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Hedge Funds Similar to Pointe

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

Pointe Capital Management LLC is an institutional investor managing $223M across 157 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 Pointe are Wilkinson Global Asset, Cumberland Partners Ltd, Clear Trail Advisors, with shared positions in $TJX, $LIN, $ADI, $TXN, $UNP, $ODFL. The full ranking of 25 similar funds is below.

#1Wilkinson Global Asset Management LLCActive
Some overlap · 7 shared positions
$TJX$LIN$ADI$TXN$UNP$ODFL
$1.3B
62 positions
#2Cumberland Partners LtdPassive
Some overlap · 5 shared positions
$TJX$LIN$ADI$ORLY$UNP
$1.5B
153 positions
#3Clear Trail Advisors, LLCPassive
Some overlap · 6 shared positions
$ADI$TJX$EPD$UNP$JCI$ET
$655M
161 positions
#4HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 6 shared positions
$ADI$TXN$UNP$JCI$WFC$BA
$461M
144 positions
#5Phraction Management LLCActive
Some overlap · 6 shared positions
$LIN$ADI$TXN$WFC$WMB$EPD
$596M
66 positions
#6Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$LIN$TXN$UNP$WMB
$467M
118 positions
#7PAYDEN & RYGELPassive
Some overlap · 5 shared positions
$TJX$ADI$EPD$TXN$ET
$1.3B
131 positions
#8Pinnacle West Asset Management, Inc.Passive
Some overlap · 6 shared positions
$EPD$TXN$UNP$WMB$COP$BA
$145M
104 positions
#9McGowan Group Asset Management, Inc.Active
Some overlap · 4 shared positions
$CSQ$EPD$TXN$ET
$823M
154 positions
#10EagleClaw Capital Managment, LLCPassive
Some overlap · 5 shared positions
$TJX$LIN$UNP$WMB$BA
$745M
145 positions
#11GREAT LAKES ADVISORS, LLCPassive
Some overlap · 5 shared positions
$TJX$LIN$WFC$BA$COP
$13.1B
825 positions
#12GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$TJX$ADI$TXN$UNP$WFC
$3.0B
213 positions
#13Scissortail Wealth Management, LLCPassive
Some overlap · 6 shared positions
$ADI$WFC$UNP$JCI$COP$WMB
$520M
106 positions
#14LANSDOWNE PARTNERS (UK) LLPSmart money
Some overlap · 4 shared positions
$BKR$LIN$ADI$TXN
$2.4B
26 positions
#15Marion Wealth ManagementPassive
Some overlap · 5 shared positions
$TJX$ADI$UNP$LIN$COP
$491M
159 positions
#16CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$ADI$EPD$WFC$UNP$JCI
$827M
181 positions
#17Phillips Wealth Planners LLCPassive
Some overlap · 5 shared positions
$TJX$TXN$WFC$UNP$WMB
$136M
217 positions
#18Legacy Private Trust Co.Active
Some overlap · 6 shared positions
$WFC$UNP$LIN$TJX$COP$TXN
$1.8B
266 positions
#19Third View Private Wealth, LLCPassive
Some overlap · 6 shared positions
$ADI$WMB$BA$TXN$UNP$LIN
$814M
291 positions
#20SIRIOS CAPITAL MANAGEMENT L PActive
Some overlap · 5 shared positions
$ADI$TXN$WFC$UNP$ODFL
$822M
86 positions
#21Heritage Family Offices, LLPPassive
Some overlap · 5 shared positions
$ADI$TXN$WFC$WMB$BA
$259M
233 positions
#22Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$ADI$TXN$WFC$WMB$BA
$258M
228 positions
#23Smith, Salley & AssociatesPassive
Some overlap · 4 shared positions
$TJX$LIN$ADI$UNP
$2.3B
275 positions
#24HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$ADI$EPD$ORLY$UNP$WFC
$252M
43 positions
#25DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$EPD$TXN$TJX$WMB$ET
$517M
137 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.