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 OverlapQ1 2026Cypress Wealth Services, portfolio →

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Most similar hedge funds by 13F overlap

Cypress Wealth Services, LLC is an institutional investor managing $815M across 436 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 Wealth Services, are Detalus Advisors,, Cascade Financial Partners,, CREATIVE FINANCIAL DESIGNS /ADV, with shared positions in $MDLZ, $GMM, $SE, $USB, $HUM, $NTRB. The full ranking of 25 similar funds is below.

#1Detalus Advisors, LLCActive

Some overlap · 7 shared positions

$MDLZ $GMM $SE $USB $HUM $NTRB

$438M

186 positions

#2Cascade Financial Partners, LLCActive

Some overlap · 6 shared positions

$NTRB $GMM $HUM $KKR $SE $USB

$970M

263 positions

#3CREATIVE FINANCIAL DESIGNS INC /ADVPassive

Some overlap · 6 shared positions

$NTRB $KKR $USB $MAR $GMM $SHOP

$1.6B

2,162 positions

#4Drucker Wealth 3.0, LLCPassive

Some overlap · 6 shared positions

$KKR $SE $USB $HUM $MAR $GMM

$573M

266 positions

#5Capital Squared Financial LLCPassive

Some overlap · 6 shared positions

$NTRB $KKR $HUM $MAR $IAU $MDLZ

$131M

85 positions

#6Asempa Wealth AdvisorsPassive

Some overlap · 6 shared positions

$MDLZ $KKR $SE $HUM $NTRB $IAU

$115M

115 positions

#7TME FINANCIAL, INC.Passive

Some overlap · 5 shared positions

$NTRB $KKR $SE $USB $IAU

$144M

65 positions

#8Cornerstone Financial Management LLCPassive

Some overlap · 5 shared positions

$NTRB $KKR $USB $HUM $SE

$109M

1,311 positions

#9Forum Private Client Group LLCActive

Some overlap · 5 shared positions

$NTRB $KKR $HUM $USB $IAU

$300M

80 positions

#10Sherman Wealth Management LLCPassive

Some overlap · 4 shared positions

$NTRB $KKR $GMM $HUM

$116M

80 positions

#11VANTAGEPOINT INVESTMENT ADVISERS LLCActive

Some overlap · 4 shared positions

$NTRB $KKR $GMM $MAR

$11.8B

55 positions

#12AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 5 shared positions

$NTRB $GMM $SE $USB $MDLZ

$206M

97 positions

#13Dentgroup LLC

Some overlap · 6 shared positions

$MDLZ $SE $HUM $KKR $MAR $IAU

$146M

93 positions

#14Centurion Wealth Management LLCPassive

Some overlap · 6 shared positions

$MDLZ $USB $HUM $KKR $IAU $SE

$444M

316 positions

#15CDM FINANCIAL COUNSELING SERVICES, INC.Active

Some overlap · 4 shared positions

$NTRB $KKR $HUM $MAR

$105M

80 positions

#16McClarren Financial Advisors, Inc.Active

Some overlap · 4 shared positions

$NTRB $KKR $HUM $MAR

$169M

79 positions

#17Raab & Moskowitz Asset Management LLCPassive

Some overlap · 4 shared positions

$NTRB $KKR $HUM $MAR

$450M

187 positions

#18Junk Investment Group, LLCPassive

Some overlap · 4 shared positions

$NTRB $KKR $HUM $MAR

$191M

88 positions

#19Finward BancorpPassive

Some overlap · 4 shared positions

$NTRB $KKR $HUM $MAR

$125M

104 positions

#20Blackston Financial Advisory Group, LLCActive

Some overlap · 4 shared positions

$NTRB $KKR $HUM $MAR

$160M

106 positions

#21Accretive Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$KKR $NTRB $HUM $USB $IAU

$356M

180 positions

#22Veridan Wealth LLCActive

Some overlap · 6 shared positions

$NTRB $MDLZ $USB $IAU $KKR $HUM

$270M

80 positions

#23Focused Wealth Management, IncActive

Some overlap · 4 shared positions

$NTRB $KKR $USB $MAR

$964M

228 positions

#24White Lighthouse Investment Management Inc.Active

Some overlap · 5 shared positions

$KKR $USB $HUM $MAR $IAU

$721M

145 positions

#25Cassaday & Co Wealth Management LLCActive

Some overlap · 4 shared positions

$NTRB $GMM $SE $MAR

$4.7B

1,361 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.