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 COOPER/HAIMS ADVISORS,

13F Portfolio OverlapQ1 2026COOPER/HAIMS ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

COOPER/HAIMS ADVISORS, LLC is an institutional investor managing $212M across 103 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 COOPER/HAIMS ADVISORS, are Colony Family Offices,, Gutierrez Wealth Advisory,, Seneca Financial Advisors, with shared positions in $DDOG, $HUM, $IAU, $KO, $IBM, $BNL. The full ranking of 25 similar funds is below.

#1Colony Family Offices, LLCActive

Notable overlap · 4 shared positions

$DDOG $HUM $IAU $KO

$406M

62 positions

#2Gutierrez Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$DDOG $HUM $IBM

$161M

70 positions

#3Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$DDOG $HUM $BNL $PAYX

$341M

64 positions

#4ASPIRIANT, LLCActive

Notable overlap · 3 shared positions

$DDOG $HUM $TJX

$3.5B

338 positions

#5Yeomans Consulting Group, Inc.

Notable overlap · 4 shared positions

$DDOG $IAU $KO $IBM

$341M

113 positions

#6West Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$DDOG $HUM $IBM

$589M

193 positions

#7Sunflower Bank, N.A.Active

Notable overlap · 4 shared positions

$DDOG $KO $ABT $INTC

$392M

155 positions

#8REGIMEN WEALTH, LLCActive

Notable overlap · 4 shared positions

$DDOG $KO $IAU $HUM

$342M

70 positions

#9Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$DDOG $IAU $BAC

$607M

110 positions

#10Schiavi & Co LLCSmart money

Notable overlap · 3 shared positions

$DDOG $IBM $ABT

$337M

50 positions

#11Lexington Hill Partners, LLCActive

Notable overlap · 4 shared positions

$DDOG $KO $BABA $BAC

$177M

78 positions

#12Level Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$DDOG $KO $HUM $IBM

$213M

67 positions

#13MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 3 shared positions

$DDOG $PAYX $KO

$295M

82 positions

#14BAKER BOYER NATIONAL BANKSmart money

Notable overlap · 3 shared positions

$DDOG $IAU $IBM

$333M

91 positions

#15Stembrook Asset Management, LLCSmart money

Notable overlap · 3 shared positions

$DDOG $KO $INTC

$102M

48 positions

#16Forum Financial Management, LPSmart money

Some overlap · 3 shared positions

$DDOG $IAU $ABT

$7.1B

331 positions

#17WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 3 shared positions

$DDOG $HUM $BAC

$350M

95 positions

#18Gleason Group, Inc.Active

Some overlap · 4 shared positions

$DDOG $HUM $BAC $KO

$1.0B

229 positions

#19Petersen Hastings Wealth Advisors Inc.Smart money

Some overlap · 3 shared positions

$DDOG $IAU $ABT

$1.1B

81 positions

#20BSW Wealth PartnersPassive

Some overlap · 3 shared positions

$DDOG $IAU $KO

$819M

312 positions

#21CONQUIS FINANCIAL LLCSmart money

Some overlap · 4 shared positions

$DDOG $HUM $INTC $BAC

$121M

54 positions

#22Hurlow Wealth Management Group, Inc.Active

Some overlap · 4 shared positions

$DDOG $HUM $IAU $TJX

$420M

120 positions

#23Towneley Capital Management, Inc / DESmart money

Some overlap · 3 shared positions

$DDOG $SGOL $IAU

$478M

42 positions

#24CLIFTONLARSONALLEN WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$DDOG $HUM $KO

$6.8B

222 positions

#25Rochester Wealth Strategies, LLCSmart money

Some overlap · 3 shared positions

$DDOG $IAU $IBM

$165M

24 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.