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 Centerpoint Advisory Group

13F Portfolio OverlapQ1 2026Centerpoint Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

Centerpoint Advisory Group is an institutional investor managing $133M across 108 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 Centerpoint Advisory Group are Per Stirling ,, Strategic Financial Concepts,, Onyx Bridge Wealth Group, with shared positions in $WT, $BAH, $SOLV, $MS, $HUM, $REGN. The full ranking of 25 similar funds is below.

#1Per Stirling Capital Management, LLC.Passive

Notable overlap · 7 shared positions

$WT $BAH $SOLV $MS $HUM $REGN

$905M

310 positions

#2Strategic Financial Concepts, LLCPassive

Notable overlap · 5 shared positions

$HUM $WT $MS $BAH $OKE

$405M

298 positions

#3Onyx Bridge Wealth Group LLCPassive

Notable overlap · 7 shared positions

$BAH $WT $HUM $SOLV $OKE $REGN

$930M

373 positions

#4Wingate Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$HUM $WT $BAH

$187M

121 positions

#5OakTrust Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$WT $BAH $HUM $AMN $REGN $AXP

$110M

68 positions

#6Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $AMN $SOLV $MS $BAC

$98M

68 positions

#7Orion Capital Management LLCPassive

Notable overlap · 5 shared positions

$HUM $DKNG $AMN $MS $BAC

$290M

485 positions

#8Madson Wealth Advisors IncPassive

Notable overlap · 4 shared positions

$HUM $MS $SOLV $ASML

$120M

84 positions

#9Carr Financial Group CorpPassive

Notable overlap · 4 shared positions

$HUM $MS $AMN $AXP

$379M

174 positions

#10RATIONAL ADVISORS, INC.Active

Notable overlap · 4 shared positions

$HUM $WT $DKNG $BAC

$980M

179 positions

#11Provident Wealth Management, LLCActive

Notable overlap · 5 shared positions

$WT $MS $AMN $REGN $HUM

$331M

134 positions

#12Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $BAC $AXP

$114M

68 positions

#13Wright Wealth LLCActive

Notable overlap · 4 shared positions

$WT $MS $AMN $HUM

$149M

51 positions

#14Addison Advisors LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $MS $BAC

$452M

980 positions

#15SimpliFi, Inc.Smart money

Notable overlap · 3 shared positions

$HUM $WT $DKNG

$238M

43 positions

#16TD Capital Management LLCActive

Notable overlap · 5 shared positions

$HUM $WT $OKE $SOLV $MS

$1.1B

853 positions

#17D'Orazio & Associates, Inc.Active

Notable overlap · 4 shared positions

$BAH $MS $SOLV $HUM

$772M

299 positions

#18Collaborative Wealth Managment Inc.Passive

Notable overlap · 5 shared positions

$WT $AMN $SOLV $HUM $MS

$218M

162 positions

#19GreatBanc Trust COActive

Notable overlap · 3 shared positions

$HUM $WT $BAC

$143M

67 positions

#20Meridian Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$WT $MS $HUM $CRWD $DKNG

$183M

141 positions

#21INTEGRATED CAPITAL MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$HUM $SOLV $WT

$150M

56 positions

#22Fermata Advisors, LLCPassive

Notable overlap · 5 shared positions

$WT $DKNG $MS $OKE $REGN

$444M

232 positions

#23CAHILL FINANCIAL ADVISORS INCPassive

Notable overlap · 3 shared positions

$WT $HUM $AMN

$924M

286 positions

#24Avant Capital LLCPassive

Notable overlap · 3 shared positions

$HUM $WT $MS

$142M

76 positions

#25truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$WT $MS $HUM

$97M

49 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.