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 Stablepoint Partners

13F Portfolio OverlapQ2 2026Stablepoint Partners portfolio →

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Most similar hedge funds by 13F overlap

Stablepoint Partners, LLC is an institutional investor managing $723M across 260 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 Stablepoint Partners are VIRGINIA WEALTH GROUP, NEW ENGLAND ASSET, Visionary Wealth Advisors, with shared positions in $AMGN, $PSX, $QCOM, $KMI, $VZ, $PEP. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 10 shared positions

$AMGN $PSX $QCOM $KMI $VZ $PEP

$203M

58 positions

#2NEW ENGLAND ASSET MANAGEMENT INCPassive

Notable overlap · 10 shared positions

$CVS $AMGN $QCOM $LMT $VZ $FITB

$863M

131 positions

#3Visionary Wealth AdvisorsPassive

Notable overlap · 11 shared positions

$QCOM $KMI $PSX $AMGN $LMT $VZ

$2.5B

666 positions

#4Slocum, Gordon & Co LLPPassive

Notable overlap · 10 shared positions

$NEE $LMT $VZ $FE $MCD $UL

$143M

66 positions

#5BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 8 shared positions

$NEE $AMGN $CVS $QCOM $LMT $MCD

$405M

98 positions

#6PINKERTON WEALTH, LLCActive

Notable overlap · 9 shared positions

$AMGN $PSX $QCOM $VZ $PEP $MCD

$1.2B

103 positions

#7SHERMAN PORFOLIOS, LLCSmart money

Notable overlap · 9 shared positions

$AMGN $PSX $QCOM $VZ $PEP $MCD

$1.3B

97 positions

#8Signet Investment Advisory Group, Inc.Passive

Notable overlap · 8 shared positions

$NEE $CVS $IAU $AMGN $PEP $MCD

$227M

73 positions

#9Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$NEE $AMGN $PSX $QCOM $TD $LMT

$111M

62 positions

#10EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$NEE $CVS $AMGN $LMT $PEP $T

$1.3B

58 positions

#11Flavin Financial Services, Inc.Passive

Notable overlap · 8 shared positions

$NEE $AMGN $PSX $LMT $PEP $MCD

$185M

77 positions

#12Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$NEE $STX $AMGN $VZ $DUK $PEP

$231M

125 positions

#13BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 8 shared positions

$AMGN $QCOM $LMT $VZ $KMI $MCD

$504M

136 positions

#14Paradigm Capital Management, LLC/NVActive

Notable overlap · 8 shared positions

$AMGN $KMI $VZ $D $MCD $T

$116M

65 positions

#15Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$AMGN $NEE $PSX $VZ $PEP $MDT

$1.5B

139 positions

#16FARMERS TRUST CO

Notable overlap · 8 shared positions

$NEE $LMT $VZ $PEP $KMI $CVS

$637M

203 positions

#17Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$NEE $AMGN $STX $PSX $VZ $MCD

$116M

172 positions

#18Granite Group Advisors, LLCActive

Notable overlap · 7 shared positions

$AMGN $NEE $QCOM $LMT $PEP $MDT

$158M

78 positions

#19CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 7 shared positions

$NEE $CVS $PSX $VZ $PEP $MCD

$1.1B

157 positions

#20Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$AMGN $CVS $LMT $VZ $PEP $PSX

$265M

100 positions

#21NewSquare Capital LLCPassive

Notable overlap · 7 shared positions

$STX $CVS $TD $AMGN $PSX $UL

$1.4B

236 positions

#22Crescent Sterling, Ltd.Passive

Notable overlap · 7 shared positions

$AMGN $PSX $QCOM $VZ $PEP $DUK

$122M

92 positions

#23CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$NEE $IAU $KMI $PEP $MCD $MDT

$767M

184 positions

#24Argyle Capital Management, LLCPassive

Notable overlap · 8 shared positions

$AMGN $VZ $PSX $T $MET $DUK

$347M

138 positions

#25VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$NEE $PSX $QCOM $VZ $PEP $FITB

$1.1B

141 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.