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Hedge Funds Similar to COTTONWOOD ADVISORS

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

COTTONWOOD CAPITAL ADVISORS, LLC is an institutional investor managing $166M across 88 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 COTTONWOOD ADVISORS are BCR Wealth Strategies, ABSHER WEALTH, BIRMINGHAM, with shared positions in $DE, $EMR, $PEP, $WFC, $MCD, $PM. The full ranking of 25 similar funds is below.

#1BCR Wealth Strategies, LLCSmart money
Notable overlap · 4 shared positions
$DE$EMR$PEP$WFC
$356M
32 positions
#2ABSHER WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$EMR$DE$PEP$MCD
$878M
73 positions
#3BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Notable overlap · 3 shared positions
$DE$MCD$EMR
$263M
90 positions
#4Juno Financial Group LLCActive
Notable overlap · 5 shared positions
$DE$PEP$PM$MO$UNP
$282M
73 positions
#5Eldred Rock Partners, LLCActive
Notable overlap · 4 shared positions
$DE$EMR$PEP$WFC
$465M
29 positions
#6Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$DE$MCD$ITW$PEP
$214M
33 positions
#7HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 6 shared positions
$MCD$PEP$MO$UNP$PM$WFC
$252M
43 positions
#8Shelter Mutual Insurance CoActive
Notable overlap · 4 shared positions
$DE$UNP$PEP$ITW
$473M
58 positions
#9WEALTHSPAN PARTNERS, LLCPassive
Notable overlap · 3 shared positions
$DE$MCD$WFC
$317M
129 positions
#10SPRING CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$DE$MCD$PEP
$205M
55 positions
#11SIMA Wealth Partners, LLCActive
Notable overlap · 5 shared positions
$MCD$EMR$MO$PM$PEP
$141M
130 positions
#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$MCD$PEP$UNP$WFC$PM
$233M
122 positions
#13Walsky Investment Management, Inc.Passive
Notable overlap · 5 shared positions
$UNP$MCD$EMR$PEP$WFC
$108M
52 positions
#14RBO & CO LLCActive
Notable overlap · 4 shared positions
$MCD$PEP$PM$MO
$628M
56 positions
#15Miramar Capital, LLCPassive
Notable overlap · 3 shared positions
$UNP$MCD$PEP
$455M
57 positions
#16InvesTrustPassive
Notable overlap · 6 shared positions
$MCD$ITW$PEP$WFC$PM$EMR
$260M
95 positions
#17SMITH CHAS P & ASSOCIATES PA CPAS
Notable overlap · 4 shared positions
$MCD$PEP$ITW$UNP
$1.8B
176 positions
#18R.H. Investment Group, LLCActive
Notable overlap · 5 shared positions
$UNP$MCD$WFC$PM$PEP
$133M
47 positions
#19Windle Wealth, LLCActive
Notable overlap · 4 shared positions
$MCD$PEP$ITW$MO
$249M
35 positions
#20Stokes Capital Advisors, LLCPassive
Notable overlap · 5 shared positions
$WMB$MCD$PEP$UNP$MS
$467M
118 positions
#21Borer Denton & Associates, Inc.Passive
Notable overlap · 4 shared positions
$UNP$PEP$ITW$MCD
$305M
74 positions
#22Newton One Investments LLCActive
Notable overlap · 6 shared positions
$DE$MCD$PM$PEP$MS$EMR
$397M
146 positions
#23DMKC Advisory Services, LLCActive
Notable overlap · 4 shared positions
$DE$PEP$WFC$EMR
$530M
92 positions
#24Guilbault Capital LLCPassive
Notable overlap · 5 shared positions
$UNP$MO$PM$MS$PEP
$100M
73 positions
#25Sterling Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$MCD$PEP$DE$ITW
$402M
116 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.