13F Pro

Hedge Funds Similar to Cypress Group

13F Portfolio OverlapQ2 2026Cypress Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Cypress Capital Group is an institutional investor managing $1.1B across 314 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 Cypress Group are Alley Investment Company, Accretive Wealth Partners, Banco de Sabadell, S.A, with shared positions in $LMT, $PM, $PSX, $ASML, $BLK, $CME. The full ranking of 25 similar funds is below.

#1Alley Investment Management Company, LLCActive
Some overlap · 8 shared positions
$LMT$PM$PSX$ASML$BLK$CME
$856M
89 positions
#2Accretive Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$IAU$TJX$PM$BLK$CME$MCD
$412M
181 positions
#3Banco de Sabadell, S.APassive
Some overlap · 7 shared positions
$TJX$ASML$BLK$CME$USB$MCD
$170M
61 positions
#4Kelly Financial Services LLCActive
Some overlap · 5 shared positions
$IAU$LMT$TJX$PM$AMGN
$467M
141 positions
#5WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$TJX$LMT$BLK$ASML$CME$AMGN
$1.3B
73 positions
#6First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$LMT$PM$PSX$BLK$MCD$AMGN
$529M
75 positions
#7MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 7 shared positions
$PSX$ASML$MMM$BLK$USB$MCD
$272M
149 positions
#8JAMES INVESTMENT RESEARCH, INC.Passive
Some overlap · 6 shared positions
$IAU$ASML$BLK$MCD$SLV$TJX
$984M
375 positions
#9FLYWHEEL PRIVATE WEALTH LLCActive
Some overlap · 6 shared positions
$IAU$BLK$ASML$TJX$AMGN$PSX
$203M
109 positions
#10Sharp Financial Services, LLCActive
Some overlap · 5 shared positions
$IAU$PSX$SLV$PM$LMT
$216M
127 positions
#11Papamarkou Wellner Asset Management inc.Passive
Some overlap · 6 shared positions
$LMT$PM$ASML$BLK$CME$MCD
$159M
75 positions
#12Red Mountain Financial, LLCPassive
Some overlap · 5 shared positions
$IAU$LMT$MCD$AMGN$SLV
$119M
82 positions
#13Blossom Wealth ManagementActive
Some overlap · 5 shared positions
$IAU$TJX$ASML$MCD$AMGN
$71M
72 positions
#14Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$IAU$TJX$PSX$AMGN
$814M
61 positions
#15Palisade Asset Management, LLCPassive
Some overlap · 6 shared positions
$TJX$MMM$BLK$USB$MCD$AMGN
$1.1B
204 positions
#16MBA Advisors LLCPassive
Some overlap · 5 shared positions
$IAU$ASML$PM$MCD$AMGN
$297M
166 positions
#17CINCINNATI FINANCIAL CORPActive
Some overlap · 6 shared positions
$TJX$PM$CME$MCD$MMM$BLK
$5.2B
56 positions
#18Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$IAU$LMT$USB$MCD$AMGN
$227M
73 positions
#19Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$TJX$ASML$AMGN
$710M
193 positions
#20Stablepoint Partners, LLCPassive
Some overlap · 5 shared positions
$IAU$LMT$PSX$MCD$AMGN
$723M
260 positions
#21Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$ASML$CME$AMGN$PM
$304M
194 positions
#22ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$TJX$LMT$BLK$MCD$AMGN
$1.7B
652 positions
#23Alpha Zero LLCActive
Some overlap · 6 shared positions
$IAU$TJX$ASML$BLK$CME$PM
$264M
107 positions
#24LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$LMT$TJX$MMM$USB$MCD
$573M
129 positions
#25JMAC ENTERPRISES LLCActive
Some overlap · 5 shared positions
$IAU$BLK$LMT$MCD$AMGN
$593M
122 positions

Compare Cypress Group’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 Cypress Group’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.