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Hedge Funds Similar to Single Point Partners

13F Portfolio OverlapQ2 2026Single Point Partners portfolio →
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Most similar hedge funds by 13F overlap

Single Point Partners, LLC is an institutional investor managing $568M across 103 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 Single Point Partners are Allen Mooney & Barnes Investment Advisors, BEARING POINT, Audent Global Asset, with shared positions in $ACN, $AEP, $C, $LOW, $AXP, $MDY. The full ranking of 25 similar funds is below.

#1Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 5 shared positions
$ACN$AEP$C$LOW$AXP
$658M
152 positions
#2BEARING POINT CAPITAL, LLCPassive
Some overlap · 5 shared positions
$MDY$AEP$GLW$AXP$CTVA
$740M
203 positions
#3Audent Global Asset Management, LLCPassive
Some overlap · 3 shared positions
$MDY$ACN$C
$90M
46 positions
#4Ironwood Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$ACN$GLW$LOW$AXP$CTVA
$762M
267 positions
#5Cambridge Advisors Inc.Active
Some overlap · 4 shared positions
$MDY$GLW$LOW$AXP
$582M
183 positions
#6BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 3 shared positions
$MDY$C$AXP
$371M
394 positions
#7TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$C$AEP
$288M
94 positions
#8Taylor Financial Group, Inc.Active
Some overlap · 5 shared positions
$MDY$GLW$LOW$PLTR$AEP
$182M
103 positions
#9G&S Capital LLCPassive
Some overlap · 3 shared positions
$MDY$C$AEP
$345M
155 positions
#10TRUSTMARK NATIONAL BANK TRUST DEPARTMENTActive
Some overlap · 3 shared positions
$MDY$C$DE
$1.7B
278 positions
#11Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$MDY$LOW$AXP
$130M
76 positions
#12OFS Enterprise LLCActive
Some overlap · 4 shared positions
$MDY$AXP$DE$LOW
$392M
106 positions
#13Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MDY$AEP$LOW
$489M
619 positions
#14Aegis Wealth Management, Inc.Active
Some overlap · 3 shared positions
$MDY$LOW$PLTR
$155M
119 positions
#15St. Johns Investment Management Company, LLCPassive
Some overlap · 4 shared positions
$MDY$GLW$AXP$DE
$264M
201 positions
#16SECURED RETIREMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$AEP$C$GLW$LOW
$195M
134 positions
#17Providence First Trust CoPassive
Some overlap · 3 shared positions
$MDY$GLW$AEP
$358M
196 positions
#18IFG Advisors, LLCActive
Some overlap · 4 shared positions
$MDY$GLW$AXP$C
$725M
165 positions
#19Arvest Bank Trust DivisionActive
Some overlap · 3 shared positions
$MDY$LOW$AXP
$2.1B
240 positions
#20Steele Capital Management, Inc.Active
Some overlap · 3 shared positions
$MDY$PLTR$DE
$2.7B
85 positions
#21Winter & Associates, Inc.Active
Some overlap · 3 shared positions
$MDY$GLW$PLTR
$133M
85 positions
#22LCM Capital Management IncActive
Some overlap · 3 shared positions
$MDY$PLTR$GLW
$230M
129 positions
#23PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$MDY$PEG$LOW
$501M
165 positions
#24Rock Point Advisors, LLCPassive
Some overlap · 3 shared positions
$ACN$C$GLW
$409M
123 positions
#25Finivi Inc.Passive
Some overlap · 4 shared positions
$MDY$C$GLW$DE
$195M
111 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.