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 WealthPoint Financial,

13F Portfolio OverlapQ1 2026WealthPoint Financial, portfolio →

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Most similar hedge funds by 13F overlap

WealthPoint Financial, LLC is an institutional investor managing $115M across 117 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 WealthPoint Financial, are Bravias Group,, Team Financial Group,, AMERICAN FINANCIAL & TAX STRATEGIES, with shared positions in $WT, $GLDM, $GMM, $COP, $PM, $FLEX. The full ranking of 25 similar funds is below.

#1Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $GMM

$153M

96 positions

#2Team Financial Group, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $COP

$220M

273 positions

#3AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $GMM $PM

$206M

97 positions

#4Wealthcare Capital Partners, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $COP

$213M

153 positions

#5ACT Advisors, LLC.Active

Notable overlap · 4 shared positions

$WT $GMM $PM $COP

$235M

78 positions

#6Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $FLEX $BAC

$313M

138 positions

#7McGrath & Associates, Inc.Active

Notable overlap · 3 shared positions

$WT $DUK $PM

$68M

41 positions

#8IAG Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $FLEX $GMM

$896M

509 positions

#9Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 3 shared positions

$WT $GLDM $PM

$132M

80 positions

#10Gaddis Premier Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$WT $COP $T

$136M

85 positions

#11Spinnaker Investment Group, LLCActive

Notable overlap · 3 shared positions

$WT $BPRE $DUK

$491M

147 positions

#12Legacy Financial Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $COP $BAC

$715M

404 positions

#13tru Independence LLCPassive

Notable overlap · 3 shared positions

$WT $BAC $WFC

$202M

102 positions

#14Lunt Capital Management, Inc.Active

Notable overlap · 3 shared positions

$WT $FLEX $DUK

$260M

97 positions

#15Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $PM $DUK

$3.2B

481 positions

#16INVENIO WEALTH PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $PM $BAC

$252M

89 positions

#17Warren Street Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $FLEX

$393M

129 positions

#18RESOLUTE CAPITAL, LLCActive

Notable overlap · 3 shared positions

$WT $T $DUK

$247M

57 positions

#19MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$WT $PM $WFC

$1.3B

143 positions

#20Fiduciary Planning LLCActive

Notable overlap · 3 shared positions

$WT $BAC $COP

$331M

76 positions

#21Compass Financial Services IncActive

Notable overlap · 3 shared positions

$WT $WFC $GLDM

$231M

56 positions

#22Dickmeyer Boyce Financial Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $DUK $WFC

$170M

125 positions

#23Vertex Planning Partners, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $GMM

$515M

135 positions

#24WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$WT $COP $GMM

$508M

107 positions

#25Magnolia Private Wealth, LLCPassive

Notable overlap · 5 shared positions

$WT $BPRE $GLDM $LPLA $PM

$150M

134 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.