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Hedge Funds Similar to Turning Point Benefit Group

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

Turning Point Benefit Group, Inc. is an institutional investor managing $232M across 109 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 Turning Point Benefit Group are KOM Wealth Group, OLD REPUBLIC INTERNATIONAL, O'Domhnaill Enterprises, with shared positions in $WPM, $NEM, $KLAC, $GD, $WEC, $VLO. The full ranking of 25 similar funds is below.

#1KOM Wealth Management Group, LLCActive
Notable overlap · 5 shared positions
$WPM$NEM$KLAC$GD$WEC
$165M
96 positions
#2OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$VLO$WEC$EVRG$HUBB$SO$ES
$2.7B
54 positions
#3O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$WPM$VLO$NEM$GD
$125M
61 positions
#4Euro Pacific Asset Management, LLCActive
Some overlap · 4 shared positions
$WPM$OHI$NEM$B
$880M
96 positions
#5KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$WPM$HUBB$B$SO
$192M
89 positions
#6Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$O$OHI$KLAC$EVRG$SO
$397M
167 positions
#7Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$IAUM$DLR$WPM
$462M
303 positions
#8Advisory Resource GroupPassive
Some overlap · 5 shared positions
$VLO$GD$KLAC$APH$ANET
$665M
183 positions
#9Magellan Asset Management LtdActive
Some overlap · 5 shared positions
$WEC$EVRG$AMT$SO$ES
$4.5B
78 positions
#10CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 5 shared positions
$EVRG$WEC$AMT$DLR$SO
$7.2B
101 positions
#11Uniplan Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$O$OHI$DLR$AMT$ESS
$1.1B
175 positions
#12Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$WEC$APH$O$GD$SO
$170M
111 positions
#13TABLEAUX LLCActive
Some overlap · 3 shared positions
$IAUM$WPM$ES
$238M
120 positions
#14Signature Wealth Management Group
Some overlap · 3 shared positions
$VLO$O$SO
$263M
128 positions
#15M3 Wealth Management, LLCActive
Some overlap · 3 shared positions
$VLO$O$SO
$154M
35 positions
#16Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$VLO$KLAC$WCC$ANET$HPE
$238M
149 positions
#17Burkehill Global Management, LPActive
Some overlap · 5 shared positions
$O$DLR$WEC$EVRG$SO
$2.8B
173 positions
#18DONALDSON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$O$WEC$GD$CTAS
$3.5B
311 positions
#19DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$EVRG$WEC$DLR$AMT$ESS
$10.6B
162 positions
#20Pensionfund SabicActive
Some overlap · 4 shared positions
$O$OHI$DLR$ESS
$94M
76 positions
#21Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 3 shared positions
$VLO$WEC$AMT
$449M
45 positions
#22Pensionfund PDNActive
Some overlap · 4 shared positions
$O$OHI$DLR$ESS
$194M
76 positions
#23COHEN & STEERS, INC.Active
Some overlap · 5 shared positions
$OHI$DLR$AMT$ESS$O
$63.2B
442 positions
#24Empire Life Investments Inc.Active
Some overlap · 3 shared positions
$VLO$WEC$NEM
$1.8B
113 positions
#25Loudon Investment Management, LLCPassive
Some overlap · 4 shared positions
$O$DLR$AMT$PNR
$204M
95 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.