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Hedge Funds Similar to Canopy Partners,

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

Canopy Partners, LLC is an institutional investor managing $291M across 245 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 Canopy Partners, are Park , / WI, OFS Enterprise, IFG Advisors,, with shared positions in $MDY, $KR, $BAC, $AXP, $AMGN, $PNC. The full ranking of 25 similar funds is below.

#1Park Capital Management, LLC / WIActive
Some overlap · 5 shared positions
$MDY$KR$BAC$AXP$AMGN
$103M
75 positions
#2OFS Enterprise LLCActive
Some overlap · 5 shared positions
$MDY$AXP$PNC$ETN$BAC
$340M
94 positions
#3IFG Advisors, LLCActive
Some overlap · 4 shared positions
$MDY$SE$SCHW$AXP
$611M
149 positions
#4Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MDY$BAC$DHR$ETN
$407M
601 positions
#5Arvest Bank Trust DivisionActive
Some overlap · 3 shared positions
$MDY$SE$BAC
$1.8B
221 positions
#6Oldfather Financial Services, LLC
Some overlap · 4 shared positions
$MDY$AXP$ETN$BAC
$336M
98 positions
#7Roan Capital PartnersPassive
Some overlap · 4 shared positions
$MDY$SE$DDOG$DHR
$108M
77 positions
#8Hummer Financial Advisory Services IncActive
Some overlap · 3 shared positions
$MDY$ADP$MPC
$141M
129 positions
#9Tandem Investment Partners LLCActive
Some overlap · 3 shared positions
$MDY$DHR$AMGN
$118M
73 positions
#10Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$MDY$AMGN$ETN
$938M
146 positions
#11Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$MDY$SCHW$AMGN
$148M
83 positions
#12DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MDY$AMGN$PNC
$400M
202 positions
#13YOUNGS ADVISORY GROUP, INC.Smart money
Some overlap · 3 shared positions
$MDY$DHR$PNC
$281M
66 positions
#14HANOVER ADVISORS INCSmart money
Some overlap · 4 shared positions
$MDY$SCHW$DDOG$BAC
$246M
118 positions
#15Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$DHR$SBUX
$127M
62 positions
#16Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MDY$ETN$BAC
$224M
47 positions
#17Paladin Advisory Group, LLCPassive
Some overlap · 5 shared positions
$MDY$DDOG$BAC$SE$ETN
$131M
241 positions
#18Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 3 shared positions
$MDY$BAC$AMGN
$216M
133 positions
#19Crewe Advisors LLCActive
Some overlap · 3 shared positions
$MDY$SCHW$SE
$1.2B
1,038 positions
#20US BANCORP \DE\Passive
Some overlap · 6 shared positions
$SE$MDY$DHR$SCHW$MPC$BAC
$82.4B
4,164 positions
#21BLUELINE ADVISORS LLCActive
Some overlap · 4 shared positions
$MDY$SE$SCHW$NOW
$129M
217 positions
#22BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 3 shared positions
$MDY$AXP$ETN
$326M
390 positions
#23BARRETT & COMPANY, INC.Passive
Some overlap · 4 shared positions
$MDY$DHR$BAC$SCHW
$291M
651 positions
#24Houlihan Financial Resource Group, Ltd.Active
Some overlap · 4 shared positions
$MDY$AMGN$BAC$SCHW
$257M
109 positions
#25Bay Rivers GroupPassive
Some overlap · 4 shared positions
$MDY$AMGN$SCHW$NOW
$240M
109 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.