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Hedge Funds Similar to Centerpoint Advisory Group

13F Portfolio OverlapQ3 2026Centerpoint Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Centerpoint Advisory Group is an institutional investor managing $161M across 120 U.S. equity positions as of Q3 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 CMC Financial Group, Beacon Financial Advisory, Sharkey, Howes & Javer, with shared positions in $BAH, $CRWD, $DELL, $GL, $IRM, $AXP. The full ranking of 25 similar funds is below.

#1CMC Financial GroupActive
Some overlap · 4 shared positions
$BAH$CRWD$DELL$GL
$52M
45 positions
#2Beacon Financial Advisory LLCPassive
Some overlap · 3 shared positions
$BAH$CRWD$IRM
$529M
421 positions
#3Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$BAH$DELL$AXP
$830M
159 positions
#4Wingate Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$BAH$DELL$MMM
$241M
128 positions
#5Paragon Advisors, LLCSmart money
Some overlap · 4 shared positions
$BAH$CRWD$ASML$VRT
$476M
77 positions
#6QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 3 shared positions
$BAH$CRWD$VRT
$194M
152 positions
#7Garden State Investment Advisory Services LLCPassive
Some overlap · 3 shared positions
$BAH$CRWD$ASML
$553M
365 positions
#8Redwood Financial Network CorpPassive
Some overlap · 5 shared positions
$CRWD$ASML$DELL$VRT$PNC
$180M
192 positions
#9ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 4 shared positions
$CRWD$BLK$ASML$VRT
$666M
135 positions
#10Hudson Value Partners, LLCPassive
Some overlap · 5 shared positions
$OKE$CRWD$ASML$DELL$DE
$399M
113 positions
#11BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$CRWD$BLK$ASML$AXP
$247M
74 positions
#12Asio Capital, LLCActive
Some overlap · 4 shared positions
$CRWD$ASML$DELL$AXP
$816M
131 positions
#13ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 4 shared positions
$CRWD$DELL$VRT$ASML
$4.4B
118 positions
#14Realta Investment AdvisorsPassive
Some overlap · 5 shared positions
$CRWD$VRT$AXP$DE$PNC
$342M
362 positions
#15Royal Fund Management, LLCPassive
Some overlap · 5 shared positions
$CRWD$OKE$DELL$VRT$MMM
$1.3B
286 positions
#16Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$CRWD$ASML$VRT$AXP
$115M
89 positions
#17Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$CRWD$BLK$VRT$DE
$606M
229 positions
#18Catalyst Investment Management LLCActive
Some overlap · 3 shared positions
$BAH$DELL$DE
$113M
74 positions
#19Traynor Capital Management, Inc.Active
Some overlap · 4 shared positions
$CRWD$ASML$VRT$DE
$2.2B
369 positions
#2071 West Capital PartnersActive
Some overlap · 3 shared positions
$CRWD$BLK$ASML
$2.9B
382 positions
#21Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 3 shared positions
$CRWD$BLK$ASML
$2.7B
206 positions
#22OPINICUS CAPITAL, INC.Passive
Some overlap · 4 shared positions
$CRWD$DELL$VRT$DE
$187M
105 positions
#23Spartan Wealth Advisory Services LLCPassive
Some overlap · 4 shared positions
$CRWD$ASML$VRT$DE
$1.2B
320 positions
#24PeakShares LLCActive
Some overlap · 4 shared positions
$CRWD$DELL$AXP$MMM
$134.4B
122 positions
#25Umpqua BankPassive
Some overlap · 5 shared positions
$CRWD$BLK$ASML$DE$PNC
$446M
165 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.