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Hedge Funds Similar to Cox Mgt

13F Portfolio OverlapQ3 2026Cox Mgt portfolio →
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Most similar hedge funds by 13F overlap

Cox Capital Mgt LLC is an institutional investor managing $179M across 74 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 Cox Mgt are NORTH POINT PORTFOLIO MANAGERS, Karras Company, WOODLEY FARRA MANION PORTFOLIO, with shared positions in $ASML, $APH, $UBER, $ABT, $AZN, $EQIX. The full ranking of 25 similar funds is below.

#1NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Notable overlap · 4 shared positions
$ASML$APH$UBER$ABT
$595M
264 positions
#2Karras Company, Inc.Active
Notable overlap · 5 shared positions
$ASML$AZN$UBER$EQIX$UNP
$109M
65 positions
#3WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 4 shared positions
$ASML$AZN$EOG$ABT
$2.1B
131 positions
#4EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$ASML$APH$EQIX$ABT
$9.7B
90 positions
#5Henry James International Management Inc.Passive
Notable overlap · 3 shared positions
$ASML$AZN$SAP
$330M
90 positions
#6Main Street Research LLCActive
Notable overlap · 3 shared positions
$ASML$APH$AZN
$2.1B
140 positions
#7OAK FAMILY ADVISORS, LLCPassive
Notable overlap · 5 shared positions
$APH$AZN$UBER$EOG$NEM
$385M
108 positions
#8Saturna Capital CORPActive
Notable overlap · 5 shared positions
$ASML$AZN$CRH$FERG$ABT
$8.2B
140 positions
#9HENDLEY & CO INCActive
Notable overlap · 5 shared positions
$APH$AZN$EOG$ABT$UNP
$283M
47 positions
#10Asio Capital, LLCActive
Notable overlap · 6 shared positions
$ASML$APH$UBER$CRH$AZN$CFG
$816M
131 positions
#11Birch Hill Investment Advisors LLCPassive
Notable overlap · 4 shared positions
$APH$ASML$CSL$UBER
$2.4B
219 positions
#12Sunstone Asset Management, L.P.Active
Notable overlap · 3 shared positions
$ASML$APH$EQIX
$92M
57 positions
#13Advocacy Wealth Management, LLCActive
Notable overlap · 4 shared positions
$UBER$APH$ASML$ABT
$2.8B
151 positions
#14MATTERS CAPITAL LLCPassive
Some overlap · 3 shared positions
$ASML$UBER$ABT
$143M
75 positions
#15DC Investments Management, LLCActive
Some overlap · 3 shared positions
$ASML$UBER$RRC
$293M
55 positions
#16Ducere Wealth Management LLCPassive
Some overlap · 4 shared positions
$APH$UBER$ASML$LNG
$333M
135 positions
#17Egerton Capital (UK) LLPActive
Some overlap · 4 shared positions
$APH$CRH$UBER$FERG
$9.8B
23 positions
#18Watchman Group, Inc.Active
Some overlap · 3 shared positions
$APH$UBER$CSL
$434M
72 positions
#19Greenfield Seitz Capital Management, LLCPassive
Some overlap · 5 shared positions
$UBER$EOG$ASML$CSL$NEM
$336M
107 positions
#20Stockman Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$ASML$CRH$APH
$960M
178 positions
#21Rathbones Group PLCActive
Some overlap · 5 shared positions
$AZN$APH$CRH$ABT$EQIX
$27.1B
665 positions
#22COUNTRY TRUST BANKActive
Some overlap · 3 shared positions
$APH$ASML$EQIX
$5.7B
628 positions
#23SORA INVESTORS LLCPassive
Some overlap · 3 shared positions
$ASML$EQIX$FSLR
$1.3B
76 positions
#24ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 4 shared positions
$APH$ASML$BJ$UNP
$1.2B
215 positions
#25PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 3 shared positions
$APH$AZN$ASML
$837M
90 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.