How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to CYPRESS ASSET

13F Portfolio OverlapQ3 2026CYPRESS ASSET portfolio →

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Most similar hedge funds by 13F overlap

CYPRESS ASSET MANAGEMENT INC/TX is an institutional investor managing $506M across 107 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CYPRESS ASSET are BARTLETT & WEALTH, CAMPBELL NEWMAN ASSET, Shoker Investment Counsel, with shared positions in $ADI, $LIN, $PEP, $ASML, $ETN, $LOW. The full ranking of 25 similar funds is below.

#1BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$ADI $LIN $PEP $ASML $ETN $LOW

$8.0B

1,334 positions

#2CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 8 shared positions

$ADI $PEP $KLAC $EMR $ETN $TXN

$1.3B

99 positions

#3Shoker Investment Counsel, Inc.Active

Notable overlap · 7 shared positions

$ADI $UNP $PEP $KLAC $EMR $LMT

$398M

113 positions

#4ZEVIN ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$ADI $MELI $LIN $EMR $ASML

$713M

97 positions

#5Fruth Investment ManagementPassive

Some overlap · 8 shared positions

$LIN $ADI $UNP $EMR $PEP $ETN

$409M

224 positions

#6Smith, Salley & AssociatesPassive

Some overlap · 7 shared positions

$ADI $LIN $UNP $ASML $PEP $LOW

$2.3B

275 positions

#7Kesler, Norman & Wride, LLCPassive

Some overlap · 6 shared positions

$ADI $UNP $EMR $LMT $TXN $LOW

$631M

271 positions

#8Banco de Sabadell, S.APassive

Some overlap · 6 shared positions

$ADI $UNP $QCOM $ASML $ETN $TXN

$170M

61 positions

#9BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$ADI $PEP $ETN $TXN $LOW $APH

$346M

113 positions

#10Community Financial Services Group, LLCPassive

Some overlap · 7 shared positions

$ADI $LIN $KLAC $EMR $ETN $LOW

$655M

539 positions

#11Wilkinson Global Asset Management LLCActive

Some overlap · 6 shared positions

$ADI $UNP $LIN $TXN $DE $LOW

$1.3B

62 positions

#12Walsky Investment Management, Inc.Passive

Some overlap · 7 shared positions

$UNP $PEP $QCOM $EMR $ETN $TXN

$108M

52 positions

#13KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$MELI $UNP $KLAC $ASML $LMT $LIN

$351M

166 positions

#14PineStone Asset Management Inc.Active

Some overlap · 5 shared positions

$ADI $PEP $LIN $KLAC $LOW

$15.4B

43 positions

#15Somerset Trust CoPassive

Some overlap · 5 shared positions

$ADI $LIN $PEP $EMR $LOW

$354M

186 positions

#16Boomfish Wealth Group, LLCPassive

Some overlap · 6 shared positions

$MELI $UNP $KLAC $LMT $ASML $LOW

$231M

102 positions

#17Boit C F DavidPassive

Some overlap · 6 shared positions

$ADI $PEP $QCOM $LMT $UNP $LIN

$238M

85 positions

#18Ironvine Capital Partners, LLCActive

Some overlap · 6 shared positions

$ADI $UNP $ASML $LOW $APH $DE

$1.1B

57 positions

#19BKM Wealth Management, LLCPassive

Some overlap · 5 shared positions

$ADI $LIN $EMR $ASML $LOW

$309M

154 positions

#20Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$UNP $PEP $LIN $QCOM $LMT $TXN

$455M

118 positions

#21EASTERN BANKPassive

Some overlap · 6 shared positions

$ADI $UNP $KLAC $LIN $EMR $ETN

$6.6B

1,107 positions

#22NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$ADI $PEP $UNP $EMR $ETN $DE

$381M

144 positions

#23Phraction Management LLCActive

Some overlap · 6 shared positions

$ADI $LIN $ASML $TXN $PEP $ETN

$545M

67 positions

#24New England Professional Planning Group Inc.Smart money

Some overlap · 5 shared positions

$ADI $UNP $QCOM $TXN $DE

$268M

50 positions

#25Phoenix Wealth AdvisorsActive

Some overlap · 5 shared positions

$ADI $UNP $ETN $TXN $PEP

$297M

129 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.