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Hedge Funds Similar to Landing Point Financial Group

13F Portfolio OverlapQ2 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 $294M across 99 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 Landing Point Financial Group are Signet Investment Advisory Group, Sage Investment Advisers, North Forty Two, with shared positions in $IAU, $CSX, $NOC, $ETN, $PH, $FDX. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$IAU$CSX$NOC$ETN
$227M
73 positions
#2Sage Investment Advisers LLCPassive
Some overlap · 5 shared positions
$IAU$CSX$PH$ETN$FDX
$149M
98 positions
#3North Forty Two & Co.Passive
Some overlap · 4 shared positions
$IAU$QCOM$CSX$WFC
$118M
104 positions
#4Bull Oak Capital, LLCSmart money
Some overlap · 4 shared positions
$IAU$QCOM$IBIT$WFC
$300M
40 positions
#5Cobblestone Asset Management LLCActive
Some overlap · 4 shared positions
$IAU$CSX$IBIT$MO
$240M
74 positions
#6TENET WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$IAU$IBIT$ETN$WFC$MO
$134M
101 positions
#7Vision Capital Management, Inc.Active
Some overlap · 3 shared positions
$IAU$QCOM$SHW
$876M
156 positions
#8Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$QCOM$IBIT$MO
$955M
337 positions
#9A4 Wealth Advisors LLCActive
Some overlap · 4 shared positions
$IAU$IBIT$CSX$ETN
$151M
92 positions
#10SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$IAU$QCOM$WFC
$216M
78 positions
#11Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$IAU$QCOM$WFC
$187M
75 positions
#12Gibson Capital, LLCSmart money
Some overlap · 5 shared positions
$IAU$IBIT$PNC$MO$ETN
$610M
94 positions
#13Storen Legacy Partners, LLCActive
Some overlap · 4 shared positions
$IAU$NOC$PNC$MO
$367M
116 positions
#14Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$QCOM$CSX$SHW$ETN$PNC$WFC
$108M
52 positions
#15Sagace Wealth Management LLCActive
Some overlap · 4 shared positions
$IAU$IBIT$ETN$PH
$159M
71 positions
#16LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$IAU$QCOM$PPG
$248M
91 positions
#17JAMES INVESTMENT RESEARCH, INC.Passive
Some overlap · 3 shared positions
$IAU$URI$ETN
$984M
375 positions
#18Alhambra Investment Partners LLCPassive
Some overlap · 4 shared positions
$IAU$QCOM$PH$PNC
$229M
182 positions
#19WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$IAU$CSX$WFC
$317M
129 positions
#20SFE Investment CounselPassive
Some overlap · 4 shared positions
$QCOM$URI$ETN$CLF
$742M
152 positions
#21BCWM, LLCPassive
Some overlap · 3 shared positions
$IAU$NOC$MO
$342M
57 positions
#22Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$IAU$QCOM$MO
$1.2B
127 positions
#234J Wealth Management LLCActive
Some overlap · 3 shared positions
$IAU$NOC$IBIT
$204M
111 positions
#24DWM Financial Group, Inc.Active
Some overlap · 4 shared positions
$IAU$IBIT$CSX$ETN
$112M
40 positions
#25Northstar Financial Companies, Inc.Passive
Some overlap · 4 shared positions
$IAU$QCOM$ETN$MO
$148M
117 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.