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Hedge Funds Similar to Cypress Point Wealth

13F Portfolio OverlapQ2 2026Cypress Point Wealth portfolio →
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Most similar hedge funds by 13F overlap

Cypress Point Wealth Management, LLC is an institutional investor managing $492M across 142 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 Point Wealth are FORTRESS PRIVATE LEDGER, Brand Asset Group, Owen LaRue, with shared positions in $PLTR, $C, $MRVL, $KLAC, $CRWD, $DE. The full ranking of 25 similar funds is below.

#1FORTRESS PRIVATE LEDGER, LLCPassive
Notable overlap · 3 shared positions
$PLTR$C$MRVL
$368M
279 positions
#2Brand Asset Management Group, Inc.Active
Some overlap · 3 shared positions
$PLTR$KLAC$CRWD
$452M
223 positions
#3Owen LaRue, LLCPassive
Some overlap · 3 shared positions
$PLTR$C$CRWD
$288M
141 positions
#4CORNERSTONE ENTERPRISES, LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$MRVL
$219M
42 positions
#5Menard Financial Group LLCActive
Some overlap · 6 shared positions
$PLTR$KLAC$DE$C$CRWD$DELL
$184M
80 positions
#6Aft, Forsyth & Sober, LLCActive
Some overlap · 4 shared positions
$PLTR$KLAC$COP$MRVL
$320M
60 positions
#7FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$PLTR$KLAC$CRWD$DELL
$490M
188 positions
#8BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$KLAC$DE$PLTR$MRVL
$414M
106 positions
#9Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$KLAC$CRWD
$819M
339 positions
#10Teamwork Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$KLAC$PLTR$DE
$1.1B
215 positions
#11SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY CoActive
Some overlap · 3 shared positions
$PLTR$DE$CRWD
$181M
57 positions
#12Titan Wealth (CI) LtdPassive
Some overlap · 3 shared positions
$PLTR$KLAC$CRWD
$269M
51 positions
#13Elite Wealth Management, Inc.Active
Some overlap · 3 shared positions
$PLTR$KLAC$CRWD
$337M
47 positions
#14Global X Japan Co., Ltd.Active
Some overlap · 3 shared positions
$PLTR$KLAC$MRVL
$2.7B
390 positions
#15Parisi Gray Wealth ManagementPassive
Some overlap · 3 shared positions
$PLTR$CRWD$MRVL
$487M
155 positions
#16HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 4 shared positions
$PLTR$KLAC$MRVL$DELL
$217M
352 positions
#17Prosperity Financial Group, Inc.Passive
Some overlap · 3 shared positions
$KLAC$PLTR$DE
$323M
184 positions
#18Sun Financial IncPassive
Some overlap · 3 shared positions
$PLTR$KLAC$DE
$212M
161 positions
#19Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$KLAC$PLTR$CRWD$DELL$T
$238M
149 positions
#20Realta Investment AdvisorsPassive
Some overlap · 4 shared positions
$PLTR$KLAC$DE$CRWD
$322M
378 positions
#21Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$KLAC$PLTR$CRWD$MRVL
$228M
70 positions
#22High Note Wealth, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$TRV
$586M
959 positions
#23AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$PLTR$C$CRWD
$231M
93 positions
#24Keystone Financial GroupPassive
Some overlap · 3 shared positions
$PLTR$CRWD$T
$1.7B
567 positions
#25Nikko Asset Management Americas, Inc.Passive
Some overlap · 3 shared positions
$PLTR$DE$CRWD
$7.7B
276 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.