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Hedge Funds Similar to Twelve Points Wealth

13F Portfolio OverlapQ2 2026Twelve Points Wealth portfolio →
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Most similar hedge funds by 13F overlap

Twelve Points Wealth Management LLC is an institutional investor managing $499M across 213 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Twelve Points Wealth are New England Professional Planning Group, Cairn Investment Group, Robinson Value , Ltd., with shared positions in $SLV, $TXN, $IAU, $QCOM, $CMI, $EOG. The full ranking of 25 similar funds is below.

#1New England Professional Planning Group Inc.Smart money
Some overlap · 5 shared positions
$SLV$TXN$IAU$QCOM$CMI
$268M
50 positions
#2Cairn Investment Group, Inc.Active
Some overlap · 7 shared positions
$EOG$BWA$CTSH$QCOM$PCAR$PEP
$227M
65 positions
#3Robinson Value Management, Ltd.Passive
Some overlap · 5 shared positions
$IAU$SLV$EOG$HOG$QCOM
$187M
75 positions
#4MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 4 shared positions
$SLV$IAU$TXN$OKE
$1.4B
144 positions
#5Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$SLV$IAU$STT$CMI
$309M
142 positions
#6Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 3 shared positions
$SLV$IAU$PEP
$84M
36 positions
#7Carrera Capital AdvisorsActive
Some overlap · 4 shared positions
$SLV$BWA$FCX$PEP
$675M
210 positions
#8Ipsen Advisor Group LLCPassive
Some overlap · 5 shared positions
$IAU$OKE$TXN$EOG$PEP
$155M
107 positions
#9Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$JBL$IAU$QCOM$PCAR$CMI
$955M
337 positions
#10Oribel Capital Management, LPPassive
Some overlap · 4 shared positions
$JBL$BWA$TXN$CTSH
$3.3B
143 positions
#11TOWLE & COPassive
Some overlap · 5 shared positions
$APAM$BWA$ATKR$CLF$HOG
$295M
59 positions
#12TCM Advisors, LLCSmart money
Some overlap · 5 shared positions
$SLV$CMI$FCX$TXN$HOG
$1.3B
67 positions
#13RM Financial Services, LLCPassive
Some overlap · 4 shared positions
$SLV$PEP$CMI$TXN
$135M
79 positions
#14Briaud Financial Planning, IncSmart money
Some overlap · 3 shared positions
$SLV$IAU$JBL
$380M
42 positions
#15LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 5 shared positions
$IAU$OKE$FCX$QCOM$STT
$248M
91 positions
#16Alexander Randolph Advisory, Inc.Active
Some overlap · 4 shared positions
$BEN$VSH$SWKS$AXP
$121M
41 positions
#17Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 4 shared positions
$SLV$BWA$PEP$IAU
$125M
365 positions
#18North Forty Two & Co.Passive
Some overlap · 5 shared positions
$IAU$TXN$SLV$QCOM$CMI
$118M
104 positions
#19truNorth Financial Services, Inc.Active
Some overlap · 4 shared positions
$SLV$QCOM$PEP$CR
$112M
59 positions
#20Cascade Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$JBL$QCOM$PCAR$CHRW$CMI
$183M
113 positions
#21Deane Retirement Strategies, Inc.Passive
Some overlap · 4 shared positions
$IAU$EOG$TXN$AXP
$236M
52 positions
#22WINCAP FINANCIAL LLCPassive
Some overlap · 4 shared positions
$JBL$BWA$ATKR$QCOM
$185M
91 positions
#23Corecam Pte. Ltd.Passive
Some overlap · 3 shared positions
$SLV$FCX$QCOM
$264M
82 positions
#24CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 4 shared positions
$JBL$FCX$PEP$STT
$1.3B
88 positions
#25Verity & Verity, LLCActive
Some overlap · 5 shared positions
$OKE$TXN$PEP$STT$CMI
$1.5B
138 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.