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Hedge Funds Similar to Counterpoint Mutual Funds

13F Portfolio OverlapQ1 2026Counterpoint Mutual Funds portfolio →
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Most similar hedge funds by 13F overlap

Counterpoint Mutual Funds LLC is an institutional investor managing $666M across 294 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 Counterpoint Mutual Funds are STANCE, WORLDQUANT MILLENNIUM ADVISORS, FirstWave, with shared positions in $VTRS, $ZTS, $GM, $ADP, $BMY, $MU. The full ranking of 25 similar funds is below.

#1STANCE CAPITAL LLCPassive
Some overlap · 5 shared positions
$VTRS$ZTS$GM$ADP$BMY
$206M
281 positions
#2WORLDQUANT MILLENNIUM ADVISORS LLCPassive
Some overlap · 5 shared positions
$ZTS$ADP$MU$BMY$GM
$25.9B
593 positions
#3FirstWave Capital Management LLCActive
Some overlap · 4 shared positions
$CRDO$MU$ALAB$ONDS
$94M
27 positions
#4SHAPIRO CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$ACI$BRBR$MU$TENB
$1.6B
50 positions
#5FORA Capital, LLCPassive
Some overlap · 4 shared positions
$GM$ADP$TTD$MU
$1.4B
413 positions
#6TWINBEECH CAPITAL LPPassive
Some overlap · 4 shared positions
$VTRS$FIS$CNC$SJM
$965M
536 positions
#7Arnhold LLCActive
Some overlap · 4 shared positions
$VTRS$GM$MQ$BMY
$1.4B
118 positions
#8Walleye Trading LLCPassive
Slight overlap · 4 shared positions
$ZTS$CNC$MU$GM
$60.0B
4,047 positions
#9Tensor Edge Capital, LLCActive
Slight overlap · 4 shared positions
$MU$TER$ALAB$VIAV
$582M
17 positions
#10Greater Midwest Financial Group, LLCPassive
Slight overlap · 4 shared positions
$AMN$MU$BMY$IBM
$186M
65 positions
#11JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$AMN$MU$BMY$GM
$1.1B
286 positions
#12Factorial Partners, LLCPassive
Slight overlap · 3 shared positions
$VTRS$ACI$CNC
$138M
60 positions
#13Taylor Frigon Capital Management LLCPassive
Slight overlap · 3 shared positions
$MNDY$CRDO$ALAB
$176M
93 positions
#14Highland Peak Capital, LLCActive
Slight overlap · 3 shared positions
$VTRS$LBTYA$BKD
$373M
16 positions
#15Rafferty Asset Management, LLCActive
Slight overlap · 4 shared positions
$MU$TER$CRDO$ALAB
$24.6B
1,057 positions
#16THOMPSON INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$VTRS$AMN$VIAV
$773M
499 positions
#17DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)Active
Slight overlap · 3 shared positions
$VTRS$CNC$BKD
$8.5B
82 positions
#18Susquehanna Portfolio Strategies, LLCPassive
Slight overlap · 3 shared positions
$GM$MU$TER
$6.7B
959 positions
#19Atreides Management, LPActive
Slight overlap · 3 shared positions
$CRDO$MU$ALAB
$5.0B
54 positions
#20FengHe Fund Management Pte. Ltd.Active
Slight overlap · 3 shared positions
$CRDO$TER$ALAB
$724M
31 positions
#21Spear Advisors LLCActive
Slight overlap · 3 shared positions
$CRDO$TER$ALAB
$134M
26 positions
#22Parsifal Capital Management, LPActive
Slight overlap · 3 shared positions
$ACI$TDC$VIAV
$849M
18 positions
#23Markin Volterra Fund LPActive
Slight overlap · 3 shared positions
$CRDO$MU$VIAV
$65M
34 positions
#24DME Capital Management, LPActive
Slight overlap · 3 shared positions
$LBTYA$CNC$VTRS
$3.2B
45 positions
#25Persistent Asset Partners LtdPassive
Slight overlap · 3 shared positions
$MU$TER$ALAB
$268M
322 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.