13F Pro

Hedge Funds Similar to High Point Wealth ,

13F Portfolio OverlapQ1 2026High Point Wealth , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

High Point Wealth Management, LLC is an institutional investor managing $104M across 250 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 High Point Wealth , are Windle Wealth,, LEGACY FINANCIAL INDEPENDENT ADVISORS, Griffith & Werner,, with shared positions in $SO, $ED, $WELL, $DUK, $AEP, $AEE. The full ranking of 25 similar funds is below.

#1Windle Wealth, LLCActive
Notable overlap · 3 shared positions
$SO$ED$WELL
$237M
32 positions
#2LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Notable overlap · 6 shared positions
$SO$ED$DUK$AEP$AEE$MAR
$192M
113 positions
#3Griffith & Werner, Inc.Active
Notable overlap · 6 shared positions
$SO$BAC$WFC$DUK$GILD$PM
$202M
72 positions
#4CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Notable overlap · 5 shared positions
$WELL$PEG$SO$ETR$AEP
$6.7B
96 positions
#5Energy Income Partners, LLCActive
Notable overlap · 6 shared positions
$SO$PEG$DUK$ETR$AEP$AEE
$6.2B
87 positions
#6CAPITAL & PLANNING, LLCActive
Some overlap · 5 shared positions
$SO$IAU$DUK$UBER$HOOD
$165M
172 positions
#7EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$SO$BAC$WFC$DUK$GILD
$1.4B
56 positions
#8Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$PEG$PM$DRI
$4.1B
30 positions
#9DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 6 shared positions
$WELL$SO$DUK$ETR$AEP$AEE
$9.6B
148 positions
#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$SO$PM$WFC$DUK$ETR
$220M
148 positions
#11Beck Bode, LLCPassive
Some overlap · 3 shared positions
$ED$PEG$AEE
$591M
100 positions
#12ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 5 shared positions
$SO$BAC$DUK$SNOW$UBER
$3.6B
215 positions
#13Carson Advisory Inc.Passive
Some overlap · 3 shared positions
$SO$BAC$DUK
$193M
188 positions
#14OneAscent Wealth Management LLCActive
Some overlap · 4 shared positions
$SO$BAC$WFC$SNOW
$302M
157 positions
#15Hartford Funds Management Co LLCSmart money
Some overlap · 6 shared positions
$PM$WELL$WFC$DUK$GILD$MAR
$1.2B
96 positions
#16OmniStar Financial Group, Inc.Passive
Some overlap · 6 shared positions
$BAC$PM$DRI$DUK$AEP$GILD
$193M
108 positions
#17Aventail Capital Group, LPPassive
Some overlap · 6 shared positions
$SO$PEG$DUK$ETR$AEP$AEE
$2.1B
170 positions
#18Dougherty & Associates, LLCActive
Some overlap · 6 shared positions
$ED$SO$DUK$MAR$UBER$ETR
$109M
52 positions
#19SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$BAC$WFC$PM$IAU$GILD
$274M
131 positions
#20Harrison Street Private Wealth LLCActive
Some overlap · 4 shared positions
$ED$ETR$AEP$AEE
$76M
21 positions
#21Welch Group, LLCPassive
Some overlap · 3 shared positions
$SO$ED$AEP
$2.7B
310 positions
#22AEGON USA Investment Management, LLCSmart money
Some overlap · 5 shared positions
$BAC$WFC$SO$DUK$UBER
$128M
41 positions
#23Cander Asset Management LPActive
Some overlap · 4 shared positions
$WELL$BAC$MAR$HOOD
$557M
43 positions
#24Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$SO$BAC$DUK
$215M
125 positions
#25Morangie Management LLCActive
Some overlap · 5 shared positions
$WELL$BAC$SNOW$UBER$MAR
$109M
34 positions

Compare High Point Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View High Point Wealth ,’s holdings

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.