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 Cooper Financial Group

13F Portfolio OverlapQ1 2026Cooper Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Cooper Financial Group is an institutional investor managing $1.2B across 451 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 Cooper Financial Group are PCG Wealth Advisors,, Collaborative Wealth Managment, IAM Advisory,, with shared positions in $GSAT, $AMN, $JHG, $WT, $UPS, $AMGN. The full ranking of 25 similar funds is below.

#1PCG Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$GSAT $AMN $JHG $WT

$395M

164 positions

#2Collaborative Wealth Managment Inc.Passive

Some overlap · 4 shared positions

$GSAT $AMN $WT $UPS

$218M

162 positions

#3IAM Advisory, LLCActive

Some overlap · 4 shared positions

$GSAT $AMN $WT $AMGN

$446M

95 positions

#4Fortis Advisors, LLCPassive

Some overlap · 4 shared positions

$GSAT $SNOW $UPS $C

$200M

119 positions

#55T Wealth, LLCPassive

Some overlap · 3 shared positions

$GSAT $WT $SNOW

$253M

129 positions

#6Balance Wealth, LLCPassive

Some overlap · 4 shared positions

$GSAT $SNOW $JHG $AMN

$322M

149 positions

#7Clearwater Capital Advisors, LLCActive

Some overlap · 4 shared positions

$GSAT $WT $JHG $SNOW

$1.2B

177 positions

#8Aspire Capital Advisors LLCActive

Some overlap · 5 shared positions

$AMN $WT $GSAT $SNOW $AMGN

$444M

122 positions

#9Hobart Private Capital, LLCPassive

Some overlap · 3 shared positions

$GSAT $WT $SNOW

$509M

132 positions

#10American Alpha Advisors, LLCActive

Some overlap · 3 shared positions

$GSAT $WT $AMGN

$188M

96 positions

#11TPG Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$GSAT $SNOW $JHG

$307M

76 positions

#12Kondo Wealth Advisors, Inc.Active

Some overlap · 4 shared positions

$AMN $WT $SNOW $UPS

$266M

69 positions

#13Waterfront Wealth Inc.Passive

Some overlap · 4 shared positions

$AMN $WT $JHG $UPS

$545M

283 positions

#14Centurion Wealth Management LLCPassive

Some overlap · 3 shared positions

$GSAT $WT $SNOW

$444M

316 positions

#15COWA, LLCActive

Some overlap · 5 shared positions

$AMN $WT $UPS $AMGN $IBM

$371M

158 positions

#16First Financial Group CorpActive

Some overlap · 5 shared positions

$WT $SNOW $JHG $GSAT $IBM

$122M

80 positions

#17Investment Partners Asset Management, Inc.Passive

Some overlap · 3 shared positions

$GSAT $WT $IBM

$162M

163 positions

#18Avantax Planning Partners, Inc.Active

Some overlap · 5 shared positions

$AMN $SNOW $WT $AMGN $IBM

$3.6B

435 positions

#19rebel Financial LLCPassive

Some overlap · 4 shared positions

$AMN $WT $SNOW $UPS

$231M

65 positions

#20Burk Holdings LLCPassive

Some overlap · 4 shared positions

$AMN $WT $SNOW $IBM

$233M

676 positions

#21Smart Portfolios, LLCPassive

Some overlap · 4 shared positions

$GSAT $SNOW $AMGN $IBM

$100M

99 positions

#22CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$AMN $WT $JHG $AMGN

$309M

132 positions

#23MBA Advisors LLCPassive

Some overlap · 5 shared positions

$WT $SNOW $JHG $AMGN $IBM

$260M

146 positions

#24Etesian Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $AMN $SNOW $IBM

$313M

138 positions

#25WT Wealth ManagementPassive

Some overlap · 4 shared positions

$WT $SNOW $GSAT $JHG

$336M

138 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.