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Hedge Funds Similar to Running Point Advisors,

13F Portfolio OverlapQ4 2025Running Point Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Running Point Capital Advisors, LLC is an institutional investor managing $367M across 190 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Running Point Advisors, are Financial Futures Ltd Liability, Greenspring Advisors,, Navalign,, with shared positions in $SOLV, $AMN, $SCHW, $NKE, $ABNB, $USB. The full ranking of 25 similar funds is below.

#1Financial Futures Ltd Liability Co.Active
Some overlap · 6 shared positions
$SOLV$AMN$SCHW$NKE$ABNB$USB
$228M
72 positions
#2Greenspring Advisors, LLCActive
Some overlap · 6 shared positions
$EPAM$AMN$SCHW$SNPS$NKE$USB
$1.6B
318 positions
#3Navalign, LLCPassive
Some overlap · 3 shared positions
$SOLV$AMN$SCHW
$396M
127 positions
#4Avant Financial Advisors LLCActive
Some overlap · 4 shared positions
$EPAM$AMN$NKE$USB
$142M
65 positions
#5Goldstone Financial Group, LLCPassive
Some overlap · 4 shared positions
$SOLV$XYZ$MAR$AMN
$922M
228 positions
#6Diversified Portfolios, Inc.Active
Some overlap · 5 shared positions
$EPAM$AMN$SCHW$USB$NKE
$1.2B
174 positions
#7Collaborative Wealth Managment Inc.Passive
Some overlap · 4 shared positions
$SOLV$AMN$MAR$EPAM
$218M
162 positions
#8Certified Advisory CorpPassive
Some overlap · 5 shared positions
$AMN$XYZ$NKE$MAR$USB
$1.1B
318 positions
#9Savant Capital, LLCActive
Some overlap · 5 shared positions
$SOLV$AMN$NKE$SNPS$USB
$20.7B
1,500 positions
#10Burton Enright WelchActive
Some overlap · 3 shared positions
$SOLV$AMN$SCHW
$736M
134 positions
#11Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$SOLV$AMN$USB
$98M
68 positions
#12Fonville Wealth Management LLCPassive
Some overlap · 6 shared positions
$AMN$SCHW$EPAM$NKE$RF$MAR
$525M
138 positions
#13Spectrum Wealth Advisory Group, LLCActive
Some overlap · 3 shared positions
$SOLV$XYZ$MAR
$269M
58 positions
#14Savvy Advisors, Inc.Passive
Some overlap · 4 shared positions
$SOLV$AMN$MAR$NKE
$3.7B
1,141 positions
#15Triune Financial Partners, LLCSmart money
Some overlap · 3 shared positions
$EPAM$AMN$OKE
$421M
47 positions
#16ProCore Advisors, LLCActive
Some overlap · 3 shared positions
$SOLV$AMN$NKE
$65M
73 positions
#17REDW Wealth LLCActive
Some overlap · 4 shared positions
$SOLV$SCHW$AMN$USB
$251M
99 positions
#18Roof Eidam Maycock Peralta, LLCActive
Some overlap · 3 shared positions
$SOLV$XYZ$SCHW
$436M
125 positions
#19CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$AMN$IAUM$NKE$MAR$USB
$309M
132 positions
#20Centerpoint Advisory GroupPassive
Some overlap · 3 shared positions
$AMN$SOLV$OKE
$133M
108 positions
#21FMB WEALTH MANAGEMENTActive
Some overlap · 5 shared positions
$AMN$SCHW$NKE$MAR$BA
$242M
73 positions
#22HANOVER ADVISORS INCActive
Some overlap · 5 shared positions
$EPAM$SCHW$MAR$NKE$RF
$246M
118 positions
#23LAM GROUP, INC.Passive
Some overlap · 6 shared positions
$AMN$NKE$SNPS$MAR$SCHW$BA
$182M
136 positions
#24Intelligence Driven Advisers, LLCActive
Some overlap · 4 shared positions
$AMN$EPAM$SOLV$OKE
$574M
130 positions
#25CAP Partners, LLCPassive
Some overlap · 3 shared positions
$AMN$SOLV$OKE
$177M
146 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.