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 Landing Point Financial Group,

13F Portfolio OverlapQ1 2026Landing Point Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Landing Point Financial Group, LLC is an institutional investor managing $206M across 93 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 Landing Point Financial Group, are FOSTER DYKEMA CABOT & PARTNERS,, HANSEATIC SERVICES, Diversified Portfolios,, with shared positions in $RELX, $NOC, $ETN, $SHW, $AMAT, $OKTA. The full ranking of 25 similar funds is below.

#1FOSTER DYKEMA CABOT & PARTNERS, LLCActive

Notable overlap · 3 shared positions

$RELX $NOC $ETN

$1.6B

323 positions

#2HANSEATIC MANAGEMENT SERVICES INCPassive

Notable overlap · 3 shared positions

$RELX $SHW $AMAT

$104M

80 positions

#3Diversified Portfolios, Inc.Active

Notable overlap · 4 shared positions

$RELX $OKTA $AMN $NOC

$1.2B

174 positions

#4Valtinson Bruner Financial Planning LLCActive

Notable overlap · 3 shared positions

$RELX $WFC $UNH

$364M

171 positions

#5Capital Advantage, Inc.Active

Notable overlap · 3 shared positions

$RELX $NOC $ETN

$765M

145 positions

#6Philadelphia Investment Partners, LLCPassive

Notable overlap · 5 shared positions

$RELX $IAU $OKTA $URI $AMAT

$147M

189 positions

#7MAIMON WEALTH MANAGEMENT LTD.Passive

Some overlap · 3 shared positions

$RELX $IAU $AMN

$114M

77 positions

#8Plum Street Advisors, LLCActive

Some overlap · 3 shared positions

$RELX $IAU $AMN

$289M

98 positions

#9Iron Gate Global Advisors LLCActive

Some overlap · 3 shared positions

$RELX $ETN $SHW

$947M

105 positions

#10Glassy Mountain Advisors, Inc.Passive

Some overlap · 6 shared positions

$RELX $CSX $URI $UNH $AMAT $NEE

$322M

77 positions

#11Elwood & Goetz Wealth Advisory Group, LLCActive

Some overlap · 3 shared positions

$RELX $IAU $NEE

$589M

138 positions

#12Summit Wealth Group, LLCActive

Some overlap · 3 shared positions

$RELX $IAU $UNH

$436M

126 positions

#13Hudson Oak Wealth Advisory LLCActive

Some overlap · 3 shared positions

$RELX $IAU $AMN

$115M

52 positions

#14PEAK FINANCIAL ADVISORS LLCPassive

Some overlap · 3 shared positions

$RELX $FDX $ETN

$226M

70 positions

#15Cynosure Management, LLCActive

Some overlap · 4 shared positions

$RELX $WFC $IAU $NDSN

$800M

198 positions

#16GUIDANCE CAPITAL, INCPassive

Some overlap · 3 shared positions

$RELX $IAU $AMN

$446M

229 positions

#17Ariadne Wealth Management, LPPassive

Some overlap · 4 shared positions

$RELX $IAU $AMN $FDX

$223M

248 positions

#18Foster Group, Inc.Active

Some overlap · 4 shared positions

$RELX $AMN $NEE $WFC

$3.4B

284 positions

#19Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$IAU $NOC $CSX $UNH $NEE $ETN

$218M

69 positions

#20CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$RELX $AMN $NEE $ETN

$309M

132 positions

#21Andrews Advisory Associates, LLCActive

Some overlap · 6 shared positions

$IAU $NOC $UNH $AMN $FDX $NEE

$190M

82 positions

#22ATX Financial Planning, LLCPassive

Slight overlap · 3 shared positions

$RELX $IAU $BTC

$132M

81 positions

#23ELEVATE WEALTH ADVISORY, INCActive

Slight overlap · 5 shared positions

$RELX $IAU $AMN $NEE $WFC

$158M

125 positions

#24Prairie Wealth Advisors, Inc.Active

Slight overlap · 5 shared positions

$IAU $NOC $FDX $SHW $NEE

$231M

152 positions

#25BCGM Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$IAU $NOC $RELX $UNH

$398M

178 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.