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Hedge Funds Similar to Cyr Financial

13F Portfolio OverlapQ1 2026Cyr Financial portfolio →
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Most similar hedge funds by 13F overlap

Cyr Financial Inc. is an institutional investor managing $170M across 58 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 Cyr Financial are GEN Financial ,, Clay Northam Wealth ,, Owen LaRue,, with shared positions in $REGN, $DDOG, $IAU, $PLTR, $SHOP, $GE. The full ranking of 25 similar funds is below.

#1GEN Financial Management, INC.Active
Notable overlap · 3 shared positions
$REGN$DDOG$IAU
$162M
51 positions
#2Clay Northam Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$REGN$PLTR$SHOP$IAU
$178M
101 positions
#3Owen LaRue, LLCPassive
Notable overlap · 5 shared positions
$REGN$GE$PLTR$OKE$CEG
$261M
128 positions
#4Orion Investment CoActive
Notable overlap · 3 shared positions
$REGN$SHOP$PLTR
$315M
69 positions
#5Presidio Capital Management, LLCActive
Notable overlap · 3 shared positions
$REGN$IAU$CEG
$344M
79 positions
#6Prota Financial, LLCActive
Notable overlap · 3 shared positions
$REGN$TJX$GE
$138M
67 positions
#7Stony Point Capital LLCActive
Some overlap · 4 shared positions
$SHOP$HLT$TJX$DDOG
$1.2B
32 positions
#8Meadowbrook Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SHOP$GE$TJX$UBER
$75M
65 positions
#9TABLEAUX LLCPassive
Some overlap · 4 shared positions
$REGN$GE$SSL$HLT
$206M
113 positions
#10Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$REGN$SHOP$IAU
$426M
229 positions
#11Endowment Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$REGN$UBER$PLTR$IAU$TJX
$226M
165 positions
#12Breachway Investments LLCActive
Some overlap · 4 shared positions
$REGN$HLT$SSL$GE
$104M
96 positions
#13ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 3 shared positions
$SHOP$UBER$DDOG
$3.5B
110 positions
#14Fermata Advisors, LLCPassive
Some overlap · 3 shared positions
$REGN$OKE$IAU
$444M
232 positions
#15Bellecapital International Ltd.Passive
Some overlap · 3 shared positions
$REGN$SHOP$IAU
$538M
116 positions
#16Intelligence Driven Advisers, LLCActive
Some overlap · 4 shared positions
$REGN$GE$OKE$PLTR
$574M
130 positions
#17MONETTA FINANCIAL SERVICES INCPassive
Some overlap · 5 shared positions
$REGN$GE$TJX$PLTR$SHOP
$129M
58 positions
#18Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$REGN$SHOP$TJX$UBER
$98M
77 positions
#19HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$SSL$REGN$TJX$HLT$UBER
$2.5B
262 positions
#20Ravenswood Partners LPPassive
Some overlap · 3 shared positions
$SHOP$TJX$UBER
$271M
35 positions
#21ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$SHOP$PLTR$UBER
$482M
38 positions
#22Broadleaf Partners, LLCActive
Some overlap · 5 shared positions
$SHOP$DDOG$PLTR$UBER$REGN
$429M
84 positions
#23Tower Wealth Partners, Inc.Active
Some overlap · 3 shared positions
$SHOP$TJX$OKE
$181M
87 positions
#24JENNISON ASSOCIATES LLCActive
Some overlap · 6 shared positions
$SHOP$GE$PLTR$HLT$DDOG$CEG
$145.4B
562 positions
#25RIVERPARK CAPITAL MANAGEMENT LLC
Some overlap · 3 shared positions
$SHOP$DDOG$UBER
$52M
36 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.