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 DecisionPoint Financial,

13F Portfolio OverlapQ1 2026DecisionPoint Financial, portfolio →

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Most similar hedge funds by 13F overlap

DecisionPoint Financial, LLC is an institutional investor managing $464M across 679 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 DecisionPoint Financial, are Pioneer Wealth Group, MilWealth Group, SpringVest Wealth, with shared positions in $USB, $SCHW, $MAR, $BRZE, $COP, $IAU. The full ranking of 25 similar funds is below.

#1Pioneer Wealth Management GroupSmart money

Substantial overlap · 3 shared positions

$USB $SCHW $MAR

$357M

50 positions

#2MilWealth Group LLCSmart money

Substantial overlap · 3 shared positions

$USB $BRZE $COP

$420M

81 positions

#3SpringVest Wealth Management LLCActive

Substantial overlap · 3 shared positions

$USB $COP $IAU

$146M

67 positions

#4Longview Financial Advisors LLCActive

Substantial overlap · 5 shared positions

$USB $COP $SCHW $PH $NKE

$184M

157 positions

#5CYPRESS FINANCIAL PLANNING LLCActive

Substantial overlap · 3 shared positions

$USB $COP $SCHW

$363M

102 positions

#6BluePrint Investing LLCActive

Substantial overlap · 5 shared positions

$USB $SCHW $COP $UPST $NKE

$126M

26 positions

#7Davidson Capital Management Inc.Active

Substantial overlap · 3 shared positions

$USB $COP $ENSG

$552M

93 positions

#8Foundation Wealth Management, LLC\PAActive

Substantial overlap · 6 shared positions

$USB $COP $SCHW $MAR $IAU $NKE

$284M

91 positions

#9NEPC LLCSmart money

Substantial overlap · 5 shared positions

$USB $COP $DOV $UPST $BRZE

$5.0B

51 positions

#10KEYVANTAGE WEALTH, LLCActive

Substantial overlap · 3 shared positions

$USB $COP $SCHW

$227M

92 positions

#11Hassell Wealth Management, LLCSmart money

Substantial overlap · 3 shared positions

$USB $COP $UPST

$298M

28 positions

#12SWAN Capital LLCPassive

Substantial overlap · 3 shared positions

$SCHW $USB $MAR

$272M

554 positions

#13Insight Wealth Partners, LLCSmart money

Substantial overlap · 3 shared positions

$USB $IAU $COP

$713M

120 positions

#14Dodds Wealth, LLCSmart money

Substantial overlap · 6 shared positions

$USB $SCHW $BRZE $DOV $MAR $IAU

$407M

51 positions

#15Strategic Financial Services, Inc.Smart money

Substantial overlap · 5 shared positions

$USB $COP $BRZE $UPST $NKE

$2.1B

152 positions

#16Shotwell Rutter Baer IncActive

Substantial overlap · 3 shared positions

$USB $COP $NKE

$170M

38 positions

#17WESCAP Management Group, Inc.Active

Substantial overlap · 5 shared positions

$USB $COP $IAU $SCHW $IBIT

$508M

107 positions

#18FINANCIAL ADVISORY PARTNERS, LLCActive

Substantial overlap · 6 shared positions

$USB $MAR $SCHW $RSG $SYK $PH

$354M

66 positions

#19Cordant, Inc.Active

Substantial overlap · 5 shared positions

$USB $COP $SCHW $UPST $NKE

$246M

75 positions

#20Beacon Capital Management, Inc.Active

Substantial overlap · 4 shared positions

$SCHW $COP $MAR $UPST

$1.8B

57 positions

#21Golden Bell Financial Planning LLCActive

Substantial overlap · 3 shared positions

$USB $DOV $NKE

$125M

37 positions

#22Whelan FinancialActive

Notable overlap · 5 shared positions

$SCHW $COP $IAU $AXP $NKE

$322M

88 positions

#23Farrell Financial LLCPassive

Notable overlap · 6 shared positions

$USB $COP $IAU $SCHW $MAR $BRZE

$167M

76 positions

#24Aspen Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$USB $BRZE $DOV

$404M

77 positions

#25Hurlow Wealth Management Group, Inc.Active

Notable overlap · 4 shared positions

$SCHW $USB $COP $IAU

$420M

120 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.