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 Vantage Point Financial

13F Portfolio OverlapQ1 2026Vantage Point Financial portfolio →

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Most similar hedge funds by 13F overlap

Vantage Point Financial LLC is an institutional investor managing $285M across 176 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 Vantage Point Financial are Encompass More Asset, CATHY PARETO & ASSOCIATES,, Freedom Investment ,, with shared positions in $WT, $GLDM, $SLV, $OKLO, $PLTR, $LEN. The full ranking of 25 similar funds is below.

#1Encompass More Asset ManagementPassive

Notable overlap · 6 shared positions

$WT $GLDM $SLV $OKLO $PLTR $LEN

$597M

251 positions

#2CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 4 shared positions

$WT $IAU $SLV $NEE

$149M

96 positions

#3Freedom Investment Management, Inc.Active

Notable overlap · 4 shared positions

$WT $NKE $NEE $GLDM

$337M

106 positions

#4TopTier Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$WT $IAU $LEN $SLV

$163M

795 positions

#5Bravias Capital Group, LLCActive

Notable overlap · 5 shared positions

$WT $GLDM $SLV $AMAT $NEE

$153M

96 positions

#6Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 4 shared positions

$WT $IAU $GLDM $SLV

$132M

80 positions

#7WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$WT $IAU $SE $SLV

$508M

107 positions

#8Kane Co Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$WT $NKE $NEE

$119M

51 positions

#9Key FInancial IncPassive

Notable overlap · 5 shared positions

$WT $SE $PLTR $MCD $PFE

$562M

1,394 positions

#10Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$WT $IAU $SE

$90M

65 positions

#11MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$WT $IAU $SLV

$1.3B

143 positions

#12Exit Wealth Advisors, LLC.Active

Notable overlap · 3 shared positions

$WT $IAU $SLV

$195M

131 positions

#13Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$WT $IAU $SLV

$125M

29 positions

#14Wealthcare Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $GLDM $SE $SLV

$213M

153 positions

#15Stonekeep Investments, LLCActive

Notable overlap · 4 shared positions

$WT $SE $NEE $PLTR

$154M

66 positions

#16Reyes Financial Architecture, Inc.Passive

Notable overlap · 3 shared positions

$WT $LEN $MCD

$122M

348 positions

#17Catalina Capital Group, LLCPassive

Notable overlap · 3 shared positions

$WT $LEN $SE

$168M

176 positions

#18truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$WT $PLTR $SLV

$97M

49 positions

#19Goldenstone Wealth Management LLCActive

Notable overlap · 3 shared positions

$WT $NKE $AMAT

$137M

89 positions

#20Quattro Advisors LLCActive

Notable overlap · 3 shared positions

$WT $MCD $PLTR

$115M

51 positions

#21Vertex Planning Partners, LLCActive

Notable overlap · 3 shared positions

$WT $SE $GLDM

$515M

135 positions

#22Lauer Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $PLTR $SLV

$126M

67 positions

#23MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$WT $SLV $IAU

$147M

52 positions

#24OPTIMA CAPITAL LLCPassive

Notable overlap · 3 shared positions

$WT $PLTR $MCD

$215M

159 positions

#25COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $LEN $MCD

$157M

92 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.