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Hedge Funds Similar to SHARPEPOINT

13F Portfolio OverlapQ1 2026SHARPEPOINT portfolio →
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Most similar hedge funds by 13F overlap

SHARPEPOINT LLC is an institutional investor managing $168M across 86 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 SHARPEPOINT are Castle Hook Partners, Amanah, HERBST GROUP,, with shared positions in $WDC, $STX, $LHX, $EQIX, $DHR, $BP. The full ranking of 25 similar funds is below.

#1Castle Hook Partners LPSmart money
Notable overlap · 6 shared positions
$WDC$STX$LHX$EQIX$DHR$BP
$23.4B
50 positions
#2Amanah Holdings TrustSmart money
Notable overlap · 4 shared positions
$GEV$WDC$STX$RIO
$908M
20 positions
#3HERBST GROUP, LLCPassive
Notable overlap · 4 shared positions
$GEV$LHX$SAN$WMB
$162M
59 positions
#4WIN ADVISORS, INCPassive
Notable overlap · 5 shared positions
$WT$GEV$WDC$STX$LMT
$219M
78 positions
#5Rivermont Capital Management LPActive
Notable overlap · 4 shared positions
$WDC$STX$CLS$WMB
$475M
20 positions
#6Markin Volterra Fund LPActive
Notable overlap · 4 shared positions
$WDC$STX$GEV$EQIX
$65M
34 positions
#7Williamson Legacy Group, LLCPassive
Notable overlap · 3 shared positions
$WDC$STX$GEV
$133M
81 positions
#8IAM Advisory, LLCActive
Some overlap · 5 shared positions
$WT$GSAT$LHX$LMT$GEV
$446M
95 positions
#9ARS Investment Partners, LLCActive
Some overlap · 3 shared positions
$GEV$WDC$STX
$1.9B
182 positions
#10Next Level Private LLCPassive
Some overlap · 4 shared positions
$GEV$WT$T$MO
$443M
175 positions
#11Authentikos Wealth Advisory, LLCPassive
Some overlap · 3 shared positions
$WT$STX$GSAT
$148M
70 positions
#12Stack Financial Management, IncActive
Some overlap · 4 shared positions
$LHX$T$LMT$DHR
$1.4B
52 positions
#13Summit Place Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GEV$WT$DHR
$208M
106 positions
#14Old Port AdvisorsPassive
Some overlap · 5 shared positions
$STX$GSAT$WT$T$RIO
$434M
239 positions
#15Retireful, LLCPassive
Some overlap · 4 shared positions
$WDC$WT$GEV$STX
$71M
84 positions
#16GENERAL AMERICAN INVESTORS CO INCActive
Some overlap · 3 shared positions
$GEV$LHX$T
$1.5B
69 positions
#17FCF Advisors LLCPassive
Some overlap · 4 shared positions
$GEV$LMT$STX$MO
$444M
52 positions
#18October Effect LtdPassive
Some overlap · 4 shared positions
$GEV$WDC$LMT$MO
$87M
64 positions
#19Richard C. Young & CO., LTD.Active
Some overlap · 4 shared positions
$LHX$T$WMB$MO
$1.2B
93 positions
#20Warberg Asset Management LLCActive
Some overlap · 3 shared positions
$WT$STX$NE
$600M
192 positions
#21Legacy Bridge, LLCPassive
Some overlap · 3 shared positions
$GEV$CLS$DHR
$262M
320 positions
#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$T$LMT$RIO$MAIN
$220M
148 positions
#23TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$GEV$LHX$DHR
$200M
110 positions
#24CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$GEV$T$WMB
$1.3B
118 positions
#25WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$WT$LMT$MO
$340M
136 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.