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Hedge Funds Similar to Cyr Financial

13F Portfolio OverlapQ2 2026Cyr Financial portfolio →
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Most similar hedge funds by 13F overlap

Cyr Financial Inc. is an institutional investor managing $192M across 62 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cyr Financial are FLOYD FINANCIAL GROUP, PeakShares, Trifecta Advisors, with shared positions in $UBER, $PLTR, $TJX, $CEG, $NUE, $IAU. The full ranking of 25 similar funds is below.

#1FLOYD FINANCIAL GROUP LLCActive
Some overlap · 3 shared positions
$UBER$PLTR$TJX
$153M
65 positions
#2PeakShares LLCActive
Some overlap · 3 shared positions
$UBER$PLTR$TJX
$134.4B
122 positions
#3Trifecta Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$UBER$PLTR$TJX
$776M
493 positions
#4BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 3 shared positions
$TJX$UBER$CEG
$926M
149 positions
#5SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 3 shared positions
$PLTR$TJX$UBER
$1.2B
332 positions
#6Kimelman & Baird, LLCActive
Some overlap · 3 shared positions
$TJX$UBER$NUE
$1.3B
261 positions
#7United Capital Management of KS, Inc.Passive
Some overlap · 4 shared positions
$PLTR$TJX$CEG$NUE
$763M
98 positions
#8Accuvest Global AdvisorsPassive
Some overlap · 3 shared positions
$UBER$PLTR$TJX
$116M
78 positions
#9Cornerstone National Bank & Trust CoActive
Some overlap · 3 shared positions
$TJX$PLTR$CEG
$296M
216 positions
#10Beta Wealth Group, Inc.Active
Some overlap · 3 shared positions
$TJX$PLTR$UBER
$267M
114 positions
#11Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$UBER$PLTR$IAU
$490M
134 positions
#12ABN AMRO Bank N.V.Active
Some overlap · 3 shared positions
$TJX$PLTR$UBER
$7.7B
231 positions
#13Meadowbrook Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$TJX$UBER
$93M
81 positions
#14Henson-Edgewater Management, LLCActive
Some overlap · 3 shared positions
$PLTR$TJX$UBER
$192M
66 positions
#15Samara Investment Management, LLCActive
Some overlap · 3 shared positions
$TJX$UBER$CEG
$109M
71 positions
#16HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 3 shared positions
$PLTR$TJX$CEG
$217M
352 positions
#17Prosperity Financial Group, Inc.Passive
Slight overlap · 3 shared positions
$PLTR$TJX$UBER
$323M
184 positions
#18PENNINGTON PARTNERS & CO., LLCActive
Slight overlap · 3 shared positions
$PLTR$UBER$IAU
$312M
131 positions
#19Modus Advisors, LLCPassive
Slight overlap · 3 shared positions
$UBER$PLTR$IAU
$405M
118 positions
#20Compass Wealth Management LLCPassive
Slight overlap · 3 shared positions
$TJX$UBER$NUE
$528M
167 positions
#21Costello Asset Management, INCPassive
Slight overlap · 3 shared positions
$UBER$TJX$CEG
$333M
710 positions
#22AGP FRANKLIN, LLCPassive
Slight overlap · 3 shared positions
$PLTR$TJX$NUE
$231M
93 positions
#23Mainstream Capital Management LLCActive
Slight overlap · 3 shared positions
$TJX$UBER$CEG
$166M
90 positions
#24Hedeker Wealth, LLCPassive
Slight overlap · 3 shared positions
$PLTR$UBER$CEG
$524M
92 positions
#25PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$PLTR$UBER$NUE
$3.2B
77 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.