What hedge funds are most similar to Shore Point Advisors, LLC?

The funds with the most similar 13F portfolios to Shore Point Advisors, LLC are M Wealth ,, Cassia Partners,, Key FInancial, based on overlapping conviction holdings in the latest SEC filings.

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 OverlapQ1 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 Q1 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 M Wealth ,, Cassia Partners,, Key FInancial, with shared positions in $OKE, $WT, $PLTR, $LUV, $VZ, $T. The full ranking of 25 similar funds is below.

#1M Wealth Management, LLCActive

Notable overlap · 3 shared positions

$OKE $WT $PLTR

$119M

55 positions

#2Cassia Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $LUV $VZ $T

$194M

67 positions

#3Key FInancial IncPassive

Notable overlap · 6 shared positions

$WT $SE $ADP $VZ $PLTR $MAR

$562M

1,394 positions

#4IAG Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $OKE $FLEX

$896M

509 positions

#5Stonekeep Investments, LLCActive

Notable overlap · 3 shared positions

$WT $SE $PLTR

$154M

66 positions

#6Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$WT $SE $LOW

$90M

65 positions

#7Vertex Planning Partners, LLCActive

Notable overlap · 5 shared positions

$WT $OKE $SE $VZ $MAR

$515M

135 positions

#8AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $SE $SNPS

$206M

97 positions

#9BLUELINE ADVISORS LLCActive

Notable overlap · 3 shared positions

$WT $SE $TECK

$129M

217 positions

#10Capital Planning Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $SE $IBM

$692M

146 positions

#11Leibman Financial Services, Inc.Passive

Notable overlap · 4 shared positions

$WT $SE $TECK $LOW

$136M

49 positions

#12Horizon Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$WT $OKE $T $VZ $IBM

$682M

137 positions

#13Halbert, Hargrove/Russell LLCSmart money

Notable overlap · 3 shared positions

$WT $SE $LOW

$2.1B

372 positions

#14Oxinas Partners Wealth Management LLCPassive

Notable overlap · 4 shared positions

$WT $SE $PLTR $MAR

$219M

145 positions

#15Fermata Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $OKE $FLEX

$444M

232 positions

#16Seed Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$OKE $SNPS $PLTR

$145M

98 positions

#17SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$WT $SE $OKE

$125M

39 positions

#18Professional Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $SE $LUV

$491M

137 positions

#19Haven Private, LLCPassive

Notable overlap · 5 shared positions

$WT $TECK $VZ $PLTR $HIG

$230M

166 positions

#20MOR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$WT $TECK $TPL $MAR $IBM

$218M

103 positions

#21Vantage Point Financial LLCPassive

Notable overlap · 4 shared positions

$WT $SE $CB $PLTR

$285M

176 positions

#22Argo Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$WT $ADP $MAR $SYK $LOW

$170M

48 positions

#23Bulwark Capital CorpActive

Notable overlap · 4 shared positions

$OKE $WT $MAR $VZ

$162M

100 positions

#24Axis Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $TECK $VZ $T

$188M

174 positions

#25MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 5 shared positions

$WT $ADP $MAR $LOW $IBM

$240M

234 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.