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 Cox Mgt

13F Portfolio OverlapQ1 2026Cox Mgt portfolio →

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Most similar hedge funds by 13F overlap

Cox Capital Mgt LLC is an institutional investor managing $180M across 81 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 Cox Mgt are WOODLEY FARRA MANION PORTFOLIO, NORTH POINT PORTFOLIO MANAGERS /OH, OAK FAMILY ADVISORS,, with shared positions in $ASML, $AZN, $EOG, $ABT, $BJ, $HON. The full ranking of 25 similar funds is below.

#1WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ASML $AZN $EOG $ABT $BJ $HON

$2.1B

122 positions

#2NORTH POINT PORTFOLIO MANAGERS CORP/OHActive

Notable overlap · 5 shared positions

$ASML $APH $UBER $ABT $UNH

$561M

76 positions

#3OAK FAMILY ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$UBER $AZN $APH $NVO $NEM $EOG

$355M

116 positions

#4Nishkama Capital, LLCActive

Notable overlap · 4 shared positions

$ASML $AMD $EQIX $UBER

$1.6B

52 positions

#5Henry James International Management Inc.Passive

Notable overlap · 5 shared positions

$ASML $AZN $SAP $ON $NVO

$277M

94 positions

#6MATTERS CAPITAL LLCPassive

Notable overlap · 4 shared positions

$ASML $AMD $ABT $UBER

$113M

64 positions

#7Markin Volterra Fund LPActive

Notable overlap · 4 shared positions

$ASML $AMD $APH $EQIX

$65M

34 positions

#8Saturna Capital CORPActive

Notable overlap · 5 shared positions

$ASML $AZN $AMD $NVO $ABT

$7.1B

148 positions

#9Gunderson Capital Management Inc.Passive

Notable overlap · 3 shared positions

$ASML $AMD $NVO

$239M

46 positions

#10Coppell Advisory Solutions LLCActive

Notable overlap · 5 shared positions

$AZN $ASML $ABT $AMD $APH

$170M

39 positions

#11Asio Capital, LLCActive

Notable overlap · 7 shared positions

$JHG $UBER $APH $ASML $CRH $UNH

$712M

110 positions

#12Werlinich Asset Management, LLCActive

Notable overlap · 6 shared positions

$AMD $HON $ASML $ABT $UNP $NOC

$206M

56 positions

#13Watchtower Advisors, LPActive

Notable overlap · 3 shared positions

$ASML $AMD $APH

$141M

12 positions

#14SOMA EQUITY PARTNERS LPActive

Notable overlap · 3 shared positions

$AMD $UBER $ASML

$1.4B

20 positions

#15Nepsis Inc.Active

Notable overlap · 3 shared positions

$AMD $UBER $EOG

$299M

29 positions

#16Elefante Mark BPassive

Notable overlap · 7 shared positions

$AMD $ABT $UBER $ASML $HON $UNH

$182M

58 positions

#17Baker Chad RActive

Notable overlap · 4 shared positions

$AMD $APH $ABT $UBER

$530M

56 positions

#18Watchman Group, Inc.Active

Notable overlap · 4 shared positions

$APH $UBER $AMD $CSL

$413M

73 positions

#19SOMERVILLE KURT FPassive

Notable overlap · 7 shared positions

$AMD $ABT $UBER $ASML $UNH $HON

$379M

91 positions

#20SEAVIEW INVESTMENT MANAGERS LLCPassive

Notable overlap · 3 shared positions

$ASML $AMD $NEM

$277M

73 positions

#21Westview Management dba Westview Investment AdvisorsPassive

Notable overlap · 4 shared positions

$JHG $AZN $CRH $AMD

$192M

70 positions

#22Southpoint Capital Advisors LPActive

Notable overlap · 3 shared positions

$AMD $UBER $EQIX

$4.9B

41 positions

#23THOMAS STORY & SON LLCPassive

Notable overlap · 4 shared positions

$AMD $ASML $ABT $UNP

$261M

51 positions

#24Greenfield Seitz Capital Management, LLCPassive

Notable overlap · 6 shared positions

$EOG $UBER $CSL $NVO $NEM $ASML

$332M

111 positions

#25MAVERICK CAPITAL LTDPassive

Notable overlap · 4 shared positions

$ASML $ABT $AMD $NVO

$8.7B

241 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.