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Hedge Funds Similar to Twelve Points Wealth

13F Portfolio OverlapQ1 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 $455M across 200 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 Twelve Points Wealth are Thomas J. Herzfeld Advisors,, Strategic Financial Concepts,, FC Advisory, with shared positions in $FSCO, $ASA, $SPXX, $MS, $IAU, $OKE. The full ranking of 25 similar funds is below.

#1Thomas J. Herzfeld Advisors, Inc.Active
Notable overlap · 3 shared positions
$FSCO$ASA$SPXX
$294M
115 positions
#2Strategic Financial Concepts, LLCPassive
Notable overlap · 4 shared positions
$FSCO$MS$IAU$OKE
$405M
298 positions
#3FC Advisory LLCActive
Notable overlap · 3 shared positions
$MKL$MS$DHR
$342M
115 positions
#4Williams & Novak, LLCPassive
Notable overlap · 6 shared positions
$SLV$MS$IAU$DHR$TXN$LRCX
$134M
143 positions
#5Smith Thornton Advisors LLCPassive
Some overlap · 4 shared positions
$MS$FSCO$IAU$TXN
$199M
130 positions
#6Valley Financial Group, Inc.Active
Some overlap · 3 shared positions
$MKL$MS$FSCO
$185M
63 positions
#7Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MKL$MS$SPXX
$123M
111 positions
#8Ipsen Advisor Group LLCPassive
Some overlap · 6 shared positions
$SLV$MS$IAU$OKE$EOG$TXN
$143M
104 positions
#9Principia Wealth Advisory, LLC
Some overlap · 3 shared positions
$MKL$SLV$IAU
$160M
1,015 positions
#10Matisse CapitalPassive
Some overlap · 3 shared positions
$MS$FSCO$LRCX
$234M
164 positions
#11truNorth Financial Services, Inc.Active
Some overlap · 3 shared positions
$MS$SLV$LRCX
$97M
49 positions
#12Eagle Strategies LLCPassive
Some overlap · 4 shared positions
$SLV$MS$FCX$IAU
$837M
258 positions
#13Ifrah Financial Services, Inc.Passive
Some overlap · 5 shared positions
$MKL$OKE$IAU$LRCX$JBL
$378M
200 positions
#14Sandy Cove Advisors, LLCPassive
Some overlap · 3 shared positions
$MKL$MS$DHR
$334M
144 positions
#15Telos Capital Management, Inc.Active
Some overlap · 4 shared positions
$MKL$MS$EOG$DHR
$1.0B
191 positions
#16Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive
Some overlap · 3 shared positions
$MS$SLV$MKL
$3.5B
825 positions
#17Noble Wealth Management PBCPassive
Some overlap · 3 shared positions
$ASA$FSCO$IAU
$223M
778 positions
#18Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$IAU$OKE$TXN
$1.2B
262 positions
#19Baer Investment Advisory LLCPassive
Some overlap · 3 shared positions
$SLV$MS$DHR
$814M
348 positions
#20VICTORY FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$SLV$MS$DHR
$814M
348 positions
#21Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$MKL$IAU$EOG
$224M
60 positions
#22Stony Point Wealth Management Inc.Passive
Some overlap · 4 shared positions
$MKL$OKE$TXN$FCX
$252M
96 positions
#23Socorro Asset Management LPPassive
Some overlap · 5 shared positions
$MS$OKE$DHR$TXN$LRCX
$221M
32 positions
#24Cadence Wealth Management LLCSmart money
Some overlap · 3 shared positions
$SLV$MKL$EOG
$240M
58 positions
#25J.P. Marvel Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MS$EOG$DHR$LRCX
$705M
60 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.