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Hedge Funds Similar to Turning Point Benefit Group,

13F Portfolio OverlapQ1 2026Turning Point Benefit Group, portfolio →
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Most similar hedge funds by 13F overlap

Turning Point Benefit Group, Inc. is an institutional investor managing $157M across 95 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 Turning Point Benefit Group, are Financial Sense Advisors,, ProCore Advisors,, Monetary Solutions, Ltd, with shared positions in $OKTA, $WPM, $NKE, $B, $NEM, $PAAS. The full ranking of 25 similar funds is below.

#1Financial Sense Advisors, Inc.Passive
Notable overlap · 7 shared positions
$OKTA$WPM$NKE$B$NEM$PAAS
$493M
142 positions
#2ProCore Advisors, LLCActive
Some overlap · 3 shared positions
$BAH$NKE$O
$65M
73 positions
#3Monetary Solutions, LtdActive
Some overlap · 3 shared positions
$OKTA$KKR$MCD
$103M
318 positions
#4KM Capital Management Ltd.Active
Some overlap · 3 shared positions
$BAH$NKE$GMM
$149M
76 positions
#5Piedmont Capital Management, LLCActive
Some overlap · 3 shared positions
$OKTA$KKR$NKE
$197M
50 positions
#6EQ WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$BAH$NKE$MCD
$171M
54 positions
#7Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.Active
Some overlap · 6 shared positions
$WPM$B$NEM$PAAS$AEM$VLO
$56M
38 positions
#8Pacific Asset Management, LLCActive
Some overlap · 3 shared positions
$WPM$NKE$MCD
$179M
70 positions
#9Shira Ridge Wealth ManagementActive
Some overlap · 3 shared positions
$OKTA$NEM$MCD
$253M
79 positions
#10Fonville Wealth Management LLCPassive
Some overlap · 4 shared positions
$NKE$GMM$KKR$GD
$525M
138 positions
#11ADE, LLCActive
Some overlap · 3 shared positions
$BAH$GMM$KKR
$209M
86 positions
#12Investment Planning Advisors, Inc.Active
Some overlap · 4 shared positions
$OKTA$MCD$BAH$KKR
$363M
107 positions
#13CAMDEN ASSET MANAGEMENT L P /CAActive
Some overlap · 3 shared positions
$OKTA$EVRG$WEC
$2.9B
69 positions
#14Forbes Financial Planning, Inc.Active
Some overlap · 3 shared positions
$OKTA$GMM$APH
$173M
38 positions
#15O'Domhnaill Enterprises, Inc.Passive
Some overlap · 6 shared positions
$WPM$NEM$GD$PAAS$AEM$WEC
$124M
55 positions
#16Extract Advisors LLCActive
Some overlap · 3 shared positions
$WPM$NEM$AEM
$287M
32 positions
#17Glass Jacobson Investment Advisors llcPassive
Some overlap · 4 shared positions
$NKE$OKTA$KKR$BPRE
$290M
607 positions
#18PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$OKTA$WEC$KKR
$402M
112 positions
#19HATCH COVE CAPITAL, LLCActive
Some overlap · 3 shared positions
$WPM$PAAS$AEM
$262M
19 positions
#20Windsor Capital Management, LLCActive
Some overlap · 3 shared positions
$OKTA$GMM$MCD
$355M
123 positions
#21Beacon Financial Advisory LLCPassive
Some overlap · 5 shared positions
$BAH$KKR$FITB$NKE$MCD
$443M
402 positions
#22SPROTT INC.Active
Some overlap · 5 shared positions
$WPM$B$NEM$PAAS$AEM
$3.4B
243 positions
#23ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 3 shared positions
$GMM$BAH$KKR
$84M
65 positions
#24Cambridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$NKE$GMM$KKR
$295M
168 positions
#25KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$WPM$B$AEM
$181M
93 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.