13F Pro

Hedge Funds Similar to Cedar Point Partners

13F Portfolio OverlapQ2 2026Cedar Point Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Cedar Point Capital Partners, LLC is an institutional investor managing $174M across 77 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 Cedar Point Partners are Upper Left Wealth, PGIM Custom Harvest, Integrity Wealth Solutions, with shared positions in $GLDM, $STT, $IAUM, $DE, $NEE, $CRWD. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$GLDM$STT$IAUM$DE
$180M
73 positions
#2PGIM Custom Harvest LLCActive
Substantial overlap · 3 shared positions
$STT$GLDM$NEE
$8.0B
305 positions
#3Integrity Wealth Solutions LLCActive
Notable overlap · 3 shared positions
$GLDM$CRWD$NEE
$271M
129 positions
#4Compass Wealth Management, LLC/GAActive
Notable overlap · 4 shared positions
$GLDM$STT$CRWD$BA
$251M
74 positions
#5ERn Financial, LLCActive
Notable overlap · 3 shared positions
$STT$ROK$BA
$604M
161 positions
#6Chatterton & Associates Inc.Passive
Notable overlap · 3 shared positions
$GLDM$ROK$BA
$170M
101 positions
#7LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$STT$GLDM$WFC
$1.2B
232 positions
#8Sterling Group Wealth Management, LLCSmart money
Notable overlap · 4 shared positions
$STT$DE$NEE$WFC
$244M
62 positions
#9Bangor Savings BankActive
Notable overlap · 3 shared positions
$GLDM$BA$NEE
$1.4B
543 positions
#10SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$GLDM$STT$CRWD
$5.6B
669 positions
#11RETIREMENT INCOME SOLUTIONS, INCSmart money
Notable overlap · 4 shared positions
$GLDM$STT$LNT$NEE
$581M
172 positions
#12Prentice Wealth Management LLCActive
Notable overlap · 3 shared positions
$STT$NEE$WFC
$484M
126 positions
#13Greenline Partners, LLCActive
Notable overlap · 3 shared positions
$GLDM$IAUM$DE
$983M
149 positions
#14Capital Planning Advisors, LLC
Notable overlap · 3 shared positions
$GLDM$DE$NEE
$692M
146 positions
#15TABLEAUX LLCActive
Notable overlap · 3 shared positions
$IAUM$GLDM$DE
$238M
120 positions
#16IAG Wealth Partners, LLCActive
Notable overlap · 4 shared positions
$STT$BA$DE$NEE
$1.0B
508 positions
#17SACKS & ASSOCIATES, LLCPassive
Notable overlap · 3 shared positions
$STT$CRWD$DE
$148M
80 positions
#18J. Team Financial, Inc.Passive
Notable overlap · 3 shared positions
$STT$DE$CRWD
$103M
102 positions
#19Main Management ETF Advisors, LLCSmart money
Notable overlap · 3 shared positions
$STT$CRWD$ROK
$3.3B
103 positions
#20Allied Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$STT$DE$WFC$BA
$797M
110 positions
#21Aspect Partners, LLCActive
Some overlap · 3 shared positions
$STT$IAUM$LNT
$268M
679 positions
#22DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$DE$STT$WFC$BA
$530M
92 positions
#23Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$GLDM$STT$DE
$166M
570 positions
#24Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$STT$DE$NEE
$246M
210 positions
#25Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$STT$CRWD$GLDM
$169M
339 positions

Compare Cedar Point Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Cedar Point Partners’s holdings

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.