Hedge Funds Similar to Standpoint Asset ,

13F Portfolio OverlapQ1 2026Standpoint Asset , portfolio →

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Most similar hedge funds by 13F overlap

Standpoint Asset Management, LLC is an institutional investor managing $412M across 8 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 Standpoint Asset , are Luminvest Wealth, FIDUCIARY ADVISORS,, Verus Financial Partners,, with shared positions in $BRZE, $MKL, $DHR. The full ranking of 25 similar funds is below.

#1Luminvest Wealth Management LLCSmart money

Substantial overlap · 3 shared positions

$BRZE $MKL $DHR

$382M

55 positions

#2FIDUCIARY ADVISORS, INC.Active

Substantial overlap · 3 shared positions

$BRZE $DHR $MKL

$133M

121 positions

#3Verus Financial Partners, Inc.Smart money

Substantial overlap · 3 shared positions

$BRZE $MKL $DHR

$1.1B

121 positions

#4MontVue Capital Management, Inc.Active

Substantial overlap · 3 shared positions

$DHR $BRZE $MKL

$147M

67 positions

#5St. Louis Trust CoActive

Substantial overlap · 3 shared positions

$BRZE $MKL $DHR

$856M

145 positions

#6Charter Oak Capital Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $DHR

$1.3B

208 positions

#7Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$MKL $BRZE $DHR

$578M

118 positions

#8WealthCollab, LLCPassive

Notable overlap · 3 shared positions

$BRZE $DHR $MKL

$243M

977 positions

#9Manuka Financial, LLCActive

Notable overlap · 3 shared positions

$BRZE $DHR $MKL

$162M

56 positions

#10FC Advisory LLCActive

Notable overlap · 3 shared positions

$MKL $DHR $BRZE

$342M

115 positions

#11CHERRYDALE WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $DHR $MKL

$324M

77 positions

#12VANGUARD ADVISERS INCSmart money

Notable overlap · 3 shared positions

$BRZE $MKL $DHR

$25.5B

668 positions

#13Valpey Financial Services, LLCPassive

Notable overlap · 3 shared positions

$BRZE $MKL $DHR

$154M

75 positions

#14Sageworth Trust Co of South DakotaActive

Notable overlap · 3 shared positions

$BRZE $DHR $MKL

$126M

56 positions

#15Gleason Group, Inc.Active

Notable overlap · 3 shared positions

$BRZE $DHR $MKL

$1.0B

229 positions

#16PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$BRZE $DHR $MKL

$1.4B

283 positions

#17White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$BRZE $DHR $MKL

$721M

145 positions

#18GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$BRZE $DHR $MKL

$128M

42 positions

#19VERITY Wealth AdvisorsActive

Notable overlap · 3 shared positions

$MKL $BRZE $DHR

$150M

81 positions

#20Meridian Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$DHR $MKL $BRZE

$729M

118 positions

#21SAGE FINANCIAL GROUP INCSmart money

Some overlap · 3 shared positions

$MKL $DHR $BRZE

$1.5B

107 positions

#22CLUNE & ASSOCIATES, LTD.Passive

Some overlap · 3 shared positions

$BRZE $MKL $DHR

$532M

162 positions

#23Shelter Mutual Insurance CoPassive

Some overlap · 3 shared positions

$BRZE $DHR $MKL

$450M

58 positions

#24Wealthspire Advisors, LLCActive

Some overlap · 3 shared positions

$BRZE $MKL $DHR

$12.7B

932 positions

#25BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive

Some overlap · 3 shared positions

$BRZE $DHR $MKL

$689M

134 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.