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Hedge Funds Similar to Cottage Street Advisors

13F Portfolio OverlapQ1 2026Cottage Street Advisors portfolio →
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Most similar hedge funds by 13F overlap

Cottage Street Advisors LLC is an institutional investor managing $231M across 138 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 Cottage Street Advisors are Cohen ,, Junto, Hartford Financial, with shared positions in $CSX, $AMAT, $MAR, $SYK, $UNP, $TXN. The full ranking of 25 similar funds is below.

#1Cohen Capital Management, Inc.Passive
Some overlap · 5 shared positions
$CSX$AMAT$MAR$SYK$UNP
$644M
154 positions
#2Junto Capital Management LPPassive
Some overlap · 5 shared positions
$CSX$MAR$AMAT$TXN$FDX
$4.7B
87 positions
#3Hartford Financial Management Inc.Passive
Some overlap · 4 shared positions
$CSX$AMAT$MAR$UNP
$392M
344 positions
#4DEARBORN PARTNERS LLCActive
Some overlap · 5 shared positions
$VZ$ACN$SYK$TXN$SNA
$1.8B
269 positions
#5AMERICAN NATIONAL BANK & TRUSTPassive
Some overlap · 5 shared positions
$AMAT$VZ$MAR$SYK$UNP
$1.0B
615 positions
#6Eley Financial Management, IncActive
Some overlap · 6 shared positions
$MAR$ACN$UNP$VRT$CF$VZ
$250M
66 positions
#7Retireful, LLCPassive
Some overlap · 4 shared positions
$AMAT$MAR$VRT$ETR
$71M
84 positions
#8Sage Capital Advisors,llcPassive
Some overlap · 5 shared positions
$VZ$VRT$CSX$UNP$FDX
$431M
129 positions
#9Yoffe Investment Management, LLCPassive
Some overlap · 4 shared positions
$CSX$VZ$MAR$UNP
$78M
111 positions
#10Edgemoor Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$AMAT$ETR$ARCC$VRT$VZ
$1.3B
170 positions
#11Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$VZ$JHG$VRT$TXN
$477M
70 positions
#12AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$MAR$SYK$UNP$FDX$ACN
$445M
77 positions
#13CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$MAR$ARCC$TXN$BAH$VZ
$157M
130 positions
#14BCV Asset Management Inc.Active
Some overlap · 4 shared positions
$AMAT$ACN$UNP$TXN
$2.9B
120 positions
#15CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$SYK$ACN$ETR$ARCC$SNA
$6.4B
290 positions
#16FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 5 shared positions
$VZ$ARCC$TXN$SYK$VRT
$180M
96 positions
#17Pflug Koory, LLCPassive
Some overlap · 4 shared positions
$AMAT$VZ$UNP$CSX
$218M
419 positions
#18CAPITAL ADVISORS INC/OKPassive
Some overlap · 4 shared positions
$AMAT$VZ$SYK$JHG
$6.2B
357 positions
#19SMITHBRIDGE ASSET MANAGEMENT INC/DEPassive
Some overlap · 4 shared positions
$AMAT$VRT$SYK$ACN
$674M
183 positions
#20BNB Wealth Management, LLCPassive
Some overlap · 5 shared positions
$CSX$JHG$AMAT$BAH$MAR
$156M
90 positions
#21GPM Growth Investors, Inc.Active
Some overlap · 3 shared positions
$CSX$SYK$MAR
$238M
42 positions
#22Blume Capital Management, Inc.Passive
Some overlap · 4 shared positions
$AMAT$ARCC$FCX$FDX
$588M
337 positions
#23Advanced Asset Management Advisors IncActive
Some overlap · 4 shared positions
$AMAT$UNP$TXN$FCX
$362M
79 positions
#24PINNBROOK CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$CSX$AMAT$FDX
$384M
45 positions
#25NS Partners LtdActive
Some overlap · 3 shared positions
$AMAT$MAR$SYK
$2.2B
71 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.