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Hedge Funds Similar to Cyndeo Wealth Partners,

13F Portfolio OverlapQ1 2026Cyndeo Wealth Partners, portfolio →
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Most similar hedge funds by 13F overlap

Cyndeo Wealth Partners, LLC is an institutional investor managing $1.9B across 478 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 Cyndeo Wealth Partners, are Xcel Wealth ,, Heritage Wealth ,, CONNORS INVESTOR SERVICES, with shared positions in $PFE, $TJX, $ABT, $VZ, $NEE, $PLTR. The full ranking of 25 similar funds is below.

#1Xcel Wealth Management, LLCPassive
Some overlap · 7 shared positions
$PFE$TJX$ABT$VZ$NEE$PLTR
$362M
133 positions
#2Heritage Wealth Management, Inc.Passive
Some overlap · 7 shared positions
$ABT$DUK$PSLV$MS$ADI$VZ
$202M
157 positions
#3CONNORS INVESTOR SERVICES INCActive
Some overlap · 6 shared positions
$TJX$ABT$DUK$VZ$PLTR$MS
$1.1B
149 positions
#4Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$TJX$ABT$PFE$VZ$NEE$ADI
$110M
226 positions
#5Center for Wealth Management AdvisoryActive
Some overlap · 6 shared positions
$ABT$PFE$DUK$MO$VZ$MS
$139M
62 positions
#6Darwin Wealth Management, LLCPassive
Some overlap · 4 shared positions
$FND$FCFS$TJX$ADI
$321M
604 positions
#7FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$IAU$TJX$ABT$VZ$NEE
$1.2B
150 positions
#8Baugh & Associates, LLCActive
Some overlap · 6 shared positions
$ABT$PFE$MO$VZ$NEE$MS
$232M
44 positions
#9Harbour Wealth Management Group, Inc.Passive
Some overlap · 5 shared positions
$IAU$PHYS$YMM$TJX$ADI
$133M
89 positions
#10BCWM, LLCPassive
Some overlap · 5 shared positions
$IAU$PFE$DUK$MO$VZ
$353M
57 positions
#11Stablepoint Partners, LLCPassive
Some overlap · 5 shared positions
$IAU$PFE$DUK$VZ$NEE
$673M
260 positions
#12COLUMBIA ADVISORY PARTNERS LLCActive
Some overlap · 4 shared positions
$FND$FCFS$PHYS$PSLV
$157M
92 positions
#13Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$IAU$PFE$MO$VZ$DUK
$426M
229 positions
#14Blueprint Investment Partners LLCActive
Some overlap · 6 shared positions
$IAU$PHYS$PSLV$MS$VZ$DUK
$980M
131 positions
#15BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$TJX$ABT$DUK$NEE$ADI
$7.8B
1,278 positions
#16Dempze Nancy EPassive
Some overlap · 5 shared positions
$TJX$ABT$NEE$MS$ADI
$182M
92 positions
#17Destination Wealth ManagementPassive
Some overlap · 5 shared positions
$TJX$PFE$ABT$VZ$ADI
$3.9B
327 positions
#18Blueprint Financial Advisors LLCActive
Some overlap · 5 shared positions
$IAU$PHYS$PSLV$MS$VZ
$675M
100 positions
#19Wealth Management Associates, Inc.Passive
Some overlap · 6 shared positions
$PHYS$VZ$PLTR$PFE$IAU$MS
$290M
234 positions
#20EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$ABT$PFE$DUK$NEE$MS
$1.4B
56 positions
#21Wills Financial Group LLCPassive
Some overlap · 5 shared positions
$IAU$PFE$VZ$NEE$DUK
$265M
75 positions
#22Norway Savings BankPassive
Some overlap · 5 shared positions
$ABT$TJX$NEE$MS$ADI
$211M
103 positions
#23BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$ABT$DUK$TJX$VZ$NEE
$199M
110 positions
#24PeakShares LLCPassive
Some overlap · 5 shared positions
$TJX$DUK$MO$VZ$PLTR
$109M
116 positions
#25Straight Path Wealth ManagementActive
Some overlap · 6 shared positions
$IAU$PFE$PLTR$PHYS$ABT$VZ
$374M
129 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.