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 Point Wealth ,

13F Portfolio OverlapQ1 2026Cypress Point Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Cypress Point Wealth Management, LLC is an institutional investor managing $492M across 142 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 Point Wealth , are ALLEN OPERATIONS, ALLEN HOLDING /NY, BENNINGFIELD FINANCIAL ADVISORS,, with shared positions in $PLTR, $KO, $BLND, $BAC, $AMN, $BRZE. The full ranking of 25 similar funds is below.

#1ALLEN OPERATIONS LLCSmart money

Substantial overlap · 3 shared positions

$PLTR $KO $BLND

$670M

35 positions

#2ALLEN HOLDING INC /NYSmart money

Substantial overlap · 3 shared positions

$PLTR $KO $BAC

$1.0B

9 positions

#3BENNINGFIELD FINANCIAL ADVISORS, LLCSmart money

Substantial overlap · 3 shared positions

$PLTR $AMN $BRZE

$127M

18 positions

#41776 Wealth LLCActive

Notable overlap · 3 shared positions

$PLTR $CRM $AMD

$254M

146 positions

#5Sargent Investment Group, LLCPassive

Notable overlap · 4 shared positions

$PLTR $KO $DDOG $BAC

$759M

269 positions

#6Private Wealth Management Group, LLCPassive

Notable overlap · 3 shared positions

$PLTR $AMN $BAC

$381M

1,426 positions

#7Philadelphia Investment Partners, LLCPassive

Notable overlap · 3 shared positions

$PLTR $WT $KLAC

$147M

189 positions

#8Van Cleef Asset Management,IncActive

Notable overlap · 3 shared positions

$PLTR $MKL $UNIT

$929M

118 positions

#9Triton Financial Group IncPassive

Notable overlap · 3 shared positions

$PLTR $WT $SGOL

$57M

62 positions

#10Sun Group Wealth PartnersPassive

Notable overlap · 3 shared positions

$PLTR $KO $AMD

$127M

73 positions

#11Henson-Edgewater Management, LLCPassive

Some overlap · 3 shared positions

$PLTR $BAC $AMD

$157M

66 positions

#12Genesis Financial Group, LLCPassive

Some overlap · 3 shared positions

$PLTR $UNIT $BRZE

$158M

103 positions

#13Z3 Capital Partners, LLCPassive

Some overlap · 3 shared positions

$PLTR $KO $BAC

$395M

187 positions

#14Privium Fund Management B.V.Active

Some overlap · 4 shared positions

$PLTR $ARWR $ASTS $AMD

$480M

60 positions

#15MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive

Some overlap · 3 shared positions

$PLTR $KKR $KO

$189M

510 positions

#16COGENT STRATEGIC WEALTH LLCActive

Some overlap · 3 shared positions

$PLTR $BRZE $AMN

$97M

56 positions

#17HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$PLTR $BRZE $MKL $KKR $WT $AMD

$238M

142 positions

#18AGP FRANKLIN, LLCPassive

Some overlap · 3 shared positions

$PLTR $BAC $AMD

$200M

93 positions

#19GABLES CAPITAL MANAGEMENT INC.Passive

Some overlap · 4 shared positions

$PLTR $KKR $KO $BAC

$236M

472 positions

#20Rakuten Securities, Inc.Passive

Some overlap · 3 shared positions

$PLTR $ASTS $AMD

$241M

879 positions

#21New Millennium Group LLC

Some overlap · 4 shared positions

$PLTR $MKL $BAC $AMD

$231M

407 positions

#22Heritage Wealth Management, Inc. /CA/Passive

Some overlap · 3 shared positions

$PLTR $AMN $DDOG

$181M

94 positions

#23Cherry Tree Wealth Management, LLCPassive

Some overlap · 7 shared positions

$BRZE $MKL $AMN $KKR $UNIT $DDOG

$473M

582 positions

#24SJBENEN ADVISORY, LLCSmart money

Some overlap · 3 shared positions

$PLTR $MKL $BAC

$120M

27 positions

#25FIDUCIARY ADVISORS, INC.Active

Some overlap · 7 shared positions

$BRZE $MKL $AMN $KKR $UNIT $BAC

$133M

121 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.