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 FINANCIAL PLANNING

13F Portfolio OverlapQ1 2026CYPRESS FINANCIAL PLANNING portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CYPRESS FINANCIAL PLANNING LLC is an institutional investor managing $413M across 109 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 FINANCIAL PLANNING are DecisionPoint Financial,, Longview Financial Advisors, NEPC, with shared positions in $USB, $COP, $SCHW, $MS, $DDOG, $UNH. The full ranking of 25 similar funds is below.

#1DecisionPoint Financial, LLCActive

Substantial overlap · 3 shared positions

$USB $COP $SCHW

$464M

679 positions

#2Longview Financial Advisors LLCActive

Substantial overlap · 4 shared positions

$USB $COP $MS $SCHW

$184M

157 positions

#3NEPC LLCSmart money

Substantial overlap · 3 shared positions

$USB $COP $DDOG

$5.0B

51 positions

#4Strategic Financial Services, Inc.Smart money

Substantial overlap · 3 shared positions

$COP $USB $DDOG

$2.1B

152 positions

#5Foundation Wealth Management, LLC\PAActive

Substantial overlap · 4 shared positions

$USB $COP $SCHW $UNH

$284M

91 positions

#6Davidson Capital Management Inc.Active

Substantial overlap · 3 shared positions

$USB $MS $COP

$552M

93 positions

#7Hassell Wealth Management, LLCSmart money

Substantial overlap · 3 shared positions

$USB $COP $DDOG

$298M

28 positions

#8Powers Advisory Group, LLCActive

Substantial overlap · 5 shared positions

$MS $USB $COP $LMT $MCD

$284M

125 positions

#9SpringVest Wealth Management LLCActive

Substantial overlap · 4 shared positions

$USB $COP $HUM $DDOG

$146M

67 positions

#10Employees' Retirement Fund of the City of Fort WorthActive

Substantial overlap · 3 shared positions

$COP $SCHW $HUM

$230M

21 positions

#11BluePrint Investing LLCActive

Substantial overlap · 3 shared positions

$USB $SCHW $COP

$126M

26 positions

#12Hurlow Wealth Management Group, Inc.Active

Substantial overlap · 7 shared positions

$SCHW $USB $COP $HUM $JCI $DDOG

$420M

120 positions

#13FINANCIAL ADVISORY PARTNERS, LLCActive

Substantial overlap · 5 shared positions

$USB $HUM $MS $SCHW $LMT

$354M

66 positions

#14Cordant, Inc.Active

Substantial overlap · 3 shared positions

$USB $COP $SCHW

$246M

75 positions

#15FIDELIS iM, LLCSmart money

Substantial overlap · 3 shared positions

$COP $SCHW $HUM

$264M

25 positions

#16JBGlobal.com LLCActive

Notable overlap · 3 shared positions

$COP $USB $COF

$102M

27 positions

#17Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 5 shared positions

$COP $SCHW $HUM $MS $SHOP

$1.2B

1,060 positions

#18Shotwell Rutter Baer IncActive

Notable overlap · 3 shared positions

$USB $COP $IBM

$170M

38 positions

#19Wolff Financial Management LLCActive

Notable overlap · 5 shared positions

$COP $MS $HUM $DDOG $MCD

$453M

103 positions

#20Frisco Financial Planning LLCActive

Notable overlap · 3 shared positions

$USB $SCHW $DDOG

$133M

29 positions

#21Quaker Wealth Management, LLCActive

Notable overlap · 3 shared positions

$COP $USB $HUM

$320M

972 positions

#22Farrell Financial LLCPassive

Notable overlap · 5 shared positions

$USB $COP $HUM $SCHW $DDOG

$167M

76 positions

#23Tide Cove Capital Partners LLCSmart money

Notable overlap · 4 shared positions

$SCHW $COP $USB $HUM

$147M

13 positions

#24WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$USB $COP $SCHW $HUM

$508M

107 positions

#25American Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$USB $COP $HUM $APP $SCHW

$750M

159 positions

Compare CYPRESS FINANCIAL PLANNING’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 FINANCIAL PLANNING’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.