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Hedge Funds Similar to SPIREPOINT PRIVATE CLIENT,

13F Portfolio OverlapQ1 2026SPIREPOINT PRIVATE CLIENT, portfolio →
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Most similar hedge funds by 13F overlap

SPIREPOINT PRIVATE CLIENT, LLC is an institutional investor managing $1.1B across 322 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 SPIREPOINT PRIVATE CLIENT, are Cove Private Wealth,, Centric Wealth, DB&C Advisors,, with shared positions in $UPS, $GILD, $TMO, $PANW, $PLTR, $HUM. The full ranking of 25 similar funds is below.

#1Cove Private Wealth, LLCActive
Notable overlap · 3 shared positions
$UPS$GILD$TMO
$440M
185 positions
#2Centric Wealth ManagementPassive
Notable overlap · 4 shared positions
$UPS$PANW$PLTR$GILD
$501M
203 positions
#3DB&C Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$UPS$GILD$HUM$SO
$77M
67 positions
#4PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$PLTR$NEE$SO$LRCX$TJX
$143M
96 positions
#5Rockline Wealth Management, LLCActive
Some overlap · 5 shared positions
$PLTR$NEE$GD$PANW$LRCX
$460M
108 positions
#6FineMark National Bank & Trust
Some overlap · 3 shared positions
$UPS$TJX$NEE
$3.2B
452 positions
#7Fox Hill Wealth ManagementPassive
Some overlap · 5 shared positions
$PLTR$TJX$NOC$PANW$NEE
$208M
117 positions
#8CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$UPS$PLTR$NEE$GILD
$1.3B
118 positions
#9Sustainable Insight Capital Management, LLCPassive
Some overlap · 5 shared positions
$PLTR$HUM$PANW$GD$LRCX
$298M
86 positions
#10MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 4 shared positions
$PLTR$NEE$GD$HUM
$189M
510 positions
#11Blue Line Capital, LLC / ILPassive
Some overlap · 4 shared positions
$PLTR$ALPS$TMO$UBER
$88M
65 positions
#12Railway Pension Investments LtdActive
Some overlap · 6 shared positions
$NEE$PANW$GILD$TMO$LRCX$TJX
$7.0B
103 positions
#13Orion Investment CoActive
Some overlap · 4 shared positions
$PLTR$NEE$GD$PANW
$315M
69 positions
#14Menard Financial Group LLCActive
Some overlap · 5 shared positions
$PLTR$PANW$AXON$UBER$LRCX
$143M
82 positions
#15Trifecta Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$TJX$PANW$TMO$LRCX$UBER
$646M
274 positions
#16Aprio Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ALPS$NEE$HUM$DDOG
$1.8B
613 positions
#17Telemark Asset Management, LLCActive
Some overlap · 3 shared positions
$PLTR$CLH$LRCX
$1.1B
53 positions
#18Legal Advantage Investments, Inc.Passive
Some overlap · 4 shared positions
$PLTR$NOC$PANW$TMO
$194M
79 positions
#19McBroom & Associates, LLCActive
Some overlap · 4 shared positions
$PLTR$TJX$AXON$LRCX
$180M
36 positions
#20CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 4 shared positions
$PLTR$NEE$PANW$TMO
$60M
36 positions
#21FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$PLTR$ALPS$LRCX
$399M
173 positions
#22Trask Adam RolandPassive
Some overlap · 4 shared positions
$UPS$CLH$TMO$PLTR
$106M
190 positions
#23PURSUE WEALTH PARTNERS LLCPassive
Some overlap · 6 shared positions
$HUM$ALPS$PANW$DDOG$AXON$GILD
$167M
101 positions
#24Cache Advisors, LLCSmart money
Some overlap · 7 shared positions
$PLTR$PANW$LRCX$UBER$DDOG$AXON
$866M
191 positions
#25Vident Advisory, LLCPassive
Some overlap · 5 shared positions
$PLTR$NOC$GD$PANW$TJX
$11.7B
1,835 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.