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 Vantage Point Financial

13F Portfolio OverlapQ2 2026Vantage Point Financial portfolio →

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Most similar hedge funds by 13F overlap

Vantage Point Financial LLC is an institutional investor managing $328M across 188 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 Vantage Point Financial are Weil Company, Highland Investment Advisors, Hartmann Taylor Wealth, with shared positions in $DOV, $CB, $MCD, $IAU, $SLV, $MO. The full ranking of 25 similar funds is below.

#1Weil Company, Inc.Passive

Notable overlap · 4 shared positions

$DOV $CB $MCD $IAU

$580M

134 positions

#2Highland Investment Advisors LLCActive

Notable overlap · 5 shared positions

$DOV $SLV $MCD $MO $IAU

$229M

734 positions

#3Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$DOV $PLTR $SLV

$178M

61 positions

#4HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 4 shared positions

$DOV $MCD $ROK $MO

$209M

83 positions

#5Barry Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$DOV $PFE $CB $MO

$524M

102 positions

#6PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$DOV $MCD $PLTR

$216M

110 positions

#7Five Pine Wealth ManagementActive

Notable overlap · 3 shared positions

$DOV $SLV $IAU

$177M

50 positions

#8TSG Advice Partners, LLC

Notable overlap · 3 shared positions

$DOV $MCD $PFE

$667M

135 positions

#9Breakwater Investment ManagementActive

Notable overlap · 4 shared positions

$DOV $PLTR $ROK $IAU

$302M

774 positions

#10Luminist Capital LLCActive

Notable overlap · 3 shared positions

$DOV $SLV $MCD

$89M

418 positions

#11Sageworth Trust CoActive

Notable overlap · 3 shared positions

$DOV $PLTR $IAU

$2.5B

127 positions

#12Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$DOV $ALL $MO

$336M

121 positions

#13Newton One Investments LLCActive

Notable overlap · 3 shared positions

$DOV $MCD $ALL

$392M

150 positions

#14Downshift Financial, LLCActive

Notable overlap · 3 shared positions

$DOV $PLTR $IAU

$232M

725 positions

#15HFM Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$DOV $ROK $MCD

$285M

1,293 positions

#16AA Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$DOV $CB $MCD

$840M

251 positions

#17NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$DOV $PLTR $IAU $MCD

$283M

75 positions

#18Evelyn Partners Asset Management Ltd

Notable overlap · 4 shared positions

$DOV $CB $MCD $IAU

$406M

308 positions

#19LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$DOV $PLTR $CB $IAU

$713M

379 positions

#20New England Professional Planning Group Inc.Smart money

Notable overlap · 5 shared positions

$DOV $CB $SLV $PFE $IAU

$268M

50 positions

#21Fi3 FINANCIAL ADVISORS, LLCPassive

Some overlap · 3 shared positions

$DOV $MO $PFE

$418M

232 positions

#22Coordinated Financial Services, Inc.

Some overlap · 3 shared positions

$DOV $SLV $PFE

$174M

176 positions

#23Foster Group, Inc.Active

Some overlap · 3 shared positions

$DOV $PLTR $MCD

$3.7B

316 positions

#24FIDUCIARY ADVISORS, INC.Active

Some overlap · 3 shared positions

$DOV $PFE $IAU

$149M

144 positions

#25HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$DOV $PLTR $MCD

$270M

156 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.