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 ArchPoint Investors

13F Portfolio OverlapQ2 2026ArchPoint Investors portfolio →

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Most similar hedge funds by 13F overlap

ArchPoint Investors is an institutional investor managing $473M across 80 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 ArchPoint Investors are Baer Investment Advisory, ASSOCIATES, Meixler Investment , Ltd., with shared positions in $CW, $TMO, $EPD, $CSGP, $LNG, $FCX. The full ranking of 25 similar funds is below.

#1Baer Investment Advisory LLCPassive

Notable overlap · 4 shared positions

$CW $TMO $EPD $CSGP

$119M

43 positions

#2CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Some overlap · 5 shared positions

$CW $TMO $LNG $FCX $BX

$78M

44 positions

#3Meixler Investment Management, Ltd.Passive

Some overlap · 5 shared positions

$DMLP $PHYS $EPD $OKE $TYG

$181M

90 positions

#4O'Brien Greene & Co. IncPassive

Some overlap · 3 shared positions

$CW $PHYS $CMI

$362M

141 positions

#5PEAK FINANCIAL ADVISORS LLCPassive

Some overlap · 4 shared positions

$CW $LNG $JHX $MO

$242M

78 positions

#6IFS Group,LLCPassive

Some overlap · 3 shared positions

$IRDM $LNG $BABA

$73M

87 positions

#7GARRISON BRADFORD & ASSOCIATES INCActive

Some overlap · 4 shared positions

$LNG $TMO $EPD $BX

$92M

35 positions

#8Asset One Wealth Management LLCPassive

Some overlap · 4 shared positions

$PHYS $LNG $CMI $PSLV

$948M

347 positions

#9Adams Asset Advisors, LLCActive

Some overlap · 4 shared positions

$DMLP $EPD $CMI $MO

$882M

88 positions

#10LaFleur & Godfrey LLCPassive

Some overlap · 3 shared positions

$TMO $CW $BXSL

$842M

149 positions

#11Phraction Management LLCActive

Some overlap · 3 shared positions

$PHYS $TMO $EPD

$596M

66 positions

#12EAGLE GLOBAL ADVISORS LLCActive

Some overlap · 4 shared positions

$LNG $EPD $CW $OKE

$3.0B

277 positions

#13Railway Pension Investments LtdActive

Some overlap · 3 shared positions

$TMO $LNG $MO

$8.0B

102 positions

#14Hurley Capital, LLCPassive

Some overlap · 4 shared positions

$PHYS $EPD $PSLV $BX

$193M

678 positions

#15S.E.E.D. Planning Group LLCPassive

Some overlap · 3 shared positions

$TMO $CSGP $LNG

$379M

88 positions

#16Recurrent Investment Advisors LLCActive

Some overlap · 4 shared positions

$LNG $EPD $OKE $FCX

$1.6B

71 positions

#17HC Advisors, LLCActive

Some overlap · 4 shared positions

$PHYS $PSLV $FCX $BABA

$165M

62 positions

#18Pasadena Private Wealth, LLCActive

Some overlap · 3 shared positions

$PHYS $EPD $PSLV

$786M

309 positions

#19MONTCHANIN ASSET MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$LNG $EPD $TMO

$98M

62 positions

#20Walser Wealth Management Company, A Ltd Liability CoPassive

Some overlap · 4 shared positions

$PHYS $PSLV $FCX $MO

$241M

215 positions

#21TORTOISE CAPITAL ADVISORS, L.L.C.Active

Some overlap · 3 shared positions

$LNG $EPD $OKE

$9.8B

91 positions

#22CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Some overlap · 3 shared positions

$LNG $EPD $OKE

$2.2B

73 positions

#23CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Some overlap · 3 shared positions

$LNG $EPD $OKE

$2.8B

97 positions

#24Catalyst Capital Advisors LLCActive

Some overlap · 3 shared positions

$LNG $EPD $OKE

$6.0B

369 positions

#25SL ADVISORS, LLCActive

Some overlap · 3 shared positions

$LNG $EPD $OKE

$57M

32 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.