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 Cohen Klingenstein

13F Portfolio OverlapQ1 2026Cohen Klingenstein portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Cohen Klingenstein LLC is an institutional investor managing $3.5B across 207 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cohen Klingenstein are Colter Lewis Investment Partners, Carl P. Sherr & ,, FELL /ADV, with shared positions in $SNOW, $AXP, $UNP, $CL, $AMGN, $ITW. The full ranking of 25 similar funds is below.

#1Colter Lewis Investment Partners LLCPassive

Notable overlap · 5 shared positions

$SNOW $AXP $UNP $CL $AMGN

$106M

111 positions

#2Carl P. Sherr & Co., LLCPassive

Some overlap · 3 shared positions

$SNOW $AXP $AMGN

$213M

124 positions

#3FELL CAPITAL MANAGEMENT /ADVPassive

Some overlap · 6 shared positions

$SNOW $AXP $ITW $FCX $FDX $AMGN

$105M

91 positions

#4Vertrix Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SNOW $AXP $AMGN

$272M

95 positions

#5PCG ASSET MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$SNOW $DIS $BAC $FDX $UNP

$125M

78 positions

#6Keystone Financial Services, LLCActive

Some overlap · 3 shared positions

$SNOW $UNP $DIS

$149M

58 positions

#7Keyes, Stange & Wooten Wealth Management, LLCActive

Some overlap · 3 shared positions

$SNOW $UNP $DIS

$224M

71 positions

#8Andrews Advisory Associates, LLCActive

Some overlap · 3 shared positions

$SNOW $DIS $FDX

$190M

82 positions

#9Plan A Wealth LLCActive

Some overlap · 3 shared positions

$SNOW $AXP $SHEL

$209M

178 positions

#10Red Mountain Financial, LLCPassive

Some overlap · 3 shared positions

$SNOW $UNP $AMGN

$106M

79 positions

#11Thoma Capital Management LLCSmart money

Some overlap · 3 shared positions

$SNOW $DIS $AMGN

$169M

55 positions

#12Fortis Advisors, LLCPassive

Some overlap · 3 shared positions

$SNOW $UNP $FCX

$200M

119 positions

#13Brindle & Bay Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$SNOW $CCZ $ITW $CL

$163M

67 positions

#14SOUTHERN MICHIGAN BANK & TRUSTActive

Some overlap · 3 shared positions

$SNOW $UNP $NSC

$261M

424 positions

#15Altiora Financial Group, LLCActive

Some overlap · 3 shared positions

$SNOW $BAC $NSC

$607M

110 positions

#16Planned Solutions, Inc.Active

Some overlap · 3 shared positions

$SNOW $ITW $BAC

$306M

139 positions

#17Gordian Advisors LLCSmart money

Some overlap · 3 shared positions

$SNOW $CL $AMGN

$150M

55 positions

#18FOUNDERS CAPITAL MANAGEMENT, LLCActive

Some overlap · 7 shared positions

$AXP $DIS $UNP $CCZ $BAC $FDX

$608M

74 positions

#19LVW Advisors, LLCPassive

Some overlap · 3 shared positions

$SNOW $AMGN $BAC

$1.0B

436 positions

#20Grove Street Fiduciary, LLCActive

Some overlap · 3 shared positions

$SNOW $NSC $AMGN

$227M

74 positions

#21Francis Financial, Inc.Active

Some overlap · 3 shared positions

$SNOW $AXP $BAC

$539M

115 positions

#22PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVActive

Some overlap · 3 shared positions

$SNOW $AMP $BAC

$349M

112 positions

#23North Forty Two & Co.Passive

Some overlap · 4 shared positions

$SNOW $UNP $BAC $AMGN

$108M

97 positions

#24Evergreen Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SNOW $DIS $AMGN

$194M

54 positions

#25Moisand Fitzgerald Tamayo, LLCActive

Some overlap · 3 shared positions

$SNOW $AXP $DIS

$931M

518 positions

Compare Cohen Klingenstein’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 Cohen Klingenstein’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.