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Hedge Funds Similar to Single Point Partners,

13F Portfolio OverlapQ1 2026Single Point Partners, portfolio →
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Most similar hedge funds by 13F overlap

Single Point Partners, LLC is an institutional investor managing $568M across 103 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 Single Point Partners, are Brooklyn FI,, Global Strategic Investment Solutions,, Gleason Group,, with shared positions in $DDOG, $GMM, $EPAM, $DHR, $KKR, $BAC. The full ranking of 25 similar funds is below.

#1Brooklyn FI, LLCActive
Some overlap · 3 shared positions
$DDOG$GMM$EPAM
$476M
78 positions
#2Global Strategic Investment Solutions, LLCActive
Some overlap · 4 shared positions
$DDOG$GMM$DHR$KKR
$1.0B
145 positions
#3Gleason Group, Inc.Active
Some overlap · 6 shared positions
$DDOG$DHR$BAC$KKR$MKL$C
$1.0B
229 positions
#4GeoWealth Management, LLCActive
Some overlap · 3 shared positions
$DDOG$GMM$DHR
$2.8B
853 positions
#5JFS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$DDOG$EPAM$KKR$IBM
$1.8B
1,889 positions
#6Vested Financial Planning, LLCSmart money
Some overlap · 3 shared positions
$DDOG$GMM$ABNB
$131M
27 positions
#7AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$DDOG$GMM$MKL
$206M
97 positions
#8Newton One Investments LLCActive
Some overlap · 7 shared positions
$DDOG$DHR$MKL$EPAM$KKR$IBM
$368M
121 positions
#9RIVERSEDGE ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DDOG$GMM$PLTR
$618M
216 positions
#10Timonier Family Office, LTD.
Some overlap · 3 shared positions
$DDOG$EPAM$LOW
$315M
56 positions
#11Diversified Portfolios, Inc.Active
Some overlap · 5 shared positions
$OKTA$DDOG$EPAM$KKR$MDY
$1.2B
174 positions
#12Astoria Strategic Wealth, Inc.Smart money
Some overlap · 4 shared positions
$DDOG$DHR$MKL$GMM
$394M
37 positions
#13Luminvest Wealth Management LLCSmart money
Some overlap · 4 shared positions
$DDOG$DHR$KKR$MKL
$382M
55 positions
#14Level Wealth Management LLCSmart money
Some overlap · 4 shared positions
$DDOG$GMM$KKR$IBM
$213M
67 positions
#15DRAVO BAY LLCActive
Some overlap · 3 shared positions
$DDOG$GMM$KKR
$246M
54 positions
#16Values Added Financial LLCPassive
Some overlap · 5 shared positions
$DDOG$GMM$KKR$MKL$IBM
$238M
134 positions
#17SwitchPoint Financial Planning, LLCActive
Some overlap · 3 shared positions
$DDOG$EPAM$IBM
$147M
64 positions
#18Firestone Capital ManagementPassive
Some overlap · 5 shared positions
$DDOG$DHR$EPAM$MDY$MKL
$480M
160 positions
#19TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive
Some overlap · 4 shared positions
$DDOG$GMM$EPAM$IBM
$26.0B
702 positions
#20Lutz Financial Services LLCActive
Some overlap · 4 shared positions
$DDOG$EPAM$MDY$GMM
$1.5B
100 positions
#21Passive Capital Management, LLC.Active
Some overlap · 5 shared positions
$DDOG$BAC$KKR$MKL$LOW
$335M
104 positions
#22Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$DDOG$BAC$EPAM
$607M
110 positions
#23Heartwood Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$DDOG$DHR$KKR$VZ
$1.1B
223 positions
#24Partners in Financial PlanningActive
Some overlap · 3 shared positions
$DDOG$GMM$MKL
$603M
122 positions
#25Beaird Harris Wealth Management, LLCActive
Some overlap · 3 shared positions
$DDOG$OKTA$MKL
$1.5B
686 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.