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Hedge Funds Similar to CYPRESS ASSET /TX

13F Portfolio OverlapQ4 2025CYPRESS ASSET /TX portfolio →
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Most similar hedge funds by 13F overlap

CYPRESS ASSET MANAGEMENT INC/TX is an institutional investor managing $455M across 105 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CYPRESS ASSET /TX are OF VERMONT, Broderick Brian C, Alecta Tjanstepension Omsesidigt, with shared positions in $AMAT, $PANW, $EMR, $LOW, $UNP, $ADI. The full ranking of 25 similar funds is below.

#1TRUST CO OF VERMONT
Notable overlap · 9 shared positions
$AMAT$PANW$EMR$LOW$UNP$ADI
$2.4B
1,131 positions
#2Broderick Brian CActive
Some overlap · 7 shared positions
$ADI$AMD$AMAT$ABT$DHR$GEV
$542M
95 positions
#3Alecta Tjanstepension OmsesidigtActive
Some overlap · 7 shared positions
$AMD$ADI$AMAT$LIN$PANW$DHR
$20.5B
78 positions
#4Baker Chad RActive
Some overlap · 7 shared positions
$ADI$AMD$AMAT$LOW$ABT$DHR
$530M
56 positions
#5Norway Savings BankPassive
Some overlap · 6 shared positions
$ADI$AMD$HON$PANW$LOW$ABT
$211M
103 positions
#6SFE Investment CounselPassive
Some overlap · 8 shared positions
$AMAT$AMD$PANW$HON$LOW$ABT
$635M
143 positions
#7Phraction Management LLCActive
Some overlap · 7 shared positions
$ADI$AMAT$LIN$HON$DHR$SNPS
$483M
65 positions
#8Ironvine Capital Partners, LLCActive
Some overlap · 7 shared positions
$ADI$AMAT$UNP$LOW$HON$DHR
$910M
56 positions
#9Notis-McConarty EdwardActive
Some overlap · 6 shared positions
$ADI$AMD$AMAT$ABT$DHR$LOW
$219M
68 positions
#10Delaney Dennis RPassive
Some overlap · 6 shared positions
$ADI$AMD$AMAT$ABT$DHR$HON
$282M
60 positions
#11WISCONSIN CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$MELI$AMD$HON$EMR$GEV$SNPS
$182M
51 positions
#12Elefante Mark BPassive
Some overlap · 6 shared positions
$ADI$AMD$AMAT$ABT$DHR$HON
$182M
58 positions
#13FIRST MANHATTAN CO. LLC.Active
Some overlap · 8 shared positions
$AMAT$HON$LIN$LOW$DHR$SNPS
$36.1B
753 positions
#14Hemenway Trust Co LLCActive
Some overlap · 6 shared positions
$ADI$AMD$AMAT$ABT$DHR$UNP
$1.2B
135 positions
#15SOMERVILLE KURT FPassive
Some overlap · 6 shared positions
$ADI$AMD$AMAT$ABT$DHR$HON
$379M
91 positions
#16Sava Infond d.o.o.Passive
Some overlap · 5 shared positions
$ADI$MELI$AMAT$AMD$PANW
$705M
230 positions
#17BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 6 shared positions
$ADI$AMAT$AMD$PANW$HON$ETN
$2.4B
787 positions
#18Kesler, Norman & Wride, LLCPassive
Some overlap · 6 shared positions
$ADI$UNP$EMR$LMT$LOW$ABT
$581M
245 positions
#19PUZO MICHAEL JPassive
Some overlap · 6 shared positions
$ADI$AMD$AMAT$ABT$DHR$EMR
$343M
67 positions
#20McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$ADI$AMD$AMAT$HON$LMT
$885M
121 positions
#21Covea FinanceActive
Some overlap · 7 shared positions
$ADI$PANW$EMR$GEV$LOW$AMAT
$2.9B
146 positions
#22SOROS CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ADI$UNP$GEV$LOW$ZTS$DHR
$230M
47 positions
#23SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$ADI$AMD$UNP$LIN$ABT
$1.3B
158 positions
#24ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MELI$ADI$LIN$EMR
$723M
93 positions
#25Greystone Financial Group, LLCPassive
Some overlap · 7 shared positions
$LIN$HON$EMR$LMT$LOW$ABT
$353M
78 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.