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 Clear Point Advisors

13F Portfolio OverlapQ1 2026Clear Point Advisors portfolio →

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Most similar hedge funds by 13F overlap

Clear Point Advisors Inc. is an institutional investor managing $129M across 75 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 Clear Point Advisors are Encompass More Asset, ETF Store,, Broussard Financial Group, with shared positions in $WT, $IBIT, $USB, $DIS, $BAR, $VZ. The full ranking of 25 similar funds is below.

#1Encompass More Asset ManagementPassive

Notable overlap · 4 shared positions

$WT $IBIT $USB $DIS

$597M

251 positions

#2ETF Store, Inc.Active

Notable overlap · 3 shared positions

$BAR $WT $VZ

$103M

100 positions

#3Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$WT $IBIT $USB

$125M

29 positions

#4Lauer Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $IBIT $USB $VZ

$126M

67 positions

#5MOLLER WEALTH PARTNERSActive

Some overlap · 4 shared positions

$WT $FLEX $USB $T

$507M

67 positions

#6Barry Investment Advisors, LLCActive

Some overlap · 3 shared positions

$WT $FLEX $USB

$454M

99 positions

#7Transcendent Capital Group LLCPassive

Some overlap · 3 shared positions

$WT $IBIT $USB

$219M

112 positions

#8Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$WT $FLEX $VZ

$477M

70 positions

#9AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 3 shared positions

$WT $BAR $USB

$206M

97 positions

#10Axis Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$WT $VZ $USB $T

$188M

174 positions

#11Farmers National BankPassive

Some overlap · 4 shared positions

$FLEX $WT $T $DIS

$453M

185 positions

#12LWM Advisory Services, LLCPassive

Some overlap · 3 shared positions

$WT $IBIT $T

$94M

76 positions

#13MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Some overlap · 4 shared positions

$WT $USB $MCK $TME

$1.3B

143 positions

#14Cassia Capital Partners, LLCActive

Some overlap · 3 shared positions

$WT $T $VZ

$194M

67 positions

#15Smallwood Wealth Investment Management, LLCActive

Some overlap · 4 shared positions

$WT $FLEX $DIS $T

$190M

527 positions

#16Intrua Financial, LLCPassive

Some overlap · 4 shared positions

$WT $VZ $T $USB

$969M

459 positions

#17Mason & Associates IncActive

Some overlap · 3 shared positions

$BAR $WT $DIS

$516M

160 positions

#18Gaddis Premier Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$WT $T $MCK

$136M

85 positions

#19Haven Private, LLCPassive

Some overlap · 3 shared positions

$WT $VZ $MCK

$230M

166 positions

#20Neumann Capital Management, LLCActive

Some overlap · 3 shared positions

$WT $VZ $MCK

$340M

102 positions

#21WealthPoint Financial, LLCPassive

Some overlap · 3 shared positions

$WT $FLEX $T

$115M

117 positions

#22Marion Wealth ManagementPassive

Some overlap · 3 shared positions

$WT $MCK $USB

$451M

146 positions

#23REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$WT $MCK $USB

$697M

218 positions

#24IAM Advisory, LLCActive

Some overlap · 3 shared positions

$WT $MCK $USB

$446M

95 positions

#25Corecam Pte. Ltd.Active

Some overlap · 3 shared positions

$IBIT $USB $TME

$231M

65 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.