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Hedge Funds Similar to COTTONWOOD ADVISORS,

13F Portfolio OverlapQ1 2026COTTONWOOD ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

COTTONWOOD CAPITAL ADVISORS, LLC is an institutional investor managing $142M across 86 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 COTTONWOOD ADVISORS, are Boyd Wealth ,, Cadent Advisors,, TL Private Wealth, with shared positions in $RBLX, $DE, $EMR, $IBM, $SAN, $XYZ. The full ranking of 25 similar funds is below.

#1Boyd Wealth Management, LLCActive
Notable overlap · 4 shared positions
$RBLX$DE$EMR$IBM
$236M
48 positions
#2Cadent Capital Advisors, LLCPassive
Notable overlap · 3 shared positions
$SAN$XYZ$WMB
$386M
187 positions
#3TL Private WealthSmart money
Some overlap · 3 shared positions
$RBLX$EMR$BAC
$253M
44 positions
#4Capital Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$RBLX$DE$EMR$IBM
$730M
147 positions
#5DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$DHR$DE$MCD$ITW
$253M
92 positions
#6PARAGON FINANCIAL PARTNERS, INC.Active
Some overlap · 5 shared positions
$SAN$MCD$MO$PM$BAC
$177M
77 positions
#7Nikko Asset Management Americas, Inc.Active
Some overlap · 3 shared positions
$RBLX$XYZ$DE
$7.1B
186 positions
#8ARK Investment Management LLCActive
Some overlap · 3 shared positions
$RBLX$DE$XYZ
$12.9B
182 positions
#9J. Team Financial, Inc.Passive
Some overlap · 3 shared positions
$DHR$DE$MCD
$89M
84 positions
#10BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 5 shared positions
$DE$MCD$EMR$WFC$BAC
$2.3B
264 positions
#11Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$DE$UNP$EMR$IBM$ITW$BAC
$215M
125 positions
#12Shelter Mutual Insurance CoPassive
Some overlap · 5 shared positions
$DE$UNP$DHR$IBM$ITW
$450M
58 positions
#13BCS Private Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$SAN$UNP$DHR$IBM$ITW
$329M
186 positions
#14BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$DHR$XYZ$UNP$BAC
$578M
108 positions
#15RETIREMENT PLANNING GROUP, LLC / NYPassive
Some overlap · 5 shared positions
$DHR$RBLX$IBM$DE$BAC
$155M
94 positions
#16Valley Brook Capital Group, Inc.Passive
Some overlap · 4 shared positions
$DE$MCD$UNP$ITW
$149M
112 positions
#17S-Bank Fund Management LtdActive
Some overlap · 5 shared positions
$DHR$MCD$EMR$WFC$BAC
$671M
178 positions
#18Rayburn West Financial Services LLCPassive
Some overlap · 6 shared positions
$DE$MCD$IBM$WFC$MO$BAC
$170M
82 positions
#19Mengis Capital Management, Inc.Passive
Some overlap · 6 shared positions
$DE$EMR$UNP$IBM$PM$BAC
$581M
212 positions
#20Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$MCD$DHR$EMR$ITW$PM
$583M
140 positions
#21Lincoln Capital LLCActive
Some overlap · 4 shared positions
$DHR$MCD$UNP$DE
$528M
135 positions
#22Wilkinson Global Asset Management LLCActive
Some overlap · 5 shared positions
$DE$SAN$UNP$MCD$WFC
$1.3B
60 positions
#23GARRISON POINT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$DHR$XYZ$UNP$IBM$WFC
$219M
168 positions
#24Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$XYZ$MCD$UNP$ITW
$215M
74 positions
#25Mondrian Investment Partners LTDActive
Some overlap · 4 shared positions
$SAN$WFC$BP$BAC
$6.7B
103 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.