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Hedge Funds Similar to BEARING POINT

13F Portfolio OverlapQ2 2026BEARING POINT portfolio →
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Most similar hedge funds by 13F overlap

BEARING POINT CAPITAL, LLC is an institutional investor managing $740M across 203 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 BEARING POINT are Geneva Partners, Westend, Turas, with shared positions in $DELL, $BHP, $AGX, $MPC, $GLW, $HWM. The full ranking of 25 similar funds is below.

#1Geneva Partners, LLCPassive
Notable overlap · 6 shared positions
$DELL$BHP$AGX$MPC$GLW$HWM
$375M
75 positions
#2Westend Capital Management, LLCPassive
Notable overlap · 5 shared positions
$HWM$BHP$AXP$FCX$SNOW
$437M
242 positions
#3Turas Capital Management LPPassive
Some overlap · 5 shared positions
$HWM$ETN$SU$ECL$FCX
$218M
59 positions
#4Strong Tower Advisory ServicesPassive
Some overlap · 7 shared positions
$FCX$BHP$ETN$NEM$ECL$CTVA
$558M
94 positions
#5HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$DELL$NET$GLW$ETN$AXP
$1.1B
115 positions
#6ABNER HERRMAN & BROCK LLCActive
Some overlap · 4 shared positions
$DELL$AXP$CB$SYK
$1.1B
111 positions
#7Themes Management Co LLCPassive
Some overlap · 6 shared positions
$HWM$SNOW$CEG$FCX$NOC$AEP
$151M
120 positions
#8BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$DELL$ETN$CB$SYK
$1.7B
401 positions
#9Capital Wealth Planning, LLCActive
Some overlap · 5 shared positions
$AXP$ADM$FCX$CME$MPC
$20.0B
154 positions
#10Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$DELL$ETN$AXP
$710M
193 positions
#11Winthrop Partners - WNY, LLCPassive
Some overlap · 6 shared positions
$ETN$CB$CME$MPC$GLW$ECL
$202M
87 positions
#12Robinhood Asset Management, LLCActive
Some overlap · 4 shared positions
$ETN$ECL$NET$FCX
$1.9B
83 positions
#13Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 6 shared positions
$ETN$CME$NEM$APTV$GLW$FCX
$3.2B
82 positions
#14Willis Investment CounselActive
Some overlap · 5 shared positions
$ETN$CB$BHP$AEP$AXP
$2.1B
125 positions
#15DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$DELL$CB$HWM$SOLS
$2.4B
174 positions
#16Emprise BankActive
Some overlap · 5 shared positions
$ETN$MDY$CB$ECL$NOC
$271M
109 positions
#17First Financial Bank - Trust DivisionActive
Some overlap · 5 shared positions
$ETN$MDY$SYK$ECL$GLW
$1.4B
208 positions
#18Cunning Capital Partners, LPActive
Some overlap · 4 shared positions
$DELL$AXP$CEG$CB
$248M
55 positions
#19ZWJ INVESTMENT COUNSEL INCPassive
Some overlap · 5 shared positions
$AXP$CB$CTVA$AEP$NOC
$3.1B
290 positions
#20Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Some overlap · 6 shared positions
$SYK$AEP$ETN$CEG$MPC$GLW
$321M
153 positions
#21Mission Creek Capital Partners, Inc.Passive
Some overlap · 6 shared positions
$ETN$FCX$CME$ECL$CTVA$CEG
$569M
231 positions
#22Canal Insurance COActive
Some overlap · 4 shared positions
$DELL$FCX$NOC$BHP
$456M
76 positions
#23Clear Trail Advisors, LLCPassive
Some overlap · 5 shared positions
$ETN$CB$CME$AXP$MPC
$655M
161 positions
#24Concord Investment Counsel Inc.Active
Some overlap · 3 shared positions
$DELL$ETN$SNOW
$366M
50 positions
#25SYNTAX RESEARCH, INC.Active
Some overlap · 5 shared positions
$FCX$ECL$SYK$CME$CEG
$137M
179 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.