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Hedge Funds Similar to Centerpoint Advisors

13F Portfolio OverlapQ2 2026Centerpoint Advisors portfolio →
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Most similar hedge funds by 13F overlap

Centerpoint Advisors, LLC is an institutional investor managing $352M across 425 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 Centerpoint Advisors are ROFFMAN MILLER ASSOCIATES, Destination Wealth, Covea Finance, with shared positions in $AXP, $TMO, $TJX, $APD, $SYK, $ADI. The full ranking of 25 similar funds is below.

#1ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$AXP$TMO$TJX$APD$SYK
$1.9B
88 positions
#2Destination Wealth ManagementPassive
Some overlap · 5 shared positions
$AXP$TMO$TJX$ADI$SYK
$4.3B
344 positions
#3Covea FinanceActive
Some overlap · 5 shared positions
$AXP$TMO$TJX$ROK$ADI
$3.2B
153 positions
#4Fire Capital Management LLCPassive
Some overlap · 5 shared positions
$AXP$TMO$APD$ROK$NEE
$246M
122 positions
#5BOSTON FAMILY OFFICE LLCPassive
Some overlap · 6 shared positions
$TMO$APD$TJX$ROK$SYK$NEE
$1.6B
314 positions
#6Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 6 shared positions
$TMO$TJX$APD$ADI$SNA$NEE
$449M
45 positions
#7Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$TMO$TJX$APD$ADI$SYK$NEE
$170M
61 positions
#8Blue Zone Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$TMO$APD$SYK$NEE
$573M
125 positions
#9Bill Few Associates, Inc.Passive
Some overlap · 5 shared positions
$AXP$TJX$ROK$SYK$STT
$470M
227 positions
#10EADS & HEALD WEALTH MANAGEMENTPassive
Some overlap · 5 shared positions
$AXP$TMO$ADI$SNA$SYK
$204M
148 positions
#11Notis-McConarty EdwardActive
Some overlap · 5 shared positions
$AXP$TJX$ROK$ADI$NEE
$231M
67 positions
#12PUZO MICHAEL JPassive
Some overlap · 5 shared positions
$AXP$TJX$ROK$ADI$NEE
$388M
66 positions
#13SOMERVILLE KURT FActive
Some overlap · 5 shared positions
$AXP$TJX$ROK$ADI$NEE
$419M
97 positions
#14Hemenway Trust Co LLCActive
Some overlap · 5 shared positions
$AXP$TJX$ROK$ADI$NEE
$1.4B
135 positions
#15Dempze Nancy EPassive
Some overlap · 5 shared positions
$AXP$TJX$ROK$ADI$NEE
$209M
91 positions
#16Elefante Mark BActive
Some overlap · 5 shared positions
$AXP$TJX$ROK$ADI$NEE
$232M
60 positions
#17Delaney Dennis RActive
Some overlap · 5 shared positions
$AXP$TJX$ROK$ADI$NEE
$314M
61 positions
#18NICHOLS & PRATT ADVISERS LLP /MAActive
Some overlap · 5 shared positions
$TMO$TJX$APD$SYK$STT
$1.6B
109 positions
#19MCCARTER PRIVATE WEALTH SERVICES LLCPassive
Some overlap · 5 shared positions
$TMO$AXP$TJX$NXPI$NEE
$290M
179 positions
#20Haverford Trust CoActive
Some overlap · 5 shared positions
$TMO$TJX$APD$SYK$NEE
$11.6B
424 positions
#21Dundas Partners LLPActive
Some overlap · 4 shared positions
$AXP$TMO$ADI$SYK
$1.4B
31 positions
#22Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$AXP$TMO$TJX$NEE
$130M
76 positions
#23Clear Trail Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$TJX$APD$ADI$NEE
$655M
161 positions
#24Martin Investment Management, LLCActive
Some overlap · 4 shared positions
$AXP$TMO$SYK$NXPI
$300M
47 positions
#25Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$TMO$TJX$APD$SYK$NEE
$339M
49 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.