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Hedge Funds Similar to CAP Partners,

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

CAP Partners, LLC is an institutional investor managing $177M across 146 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 CAP Partners, are ProCore Advisors,, Three Cord True Wealth ,, Centerpoint Advisory Group, with shared positions in $SOLV, $AMN, $TMO, $AGQ, $BAH, $O. The full ranking of 25 similar funds is below.

#1ProCore Advisors, LLCActive
Some overlap · 7 shared positions
$SOLV$AMN$TMO$AGQ$BAH$O
$65M
73 positions
#2Three Cord True Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$AMN$SHOP$AGQ
$180M
39 positions
#3Centerpoint Advisory GroupPassive
Some overlap · 5 shared positions
$AMN$SOLV$OKE$CRWD$BAH
$133M
108 positions
#4Bellecapital International Ltd.Passive
Some overlap · 6 shared positions
$SHOP$TMO$MELI$ANET$IBIT$MSTR
$538M
116 positions
#5Skyview Financial Group LLC
Some overlap · 4 shared positions
$AMN$TMO$BAH$HCA
$97M
57 positions
#6Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$MSTR$SHOP$CRWD$ANET
$701M
261 positions
#7ITHAKA GROUP LLCActive
Some overlap · 5 shared positions
$SHOP$COIN$MELI$CRWD$ANET
$482M
38 positions
#8Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$AMN$SOLV$IBIT
$228M
72 positions
#9WMS Group LLCPassive
Some overlap · 3 shared positions
$AMN$SHOP$AGQ
$69M
50 positions
#10Harvest Portfolios Group Inc.Active
Some overlap · 4 shared positions
$MSTR$COIN$TMO$ENB
$6.1B
260 positions
#11Tower Wealth Partners, Inc.Active
Some overlap · 4 shared positions
$SHOP$AMN$AGQ$OKE
$181M
87 positions
#12Greater Midwest Financial Group, LLCPassive
Some overlap · 3 shared positions
$AMN$TMO$CRWD
$186M
65 positions
#13WMG Financial Advisors, LLCActive
Some overlap · 4 shared positions
$AMN$SHOP$CRWD$IBIT
$240M
100 positions
#14PUFF WEALTH MANAGEMENT, LLC
Some overlap · 3 shared positions
$AMN$TMO$IBIT
$77M
70 positions
#15Beaird Harris Wealth Management, LLCActive
Some overlap · 4 shared positions
$AMN$MSTR$OKE$AGQ
$1.5B
686 positions
#16Running Point Capital Advisors, LLC
Some overlap · 3 shared positions
$AMN$SOLV$OKE
$367M
190 positions
#17Rubicon Advisors, GPPassive
Some overlap · 4 shared positions
$AMN$SHOP$BAH$MELI
$115M
76 positions
#18Andina Capital Management, LLCPassive
Some overlap · 3 shared positions
$MSTR$SOLV$IBIT
$113M
119 positions
#19Nikko Asset Management Americas, Inc.Active
Some overlap · 4 shared positions
$SHOP$COIN$MELI$CRWD
$7.1B
186 positions
#20ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$AMN$GRWG$TMO
$555M
191 positions
#21ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 4 shared positions
$AMN$MSTR$IBIT$SHOP
$730M
215 positions
#22Accuvest Global AdvisorsPassive
Some overlap · 4 shared positions
$MSTR$SHOP$MELI$CRWD
$107M
57 positions
#23Strong Tower Advisory ServicesPassive
Some overlap · 3 shared positions
$MSTR$SOLV$IBIT
$531M
92 positions
#24PCG Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$AMN$OKE$BAH$HCA
$395M
164 positions
#25Blue Sky Capital Consultants Group, Inc.Passive
Some overlap · 5 shared positions
$MSTR$GRWG$AGQ$MELI$IBIT
$210M
76 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.