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 Cosner Financial Group,

13F Portfolio OverlapQ1 2026Cosner Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Cosner Financial Group, LLC is an institutional investor managing $182M across 34 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 Cosner Financial Group, are Bravias Group,, Cornerstone Planning Group, BEAM WEALTH ADVISORS,, with shared positions in $SLV, $DHR, $WT, $SE, $GE, $GEV. The full ranking of 25 similar funds is below.

#1Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$SLV $DHR $WT

$153M

96 positions

#2Cornerstone Planning Group LLCPassive

Notable overlap · 3 shared positions

$SLV $SE $WT

$749M

1,818 positions

#3BEAM WEALTH ADVISORS, INC.Active

Notable overlap · 3 shared positions

$SLV $SE $DHR

$402M

108 positions

#4PFS Partners, LLCActive

Some overlap · 3 shared positions

$SLV $GE $GEV

$218M

590 positions

#5Premier Private Wealth Management LLCPassive

Some overlap · 3 shared positions

$SLV $DHR $WT

$95M

53 positions

#6Williams & Novak, LLCPassive

Some overlap · 4 shared positions

$SLV $SE $DHR $WT

$134M

143 positions

#7Rockport Wealth LLCActive

Some overlap · 3 shared positions

$SLV $DHR $WT

$549M

101 positions

#8Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$SLV $SE $NEM $WT

$477M

70 positions

#9Eagle Strategies LLCPassive

Some overlap · 4 shared positions

$SLV $SE $WT $GEV

$837M

258 positions

#10Strategic Investment Solutions, Inc. /ILPassive

Some overlap · 3 shared positions

$SLV $GE $GEV

$414M

694 positions

#11Independent Wealth Network Inc.Passive

Some overlap · 3 shared positions

$SLV $DHR $WT

$337M

301 positions

#12RIK SAYLOR FINANCIAL, INC.Passive

Some overlap · 3 shared positions

$SLV $GE $GEV

$132M

85 positions

#13ALTERNA WEALTH MANAGEMENT, INCPassive

Some overlap · 3 shared positions

$SLV $SE $WT

$132M

105 positions

#14WealthCare Investment Partners, LLCPassive

Some overlap · 3 shared positions

$SLV $SE $WT

$360M

191 positions

#15Royal Palms Capital LLCPassive

Some overlap · 3 shared positions

$SLV $NEM $GE

$101M

50 positions

#16National Wealth Management Group, LLCPassive

Some overlap · 4 shared positions

$SLV $SE $GE $WT

$269M

215 positions

#17CHELSEA COUNSEL COPassive

Slight overlap · 3 shared positions

$SLV $NEM $GE

$233M

238 positions

#18Granite Bay Wealth Management, LLCActive

Slight overlap · 3 shared positions

$SLV $WT $GE

$470M

94 positions

#19RHODES INVESTMENT ADVISORS INC /ADVPassive

Slight overlap · 3 shared positions

$SLV $GE $GEV

$116M

116 positions

#20Lake Hills Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$SLV $GEV $NEM

$179M

62 positions

#21James J. Burns & Company, LLCActive

Slight overlap · 3 shared positions

$SLV $SE $DHR

$737M

155 positions

#22Gunpowder Capital Management, LLC dba Oliver Wealth ManagementPassive

Slight overlap · 3 shared positions

$SLV $NEM $GE

$132M

408 positions

#23Courage Miller Partners, LLCActive

Slight overlap · 5 shared positions

$SLV $DHR $SE $GE $GEV

$354M

92 positions

#24Vantage Financial Partners, LLC

Slight overlap · 4 shared positions

$SE $DHR $NEM $SLV

$493M

212 positions

#25Verum Partners LLCActive

Slight overlap · 4 shared positions

$SE $DHR $GE $WT

$527M

176 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.