Hedge Funds Similar to J.W. COLE ADVISORS

13F Portfolio OverlapQ2 2026J.W. COLE ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

J.W. COLE ADVISORS, INC. is an institutional investor managing $5.8B across 1,593 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 J.W. COLE ADVISORS are MORGAN DEMPSEY, Measured Risk Portfolios, CANTOR FITZGERALD INVESTMENT ADVISORS, with shared positions in $UPS, $TXN, $PM, $MRVL, $PDI. The full ranking of 14 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$233M

122 positions

#2Measured Risk Portfolios, Inc.Active

Slight overlap · 3 shared positions

$112M

63 positions

#3CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Slight overlap · 3 shared positions

$1.5B

184 positions

#4Stolper CoPassive

Slight overlap · 3 shared positions

$387M

91 positions

#5CMG Global Holdings, LLCPassive

Slight overlap · 3 shared positions

$236M

100 positions

#6CFC Planning Co LLCPassive

Slight overlap · 3 shared positions

$171M

71 positions

#7TrueMark Investments, LLCPassive

Slight overlap · 3 shared positions

$798M

187 positions

#8Horst & Graben Wealth Management LLCActive

Slight overlap · 3 shared positions

$760M

205 positions

#9RETIREMENT PLANNING GROUP, LLC / NYPassive

Slight overlap · 3 shared positions

$184M

108 positions

#10Oak Harvest Investment ServicesPassive

Slight overlap · 3 shared positions

$1.1B

168 positions

#11Global X Japan Co., Ltd.Active

Slight overlap · 3 shared positions

$2.7B

390 positions

#12Winning Points Advisors, LLCActive

Slight overlap · 3 shared positions

$76M

42 positions

#13Octavia Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$1.2B

231 positions

#14Hirtle Callaghan & Co LLCSmart money

Slight overlap · 3 shared positions

$3.0B

128 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.