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Hedge Funds Similar to Centerpoint Advisory Group

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

Centerpoint Advisory Group is an institutional investor managing $158M across 117 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 Advisory Group are CMC Financial Group, Beacon Financial Advisory, Sharkey, Howes & Javer, with shared positions in $BAH, $CRWD, $DELL, $GL, $IRM, $AXP. The full ranking of 25 similar funds is below.

#1CMC Financial GroupActive
Some overlap · 4 shared positions
$BAH$CRWD$DELL$GL
$52M
45 positions
#2Beacon Financial Advisory LLCPassive
Some overlap · 3 shared positions
$BAH$CRWD$IRM
$508M
417 positions
#3Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$BAH$DELL$AXP
$829M
163 positions
#4Wingate Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$BAH$DELL$MMM
$227M
127 positions
#5Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$BAH$CRWD$ASML$VRT
$476M
77 positions
#6QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 3 shared positions
$BAH$CRWD$VRT
$196M
153 positions
#7Garden State Investment Advisory Services LLCPassive
Some overlap · 3 shared positions
$BAH$CRWD$ASML
$553M
365 positions
#8Redwood Financial Network CorpPassive
Some overlap · 5 shared positions
$CRWD$ASML$DELL$VRT$PNC
$180M
192 positions
#9ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 4 shared positions
$CRWD$BLK$ASML$VRT
$640M
139 positions
#10Hudson Value Partners, LLCPassive
Some overlap · 5 shared positions
$OKE$CRWD$ASML$DELL$DE
$399M
113 positions
#11BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$CRWD$BLK$ASML$AXP
$247M
74 positions
#12Asio Capital, LLCActive
Some overlap · 4 shared positions
$CRWD$ASML$DELL$AXP
$781M
109 positions
#13ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 4 shared positions
$CRWD$DELL$VRT$ASML
$4.4B
109 positions
#14Realta Investment AdvisorsPassive
Some overlap · 5 shared positions
$CRWD$VRT$AXP$DE$PNC
$322M
378 positions
#15Royal Fund Management, LLCPassive
Some overlap · 5 shared positions
$CRWD$OKE$DELL$VRT$MMM
$1.2B
291 positions
#16Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$CRWD$ASML$VRT$AXP
$115M
89 positions
#17Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$CRWD$BLK$VRT$DE
$599M
225 positions
#18Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$BAH$DELL$DE
$110M
73 positions
#19Traynor Capital Management, Inc.Active
Some overlap · 4 shared positions
$CRWD$ASML$VRT$DE
$2.2B
369 positions
#2071 West Capital PartnersActive
Some overlap · 3 shared positions
$CRWD$BLK$ASML
$2.9B
382 positions
#21Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 3 shared positions
$CRWD$BLK$ASML
$2.7B
206 positions
#22OPINICUS CAPITAL, INC.Passive
Some overlap · 4 shared positions
$CRWD$DELL$VRT$DE
$187M
105 positions
#23Spartan Wealth Advisory Services LLCPassive
Some overlap · 4 shared positions
$CRWD$ASML$VRT$DE
$1.2B
320 positions
#24PeakShares LLCActive
Some overlap · 4 shared positions
$CRWD$DELL$AXP$MMM
$134.4B
122 positions
#25Umpqua BankPassive
Some overlap · 5 shared positions
$CRWD$BLK$ASML$DE$PNC
$446M
165 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.