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 ,

13F Portfolio OverlapQ1 2026Cypress , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Cypress Capital, LLC is an institutional investor managing $370M across 113 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 , are MRWM Advisors,, Concord Asset , /VA, Concord Wealth Partners, with shared positions in $SGOL, $AGQ, $UPST, $BRZE, $LRCX, $KR. The full ranking of 25 similar funds is below.

#1MRWM Advisors, LLCActive

Substantial overlap · 20 shared positions

$SGOL $AGQ $UPST $BRZE $LRCX $KR

$184M

74 positions

#2Concord Asset Management, LLC/VAActive

Notable overlap · 8 shared positions

$UPST $WT $LMT $AGQ $LRCX $COP

$592M

117 positions

#3Concord Wealth PartnersPassive

Notable overlap · 8 shared positions

$UPST $WT $LMT $AGQ $COP $AMGN

$770M

207 positions

#4Discipline Wealth Solutions, LLCActive

Notable overlap · 6 shared positions

$UPST $AGQ $WT $BRZE $SCHW $COP

$950M

192 positions

#5Global View Capital Management LLCActive

Notable overlap · 5 shared positions

$SGOL $AGQ $WT $OKE $MDT

$377M

140 positions

#6Causey Wealth LLCPassive

Notable overlap · 8 shared positions

$UPST $WT $SCHW $BRZE $IBM $COP

$236M

81 positions

#7Cravens & Co Advisors, LLCActive

Notable overlap · 6 shared positions

$UPST $WT $LOW $OKE $SBUX $CCZ

$154M

64 positions

#8Carolina Wealth Advisors, LLCPassive

Notable overlap · 10 shared positions

$LRCX $LMT $AMGN $IBM $BMY $MDT

$240M

278 positions

#9Oak Harvest Investment ServicesPassive

Notable overlap · 6 shared positions

$UPST $SCHW $ETN $MCD $AMGN $COP

$958M

176 positions

#10Portland Global Advisors LLCActive

Notable overlap · 6 shared positions

$UPST $WT $IBM $AMGN $ETN $CL

$938M

146 positions

#11GOULD ASSET MANAGEMENT LLC /CA/Active

Notable overlap · 4 shared positions

$UPST $WT $SCHW $COP

$576M

171 positions

#12GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$UPST $AGQ $BRZE

$128M

42 positions

#13Anson Capital, Inc.Passive

Notable overlap · 5 shared positions

$AGQ $SGOL $WT $BRZE $COP

$146M

90 positions

#14Joseph Group Capital ManagementPassive

Notable overlap · 6 shared positions

$WT $BRZE $KR $LRCX $AMGN $ETN

$400M

379 positions

#15Lauer Wealth, LLCActive

Notable overlap · 4 shared positions

$UPST $WT $COP $AGQ

$126M

67 positions

#16Warwick Investment Management, Inc.Active

Notable overlap · 5 shared positions

$UPST $BRZE $SCHW $COP $IBM

$690M

137 positions

#17Falcon Wealth PlanningActive

Some overlap · 3 shared positions

$UPST $WT $SCHW

$1.5B

236 positions

#18WT Wealth ManagementPassive

Some overlap · 4 shared positions

$SGOL $WT $SCHW $SBUX

$336M

138 positions

#19IAM Advisory, LLCActive

Some overlap · 5 shared positions

$AGQ $WT $LMT $AMGN $BMY

$446M

95 positions

#20MainStreet Investment Advisors LLCPassive

Some overlap · 5 shared positions

$UPST $LMT $MCD $IBM $MDT

$665M

158 positions

#21RoundAngle Advisors LLCPassive

Some overlap · 5 shared positions

$AGQ $UPST $IBM $WT $COP

$134M

60 positions

#22Bedell Frazier Investment Counselling, LLCPassive

Some overlap · 6 shared positions

$AGQ $LMT $IBM $ETN $MCD $SCHW

$495M

128 positions

#23Beacon Financial Strategies CORPActive

Some overlap · 6 shared positions

$UPST $BRZE $COP $IBM $MCD $KR

$176M

177 positions

#24AMI INVESTMENT MANAGEMENT INCActive

Some overlap · 5 shared positions

$UPST $SCHW $LOW $COP $CL

$445M

77 positions

#25Disciplined Investments, LLCPassive

Some overlap · 5 shared positions

$UPST $SCHW $OKE $COP $IBM

$279M

141 positions

Compare Cypress ,’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 ,’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.