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Hedge Funds Similar to SPIREPOINT PRIVATE CLIENT

13F Portfolio OverlapQ2 2026SPIREPOINT PRIVATE CLIENT portfolio →
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Most similar hedge funds by 13F overlap

SPIREPOINT PRIVATE CLIENT, LLC is an institutional investor managing $1.2B across 332 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 SPIREPOINT PRIVATE CLIENT are Centric Wealth, Cove Private Wealth, WestEnd Advisors, with shared positions in $UPS, $PLTR, $GILD, $TJX, $CB, $NOW. The full ranking of 25 similar funds is below.

#1Centric Wealth ManagementPassive
Notable overlap · 4 shared positions
$UPS$PLTR$GILD$TJX
$643M
209 positions
#2Cove Private Wealth, LLCPassive
Notable overlap · 3 shared positions
$UPS$TJX$GILD
$518M
207 positions
#3WestEnd Advisors, LLCActive
Some overlap · 4 shared positions
$UPS$TJX$CB$GILD
$4.5B
408 positions
#4Westshore Wealth, LLCActive
Some overlap · 3 shared positions
$UPS$NOW$KLAC
$322M
107 positions
#5Sun Financial IncPassive
Some overlap · 6 shared positions
$PLTR$ANET$TJX$KLAC$NOC$NOW
$212M
161 positions
#6Fox Hill Wealth ManagementPassive
Some overlap · 5 shared positions
$PLTR$ANET$TJX$NEE$NOC
$249M
120 positions
#7Beta Wealth Group, Inc.Active
Some overlap · 7 shared positions
$ANET$TJX$GILD$SO$PLTR$UBER
$267M
114 positions
#8RETIREMENT GUYS FORMULA LLCPassive
Some overlap · 6 shared positions
$GD$ANET$TJX$GILD$SO$NOW
$266M
158 positions
#9Kessler Investment Group, LLCPassive
Some overlap · 5 shared positions
$UPS$ANET$PLTR$KLAC$NOW
$234M
81 positions
#10Orion Investment CoActive
Some overlap · 4 shared positions
$PLTR$NEE$GD$NOW
$343M
73 positions
#11Titan Wealth (CI) LtdPassive
Some overlap · 5 shared positions
$PLTR$ANET$KLAC$UBER$NOW
$269M
51 positions
#12CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$UPS$NEE$PLTR$GILD
$1.5B
118 positions
#13Robbins FarleyPassive
Some overlap · 5 shared positions
$NEE$ANET$TJX$SO$UBER
$260M
157 positions
#14MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$UPS$UBER$NOW
$3.9B
80 positions
#15Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$ANET$TJX$KLAC$NOW
$1.1B
215 positions
#16PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$PLTR$NEE$SO$TJX$NOW
$219M
125 positions
#17BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ANET$PLTR$TJX$KLAC$NOW
$414M
106 positions
#18Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$UPS$NEE$GD$CB
$10.2B
208 positions
#19PeakShares LLCActive
Some overlap · 5 shared positions
$ANET$PLTR$TJX$KLAC$UBER
$134.4B
122 positions
#20SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 5 shared positions
$TJX$ANET$UPS$KLAC$NEE
$2.1B
218 positions
#21DB&C Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$UPS$GILD$SO
$92M
76 positions
#22MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 3 shared positions
$PLTR$NEE$GD
$188M
513 positions
#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$UPS$GD$SO
$233M
122 positions
#24OpenArc Corporate Advisory, LLCActive
Some overlap · 3 shared positions
$UPS$PLTR$SO
$8.4B
789 positions
#25OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$PLTR$NEE$SO$CB
$329M
323 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.