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 Cohen Investment Advisors

13F Portfolio OverlapQ1 2026Cohen Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

Cohen Investment Advisors LLC is an institutional investor managing $210M across 79 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 Cohen Investment Advisors are Catherine Avery Investment, Steigerwald, Gordon & Koch, SOUND SHORE /CT/, with shared positions in $BAC, $AMGN, $MCD, $NEE, $VZ, $KO. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive

Notable overlap · 8 shared positions

$BAC $AMGN $MCD $NEE $VZ $KO

$223M

109 positions

#2Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 8 shared positions

$KMI $AMGN $WFC $NEE $KO $PFE

$974M

782 positions

#3SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 7 shared positions

$KMI $BAC $WFC $PFE $UPS $BA

$3.0B

40 positions

#4VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$KMI $CB $AMGN $MCD $VZ $O

$187M

55 positions

#5S-Bank Fund Management LtdActive

Notable overlap · 8 shared positions

$WFC $BAC $TMO $MCD $NEE $CRM

$671M

178 positions

#6EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$NEE $KO $PFE $SBUX $BAC $WFC

$1.4B

56 positions

#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$WFC $MCD $VZ $KO $UPS $SBUX

$220M

148 positions

#8BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$AMGN $VZ $CB $MCD $KO $KMI

$480M

133 positions

#9Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$BAC $AMGN $UPS $MCD $WFC $VZ

$170M

82 positions

#10Cetera Trust Company, N.APassive

Notable overlap · 8 shared positions

$AMGN $BAC $KO $TMO $CRM $NEE

$177M

351 positions

#11FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$MCD $NEE $BAC $KO $AMGN $NOW

$5.0B

201 positions

#12Estabrook Capital ManagementPassive

Notable overlap · 7 shared positions

$BAC $CB $WFC $PFE $VZ $AMGN

$685M

380 positions

#13R.H. Dinel Investment Counsel, Inc.Active

Notable overlap · 8 shared positions

$AMGN $TMO $KO $PFE $SBUX $VZ

$124M

40 positions

#14Argyle Capital Management, LLCPassive

Notable overlap · 7 shared positions

$AMGN $BAC $PFE $VZ $KO $WFC

$308M

137 positions

#15Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$AMGN $MCD $KO $SBUX $TMO $NOW

$353M

78 positions

#16Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$MCD $NEE $VZ $PFE $SBUX $KMI

$147M

64 positions

#17HAMEL ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$CB $AMGN $MCD $KO $VZ $O

$351M

81 positions

#18Stablepoint Partners, LLCPassive

Notable overlap · 7 shared positions

$NEE $AMGN $KO $VZ $KMI $MCD

$673M

260 positions

#19DCM Advisors, LLCActive

Notable overlap · 7 shared positions

$BAC $WFC $MCD $DIS $BA $VZ

$220M

38 positions

#20ROWLANDMILLER & PARTNERS.ADVPassive

Notable overlap · 6 shared positions

$CB $MCD $VZ $KO $AMGN $UPS

$493M

189 positions

#21Boit C F DavidPassive

Notable overlap · 7 shared positions

$BAC $CB $MCD $INTU $AMGN $PFE

$225M

117 positions

#22DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$TMO $CB $INTU $BA $SBUX $AMGN

$117M

106 positions

#23Bell & Brown Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$WFC $SBUX $BA $AMGN $DIS $MCD

$308M

68 positions

#24Griffith & Werner, Inc.Active

Notable overlap · 5 shared positions

$BAC $WFC $VZ $KO $PFE

$202M

72 positions

#25Pavion Blue Capital, LLCPassive

Notable overlap · 7 shared positions

$BAC $KO $WFC $DIS $MCD $UPS

$230M

108 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.