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Hedge Funds Similar to Cyndeo Wealth Partners

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

Cyndeo Wealth Partners, LLC is an institutional investor managing $2.1B across 517 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 Cyndeo Wealth Partners are Stokes Advisors, CAMDEN NATIONAL BANK, BARTLETT & WEALTH, with shared positions in $TJX, $LIN, $MS, $ABT, $TXN, $CB. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$TJX$LIN$MS$ABT$TXN$CB
$467M
118 positions
#2CAMDEN NATIONAL BANKPassive
Some overlap · 6 shared positions
$IAU$TJX$LIN$TXN$CB$NEE
$767M
184 positions
#3BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$TJX$ADI$LIN$ABT$CB$NEE
$8.0B
1,334 positions
#4Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$IAU$ADI$LIN$ABT$CB$NEE
$1.3B
275 positions
#5Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$TJX$ADI$ABT$PFE$CB$NEE
$116M
240 positions
#6Somerset Trust CoPassive
Some overlap · 6 shared positions
$ADI$LIN$MS$ABT$CB$NEE
$354M
186 positions
#7MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ADI$LIN$ABT$TXN$CB$NEE
$857M
166 positions
#8EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$MS$ABT$TXN$PFE$NEE$MET
$1.3B
58 positions
#9Dempze Nancy EPassive
Some overlap · 6 shared positions
$TJX$ADI$ABT$MS$NEE$CB
$209M
91 positions
#10FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$IAU$TJX$LIN$ABT$NEE
$1.3B
159 positions
#11FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 6 shared positions
$MO$TXN$PFE$NEE$AEP$MET
$1.7B
256 positions
#12Blossom Wealth ManagementActive
Some overlap · 5 shared positions
$IAU$TJX$ADI$TXN$NEE
$71M
72 positions
#13VCI Wealth Management LLCPassive
Some overlap · 5 shared positions
$IAU$MS$TXN$ABT$TJX
$399M
99 positions
#14Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$IAU$ADI$LIN$CB$NEE
$145M
99 positions
#15BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$TJX$ADI$ABT$TXN$CB
$346M
113 positions
#16BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TJX$LIN$MS$TXN$NEE
$499M
73 positions
#17Harbour Wealth Management Group, Inc.Active
Some overlap · 5 shared positions
$IAU$PHYS$YMM$TJX$ADI
$148M
89 positions
#18Smith, Salley & AssociatesPassive
Some overlap · 5 shared positions
$TJX$ADI$LIN$ABT$NEE
$2.3B
275 positions
#19Meadowbrook Advisors Group, LLCPassive
Some overlap · 5 shared positions
$TJX$MS$ADI$TXN$NEE
$187M
169 positions
#20Stillwater Wealth Management Group
Some overlap · 6 shared positions
$TJX$MO$CB$NEE$PFE$ABT
$162M
77 positions
#21Rock Point Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$ABT$TXN$CB$NEE
$409M
123 positions
#22Evansbrook LLCActive
Some overlap · 6 shared positions
$MS$ADI$NEE$TXN$TJX$CB
$168M
127 positions
#23Brown Miller Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ADI$LIN$ABT$CB$NEE
$397M
204 positions
#24Spears Abacus Advisors LLCPassive
Some overlap · 5 shared positions
$ADI$ABT$TXN$TJX$CB
$5.6B
445 positions
#25New England Professional Planning Group Inc.Smart money
Some overlap · 5 shared positions
$ADI$IAU$TXN$PFE$CB
$268M
50 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.