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Hedge Funds Similar to Canopy Partners

13F Portfolio OverlapQ2 2026Canopy Partners portfolio →
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Most similar hedge funds by 13F overlap

Canopy Partners, LLC is an institutional investor managing $332M across 256 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 Canopy Partners are Junk Investment Group, OFS Enterprise, Tandem Investment Partners, with shared positions in $MDY, $PNC, $AMGN, $ADP, $AXP, $ETN. The full ranking of 25 similar funds is below.

#1Junk Investment Group, LLCActive
Some overlap · 5 shared positions
$MDY$PNC$AMGN$ADP$AXP
$241M
98 positions
#2OFS Enterprise LLCActive
Some overlap · 4 shared positions
$MDY$AXP$PNC$ETN
$382M
104 positions
#3Tandem Investment Partners LLCActive
Some overlap · 4 shared positions
$MDY$AXP$AMGN$BLK
$129M
76 positions
#4Hummer Financial Advisory Services IncActive
Some overlap · 4 shared positions
$MDY$ADP$MPC$BLK
$153M
127 positions
#5DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MDY$AMGN$PNC$BLK
$445M
204 positions
#6Portland Global Advisors LLCActive
Some overlap · 4 shared positions
$MDY$AMGN$ETN$APH
$1.1B
154 positions
#7Hopwood Financial Services, Inc.Active
Some overlap · 4 shared positions
$MDY$AMGN$SCHW$AXP
$173M
92 positions
#8Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$AXP$BLK
$418M
232 positions
#9Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$MDY$ASML$ETN
$477M
506 positions
#10Arvest Bank Trust DivisionPassive
Some overlap · 3 shared positions
$MDY$AXP$ETN
$2.1B
240 positions
#11Lionsbridge Wealth Management LLCActive
Some overlap · 3 shared positions
$MDY$ETN$APH
$90M
63 positions
#12ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$SCHW$AXP
$248M
96 positions
#13Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$MDY$APH$BLK
$849M
165 positions
#14Paladin Advisory Group, LLCPassive
Some overlap · 3 shared positions
$MDY$APH$ETN
$151M
243 positions
#15Intrepid Financial Planning Group LLCPassive
Some overlap · 3 shared positions
$MDY$SCHW$AMGN
$294M
135 positions
#16RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$MDY$ETN$AMGN
$581M
172 positions
#17Ascent Wealth Partners, LLCActive
Some overlap · 3 shared positions
$MDY$ETN$APH
$1.0B
214 positions
#18Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 3 shared positions
$MDY$AMGN$AXP
$281M
113 positions
#19Crewe Advisors LLCActive
Some overlap · 3 shared positions
$MDY$AXP$APH
$1.4B
1,135 positions
#20Resonant Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$MDY$AXP$ASML$AMGN$MPC$PNC
$2.1B
551 positions
#21TRUSTMARK NATIONAL BANK TRUST DEPARTMENTActive
Some overlap · 3 shared positions
$MDY$AMGN$ETN
$1.7B
278 positions
#22Conservest Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$MDY$AMGN$PNC
$1.3B
132 positions
#23Capital Advantage, Inc.Active
Some overlap · 6 shared positions
$MDY$AXP$ADP$AMGN$ETN$SCHW
$834M
158 positions
#24BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 3 shared positions
$MDY$AXP$ETN
$371M
394 positions
#25Benchmark Financial Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$ASML$AMGN
$419M
162 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.