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 NovaPoint

13F Portfolio OverlapQ3 2026NovaPoint portfolio →

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Most similar hedge funds by 13F overlap

NovaPoint Capital, LLC is an institutional investor managing $464M across 162 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to NovaPoint are UNITED BANK, ROFFMAN MILLER ASSOCIATES, BRADY FAMILY WEALTH, with shared positions in $GLW, $CMI, $TXN, $GD, $APD, $AFL. The full ranking of 25 similar funds is below.

#1UNITED BANKActive

Notable overlap · 10 shared positions

$GLW $CMI $TXN $GD $APD $AFL

$853M

130 positions

#2ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 8 shared positions

$APH $TXN $CB $AFL $GD $PEP

$2.0B

91 positions

#3BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$TXN $CB $GD $APH $PEP $APD

$346M

113 positions

#4Cornerstone Capital, Inc.Active

Notable overlap · 5 shared positions

$GLW $APH $ABT $PEP $VRT

$1.1B

120 positions

#5Somerset Trust CoPassive

Notable overlap · 9 shared positions

$AFL $LHX $GD $CB $APD $ABT

$354M

186 positions

#6LONDON CO OF VIRGINIAActive

Notable overlap · 5 shared positions

$GLW $TXN $CMI $CB $APD

$17.5B

169 positions

#7Stonebridge Financial Group, LLCPassive

Notable overlap · 9 shared positions

$GLW $CMI $AFL $GD $CB $LHX

$1.4B

275 positions

#8Willis Investment CounselActive

Notable overlap · 7 shared positions

$TXN $CB $AFL $PEP $ABT $GD

$2.0B

128 positions

#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$CMI $UNP $TXN $GD $PEP $MDT

$233M

122 positions

#10Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$GLW $GD $APD $EOG $PEP

$214M

33 positions

#11Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$TXN $UNP $SPGI $APD $PEP $ABT

$108M

52 positions

#12Royal Palms Capital LLCPassive

Notable overlap · 3 shared positions

$GLW $TXN $AFL

$113M

55 positions

#13Kesler, Norman & Wride, LLCPassive

Notable overlap · 7 shared positions

$GD $CB $TXN $LHX $UNP $APD

$631M

271 positions

#14Werlinich Asset Management, LLCActive

Notable overlap · 5 shared positions

$GLW $UNP $VRT $GD $HON

$258M

57 positions

#15COOKSON PEIRCE & CO INCPassive

Notable overlap · 3 shared positions

$GLW $APH $ROST

$3.0B

317 positions

#16CULBERTSON A N & CO INCActive

Notable overlap · 7 shared positions

$CMI $GLW $PEP $ABT $APD $TXN

$861M

137 positions

#17Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$CMI $LHX $AFL $PEP $EOG $MDT

$673M

158 positions

#18Main Street Research LLCActive

Notable overlap · 3 shared positions

$GLW $APH $ROST

$2.1B

140 positions

#19Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 4 shared positions

$GLW $GRMN $GD $MDT

$327M

94 positions

#20MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$AFL $CB $GD $TXN $APH $LHX

$857M

166 positions

#21Estabrook Capital ManagementPassive

Notable overlap · 7 shared positions

$GLW $UNP $CB $MDT $AFL $HON

$739M

344 positions

#22Winthrop Partners - WNY, LLCPassive

Notable overlap · 5 shared positions

$GLW $CB $UNP $APD $CMI

$202M

87 positions

#23TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 4 shared positions

$GLW $CB $PEP $ABT

$1.3B

220 positions

#24Insight Inv LLCPassive

Notable overlap · 4 shared positions

$GLW $GD $PEP $EOG

$210M

108 positions

#25Tufton Capital ManagementPassive

Notable overlap · 4 shared positions

$GLW $CB $ABT $MDT

$583M

131 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.