What hedge funds are most similar to BUTENSKY & COHEN FINANCIAL SECURITY, INC?

The funds with the most similar 13F portfolios to BUTENSKY & COHEN FINANCIAL SECURITY, INC are Columbus Macro, Weaver C. Barksdale & Associates, Insight Inv, based on overlapping conviction holdings in the latest SEC filings.

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 BUTENSKY & COHEN FINANCIAL SECURITY

13F Portfolio OverlapQ3 2026BUTENSKY & COHEN FINANCIAL SECURITY portfolio →

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Most similar hedge funds by 13F overlap

BUTENSKY & COHEN FINANCIAL SECURITY, INC is an institutional investor managing $405M across 98 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BUTENSKY & COHEN FINANCIAL SECURITY are Columbus Macro, Weaver C. Barksdale & Associates, Insight Inv, with shared positions in $KLAC, $CMI, $NUE, $QCOM, $OKE, $LMT. The full ranking of 25 similar funds is below.

#1Columbus Macro, LLCPassive

Notable overlap · 7 shared positions

$KLAC $CMI $NUE $QCOM $OKE $LMT

$1.0B

208 positions

#2Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$CMI $NEE $AMGN $QCOM $MET $LMT

$111M

62 positions

#3Insight Inv LLCPassive

Notable overlap · 7 shared positions

$ALL $AMGN $EOG $QCOM $JCI $WRB

$210M

108 positions

#4Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$BNY $AMGN $CVS $LMT $MCK $MCD

$292M

99 positions

#5Stablepoint Partners, LLCPassive

Notable overlap · 8 shared positions

$NEE $AMGN $CVS $QCOM $LMT $MCD

$723M

260 positions

#6Dupree Financial Group, LLCPassive

Notable overlap · 6 shared positions

$CMI $BTI $JCI $EOG $BP $O

$277M

79 positions

#7DELTA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$BNY $QCOM $MCD $AMGN $BP $Q

$206M

105 positions

#8Ark Wealth Advisors LLCPassive

Notable overlap · 6 shared positions

$NEE $NUE $CVS $QCOM $LMT $MCD

$113M

87 positions

#9Optimist Retirement Group LLCActive

Notable overlap · 6 shared positions

$KLAC $QCOM $BTI $LMT $MCD $UL

$259M

118 positions

#10Orca Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$CMI $BTI $QCOM $CSX $EOG $LMT

$168M

84 positions

#11UNITED BANKActive

Notable overlap · 6 shared positions

$CMI $AMGN $EOG $MCD $KLAC $LMT

$853M

130 positions

#12DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 5 shared positions

$KLAC $NEE $AMGN $OKE $MCK

$517M

137 positions

#13NEW ENGLAND ASSET MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$CVS $QCOM $UL $LMT $CSX $AMGN

$863M

131 positions

#14River Street Advisors LLCPassive

Notable overlap · 7 shared positions

$KLAC $CMI $EOG $NEE $MET $QCOM

$324M

176 positions

#15Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$NEE $CSX $CVS $MCD $AMGN $LMT

$227M

73 positions

#16Unison Advisors LLCActive

Notable overlap · 6 shared positions

$NUE $CVS $QCOM $MET $ADM $EOG

$1.4B

173 positions

#17MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 5 shared positions

$BNY $NEE $AMGN $QCOM $LMT

$1.2B

100 positions

#18Curat Global, LLCPassive

Notable overlap · 6 shared positions

$CMI $JCI $AMGN $CSX $CVS $NUE

$117M

256 positions

#19Hudson Portfolio Management LLCPassive

Notable overlap · 5 shared positions

$BNY $ALL $CVS $AMGN $MCK

$132M

117 positions

#20GQG Partners LLCActive

Notable overlap · 6 shared positions

$BTI $ALL $CVS $NEE $BP $UL

$53.8B

102 positions

#21William B. Walkup & Associates, Inc.Passive

Notable overlap · 7 shared positions

$ALL $NUE $MCK $CVS $BNY $QCOM

$208M

258 positions

#22Verity & Verity, LLCActive

Notable overlap · 5 shared positions

$NEE $AMGN $CMI $OKE $MET

$1.5B

139 positions

#23Davis Capital ManagementPassive

Notable overlap · 5 shared positions

$BNY $ALL $AMGN $QCOM $LMT

$167M

1,175 positions

#24Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$BNY $AMGN $LMT $MCK $MCD

$360M

73 positions

#25Eley Financial Management, IncPassive

Notable overlap · 5 shared positions

$KLAC $CMI $MCK $MET $UL

$309M

72 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.