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Hedge Funds Similar to ARTHUR M. COHEN & ASSOCIATES,

13F Portfolio OverlapQ1 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 $563M across 127 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 ARTHUR M. COHEN & ASSOCIATES, are LRZ, NZS ,, Schubert &, with shared positions in $DHR, $KKR, $TMO, $PGR, $SHOP, $ISRG. The full ranking of 25 similar funds is below.

#1LRZ CAPITAL LLCActive
Some overlap · 3 shared positions
$DHR$KKR$TMO
$200M
16 positions
#2NZS Capital, LLCActive
Some overlap · 6 shared positions
$DHR$PGR$SHOP$ISRG$MRVL$AJG
$3.0B
58 positions
#3Schubert & CoActive
Some overlap · 4 shared positions
$DHR$KKR$VLTO$GE
$123M
69 positions
#4Waldron Private Wealth LLCActive
Some overlap · 3 shared positions
$DHR$KKR$PANW
$2.6B
342 positions
#5BANK OF HAWAIIActive
Some overlap · 3 shared positions
$DHR$KKR$VLTO
$1.9B
224 positions
#6Spinecap SASActive
Some overlap · 3 shared positions
$DHR$KKR$TMO
$272M
15 positions
#7TRAN CAPITAL MANAGEMENT, L.P.Active
Some overlap · 4 shared positions
$DHR$PGR$PANW$VLTO
$728M
71 positions
#8WORMSER FRERES GESTIONActive
Some overlap · 5 shared positions
$DHR$ISRG$TMO$PANW$VEEV
$139M
42 positions
#9Family Legacy Financial Solutions, LLCActive
Some overlap · 4 shared positions
$DHR$VLTO$MRVL$PANW
$124M
44 positions
#10guardian investment managementActive
Some overlap · 3 shared positions
$DHR$KKR$GE
$127M
60 positions
#11Global X Japan Co., Ltd.Active
Some overlap · 3 shared positions
$DHR$ISRG$PLTR
$1.9B
378 positions
#12WEITZ INVESTMENT MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$DHR$TMO$ASML$VLTO
$1.4B
49 positions
#13Defender Capital, LLC.Active
Some overlap · 4 shared positions
$DHR$VLTO$PLTR$ISRG
$282M
34 positions
#14MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 4 shared positions
$DHR$VLTO$TMO$AJG
$584M
141 positions
#15Winthrop Partners - WNY, LLCPassive
Some overlap · 3 shared positions
$DHR$KKR$ETN
$188M
87 positions
#16CATALYST PRIVATE WEALTH, LLCActive
Some overlap · 4 shared positions
$DHR$PLTR$KKR$ASML
$185M
76 positions
#17Mirova US LLCActive
Some overlap · 6 shared positions
$DHR$SHOP$ISRG$VLTO$TMO$PANW
$8.8B
42 positions
#1811 Capital Partners LPActive
Some overlap · 3 shared positions
$DHR$ASML$GE
$348M
20 positions
#19Gerber Kawasaki Wealth & Investment ManagementActive
Some overlap · 4 shared positions
$DHR$SHOP$PLTR$ASML
$3.1B
350 positions
#20ALERUS FINANCIAL NAActive
Some overlap · 3 shared positions
$DHR$ETN$GE
$2.0B
510 positions
#21Fisher Funds Management LTDActive
Some overlap · 5 shared positions
$DHR$KKR$PGR$ISRG$AJG
$3.4B
169 positions
#22FIRST HAWAIIAN BANKSmart money
Some overlap · 3 shared positions
$DHR$KKR$GE
$715M
85 positions
#23RPS ADVISORY SOLUTIONS LLCActive
Some overlap · 3 shared positions
$DHR$GE$PANW
$176M
108 positions
#24Juno Financial Group LLCActive
Some overlap · 6 shared positions
$KKR$DHR$CRWD$PANW$ETN$GE
$255M
70 positions
#25Alpha Financial Partners, LLCActive
Some overlap · 4 shared positions
$DHR$TMO$PANW$ETN
$169M
103 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.