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 Stablepoint Partners,

13F Portfolio OverlapQ1 2026Stablepoint Partners, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Stablepoint Partners, LLC is an institutional investor managing $723M across 260 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 Stablepoint Partners, are Signet Investment Advisory Group,, Slocum, Gordon & LLP, EDGAR LOMAX /VA, with shared positions in $NEE, $IAU, $KO, $LMT, $AMGN, $MCD. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive

Notable overlap · 9 shared positions

$NEE $IAU $KO $LMT $AMGN $MCD

$218M

69 positions

#2Slocum, Gordon & Co LLPPassive

Notable overlap · 10 shared positions

$NEE $LMT $T $VZ $MCD $KMI

$147M

64 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$NEE $KO $LMT $T $AMGN $CVS

$1.4B

56 positions

#4Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 7 shared positions

$NEE $AMGN $IAU $KO $VZ $MDT

$477M

70 positions

#5Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$NEE $AMGN $KO $PSX $VZ $MCD

$223M

109 positions

#6BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 8 shared positions

$AMGN $LMT $VZ $KO $KMI $MCD

$480M

133 positions

#7Argyle Capital Management, LLCPassive

Notable overlap · 8 shared positions

$AMGN $T $KO $VZ $PSX $MDT

$308M

137 positions

#8Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$NEE $AMGN $PSX $LMT $VZ $MDT

$1.3B

138 positions

#9VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 8 shared positions

$AMGN $PSX $VZ $KMI $MCD $MDT

$187M

55 positions

#10Cohen Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$NEE $AMGN $KO $VZ $KMI $MCD

$210M

79 positions

#11Principal Street Partners, LLCPassive

Notable overlap · 8 shared positions

$LMT $AMGN $T $VZ $KO $KMI

$613M

247 positions

#12Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$NEE $KO $PSX $LMT $T $MDT

$1.4B

52 positions

#13BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 7 shared positions

$NEE $AMGN $LMT $VZ $KMI $MCD

$380M

98 positions

#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$KO $LMT $T $VZ $MCD $MDT

$220M

148 positions

#15FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$NEE $KO $T $VZ $MCD $DUK

$1.5B

235 positions

#16Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$AMGN $LMT $SNPS $KO $MCD $MDT

$272M

95 positions

#17Flavin Financial Services, Inc.Passive

Notable overlap · 7 shared positions

$NEE $PSX $LMT $AMGN $MCD $VZ

$149M

72 positions

#18Carolina Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$AMGN $KO $LMT $VZ $MCD $MDT

$240M

278 positions

#19SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$AMGN $PSX $T $VZ $KMI $MDT

$728M

79 positions

#20FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$NEE $AMGN $KO $LMT $MCD $MDT

$5.0B

201 positions

#21Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$AMGN $LMT $VZ $PSX $MCD $CVS

$245M

98 positions

#22Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$NEE $AMGN $KO $T $KMI $PFE

$974M

782 positions

#23GODSEY & GIBB, INCPassive

Notable overlap · 7 shared positions

$AMGN $KO $T $MDT $DUK $D

$1.1B

389 positions

#24CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$NEE $AMGN $KO $T $CVS $DUK

$1.3B

118 positions

#25NEW ENGLAND ASSET MANAGEMENT INCActive

Notable overlap · 8 shared positions

$T $VZ $LMT $AMGN $CVS $DUK

$786M

99 positions

Compare Stablepoint Partners,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Stablepoint Partners,’s holdings

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.