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Hedge Funds Similar to Two Point ,

13F Portfolio OverlapQ1 2026Two Point , portfolio →
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Most similar hedge funds by 13F overlap

Two Point Capital Management, Inc. is an institutional investor managing $229M across 28 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 Two Point , are CINCINNATI CASUALTY, Haverford Financial Services,, SMA, with shared positions in $CMI, $HON, $APD, $DOV, $TMO, $ACN. The full ranking of 25 similar funds is below.

#1CINCINNATI CASUALTY COActive
Notable overlap · 6 shared positions
$CMI$HON$APD$DOV$TMO$ACN
$191M
24 positions
#2Haverford Financial Services, Inc.Active
Notable overlap · 7 shared positions
$HON$ETN$ACN$SYK$TMO$MDT
$336M
46 positions
#3SMA Capital LLCPassive
Notable overlap · 4 shared positions
$PH$ETN$APD$DOV
$232M
95 positions
#4MCDANIEL TERRY & COActive
Notable overlap · 8 shared positions
$DOV$HON$SYK$APD$ETN$TMO
$1.2B
81 positions
#5Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$ETN$APD$GLW$HSY
$184M
32 positions
#6Albar Capital Partners LLPActive
Notable overlap · 4 shared positions
$CMI$APD$DOV$PH
$618M
36 positions
#7Running Oak Capital LLCPassive
Notable overlap · 7 shared positions
$APD$ETN$PH$HON$J$SYK
$741M
55 positions
#8WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 4 shared positions
$HON$ACN$DOV$SYK
$2.1B
122 positions
#9Westhampton Capital, LLCPassive
Notable overlap · 4 shared positions
$ETN$CMI$PH$HSY
$214M
129 positions
#10J. Stern & Co. LLPActive
Notable overlap · 3 shared positions
$ETN$HON$TMO
$1.0B
49 positions
#11VANTAGE WEALTH
Notable overlap · 4 shared positions
$HON$APD$MDT$GLW
$463M
30 positions
#12Regents Gate Capital LLPActive
Notable overlap · 4 shared positions
$PH$ETN$DOV$CMI
$469M
36 positions
#13CINCINNATI INSURANCE COActive
Notable overlap · 5 shared positions
$CMI$APD$ACN$DOV$HON
$6.6B
63 positions
#14Alley Investment Management Company, LLCActive
Notable overlap · 6 shared positions
$PAYX$ETN$PH$HSY$SYK$INTU
$821M
85 positions
#15SPRING CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$ETN$APD$MDT
$198M
49 positions
#16Watchman Group, Inc.Active
Notable overlap · 5 shared positions
$SYK$DHI$ACN$CMI$INTU
$413M
73 positions
#17Sierra Legacy GroupPassive
Notable overlap · 5 shared positions
$CMI$ACN$HSY$INTU$TMO
$131M
77 positions
#18GODSEY & GIBB, INCPassive
Notable overlap · 5 shared positions
$ETN$GLW$SYK$MDT$PAYX
$1.1B
389 positions
#19Orion Investment CoActive
Notable overlap · 3 shared positions
$PH$CMI$HSY
$315M
69 positions
#20Gs Investments, Inc.Passive
Notable overlap · 5 shared positions
$APD$SYK$TMO$ACN$HON
$175M
134 positions
#21PARTHENON LLCActive
Notable overlap · 6 shared positions
$DOV$PAYX$GLW$SYK$MDT$HSY
$875M
127 positions
#22UNITED BANKActive
Notable overlap · 7 shared positions
$GLW$CMI$DOV$APD$HON$HSY
$781M
121 positions
#23Guinness Asset Management LTDActive
Notable overlap · 4 shared positions
$ETN$MDT$PAYX$TMO
$5.8B
143 positions
#24Willis Investment CounselActive
Notable overlap · 5 shared positions
$PAYX$ACN$HSY$MDT$ETN
$1.8B
123 positions
#25LETSON INVESTMENT MANAGEMENT, INC.Active
Notable overlap · 5 shared positions
$ACN$SYK$PAYX$FISV$INTU
$260M
101 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.