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Hedge Funds Similar to COWA

13F Portfolio OverlapQ2 2026COWA portfolio →
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Most similar hedge funds by 13F overlap

COWA, LLC is an institutional investor managing $399M across 181 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to COWA are Catherine Avery Investment, Ipsen Advisor Group, Retirement Investment Advisors, with shared positions in $OKE, $UPS, $PSX, $BMY, $AMGN, $TGT. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive
Notable overlap · 7 shared positions
$OKE$UPS$PSX$BMY$AMGN$TGT
$229M
166 positions
#2Ipsen Advisor Group LLCPassive
Notable overlap · 8 shared positions
$IAU$OKE$UPS$KMB$BMY$AMGN
$155M
107 positions
#3Retirement Investment Advisors, Inc.Smart money
Notable overlap · 5 shared positions
$OKE$COP$PSX$EPD$SHEL
$1.4B
66 positions
#4CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Notable overlap · 4 shared positions
$OKE$EPD$PWR$PAGP
$2.2B
73 positions
#5Recurrent Investment Advisors LLCActive
Notable overlap · 5 shared positions
$OKE$EPD$PSX$PAGP$COP
$1.6B
71 positions
#6CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$OKE$EPD$PSX$PAGP
$2.8B
97 positions
#7CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 7 shared positions
$UPS$COP$KMB$BMY$TGT$HPE
$1.5B
184 positions
#8TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 4 shared positions
$OKE$EPD$PWR$PAGP
$9.8B
91 positions
#9DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$FIX$EPD$OKE$AMGN
$517M
137 positions
#10Verity & Verity, LLCActive
Some overlap · 7 shared positions
$OKE$UPS$PSX$AMGN$PEP$TGT
$1.5B
138 positions
#11Sovereign Investment Advisors, LLCActive
Some overlap · 3 shared positions
$OKE$EPD$PSX
$533M
109 positions
#12PENN DAVIS MCFARLAND INCActive
Some overlap · 8 shared positions
$EPD$BMY$KMB$TGT$SHEL$AMGN
$1.1B
79 positions
#13Heronetta Management, L.P.Smart money
Some overlap · 3 shared positions
$OKE$EPD$PAGP
$109M
15 positions
#14SL ADVISORS, LLCActive
Some overlap · 3 shared positions
$OKE$EPD$PAGP
$57M
32 positions
#15P.A.W. CAPITAL CORPPassive
Some overlap · 7 shared positions
$UPS$KMB$BMY$AMGN$PEP$PFH
$133M
66 positions
#16Stack Financial Management, IncActive
Some overlap · 5 shared positions
$UPS$COP$PWR$PSX$PEP
$1.3B
54 positions
#17Adams Asset Advisors, LLCActive
Some overlap · 7 shared positions
$EPD$KMB$BMY$AMGN$PEP$ARLP
$882M
88 positions
#18Cherokee Insurance CoPassive
Some overlap · 4 shared positions
$OKE$EPD$COP$PSX
$259M
124 positions
#19Disciplined Investments, LLCPassive
Some overlap · 4 shared positions
$OKE$COP$PSX$EPD
$310M
144 positions
#20SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$EPD$IAU$OKE$UPS$PEP
$296M
134 positions
#21KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 4 shared positions
$OKE$EPD$PWR$PAGP
$5.1B
53 positions
#22Energy Income Partners, LLCActive
Some overlap · 4 shared positions
$OKE$EPD$PWR$PAGP
$6.4B
88 positions
#23VIKING FUND MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$KMB$PSX$BMY$PEP$HPE$PFH
$1.1B
146 positions
#24AMERICAN FINANCIAL GROUP INCActive
Some overlap · 5 shared positions
$EPD$KMB$BMY$KHC$OKE
$284M
73 positions
#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$OKE$UPS$PEP$PFH
$233M
122 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.