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 ,

13F Portfolio OverlapQ1 2026Cohen , portfolio →

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Most similar hedge funds by 13F overlap

Cohen Capital Management, Inc. is an institutional investor managing $735M across 152 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 , are Aureus Asset ,, PARNASSUS INVESTMENTS,, Dundas Partners LLP, with shared positions in $AMAT, $SCHW, $TMO, $UNH, $NEE, $DE. The full ranking of 25 similar funds is below.

#1Aureus Asset Management, LLCPassive

Notable overlap · 5 shared positions

$AMAT $SCHW $TMO $UNH $NEE

$1.5B

225 positions

#2PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 7 shared positions

$AMAT $DE $TMO $SYK $MAR $CRM

$34.1B

135 positions

#3Dundas Partners LLPActive

Notable overlap · 4 shared positions

$AMAT $TMO $SYK $CRM

$1.3B

49 positions

#4Barnes Dennig Private Wealth Management LLCPassive

Notable overlap · 4 shared positions

$AMAT $SCHW $DE $CVS

$101M

307 positions

#5HALL LAURIE J TRUSTEEPassive

Notable overlap · 6 shared positions

$AMAT $SYK $IBM $NVS $MMM $CRM

$283M

104 positions

#6Midway Capital Research & ManagementPassive

Notable overlap · 4 shared positions

$AMAT $SYK $NEE $SNPS

$106M

117 positions

#7Route One Investment Company, L.P.Active

Notable overlap · 4 shared positions

$TMO $SCHW $UNH $POST

$2.3B

19 positions

#8BONNESS ENTERPRISES INCActive

Notable overlap · 4 shared positions

$SYK $AMAT $IBM $TMO

$273M

39 positions

#9William Allan CorpPassive

Notable overlap · 4 shared positions

$AMAT $SCHW $SYK $MMM

$169M

59 positions

#10BRISTOL JOHN W & CO INC /NY/Active

Notable overlap · 6 shared positions

$TMO $DE $SCHW $NVS $UNH $UNP

$6.1B

61 positions

#11Glassy Mountain Advisors, Inc.Passive

Notable overlap · 6 shared positions

$AMAT $NVS $CSX $UNH $CRM $NEE

$322M

77 positions

#12Edgemoor Investment Advisors, Inc.Active

Notable overlap · 7 shared positions

$AMAT $SCHW $NVS $DE $EPD $NEE

$1.3B

170 positions

#13GRANDFIELD & DODD, LLCPassive

Notable overlap · 5 shared positions

$AMAT $SYK $NVS $TDY $SNPS

$1.8B

209 positions

#14Talbot Financial, LLCActive

Notable overlap · 6 shared positions

$AMAT $SCHW $SYK $TMO $CRM $SNPS

$1.2B

66 positions

#15HealthInvest Partners ABActive

Notable overlap · 4 shared positions

$TMO $SYK $CVS $UNH

$310M

39 positions

#16McGuire Investment Group, LLCActive

Notable overlap · 4 shared positions

$AMAT $SYK $TMO $SCHW

$885M

121 positions

#17Gs Investments, Inc.Passive

Notable overlap · 6 shared positions

$TMO $SYK $SCHW $NEE $UNH $CRM

$175M

134 positions

#18MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Notable overlap · 3 shared positions

$AMAT $EPD $NVS

$176M

81 positions

#19Taylor Hoffman Capital Management LLCPassive

Notable overlap · 4 shared positions

$AMAT $DE $CSX $UNP

$325M

116 positions

#20Evergreen Private Wealth LLCPassive

Notable overlap · 4 shared positions

$AMAT $TMO $IBM $CRM

$247M

86 positions

#21OUTFITTERS FINANCIAL LLCPassive

Notable overlap · 5 shared positions

$AMAT $EPD $DE $CSX $ET

$129M

80 positions

#22BEACON INVESTMENT ADVISORS LLCPassive

Notable overlap · 4 shared positions

$AMAT $MAR $DE $DRI

$265M

171 positions

#23GARRISON BRADFORD & ASSOCIATES INCActive

Notable overlap · 4 shared positions

$TMO $SCHW $UNH $EPD

$88M

38 positions

#24FLOSSBACH VON STORCH SEActive

Notable overlap · 5 shared positions

$TMO $SCHW $SYK $CRM $AMAT

$21.4B

109 positions

#25London & Capital Asset Management LtdActive

Notable overlap · 5 shared positions

$TMO $UNH $IBM $GRAB $SNPS

$9.2B

223 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.