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 OverlapQ2 2026Sunpointe portfolio →

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Most similar hedge funds by 13F overlap

Sunpointe, LLC is an institutional investor managing $352M across 281 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Sunpointe are CARDEROCK, GREAT LAKES ADVISORS, NatWest Group plc, with shared positions in $MPWR, $PWR, $TJX, $PH, $WFC, $CSX. The full ranking of 25 similar funds is below.

#1CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 4 shared positions

$MPWR $PWR $TJX $PH

$456M

67 positions

#2GREAT LAKES ADVISORS, LLCPassive

Some overlap · 5 shared positions

$PWR $TJX $PH $WFC $CSX

$13.1B

825 positions

#3NatWest Group plcActive

Some overlap · 4 shared positions

$NEM $ODFL $HWM $CF

$560M

48 positions

#4Miller Capital Partners, Inc.Active

Some overlap · 5 shared positions

$ODFL $TJX $PH $CSX $CF

$257M

258 positions

#5Strengthening Families & Communities, LLCPassive

Slight overlap · 4 shared positions

$NEM $PH $HWM $CSX

$450M

846 positions

#6Renaissance Investment Group LLCPassive

Slight overlap · 4 shared positions

$NEM $UNP $TJX $HWM

$508M

84 positions

#7Sciencast Management LPPassive

Slight overlap · 4 shared positions

$NEM $PWR $WFC $CSX

$482M

235 positions

#8Wilkinson Global Asset Management LLCActive

Slight overlap · 5 shared positions

$ODFL $UNP $TJX $PH $WFC

$1.3B

62 positions

#9Bridgewater Associates, LPActive

Slight overlap · 4 shared positions

$NEM $UNP $CSX $WFC

$24.4B

997 positions

#10Sand Hill Global Advisors, LLCActive

Slight overlap · 4 shared positions

$PWR $UNP $TJX $PH

$3.3B

214 positions

#11AMJ Financial Wealth ManagementActive

Slight overlap · 3 shared positions

$NEM $PWR $TJX

$424M

86 positions

#12GKV Capital Management Co., Inc.Passive

Slight overlap · 3 shared positions

$MPWR $PWR $TJX

$310M

83 positions

#13Davidson Capital Management Inc.Active

Slight overlap · 3 shared positions

$MPWR $PWR $TJX

$624M

96 positions

#14Dorsey Wright & AssociatesPassive

Slight overlap · 3 shared positions

$NEM $PWR $HWM

$590M

131 positions

#15Longbow Finance SAPassive

Slight overlap · 4 shared positions

$PWR $TJX $PH $HWM

$782M

59 positions

#16Severin Investments, LLCPassive

Slight overlap · 4 shared positions

$NEM $UNP $HWM $WFC

$133M

174 positions

#17CTC Alternative Strategies, Ltd.Passive

Slight overlap · 3 shared positions

$MPWR $PWR $HWM

$69M

83 positions

#18PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$MPWR $PWR $WFC

$671M

197 positions

#19Azimuth Capital Investment Management LLCPassive

Slight overlap · 3 shared positions

$MPWR $ODFL $UNP

$3.0B

313 positions

#20DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive

Slight overlap · 4 shared positions

$PWR $UNP $TJX $PH

$130.4B

1,077 positions

#21EVENTIDE ASSET MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$MPWR $PWR $ODFL

$7.5B

301 positions

#22Vivid Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$PWR $UNP $TJX $CF

$284M

73 positions

#23Sun Financial IncPassive

Slight overlap · 4 shared positions

$PWR $UNP $TJX $CF

$212M

161 positions

#24Pointe Capital Management LLCPassive

Slight overlap · 4 shared positions

$ODFL $UNP $TJX $WFC

$223M

157 positions

#25Accretive Wealth Partners, LLCPassive

Slight overlap · 4 shared positions

$ODFL $UNP $TJX $WFC

$412M

181 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.