114 positions
#6Occidental Asset Management, LLCPassive
Some overlap · 5 shared positions
$DELL$NTAP$CAH$COR$ALB
$1.0B
328 positions
#7Financial Advisors Network, Inc.Passive
Some overlap · 4 shared positions
$CAH$NTAP$MCK$APA
$816M
208 positions
#8FIG FINANCIAL ADVISORY SERVICES INC /ADVActive
Some overlap · 4 shared positions
$CAH$CASY$CBOE$ECHO
$171M
74 positions
#9WIN ADVISORS, INCPassive
Some overlap · 3 shared positions
$ALAB$MRVL$DELL
$281M
75 positions
#10Analog Century Management LPActive
Some overlap · 3 shared positions
$ALAB$MRVL$HPE
$2.7B
25 positions
#11Eversept Partners, LPActive
Some overlap · 4 shared positions
$BKD$HCA$ENSG$AMN
$1.9B
120 positions
#12TimesSquare Capital Management, LLCActive
Some overlap · 4 shared positions
$COR$MPWR$ALAB$CASY
$6.8B
158 positions
#13Integral Health Asset Management, LLCActive
Some overlap · 4 shared positions
$CAH$ALHC$BTSG$CNC
$2.5B
92 positions
#14Davidson Capital Management Inc.Active
Some overlap · 4 shared positions
$MPWR$CBOE$MCK$ENSG
$624M
96 positions
#15Renaissance Capital LLCPassive
Some overlap · 3 shared positions
$ALAB$BTSG$KGS
$181M
52 positions
#16Taylor Frigon Capital Management LLCPassive
Some overlap · 3 shared positions
$ALAB$MRVL$MPWR
$214M
93 positions
#17JAG CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$CASY$MCK$ALAB$DELL
$1.1B
152 positions
#18Cunning Capital Partners, LPActive
Some overlap · 4 shared positions
$DELL$CAH$MCK$HCA
$248M
55 positions
#19Insight Wealth Strategies, LLCPassive
Some overlap · 4 shared positions
$COR$CNC$CENX$NTAP
$1.0B
183 positions
#20Kendall Capital ManagementPassive
Some overlap · 4 shared positions
$DELL$HPE$COR$MCK
$600M
236 positions
#21Philosophy Capital Management LLCActive
Some overlap · 3 shared positions
$BRBR$CXW$HCA
$2.1B
46 positions
#22MRP Capital Investments, LLCPassive
Some overlap · 3 shared positions
$ALAB$DELL$CAH
$136M
223 positions
#23Delta Accumulation, LLCActive
Some overlap · 4 shared positions
$CAH$CBOE$MCK$COR
$2.5B
156 positions
#24Mount Lucas Management LPPassive
Some overlap · 4 shared positions
$CAH$HCA$COR$CBOE
$281M
166 positions
#25Rafferty Asset Management, LLCActive
Some overlap · 3 shared positions
$ALAB$MRVL$MPWR
$43.9B
1,133 positions

Compare Counterpoint Mutual Funds’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 Counterpoint Mutual Funds’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.