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Hedge Funds Similar to DecisionPoint Financial

13F Portfolio OverlapQ2 2026DecisionPoint Financial portfolio →
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Most similar hedge funds by 13F overlap

DecisionPoint Financial, LLC is an institutional investor managing $540M across 1,416 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 DecisionPoint Financial are BFI Infinity Ltd., PENNINGTON PARTNERS, TILIA FIDUCIARY PARTNERS, with shared positions in $MAR, $DOV, $FDX, $IBIT, $PLTR, $AXP. The full ranking of 25 similar funds is below.

#1BFI Infinity Ltd.Active
Some overlap · 3 shared positions
$MAR$DOV$FDX
$212M
72 positions
#2PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 4 shared positions
$MAR$DOV$IBIT$PLTR
$312M
131 positions
#3TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$MAR$AXP$SYK$PH
$217M
114 positions
#4Centennial Bank/AR/Passive
Some overlap · 4 shared positions
$HOMB$AXP$IBIT$ED
$311M
341 positions
#5DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$RSG$DOV$SYK$BA
$121M
100 positions
#6Bridgewater Advisors Inc.Passive
Some overlap · 3 shared positions
$MAR$DOV$AXP
$1.8B
478 positions
#7Henshaw Capital LLCActive
Some overlap · 5 shared positions
$MAR$DOV$AXP$BA$FDX
$3.1B
160 positions
#8BEACON INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MAR$AXP$FDX
$318M
178 positions
#9ABNER HERRMAN & BROCK LLCActive
Some overlap · 4 shared positions
$MAR$AXP$SYK$BA
$1.0B
121 positions
#10HERITAGE INVESTORS MANAGEMENT CORPActive
Some overlap · 4 shared positions
$MAR$AXP$BA$FDX
$3.6B
257 positions
#11LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MAR$AXP$ED
$213M
124 positions
#12CHILTON INVESTMENT CO INC.Active
Some overlap · 3 shared positions
$RSG$AXP$PH
$4.2B
299 positions
#13Harold Davidson & Associates Inc.Active
Some overlap · 4 shared positions
$MAR$AXP$RSG$SYK
$231M
59 positions
#14Integrated Wealth ManagementActive
Some overlap · 3 shared positions
$MAR$COP$IBIT
$102M
99 positions
#15FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$RSG$SYK$PH$ED
$377M
75 positions
#16Dougherty & Associates, LLCActive
Some overlap · 4 shared positions
$MAR$BA$ED$GD
$125M
52 positions
#17CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$RSG$DOV$PSX
$1.1B
157 positions
#18EVEXIA WEALTH LLCPassive
Some overlap · 3 shared positions
$RSG$SYK$PH
$369M
77 positions
#19Pegasus Asset Management, Inc.Passive
Some overlap · 5 shared positions
$MAR$SYK$PH$BA$ED
$351M
75 positions
#20Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 3 shared positions
$MAR$SYK$SHOP
$2.7B
206 positions
#21LVZ, Inc.Smart money
Slight overlap · 5 shared positions
$DOV$ENSG$COP$SYK$GD
$975M
167 positions
#22PERRYMAN FINANCIAL ADVISORY INC /ADPassive
Slight overlap · 3 shared positions
$MAR$COP$PLTR
$791M
190 positions
#23WEDGEWOOD INVESTORS INC /PA/Passive
Slight overlap · 4 shared positions
$RSG$MAR$COP$PH
$97M
110 positions
#24Cambridge Financial Group, LLCActive
Slight overlap · 4 shared positions
$DOV$AXP$COP$IBIT
$317M
153 positions
#25KFA Private Wealth Group, LLCActive
Slight overlap · 3 shared positions
$MAR$DOV$AXP
$425M
157 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.