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Hedge Funds Similar to ARTHUR M. COHEN & ASSOCIATES

13F Portfolio OverlapQ3 2026ARTHUR M. COHEN & ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

ARTHUR M. COHEN & ASSOCIATES, LLC is an institutional investor managing $666M across 135 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 ARTHUR M. COHEN & ASSOCIATES are NZS, Nolet Wealth, Forefront Wealth Partners, with shared positions in $DHR, $MRVL, $PGR, $CRWD, $SHOP, $ISRG. The full ranking of 25 similar funds is below.

#1NZS Capital, LLCActive
Notable overlap · 7 shared positions
$DHR$MRVL$PGR$CRWD$SHOP$ISRG
$3.9B
61 positions
#2Nolet Wealth Management, LLCActive
Some overlap · 4 shared positions
$DHR$MRVL$ASML$VLTO
$181M
111 positions
#3Forefront Wealth Partners, LLCPassive
Some overlap · 9 shared positions
$CRWD$MRVL$SHOP$ASML$ISRG$ETN
$323M
177 positions
#4Family Legacy Financial Solutions, LLCActive
Some overlap · 4 shared positions
$DHR$MRVL$VLTO$VRT
$173M
51 positions
#5Trifecta Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$CRWD$BLK$ISRG$ETN$TMO$VRT
$808M
315 positions
#6Sageworth Trust Co of South DakotaActive
Some overlap · 4 shared positions
$DHR$BLK$ASML$VLTO
$162M
61 positions
#7Spinecap SASActive
Some overlap · 3 shared positions
$DHR$BLK$TMO
$335M
16 positions
#8MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 5 shared positions
$DHR$VLTO$TMO$VRT$AJG
$635M
146 positions
#9Juno Financial Group LLCActive
Some overlap · 3 shared positions
$DHR$CRWD$ETN
$286M
72 positions
#10BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$CRWD$BLK$ASML$ISRG
$247M
74 positions
#11RED REEF ADVISORS LLCPassive
Some overlap · 5 shared positions
$CRWD$MRVL$BLK$ETN$PLTR
$108M
183 positions
#12WEITZ INVESTMENT MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$DHR$ASML$TMO$VLTO
$1.4B
50 positions
#13Avalon Global Asset Management LLCActive
Some overlap · 5 shared positions
$CRWD$MRVL$ETN$VRT$PLTR
$917M
38 positions
#14Summit Place Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$BLK$DHR
$221M
117 positions
#15Strong Retirement Solutions LLCPassive
Some overlap · 5 shared positions
$CRWD$PGR$SHOP$ISRG$TMO
$178M
84 positions
#16Sterling Investment Advisors, Ltd.Passive
Some overlap · 6 shared positions
$CRWD$BLK$SHOP$ETN$VRT$PLTR
$599M
225 positions
#17WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 5 shared positions
$DHR$PGR$ASML$AJG$ETN
$2.1B
131 positions
#1871 West Capital PartnersActive
Some overlap · 4 shared positions
$CRWD$BLK$ASML$PLTR
$2.9B
382 positions
#19Defender Capital, LLC.Active
Some overlap · 4 shared positions
$DHR$ISRG$VLTO$PLTR
$319M
38 positions
#20Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 4 shared positions
$CRWD$BLK$SHOP$ASML
$2.7B
206 positions
#21Renaissance Investment Group LLCPassive
Some overlap · 5 shared positions
$CRWD$DHR$ISRG$TMO$AJG
$508M
84 positions
#22Goldstream Capital Management LtdActive
Some overlap · 4 shared positions
$CRWD$MRVL$ASML$VRT
$132M
45 positions
#23EAGLE CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$DHR$ASML$AJG
$32.7B
56 positions
#24NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 4 shared positions
$DHR$BLK$ASML$AJG
$595M
264 positions
#25Mirova US LLCActive
Some overlap · 6 shared positions
$DHR$SHOP$ISRG$VLTO$TMO$VRT
$9.3B
45 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.