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 Shore Point Advisors

13F Portfolio OverlapQ2 2026Shore Point Advisors portfolio →

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Most similar hedge funds by 13F overlap

Shore Point Advisors, LLC is an institutional investor managing $292M across 77 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 Shore Point Advisors are Keudell/Morrison Wealth, Financial Gravity Companies, (FGCO), HORIZON FINANCIAL SERVICES, with shared positions in $SNPS, $VZ, $SYK, $T, $MAR, $PLTR. The full ranking of 25 similar funds is below.

#1Keudell/Morrison Wealth ManagementPassive

Notable overlap · 4 shared positions

$SNPS $VZ $SYK $T

$529M

260 positions

#2Financial Gravity Companies, Inc. (FGCO)Passive

Notable overlap · 4 shared positions

$SNPS $MAR $SYK $PLTR

$616M

1,040 positions

#3HORIZON FINANCIAL SERVICES, LLCPassive

Notable overlap · 3 shared positions

$SNPS $LOW $T

$261M

646 positions

#4Financial Gravity Asset Management, Inc.

Notable overlap · 3 shared positions

$SNPS $MAR $SYK

$562M

973 positions

#5Trust CoActive

Notable overlap · 3 shared positions

$SNPS $VZ $ADP

$1.1B

908 positions

#6SWAN Capital LLCActive

Notable overlap · 3 shared positions

$SNPS $PLTR $LOW

$292M

580 positions

#7NICHOLS & PRATT ADVISERS LLP /MAActive

Some overlap · 4 shared positions

$ADP $SNPS $VZ $SYK

$1.6B

109 positions

#8FC Advisory LLCActive

Some overlap · 3 shared positions

$SNPS $CB $ES

$378M

118 positions

#9BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Some overlap · 4 shared positions

$ADP $VZ $LOW $BR

$235M

33 positions

#10GRANDFIELD & DODD, LLCActive

Some overlap · 4 shared positions

$CB $SNPS $VRSK $SYK

$1.9B

217 positions

#11DAVIS-REA LTD.Active

Some overlap · 3 shared positions

$SNPS $CB $SYK

$351M

45 positions

#12GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Some overlap · 3 shared positions

$SNPS $ADP $FLEX

$372M

82 positions

#13BRADY FAMILY WEALTH, LLCPassive

Some overlap · 5 shared positions

$CB $ADP $SYK $LOW $BR

$346M

113 positions

#14Fundsmith LLPActive

Some overlap · 3 shared positions

$ADP $MAR $SYK

$13.6B

41 positions

#15FUNDSMITH INVESTMENT SERVICES LTD.Active

Some overlap · 3 shared positions

$ADP $MAR $SYK

$4.5B

27 positions

#16CONNORS INVESTOR SERVICES INCPassive

Some overlap · 5 shared positions

$CB $VZ $SYK $LOW $PLTR

$1.2B

153 positions

#17Heathbridge Capital Management Ltd.Active

Some overlap · 4 shared positions

$ADP $VZ $VRSK $DNN

$292M

28 positions

#18ABNER HERRMAN & BROCK LLCActive

Some overlap · 4 shared positions

$CB $MAR $VZ $SYK

$1.1B

111 positions

#19CAPE COD FIVE CENTS SAVINGS BANKPassive

Some overlap · 3 shared positions

$SNPS $SYK $ADP

$1.2B

203 positions

#20Act Two Investors LLCActive

Some overlap · 3 shared positions

$ADP $ES $SYK

$495M

37 positions

#21NEW VERNON INVESTMENT MANAGEMENT LLCActive

Some overlap · 4 shared positions

$CB $MAR $HIG $SYK

$82M

37 positions

#22Breakwater Investment ManagementPassive

Some overlap · 3 shared positions

$SNPS $PLTR $LOW

$294M

600 positions

#23Scissortail Wealth Management, LLCPassive

Some overlap · 3 shared positions

$CB $SNPS $VZ

$520M

106 positions

#24LAM GROUP, INC.Active

Some overlap · 3 shared positions

$SNPS $PLTR $VZ

$201M

139 positions

#25Boit C F DavidPassive

Some overlap · 3 shared positions

$CB $ADP $SYK

$238M

85 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.