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Hedge Funds Similar to Cedar Point Partners,

13F Portfolio OverlapQ1 2026Cedar Point Partners, portfolio →
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Most similar hedge funds by 13F overlap

Cedar Point Capital Partners, LLC is an institutional investor managing $154M across 71 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 Cedar Point Partners, are Pillar Financial Advisors,, Cassaday & Wealth, Strategic Financial Services,, with shared positions in $NKE, $NTRB, $COP, $USB, $GLDM, $SCHW. The full ranking of 25 similar funds is below.

#1Pillar Financial Advisors, LLCActive
Substantial overlap · 4 shared positions
$NKE$NTRB$COP$USB
$171M
106 positions
#2Cassaday & Co Wealth Management LLCActive
Substantial overlap · 3 shared positions
$NTRB$GLDM$SCHW
$4.7B
1,361 positions
#3Strategic Financial Services, Inc.Smart money
Substantial overlap · 5 shared positions
$GLDM$NKE$COP$USB$NEE
$2.1B
152 positions
#4Disciplined Investments, LLCPassive
Notable overlap · 7 shared positions
$NKE$COP$SCHW$USB$OKE$NEE
$279M
141 positions
#5Shotwell Rutter Baer IncActive
Notable overlap · 4 shared positions
$NKE$COP$TXN$USB
$170M
38 positions
#6Falcon Wealth PlanningActive
Notable overlap · 3 shared positions
$NTRB$NKE$SCHW
$1.5B
236 positions
#7Wealth Management NebraskaSmart money
Notable overlap · 6 shared positions
$NKE$COP$USB$TXN$NTRB$NEE
$987M
100 positions
#8FC Advisory LLCActive
Notable overlap · 4 shared positions
$NTRB$SCHW$USB$COP
$342M
115 positions
#9Black Diamond Financial, LLCActive
Notable overlap · 3 shared positions
$NTRB$COP$SCHW
$916M
185 positions
#10DOPKINS WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$NKE$NTRB$SCHW$NEE
$249M
92 positions
#11Praetorian Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$NTRB$SCHW$USB$COP
$526M
77 positions
#12ETF Portfolio Partners, Inc.Active
Notable overlap · 4 shared positions
$NTRB$COP$TXN$KO
$381M
68 positions
#13BHK Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$NTRB$COP$WFC
$299M
79 positions
#14Gladwyn Financial Advisors, Inc.Active
Notable overlap · 5 shared positions
$NTRB$COP$USB$KO$NEE
$160M
82 positions
#15CLUNE & ASSOCIATES, LTD.Passive
Notable overlap · 3 shared positions
$NKE$COP$SCHW
$532M
162 positions
#16IFC Advisors LLCActive
Notable overlap · 3 shared positions
$NTRB$COP$NEE
$699M
158 positions
#17Tillman Hartley LLCActive
Notable overlap · 5 shared positions
$NKE$SCHW$COP$WFC$KO
$398M
88 positions
#18Portfolio Strategies, Inc.Active
Notable overlap · 3 shared positions
$NTRB$USB$DE
$811M
75 positions
#19ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 5 shared positions
$NKE$SCHW$KO$WFC$NEE
$158M
125 positions
#20Cornerstone Financial Management LLCPassive
Notable overlap · 4 shared positions
$NTRB$COP$USB$KO
$109M
1,311 positions
#21Index Fund Advisors, Inc.Smart money
Notable overlap · 5 shared positions
$NKE$USB$SCHW$NEE$KO
$2.2B
127 positions
#22Disciplined Equity Management, Inc.Active
Notable overlap · 4 shared positions
$NKE$USB$OKE$TXN
$199M
44 positions
#23Oceanside Advisors LLCActive
Notable overlap · 5 shared positions
$NKE$GLDM$SCHW$KO$NEE
$175M
53 positions
#24Wheelhouse Advisory Group LLCActive
Notable overlap · 3 shared positions
$NTRB$NEE$USB
$302M
51 positions
#25Planning Center, Inc.Smart money
Notable overlap · 4 shared positions
$NKE$DE$NEE$KO
$987M
78 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.