How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to NovaPoint ,

13F Portfolio OverlapQ1 2026NovaPoint , portfolio →

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Most similar hedge funds by 13F overlap

NovaPoint Capital, LLC is an institutional investor managing $399M across 79 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 NovaPoint , are UNITED BANK, Estabrook, ROFFMAN MILLER ASSOCIATES /PA/, with shared positions in $GLW, $CMI, $GD, $TXN, $EOG, $APD. The full ranking of 25 similar funds is below.

#1UNITED BANKActive

Notable overlap · 9 shared positions

$GLW $CMI $GD $TXN $EOG $APD

$781M

121 positions

#2Estabrook Capital ManagementPassive

Notable overlap · 8 shared positions

$CB $IBM $UNP $GLW $HON $GEV

$685M

380 positions

#3ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$APH $CB $AFL $TXN $GD $HON

$1.7B

86 positions

#4Somerset Trust CoPassive

Notable overlap · 8 shared positions

$LHX $AFL $GD $CB $APD $ABT

$326M

174 positions

#5Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$CMI $LHX $HON $IBM $EOG $AFL

$695M

159 positions

#6Kesler, Norman & Wride, LLCPassive

Notable overlap · 7 shared positions

$LHX $CB $GD $UNP $APD $TXN

$581M

245 positions

#7Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$CB $IBM $TXN $HON $UNP $ABT

$446M

104 positions

#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$CMI $IBM $GD $UNP $TXN $MDT

$220M

148 positions

#9LONDON CO OF VIRGINIAActive

Notable overlap · 5 shared positions

$GLW $CMI $TXN $CB $APD

$16.2B

167 positions

#10SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$LHX $IBM $UNP $TXN $APD $MDT

$728M

79 positions

#11Persium Advisors, LLCActive

Notable overlap · 6 shared positions

$IBM $UNP $GD $HON $ABT $MDT

$127M

60 positions

#12BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$CB $TXN $GD $ABT $APD $APH

$321M

110 positions

#13VANTAGE WEALTH

Notable overlap · 5 shared positions

$GLW $TXN $HON $APD $MDT

$463M

30 positions

#14ADVOCATE GROUP LLCPassive

Notable overlap · 6 shared positions

$CMI $IBM $CB $UNP $TXN $MDT

$639M

126 positions

#15Royal Palms Capital LLCPassive

Notable overlap · 4 shared positions

$GLW $IBM $AFL $TXN

$101M

50 positions

#16Werlinich Asset Management, LLCActive

Notable overlap · 5 shared positions

$GLW $UNP $HON $ABT $GD

$206M

56 positions

#17Nexus Investment Management ULCActive

Notable overlap · 8 shared positions

$ROST $TXN $EOG $MDT $HON $GLW

$715M

70 positions

#18Two Point Capital Management, Inc.Active

Notable overlap · 5 shared positions

$GLW $CMI $HON $APD $MDT

$229M

28 positions

#19Meadowbrook Advisors Group, LLCPassive

Notable overlap · 7 shared positions

$IBM $GD $TXN $APD $HON $MDT

$168M

136 positions

#20Perennial Advisors, LLCPassive

Some overlap · 5 shared positions

$APH $UNP $HON $GD $MDT

$587M

122 positions

#21Monte Financial Group, LLCPassive

Some overlap · 6 shared positions

$GRMN $TXN $EOG $APD $ABT $MDT

$282M

100 positions

#22BOWEN HANES & CO INCActive

Some overlap · 4 shared positions

$GLW $UNP $TXN $GEV

$4.1B

151 positions

#23Insight Inv LLCPassive

Some overlap · 4 shared positions

$GLW $IBM $GD $EOG

$183M

104 positions

#24CapWealth Advisors, LLCActive

Some overlap · 4 shared positions

$GLW $IBM $HON $GEV

$1.3B

118 positions

#25Retireful, LLCPassive

Some overlap · 5 shared positions

$GLW $HON $ROST $GEV $CMI

$71M

84 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.