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 Sunpointe,

13F Portfolio OverlapQ1 2026Sunpointe, portfolio →

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Most similar hedge funds by 13F overlap

Sunpointe, LLC is an institutional investor managing $305M across 266 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 Sunpointe, are Aspetuck Financial, Nikulski Financial,, Scott & Selber,, with shared positions in $HUM, $LRCX, $FCX, $NEM, $SCHW, $BRZE. The full ranking of 25 similar funds is below.

#1Aspetuck Financial Management LLCActive

Some overlap · 5 shared positions

$HUM $LRCX $FCX $NEM $SCHW

$146M

75 positions

#2Nikulski Financial, Inc.Passive

Some overlap · 4 shared positions

$HUM $FCX $LRCX $BRZE

$405M

175 positions

#3Scott & Selber, Inc.Active

Some overlap · 6 shared positions

$HUM $LRCX $MU $CCL $SCHW $BRZE

$387M

91 positions

#4Ballast Financial Advisors LLCActive

Some overlap · 4 shared positions

$HUM $NEM $TJX $BRZE

$98M

68 positions

#5Miller Capital Partners, Inc.Passive

Some overlap · 4 shared positions

$HUM $LRCX $TJX $PH

$208M

262 positions

#6SNOWWATER INVESTMENT PARTNERS, LLCPassive

Some overlap · 3 shared positions

$HUM $NEM $LRCX

$106M

89 positions

#7MRWM Advisors, LLCActive

Some overlap · 4 shared positions

$HUM $LRCX $SCHW $BRZE

$184M

74 positions

#8Tower View Wealth Management LLCPassive

Some overlap · 4 shared positions

$HUM $LRCX $PWR $PH

$195M

204 positions

#9FLYWHEEL PRIVATE WEALTH LLCPassive

Some overlap · 5 shared positions

$HUM $PWR $BRZE $SCHW $TJX

$176M

104 positions

#10KOM Wealth Management Group, LLCActive

Some overlap · 5 shared positions

$HUM $NEM $PWR $SCHW $BRZE

$147M

89 positions

#11Asset Advisory Group, Inc.Passive

Some overlap · 4 shared positions

$HUM $SCHW $TJX $BRZE

$199M

116 positions

#12Raab & Moskowitz Asset Management LLCPassive

Some overlap · 5 shared positions

$HUM $PFE $TJX $PWR $BRZE

$450M

187 positions

#13Alexis Investment Partners, LLCActive

Some overlap · 3 shared positions

$HUM $FCX $TJX

$145M

35 positions

#14ARS Investment Partners, LLCActive

Some overlap · 5 shared positions

$NEM $FCX $LRCX $MU $PWR

$1.9B

182 positions

#15Bay Rivers GroupPassive

Some overlap · 3 shared positions

$HUM $LRCX $SCHW

$240M

109 positions

#16WARNER FINANCIAL, INCActive

Some overlap · 4 shared positions

$HUM $SCHW $BRZE $PFE

$292M

135 positions

#17LOM Asset Management LtdPassive

Some overlap · 5 shared positions

$HUM $FCX $LRCX $TJX $MU

$348M

277 positions

#18GDS Wealth ManagementActive

Some overlap · 5 shared positions

$MPWR $LRCX $FANG $TJX $MU

$1.7B

200 positions

#19Fusion Capital, LLCActive

Some overlap · 3 shared positions

$HUM $LRCX $SCHW

$371M

104 positions

#20Prudent Man Advisors, LLCPassive

Some overlap · 6 shared positions

$LRCX $FCX $MU $PWR $SCHW $BRZE

$334M

134 positions

#21PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Some overlap · 5 shared positions

$NEM $LRCX $TJX $MU $PH

$7.7B

190 positions

#22Good Harbor Advisors, Inc.Passive

Some overlap · 3 shared positions

$HUM $PFE $BRZE

$92M

82 positions

#23Baltimore-Washington Financial Advisors, Inc.Active

Some overlap · 3 shared positions

$HUM $TJX $RCL

$2.3B

186 positions

#24INVESTMENT PARTNERS, LTD.Passive

Some overlap · 3 shared positions

$HUM $MU $SCHW

$281M

152 positions

#25Oakmont Advisory Group, LLCPassive

Some overlap · 3 shared positions

$HUM $SCHW $MPWR

$98M

119 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.