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Hedge Funds Similar to CYPRESS FINANCIAL PLANNING

13F Portfolio OverlapQ3 2026CYPRESS FINANCIAL PLANNING portfolio →
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Most similar hedge funds by 13F overlap

CYPRESS FINANCIAL PLANNING LLC is an institutional investor managing $373M across 103 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 FINANCIAL PLANNING are Focused Investors, Jupiter Wealth, FINANCIAL ADVISORY PARTNERS, with shared positions in $MS, $LMT, $MCD, $PEP, $AMT, $QCOM. The full ranking of 25 similar funds is below.

#1Focused Investors LLCActive
Notable overlap · 4 shared positions
$MS$LMT$MCD$PEP
$3.0B
23 positions
#2Jupiter Wealth Management LLCActive
Notable overlap · 5 shared positions
$MS$AMT$PEP$LMT$MCD
$250M
93 positions
#3FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$MS$LMT$PEP
$377M
75 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$MS$LMT$QCOM$PEP
$1.2B
100 positions
#5William B. Walkup & Associates, Inc.Passive
Some overlap · 3 shared positions
$COF$MS$QCOM
$208M
258 positions
#6Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$MS$LMT$PEP
$161M
62 positions
#7Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$MS$LMT$MCD
$360M
73 positions
#8Carlson Capital, L.P.Passive
Some overlap · 3 shared positions
$COF$MCD$BURL
$494M
74 positions
#9Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$MS$QCOM$PEP
$221M
41 positions
#10DCM Advisors, LLCActive
Some overlap · 3 shared positions
$MS$MCD$PEP
$253M
38 positions
#11Delta Global Management LPPassive
Some overlap · 3 shared positions
$COF$MS$PEP
$922M
149 positions
#12Rydar Equities, Inc.Passive
Some overlap · 4 shared positions
$MS$COF$LMT$MCD
$194M
440 positions
#13Titan Investment Management LLCActive
Some overlap · 3 shared positions
$MS$LMT$PEP
$137M
40 positions
#14Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$LMT$QCOM$MCD$PEP
$455M
118 positions
#15Commonwealth Retirement Investments LLCPassive
Some overlap · 3 shared positions
$LMT$MS$PEP
$370M
129 positions
#16Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$LMT$MS$COF$MCD$PEP
$142M
106 positions
#17Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$LMT$MCD
$292M
99 positions
#18First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$LMT$COF$MCD
$529M
75 positions
#19Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$LMT$QCOM$MCD$PEP
$455M
57 positions
#20SMITH CHAS P & ASSOCIATES PA CPASActive
Some overlap · 4 shared positions
$LMT$MCD$PEP$COF
$2.0B
194 positions
#21Insight Inv LLCPassive
Some overlap · 4 shared positions
$MS$JCI$QCOM$PEP
$210M
108 positions
#22Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$MS$JCI$QCOM
$10.2B
208 positions
#23Rayburn West Financial Services LLCPassive
Some overlap · 3 shared positions
$LMT$MCD$PEP
$181M
81 positions
#24INSIGHT 2811, INC.Active
Some overlap · 5 shared positions
$MS$LMT$QCOM$PEP$MCD
$259M
108 positions
#25Socorro Asset Management LPActive
Some overlap · 3 shared positions
$MS$JCI$AMT
$223M
33 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.