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Hedge Funds Similar to Cordatus Wealth

13F Portfolio OverlapQ1 2026Cordatus Wealth portfolio →
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Most similar hedge funds by 13F overlap

Cordatus Wealth Management LLC is an institutional investor managing $420M across 164 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 Cordatus Wealth are FIRST FINANCIAL BANKSHARES, Massachusetts Wealth, Estabrook, with shared positions in $COP, $MCD, $C, $UPST, $BAC, $NEE. The full ranking of 25 similar funds is below.

#1FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$COP$MCD$C$UPST$BAC$NEE
$5.0B
201 positions
#2Massachusetts Wealth ManagementPassive
Some overlap · 5 shared positions
$COP$GE$C$BAC$ITW
$231M
98 positions
#3Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$COP$GE$C$BAC$NEE
$685M
380 positions
#4Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$COP$C$BAC$LOW$NEE
$9.8B
213 positions
#5Kuhn & Co Investment CounselPassive
Some overlap · 5 shared positions
$COP$LIN$UPST$NEE$ITW
$155M
142 positions
#6American Money Management, LLCActive
Some overlap · 4 shared positions
$COP$MCD$GE$UPST
$632M
168 positions
#7Somerset Trust CoPassive
Some overlap · 6 shared positions
$MCD$ADI$LIN$LOW$NEE$ITW
$326M
174 positions
#8InTrack Investment Management IncPassive
Some overlap · 5 shared positions
$PLTR$MCD$C$LOW$NEE
$175M
108 positions
#9RE ADVISERS CORPActive
Some overlap · 4 shared positions
$COP$MCD$C$BAC
$3.7B
111 positions
#10Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$COP$MCD$GE$NEE
$147M
64 positions
#11POM Investment Strategies, LLCPassive
Some overlap · 6 shared positions
$COP$GE$BAC$C$UPST$LOW
$80M
433 positions
#12FIRST AMERICAN TRUST, FSBPassive
Some overlap · 5 shared positions
$COP$C$MCD$NEE$UPST
$1.5B
290 positions
#13Rockline Wealth Management, LLCActive
Some overlap · 5 shared positions
$PLTR$MCD$LOW$NEE$ITW
$460M
108 positions
#14Brookmont Capital ManagementActive
Some overlap · 4 shared positions
$COP$MCD$ADI$BAC
$179M
59 positions
#15ATALANTA SOSNOFF CAPITAL, LLCActive
Some overlap · 5 shared positions
$MCD$GE$ADI$BAC$PLTR
$4.7B
104 positions
#16STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$COP$UPST$BAC$NEE$ITW
$547M
180 positions
#17MOKAN Wealth Management Inc.Passive
Some overlap · 4 shared positions
$COP$MCD$GE$UPST
$226M
109 positions
#18AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$COP$UPST$BAC$LOW
$445M
77 positions
#19Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$MCD$COP$LIN$BAC$ITW
$245M
98 positions
#20Asio Capital, LLCActive
Some overlap · 4 shared positions
$COP$C$BAC$LOW
$712M
110 positions
#21WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 7 shared positions
$COP$UPST$NEE$BAC$LOW$MCD
$350M
95 positions
#22Guardian Asset Advisors, LLCActive
Some overlap · 4 shared positions
$COP$PLTR$MCD$SHW
$171M
102 positions
#23VUB Generali dochodkova spravcovska spolocnost, a.s.Passive
Some overlap · 5 shared positions
$GE$COP$LIN$BAC$NEE
$127M
91 positions
#24Stone Summit Wealth LLCPassive
Some overlap · 4 shared positions
$COP$LIN$LOW$NEE
$359M
142 positions
#25Paragon Capital Management LLCActive
Some overlap · 4 shared positions
$COP$MCD$C$BAC
$202M
57 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.