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Hedge Funds Similar to Single Point Partners

13F Portfolio OverlapQ3 2026Single Point Partners portfolio →
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Most similar hedge funds by 13F overlap

Single Point Partners, LLC is an institutional investor managing $566M across 96 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Single Point Partners are Allen Mooney & Barnes Investment Advisors, BEARING POINT, Audent Global Asset, with shared positions in $ACN, $AEP, $C, $LOW, $AXP, $MDY. The full ranking of 25 similar funds is below.

#1Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 5 shared positions
$ACN$AEP$C$LOW$AXP
$673M
158 positions
#2BEARING POINT CAPITAL, LLCPassive
Some overlap · 5 shared positions
$MDY$AEP$GLW$AXP$CTVA
$740M
203 positions
#3Audent Global Asset Management, LLCActive
Some overlap · 3 shared positions
$MDY$ACN$C
$90M
46 positions
#4Ironwood Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$ACN$GLW$LOW$AXP$CTVA
$762M
267 positions
#5Cambridge Advisors Inc.Active
Some overlap · 4 shared positions
$MDY$GLW$LOW$AXP
$581M
182 positions
#6BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 3 shared positions
$MDY$C$AXP
$371M
394 positions
#7TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$C$AEP
$288M
94 positions
#8Taylor Financial Group, Inc.Active
Some overlap · 5 shared positions
$MDY$GLW$LOW$PLTR$AEP
$182M
103 positions
#9G&S Capital LLCPassive
Some overlap · 3 shared positions
$MDY$C$AEP
$345M
157 positions
#10TRUSTMARK NATIONAL BANK TRUST DEPARTMENTActive
Some overlap · 3 shared positions
$MDY$C$DE
$1.7B
278 positions
#11Tandem Investment Partners LLCActive
Some overlap · 3 shared positions
$MDY$LOW$AXP
$129M
76 positions
#12OFS Enterprise LLCActive
Some overlap · 4 shared positions
$MDY$AXP$DE$LOW
$382M
104 positions
#13Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MDY$AEP$LOW
$487M
628 positions
#14Aegis Wealth Management, Inc.Active
Some overlap · 3 shared positions
$MDY$LOW$PLTR
$170M
131 positions
#15St. Johns Investment Management Company, LLCPassive
Some overlap · 4 shared positions
$MDY$GLW$AXP$DE
$264M
201 positions
#16SECURED RETIREMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$AEP$C$GLW$LOW
$195M
134 positions
#17Providence First Trust CoPassive
Some overlap · 3 shared positions
$MDY$GLW$AEP
$358M
196 positions
#18IFG Advisors, LLCActive
Some overlap · 4 shared positions
$MDY$GLW$AXP$C
$730M
161 positions
#19Arvest Bank Trust DivisionPassive
Some overlap · 3 shared positions
$MDY$LOW$AXP
$2.1B
240 positions
#20Steele Capital Management, Inc.Active
Some overlap · 3 shared positions
$MDY$PLTR$DE
$2.7B
85 positions
#21Winter & Associates, Inc.Active
Some overlap · 3 shared positions
$MDY$GLW$PLTR
$139M
81 positions
#22LCM Capital Management IncActive
Some overlap · 3 shared positions
$MDY$PLTR$GLW
$235M
125 positions
#23PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$MDY$PEG$LOW
$514M
167 positions
#24Rock Point Advisors, LLCPassive
Some overlap · 3 shared positions
$ACN$C$GLW
$409M
123 positions
#25Finivi Inc.Passive
Some overlap · 4 shared positions
$MDY$C$GLW$DE
$210M
112 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.