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 BEARING POINT ,

13F Portfolio OverlapQ1 2026BEARING POINT , portfolio →

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Most similar hedge funds by 13F overlap

BEARING POINT CAPITAL, LLC is an institutional investor managing $638M across 166 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 BEARING POINT , are LETSON INVESTMENT ,, ARCADIA INVESTMENT /MI, River Wealth Advisors, with shared positions in $BAC, $AXP, $SYK, $CB, $NOC, $ACN. The full ranking of 25 similar funds is below.

#1LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 6 shared positions

$BAC $AXP $SYK $CB $NOC $ACN

$260M

101 positions

#2ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive

Some overlap · 6 shared positions

$PANW $SU $SYK $ACN $AXP $ECL

$584M

366 positions

#3River Wealth Advisors LLCPassive

Some overlap · 7 shared positions

$BAC $ETN $CB $SYK $ACN $FCX

$871M

205 positions

#4ZWJ INVESTMENT COUNSEL INCPassive

Some overlap · 6 shared positions

$AXP $CTVA $CB $AEP $NOC $ACN

$2.8B

241 positions

#5SEARLE & CO.Passive

Some overlap · 5 shared positions

$PANW $BAC $AXP $NOC $ETN

$398M

194 positions

#6Inlet Private Wealth, LLCPassive

Some overlap · 5 shared positions

$CME $SU $BAC $CB $NEM

$392M

128 positions

#7Glass Wealth Management Co LLCPassive

Some overlap · 6 shared positions

$BAC $FCX $NEM $NOC $ETN $CTVA

$258M

67 positions

#8Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$BAC $ETN $PANW $AXP $AEP $ECL

$568M

460 positions

#9RE ADVISERS CORPActive

Some overlap · 5 shared positions

$BAC $FCX $ETN $CB $NOC

$3.7B

111 positions

#10United Asset Strategies, Inc.Passive

Some overlap · 5 shared positions

$WT $PANW $BAC $ECL $ETN

$1.3B

257 positions

#11Hudson Canyon Capital ManagementPassive

Some overlap · 5 shared positions

$DELL $BAC $ETN $CEG $NEM

$163M

52 positions

#12TRILLIUM ASSET MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$PANW $ECL $BAC $ETN $SYK

$3.0B

230 positions

#13DEARBORN PARTNERS LLCActive

Some overlap · 5 shared positions

$CME $CTVA $SYK $ECL $ACN

$1.8B

269 positions

#14BOURGEON CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$PANW $BAC $FCX $ETN

$578M

108 positions

#15apricus wealth, LLCPassive

Some overlap · 4 shared positions

$ADM $BAC $CB $NEM

$205M

120 positions

#16Providence Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$BAC $DELL $PANW $ETN $AEP

$613M

200 positions

#17KLINGENSTEIN FIELDS & CO LPActive

Some overlap · 5 shared positions

$PANW $CB $ETN $SYK $NOC

$2.5B

186 positions

#18Nikulski Financial, Inc.Passive

Some overlap · 4 shared positions

$PANW $WT $FCX $CEG

$405M

175 positions

#19TKG Advisors, LLCPassive

Some overlap · 5 shared positions

$DELL $AXP $MDY $FCX $AEP

$242M

89 positions

#20Meiji Yasuda America IncActive

Some overlap · 5 shared positions

$AXP $PANW $CB $CTVA $AEP

$404M

57 positions

#21Gs Investments, Inc.Passive

Some overlap · 5 shared positions

$ECL $SYK $PANW $AEP $ACN

$175M

134 positions

#22Mirabaud Asset Management LtdPassive

Some overlap · 4 shared positions

$PANW $CME $AXP $FCX

$121M

32 positions

#23Comprehensive Financial Consultants Institutional, Inc.Passive

Some overlap · 4 shared positions

$WT $CME $ETN $CB

$337M

193 positions

#24Themes Management Co LLCPassive

Some overlap · 5 shared positions

$HWM $CEG $NOC $NEM $FCX

$162M

151 positions

#25Willis Investment CounselActive

Some overlap · 5 shared positions

$ETN $CB $BHP $AEP $ACN

$1.8B

123 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.