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 COWA,

13F Portfolio OverlapQ1 2026COWA, portfolio →

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Most similar hedge funds by 13F overlap

COWA, LLC is an institutional investor managing $371M across 158 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 COWA, are Beaird Harris Wealth ,, Porter White Investment Advisors,, Burk, with shared positions in $AMN, $NKE, $IAU, $MKL, $OKE, $WT. The full ranking of 25 similar funds is below.

#1Beaird Harris Wealth Management, LLCActive

Substantial overlap · 6 shared positions

$AMN $NKE $IAU $MKL $OKE $WT

$1.5B

686 positions

#2Porter White Investment Advisors, Inc.Smart money

Substantial overlap · 4 shared positions

$AMN $NKE $IAU $MKL

$250M

40 positions

#3Burk Holdings LLCPassive

Substantial overlap · 8 shared positions

$AMN $NKE $IAU $WT $OKE $DIA

$233M

676 positions

#4ATLas Financial Planning LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $WT

$112M

69 positions

#5JDH Wealth Management, LLCActive

Substantial overlap · 5 shared positions

$NKE $AMN $IAU $DIA $FIX

$148M

54 positions

#6KEB ASSET MANAGEMENT, LLCActive

Substantial overlap · 4 shared positions

$AMN $NKE $MKL $IBM

$522M

97 positions

#7CLARIS ADVISORS, LLC / MO /Active

Substantial overlap · 4 shared positions

$AMN $NKE $EPD $COP

$334M

70 positions

#8TCI Wealth Advisors, Inc.Active

Substantial overlap · 5 shared positions

$AMN $NKE $IBM $KMB $T

$1.9B

251 positions

#9BAYSHORE ASSET MANAGEMENT, LLCSmart money

Substantial overlap · 3 shared positions

$AMN $NKE $IAU

$251M

40 positions

#10Capstone Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $T

$143M

50 positions

#11Team Hewins, LLCSmart money

Substantial overlap · 3 shared positions

$AMN $NKE $WT

$337M

41 positions

#12Petersen Hastings Wealth Advisors Inc.Smart money

Substantial overlap · 5 shared positions

$AMN $NKE $IAU $COP $PSX

$1.1B

81 positions

#13Meritas Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $IBM

$221M

60 positions

#14McCartney Wealth Management LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $WT

$119M

65 positions

#15Shotwell Rutter Baer IncActive

Substantial overlap · 4 shared positions

$AMN $NKE $COP $IBM

$170M

38 positions

#16COGENT STRATEGIC WEALTH LLCActive

Substantial overlap · 4 shared positions

$NKE $AMN $FIX $BMY

$97M

56 positions

#17POINCIANA ADVISORS GROUP, LLCPassive

Substantial overlap · 5 shared positions

$AMN $NKE $FIX $BMY $T

$127M

130 positions

#18Kondo Wealth Advisors, Inc.Active

Notable overlap · 4 shared positions

$AMN $NKE $WT $UPS

$266M

69 positions

#19Tillman Hartley LLCActive

Notable overlap · 5 shared positions

$NKE $AMN $IAU $COP $WT

$398M

88 positions

#20EnRich Financial Partners LLCActive

Notable overlap · 3 shared positions

$NKE $AMN $IAU

$377M

64 positions

#21ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 3 shared positions

$NKE $AMN $IAU

$158M

125 positions

#22Valued Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $T

$247M

751 positions

#23Pacific Asset Management, LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $IAU

$179M

70 positions

#24Peirce Capital Management, LLCActive

Notable overlap · 3 shared positions

$NKE $AMN $COP

$256M

43 positions

#25FMB WEALTH MANAGEMENTActive

Notable overlap · 4 shared positions

$NKE $AMN $IAU $AMGN

$242M

73 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.