Hedge Funds Similar to Cooper Advisors

13F Portfolio OverlapQ2 2026Cooper Advisors portfolio →

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Most similar hedge funds by 13F overlap

Cooper Capital Advisors LLC is an institutional investor managing $231M across 41 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 Cooper Advisors are Sycale Advisors (NY), Sandbox Financial Partners, Variant Private Wealth, with shared positions in $SNOW, $PLTR, $AXON, $MCD, $SPCX, $BNY. The full ranking of 25 similar funds is below.

#1Sycale Advisors (NY) LLCActive

Some overlap · 3 shared positions

$SNOW $PLTR $AXON

$326M

24 positions

#2Sandbox Financial Partners, LLC

Some overlap · 3 shared positions

$SNOW $PLTR $MCD

$356M

117 positions

#3Variant Private Wealth, LLCActive

Some overlap · 3 shared positions

$SNOW $PLTR $SPCX

$89M

42 positions

#4LAKE STREET PRIVATE WEALTH, LLCPassive

Some overlap · 3 shared positions

$SNOW $PLTR $AXON

$874M

275 positions

#5Newbridge Financial Services Group, Inc.Passive

Some overlap · 3 shared positions

$SNOW $PLTR $MCD

$808M

1,245 positions

#6Themes Management Co LLCPassive

Slight overlap · 3 shared positions

$SNOW $PLTR $AXON

$151M

120 positions

#7Sculptor Capital LPPassive

Slight overlap · 3 shared positions

$SNOW $PLTR $SPCX

$12.3B

407 positions

#8MARIETTA INVESTMENT PARTNERS LLCPassive

Slight overlap · 3 shared positions

$SNOW $PLTR $BNY

$582M

170 positions

#9RFG HOLDINGS, INC.Smart money

Slight overlap · 3 shared positions

$SNOW $PLTR $SPCX

$477M

87 positions

#10Equity Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$PLTR $AXON $MCD

$278M

109 positions

#11JENNISON ASSOCIATES LLCActive

Slight overlap · 3 shared positions

$SNOW $PLTR $SPCX

$166.7B

567 positions

#12NORTHBRIDGE FINANCIAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$PLTR $SNOW $SPCX

$261M

184 positions

#13Hyperion Asset Management LtdActive

Slight overlap · 3 shared positions

$PLTR $AXON $SPCX

$3.8B

20 positions

#14Modus Advisors, LLCPassive

Slight overlap · 3 shared positions

$PLTR $MCD $SPCX

$405M

118 positions

#15FLOYD FINANCIAL GROUP LLCActive

Slight overlap · 3 shared positions

$PLTR $MCD $SPCX

$153M

65 positions

#16SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY CoActive

Slight overlap · 3 shared positions

$PLTR $BNY $MCD

$181M

57 positions

#17BAILLIE GIFFORD & COActive

Slight overlap · 3 shared positions

$AXON $SNOW $SPCX

$110.2B

273 positions

#18RPg Family Wealth Advisory, LLCPassive

Slight overlap · 3 shared positions

$PLTR $BNY $SPCX

$612M

141 positions

#19Silvant Capital Management LLCActive

Slight overlap · 3 shared positions

$PLTR $SNOW $AXON

$3.4B

385 positions

#20BLODGETT WEALTH ADVISORS, LLCActive

Slight overlap · 3 shared positions

$MCD $PLTR $SNOW

$149M

72 positions

#21N10 WEALTH, LLCActive

Slight overlap · 3 shared positions

$PLTR $AXON $SPCX

$282M

43 positions

#22Foguth Wealth Management, LLC.Active

Slight overlap · 3 shared positions

$MCD $PLTR $AXON

$879M

213 positions

#23Financial Engines Advisors L.L.C.Active

Slight overlap · 3 shared positions

$BNY $AXON $PLTR

$56.3B

552 positions

#24Canvas Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$PLTR $SPCX $MCD

$717M

251 positions

#25B&D White Capital Company, LLCActive

Slight overlap · 3 shared positions

$MCD $SPCX $PLTR

$1.0B

94 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.