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Hedge Funds Similar to WealthPoint Financial

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

WealthPoint Financial, LLC is an institutional investor managing $137M across 126 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 WealthPoint Financial are CANTOR FITZGERALD INVESTMENT ADVISORS, Paradigm, WOODWARD DIVERSIFIED, with shared positions in $DUK, $TFC, $COP, $PM, $PFH, $MET. The full ranking of 25 similar funds is below.

#1CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 7 shared positions
$DUK$TFC$COP$PM$PFH$MET
$1.5B
184 positions
#2Paradigm Capital Management, LLC/NVActive
Some overlap · 7 shared positions
$TFC$DUK$PM$MET$T$WFC
$116M
65 positions
#3WOODWARD DIVERSIFIED CAPITAL, LLCPassive
Some overlap · 9 shared positions
$PH$PM$WFC$T$COP$MET
$227M
181 positions
#4Prana Capital Management, LPActive
Some overlap · 4 shared positions
$LPLA$TFC$BLK$WFC
$3.3B
122 positions
#5McGlone Suttner Wealth Management, Inc.Active
Some overlap · 7 shared positions
$PH$PM$BNY$BLK$PFH$MET
$852M
196 positions
#6Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$DUK$TFC$COP$PM$T
$10.2B
208 positions
#7KWB WealthActive
Some overlap · 3 shared positions
$LPLA$GLDM$WFC
$1.2B
169 positions
#8BCM ADVISORS, LLCSmart money
Some overlap · 5 shared positions
$DUK$PH$COP$GLDM$KMI
$514M
80 positions
#9Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$DUK$TFC$PM$PFH$WFC
$334M
127 positions
#10ZACKS INVESTMENT MANAGEMENTPassive
Some overlap · 6 shared positions
$PH$COP$PM$BNY$BLK$MET
$14.1B
724 positions
#11KICKSTAND VENTURES, LLC.Active
Some overlap · 4 shared positions
$BPRE$GLDM$PFH$T
$550M
154 positions
#12Magnolia Private Wealth, LLCPassive
Some overlap · 4 shared positions
$BPRE$GLDM$LPLA$PM
$182M
153 positions
#13SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$TFC$COP$MET$T$WFC$KMI
$606M
79 positions
#14Hardin Capital Partners, LLCActive
Some overlap · 5 shared positions
$DUK$TFC$COP$WFC$PM
$215M
141 positions
#15Aspire Private Capital, LLCPassive
Some overlap · 5 shared positions
$DUK$PH$PM$BNY$WFC
$484M
175 positions
#16ProVise Management Group, LLCPassive
Some overlap · 6 shared positions
$COP$PM$DUK$BNY$BLK$WFC
$1.5B
282 positions
#17REAP Financial Group, LLCActive
Some overlap · 7 shared positions
$FLEX$PH$MET$COP$BNY$BLK
$586M
542 positions
#18EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$DUK$COP$MET$T$WFC
$1.3B
58 positions
#19Griffith & Werner, Inc.Passive
Some overlap · 5 shared positions
$DUK$TFC$T$WFC$PM
$213M
71 positions
#20GREAT LAKES ADVISORS, LLCPassive
Some overlap · 5 shared positions
$PH$COP$DUK$BLK$WFC
$13.1B
825 positions
#21Omnitrust Wealth Management, Inc
Some overlap · 5 shared positions
$PH$COP$PM$BNY$WFC
$77M
64 positions
#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DUK$PM$PFH$T$WFC
$233M
122 positions
#23Boston PartnersPassive
Some overlap · 5 shared positions
$LPLA$COP$PM$FLEX$WFC
$112.6B
802 positions
#24Wilkerson Advisory Group LLCPassive
Some overlap · 4 shared positions
$BPRE$GLDM$T$FLEX
$326M
620 positions
#25Veratis Advisors, Inc.Passive
Some overlap · 5 shared positions
$TFC$PM$LPLA$BLK$DUK
$141M
84 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.