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 High Point Wealth

13F Portfolio OverlapQ2 2026High Point Wealth portfolio →

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Most similar hedge funds by 13F overlap

High Point Wealth Management, LLC is an institutional investor managing $122M across 250 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to High Point Wealth are ATLAS Infrastructure Partners (UK) Ltd., Windle Wealth, & PLANNING, with shared positions in $PEG, $ED, $PNW, $WELL, $SO, $MO. The full ranking of 25 similar funds is below.

#1ATLAS Infrastructure Partners (UK) Ltd.Smart money

Notable overlap · 3 shared positions

$PEG $ED $PNW

$3.3B

11 positions

#2Windle Wealth, LLCActive

Notable overlap · 4 shared positions

$WELL $ED $SO $MO

$249M

35 positions

#3CAPITAL & PLANNING, LLC

Notable overlap · 6 shared positions

$SO $DUK $IAU $UBER $CEG $HOOD

$194M

45 positions

#4CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Notable overlap · 6 shared positions

$WELL $SO $AEP $PEG $EVRG $CEG

$7.2B

101 positions

#5AEGON USA Investment Management, LLCSmart money

Notable overlap · 5 shared positions

$SO $WFC $UBER $EVRG $PNW

$140M

42 positions

#6Energy Income Partners, LLCActive

Notable overlap · 8 shared positions

$SO $PEG $DUK $AEP $ETR $AEE

$6.4B

88 positions

#7DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Notable overlap · 6 shared positions

$WELL $ETR $AEE $AEP $DUK $EVRG

$10.6B

162 positions

#8Coston, McIsaac & PartnersPassive

Notable overlap · 4 shared positions

$PM $SO $ED $MO

$497M

948 positions

#9Fee-Only Financial Planning, L.C.Smart money

Notable overlap · 4 shared positions

$SO $PM $AEP $MO

$187M

45 positions

#10ADVISORS MANAGEMENT GROUP INC /ADVActive

Notable overlap · 6 shared positions

$SO $WELL $DUK $ETR $AEP $FE

$604M

159 positions

#11Griffith & Werner, Inc.Passive

Notable overlap · 6 shared positions

$SO $WFC $DUK $GILD $CEG $PM

$213M

71 positions

#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$PM $WFC $SO $DUK $ETR

$233M

122 positions

#13Neumann Capital Management, LLCActive

Notable overlap · 3 shared positions

$PEG $WFC $GILD

$151M

58 positions

#14INCOME RESEARCH & MANAGEMENTPassive

Notable overlap · 6 shared positions

$SO $UBER $FE $EVRG $PNW $WFC

$184M

30 positions

#15Portman Square Capital LLPActive

Notable overlap · 3 shared positions

$SO $FE $EVRG

$2.1B

94 positions

#16LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Notable overlap · 5 shared positions

$ED $SO $DUK $AEP $AEE

$213M

124 positions

#17PIER 88 INVESTMENT PARTNERS LLCPassive

Notable overlap · 4 shared positions

$SO $WELL $WFC $UBER

$421M

110 positions

#18Plan Group Financial, LLCPassive

Notable overlap · 6 shared positions

$PM $SO $AEP $IAU $DUK $MO

$486M

249 positions

#19ADVENT CAPITAL MANAGEMENT /DE/Passive

Notable overlap · 5 shared positions

$SO $WFC $SNOW $UBER $FE

$4.5B

236 positions

#20Magellan Asset Management LtdActive

Notable overlap · 8 shared positions

$SO $AEP $DUK $ETR $ED $PEG

$4.5B

78 positions

#21First PREMIER BankPassive

Notable overlap · 6 shared positions

$SO $PEG $DUK $EVRG $IAU $USB

$619M

358 positions

#22Aventail Capital Group, LPPassive

Notable overlap · 7 shared positions

$DUK $ETR $ED $AEE $SO $AEP

$1.7B

155 positions

#23ZAZOVE ASSOCIATES LLCActive

Notable overlap · 4 shared positions

$SO $UBER $EVRG $SNOW

$1.2B

151 positions

#24GW HENSSLER & ASSOCIATES LTDPassive

Notable overlap · 7 shared positions

$SO $AEP $ETR $PM $MO $EVRG

$2.2B

268 positions

#25Capital Innovations LLCPassive

Some overlap · 7 shared positions

$SO $ETR $AEP $DUK $CEG $PEG

$385M

51 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.