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 Cypress Wealth Services

13F Portfolio OverlapQ3 2026Cypress Wealth Services portfolio →

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Most similar hedge funds by 13F overlap

Cypress Wealth Services, LLC is an institutional investor managing $848M across 434 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cypress Wealth Services are Westwind, Atala Financial, Deane Retirement Strategies, with shared positions in $BE, $MAR, $TXN, $IAU, $SHOP, $RBLX. The full ranking of 25 similar funds is below.

#1Westwind CapitalPassive

Some overlap · 3 shared positions

$BE $MAR $TXN

$426M

87 positions

#2Atala Financial IncPassive

Some overlap · 4 shared positions

$MAR $IAU $SHOP $RBLX

$172M

121 positions

#3Deane Retirement Strategies, Inc.Passive

Some overlap · 5 shared positions

$IAU $AXP $TXN $WFC $VLO

$244M

53 positions

#4Covenant Asset Management, LLCPassive

Some overlap · 3 shared positions

$BE $AXP $SHOP

$746M

169 positions

#5BEACON INVESTMENT ADVISORS LLCPassive

Some overlap · 4 shared positions

$MAR $AXP $UPS $VLO

$318M

178 positions

#6North Forty Two & Co.Passive

Some overlap · 5 shared positions

$IAU $TXN $WFC $VLO $SLV

$121M

106 positions

#7LifeWealth Investments, LLCActive

Slight overlap · 4 shared positions

$MAR $IAU $SLV $TXN

$360M

139 positions

#8Insight Holdings Group, LLCActive

Slight overlap · 3 shared positions

$BE $SHOP $TXN

$1.3B

30 positions

#9PROMETHIUM ADVISORS,LLCPassive

Slight overlap · 3 shared positions

$MAR $UPS $AXP

$203M

118 positions

#10Lincoln Capital LLCActive

Slight overlap · 3 shared positions

$MAR $UPS $AXP

$570M

138 positions

#11Resolute Advisors LLCActive

Slight overlap · 3 shared positions

$BE $SHOP $RBLX

$417M

82 positions

#12Wellington Shields Capital Management, LLCPassive

Slight overlap · 3 shared positions

$BE $AXP $SLV

$788M

334 positions

#13Elevated Financial Group LLCActive

Slight overlap · 3 shared positions

$MAR $IAU $AXP

$357M

117 positions

#14Palisades Hudson Asset Management, L.P.Active

Slight overlap · 4 shared positions

$IAU $AXP $MAR $SLV

$286M

108 positions

#15Catalyst Funds Management Pty LtdPassive

Slight overlap · 3 shared positions

$BE $TXN $VLO

$1.8B

643 positions

#16Bridgewealth Advisory Group, LLCActive

Slight overlap · 4 shared positions

$IAU $UPS $WFC $SLV

$530M

141 positions

#17Centerline Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$UPS $BE $IAU

$321M

82 positions

#18Element Wealth, LLCPassive

Slight overlap · 3 shared positions

$BE $WFC $VLO

$267M

214 positions

#19Van Diest Capital, LLCPassive

Slight overlap · 3 shared positions

$BE $SHOP $WFC

$112M

176 positions

#20Cobblestone Asset Management LLCActive

Slight overlap · 3 shared positions

$BE $IAU $PSLV

$248M

77 positions

#21Genesis Financial Group, LLCPassive

Slight overlap · 3 shared positions

$BE $SHOP $WFC

$154M

100 positions

#22IFC & Insurance Marketing, Inc.Active

Slight overlap · 3 shared positions

$MAR $IAU $BE

$117M

87 positions

#23Family Management CorpPassive

Slight overlap · 4 shared positions

$IAU $AXP $WFC $VLO

$975M

324 positions

#24Twelve Points Wealth Management LLCPassive

Slight overlap · 4 shared positions

$IAU $AXP $TXN $SLV

$499M

213 positions

#25BOYAR ASSET MANAGEMENT INC.Active

Slight overlap · 3 shared positions

$MAR $AXP $UPS

$174M

77 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.