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 Basepoint Wealth

13F Portfolio OverlapQ2 2026Basepoint Wealth portfolio →

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Most similar hedge funds by 13F overlap

Basepoint Wealth LLC is an institutional investor managing $175M across 632 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 Basepoint Wealth are Entruity Wealth, TrustWell Financial Advisors, Hubbell Strickland Wealth, with shared positions in $PHYS, $PSLV, $AMP, $DE, $PEP, $MMM. The full ranking of 25 similar funds is below.

#1Entruity Wealth, LLCActive

Substantial overlap · 3 shared positions

$PHYS $PSLV $AMP

$155M

54 positions

#2TrustWell Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$PHYS $PSLV $DE

$118M

78 positions

#3Hubbell Strickland Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$PHYS $PEP $MMM

$277M

87 positions

#4KOM Wealth Management Group, LLCActive

Notable overlap · 3 shared positions

$PHYS $GD $MCK

$165M

96 positions

#5Evanson Asset Management, LLC

Notable overlap · 4 shared positions

$PHYS $AXP $PSLV $ADBE

$1.9B

321 positions

#6Evanson Financial, LLCPassive

Notable overlap · 3 shared positions

$PHYS $AXP $ADBE

$2.0B

325 positions

#7Accordant Advisory Group IncPassive

Notable overlap · 3 shared positions

$PHYS $PSLV $GD

$148M

242 positions

#8HC Advisors, LLCActive

Notable overlap · 4 shared positions

$PSLV $PHYS $AXP $MMM

$165M

62 positions

#9Cedrus Wealth Group LLCActive

Notable overlap · 3 shared positions

$PSLV $PHYS $DE

$115M

51 positions

#10Virginia Estate & Retirement Planning Advisors Inc.Active

Notable overlap · 3 shared positions

$PSLV $PEP $NEE

$83M

186 positions

#11MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$PHYS $BNY $AXP $MCK

$162M

106 positions

#12SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive

Notable overlap · 4 shared positions

$PHYS $TGT $PSLV $VZ

$524M

174 positions

#13Pacific Sage Partners, LLCActive

Notable overlap · 4 shared positions

$PHYS $PSLV $DE $ADBE

$705M

127 positions

#14SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$DE $VZ $PEP $NEE

$205M

55 positions

#15DMKC Advisory Services, LLCActive

Notable overlap · 5 shared positions

$DE $PEP $TGT $PFG $MMM

$530M

92 positions

#16Intesa Sanpaolo Wealth ManagementPassive

Notable overlap · 3 shared positions

$PHYS $BNY $AXP

$500M

309 positions

#17FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 5 shared positions

$DE $GD $BNY $COP $MCK

$355M

257 positions

#18Shelter Mutual Insurance CoActive

Some overlap · 5 shared positions

$DE $PEP $TGT $NEE $AXP

$473M

58 positions

#19Eliot Finkel Investment Counsel, LLCActive

Some overlap · 3 shared positions

$DE $GD $PEP

$214M

33 positions

#20WEYBOSSET RESEARCH & MANAGEMENT LLCActive

Some overlap · 3 shared positions

$DE $GD $INGR

$381M

32 positions

#21Bruce G. Allen Investments, LLCPassive

Some overlap · 4 shared positions

$PHYS $VZ $BNY $NEE

$157M

1,037 positions

#22Kane Co Wealth Management, Inc.Active

Some overlap · 3 shared positions

$DE $PEP $PFG

$132M

53 positions

#23Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$DE $GD $PEP $TGT $VZ $AXP

$181M

81 positions

#24Abacus Planning Group, Inc.Active

Some overlap · 4 shared positions

$PSLV $PHYS $DE $PEP

$809M

259 positions

#25Proactive Wealth Strategies LLCPassive

Some overlap · 3 shared positions

$PSLV $PHYS $NEE

$623M

222 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.