13F Pro

Hedge Funds Similar to Cypress Group

13F Portfolio OverlapQ1 2026Cypress Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Cypress Capital Group is an institutional investor managing $889M across 246 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cypress Group are Private Harbour Investment & Counsel,, Beacon Harbor Wealth Advisors,, FARMERS, with shared positions in $IAU, $TJX, $SLV, $ABT, $NEM, $PM. The full ranking of 25 similar funds is below.

#1Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 5 shared positions
$IAU$TJX$SLV$ABT$NEM
$91M
36 positions
#2Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$IAU$SLV$PM$NEM$AMGN
$477M
70 positions
#3FARMERS TRUST COPassive
Some overlap · 7 shared positions
$CME$PM$LMT$MMM$MCD$LRCX
$637M
203 positions
#4Papamarkou Wellner Asset Management inc.Passive
Some overlap · 7 shared positions
$CME$LMT$PM$MCD$GILD$ABT
$164M
86 positions
#5Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$IAU$TJX$PSX$AMGN
$752M
61 positions
#6CURIO WEALTH, LLCActive
Some overlap · 3 shared positions
$IAU$LMT$TJX
$293M
1,255 positions
#7Commonwealth Retirement Investments LLCPassive
Some overlap · 6 shared positions
$LMT$TJX$LRCX$ABT$NEM$AMGN
$323M
122 positions
#8CINCINNATI FINANCIAL CORPActive
Some overlap · 6 shared positions
$TJX$CME$PM$MCD$LRCX$MMM
$5.0B
55 positions
#9Core Alternative CapitalPassive
Some overlap · 5 shared positions
$TJX$LMT$CME$MCD$NEM
$339M
205 positions
#10Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$LMT$TJX$MCD$ABT$AMGN
$353M
78 positions
#11Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$IAU$PM$CME$TJX$MCD
$356M
180 positions
#12O'Domhnaill Enterprises, Inc.Passive
Some overlap · 5 shared positions
$LMT$SLV$PM$GILD$NEM
$124M
55 positions
#13Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 6 shared positions
$TJX$PM$MMM$MCD$LRCX$ABT
$412M
46 positions
#14Stablepoint Partners, LLCPassive
Some overlap · 5 shared positions
$IAU$LMT$PSX$MCD$AMGN
$673M
260 positions
#15Canoe Financial LPActive
Some overlap · 4 shared positions
$LMT$TJX$CME$PM
$7.3B
112 positions
#16Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 6 shared positions
$LMT$PM$TJX$MCD$ABT$AMGN
$329M
65 positions
#17Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$LMT$TJX$MMM$GILD$AMGN
$200M
53 positions
#18Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$SLV$PSX$MCD
$130M
96 positions
#19Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$LMT$CME$PM$ABT$AMGN
$821M
85 positions
#20Red Mountain Financial, LLCPassive
Some overlap · 5 shared positions
$IAU$LMT$MCD$SLV$AMGN
$106M
79 positions
#21Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$IAU$SLV$LMT$AMGN
$143M
104 positions
#22BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 4 shared positions
$IAU$TJX$AMGN$GILD
$2.4B
787 positions
#23Pollock Investment Advisors, LLC
Some overlap · 4 shared positions
$LMT$TJX$CME$ABT
$136M
40 positions
#24Carolina Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$LMT$PM$MCD$LRCX$GILD$AMGN
$240M
278 positions
#25WIMMER ASSOCIATES 1, LLCPassive
Some overlap · 6 shared positions
$LMT$MMM$MCD$PSX$ABT$AMGN
$205M
110 positions

Compare Cypress Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Cypress Group’s holdings

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.