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Hedge Funds Similar to Point

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

Trust Point Inc. is an institutional investor managing $1.2B across 463 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 Point are DMKC Advisory Services, Phoenix Wealth Advisors, Cooke Wealth, with shared positions in $PFG, $WFC, $PEP, $FAST, $CB, $IAU. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$PFG$WFC$PEP
$530M
92 positions
#2Phoenix Wealth AdvisorsActive
Some overlap · 6 shared positions
$FAST$CB$WFC$IAU$PEP$NEE
$297M
129 positions
#3Cooke Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$FAST$SYK$IAU$ASML$MDY
$122M
39 positions
#4Liberty Capital Management, Inc.Passive
Some overlap · 4 shared positions
$FAST$CB$SYK$ASML
$582M
184 positions
#5Birchwood Financial Partners, Inc.Passive
Some overlap · 4 shared positions
$FAST$WFC$IAU$PEP
$122M
352 positions
#6CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$FAST$CB$SYK
$6.4B
290 positions
#7FORTRESS FINANCIAL GROUP, LLCSmart money
Some overlap · 4 shared positions
$FAST$WFC$IAU$TT
$200M
79 positions
#8Regency Capital Management Inc.\DEPassive
Some overlap · 4 shared positions
$FAST$CB$IAU$ASML
$251M
64 positions
#9CLIFFORD SWAN INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$FAST$WFC$SYK$PEP
$3.1B
340 positions
#10WEST BANCORPORATION INCActive
Some overlap · 3 shared positions
$PFG$WFC$FAST
$234M
95 positions
#11SITTNER & NELSON, LLCPassive
Some overlap · 4 shared positions
$FAST$SYK$WFC$ASML
$318M
614 positions
#12TRUST CO OF VIRGINIA /VAPassive
Some overlap · 3 shared positions
$FAST$CB$PEP
$1.3B
226 positions
#13NORTH STAR ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$PFG$SYK$ASML
$2.5B
372 positions
#14Callahan Advisors, LLCActive
Slight overlap · 5 shared positions
$CB$SYK$ASML$PEP$NEE
$1.3B
181 positions
#15DAVIDSON TRUST COPassive
Slight overlap · 5 shared positions
$CB$WFC$PEP$MDY$NEE
$256M
190 positions
#16MassMutual Private Wealth & Trust, FSBPassive
Slight overlap · 5 shared positions
$CB$SYK$PEP$MDY$NEE
$3.9B
2,444 positions
#17Chesley Taft & Associates LLCActive
Slight overlap · 4 shared positions
$CB$WFC$SYK$PEP
$2.6B
369 positions
#18CONNORS INVESTOR SERVICES INCPassive
Slight overlap · 4 shared positions
$CB$WFC$SYK$PEP
$1.2B
153 positions
#19Perkins Coie Trust CoPassive
Slight overlap · 4 shared positions
$CB$WFC$SYK$PEP
$603M
260 positions
#20Long Road Investment Counsel, LLCActive
Slight overlap · 3 shared positions
$FAST$SYK$PEP
$271M
80 positions
#21Clark & Stuart, IncPassive
Slight overlap · 3 shared positions
$FAST$SYK$PEP
$159M
57 positions
#22NICHOLS & PRATT ADVISERS LLP /MAActive
Slight overlap · 3 shared positions
$FAST$SYK$PEP
$1.6B
109 positions
#23Oak Asset Management, LLCActive
Slight overlap · 3 shared positions
$FAST$SYK$PEP
$311M
115 positions
#24Titan Investment Solutions LtdActive
Slight overlap · 3 shared positions
$FAST$SYK$PEP
$894M
60 positions
#25PARTHENON LLCActive
Slight overlap · 3 shared positions
$FAST$SYK$PEP
$962M
133 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.