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Hedge Funds Similar to Basepoint Wealth

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

Basepoint Wealth LLC is an institutional investor managing $175M across 643 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 Basepoint Wealth are Entruity Wealth,, TrustWell Financial Advisors,, Accordant Advisory Group, with shared positions in $PSLV, $PHYS, $AMP, $FITB, $COP, $DE. The full ranking of 25 similar funds is below.

#1Entruity Wealth, LLCActive
Substantial overlap · 4 shared positions
$PSLV$PHYS$AMP$FITB
$147M
46 positions
#2TrustWell Financial Advisors, LLCActive
Substantial overlap · 4 shared positions
$PHYS$PSLV$COP$DE
$106M
70 positions
#3Accordant Advisory Group IncPassive
Notable overlap · 4 shared positions
$PHYS$PSLV$GD$DE
$161M
238 positions
#4Cedrus Wealth Group LLCActive
Notable overlap · 4 shared positions
$PSLV$PHYS$FITB$DE
$90M
48 positions
#5Evanson Asset Management, LLCActive
Notable overlap · 3 shared positions
$PHYS$NEE$COP
$1.9B
321 positions
#6Guild Investment Management, Inc.Active
Notable overlap · 3 shared positions
$PHYS$NEE$PSLV
$140M
47 positions
#7Grand Central Investment GroupActive
Notable overlap · 3 shared positions
$PSLV$PHYS$COP
$135M
44 positions
#8FULCRUM WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$MCK
$121M
72 positions
#9SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$VZ
$482M
173 positions
#10Proactive Wealth Strategies LLCPassive
Notable overlap · 3 shared positions
$PSLV$PHYS$FITB
$532M
210 positions
#11VAN DEN BERG MANAGEMENT I, INCPassive
Notable overlap · 3 shared positions
$PHYS$COP$INTC
$436M
133 positions
#12HC Advisors, LLCActive
Some overlap · 4 shared positions
$PSLV$PHYS$FITB$AXP
$149M
60 positions
#13MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PHYS$AXP$__PARK_1390777
$144M
99 positions
#14IMC-Chicago, LLCPassive
Some overlap · 3 shared positions
$PSLV$PHYS$INTC
$278.4B
5,950 positions
#15FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$DE$GD$COP$FITB$MCK$__PARK_1390777
$319M
251 positions
#16WEYBOSSET RESEARCH & MANAGEMENT LLCActive
Some overlap · 3 shared positions
$DE$GD$INGR
$347M
33 positions
#17Pacific Sage Partners, LLCActive
Some overlap · 3 shared positions
$PHYS$PSLV$DE
$636M
121 positions
#18MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$DE$NEE$COP$PSX
$293M
103 positions
#19SPRING CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$DE$VZ$NEE
$198M
49 positions
#20Argyle Capital Management, LLCPassive
Some overlap · 7 shared positions
$DE$VZ$COP$MCK$PSX$MMM
$308M
137 positions
#21Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$DE$VZ$NEE$COP
$215M
125 positions
#22WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$DE$NEE$COP
$284M
123 positions
#23Bruce G. Allen Investments, LLCPassive
Some overlap · 4 shared positions
$PHYS$VZ$__PARK_1390777$NEE
$153M
1,084 positions
#24MARKEL GROUP INC.Active
Some overlap · 3 shared positions
$DE$GD$AXP
$11.9B
129 positions
#25VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DE$GD$NEE$MCK$PSX
$126M
106 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.