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Hedge Funds Similar to Cooper Advisors

13F Portfolio OverlapQ1 2026Cooper Advisors portfolio →
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Most similar hedge funds by 13F overlap

Cooper Capital Advisors LLC is an institutional investor managing $143M across 35 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 Cooper Advisors are Navigation Group,, WESPAC Advisors SoCal,, Urban Wealth ,, with shared positions in $SHW, $OKE, $PLTR, $AXON, $WFC, $SNOW. The full ranking of 25 similar funds is below.

#1Navigation Group, LLCActive
Some overlap · 3 shared positions
$SHW$OKE$PLTR
$427M
113 positions
#2WESPAC Advisors SoCal, LLCPassive
Some overlap · 3 shared positions
$SHW$PLTR$AXON
$470M
119 positions
#3Urban Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SHW$PLTR$WFC
$98M
93 positions
#4MFA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$SHW$SNOW$OKE
$508M
88 positions
#5Newbridge Financial Services Group, Inc.Passive
Some overlap · 3 shared positions
$SHW$SNOW$PLTR
$608M
1,182 positions
#6Mascagni Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$SHW$SNOW$PLTR
$140M
127 positions
#7RiverFront Investment Group, LLCActive
Some overlap · 3 shared positions
$SHW$PLTR$WFC
$6.5B
384 positions
#8Crown Wealth Group, LLCActive
Some overlap · 3 shared positions
$SHW$PLTR$WFC
$340M
145 positions
#9LexAurum Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$SNOW$WFC
$771M
400 positions
#10Frederick Financial Consultants, LLCPassive
Some overlap · 3 shared positions
$SHW$SNOW$WFC
$201M
109 positions
#115T Wealth, LLCPassive
Some overlap · 3 shared positions
$SHW$SNOW$WFC
$253M
129 positions
#12PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVActive
Some overlap · 3 shared positions
$SHW$SNOW$WFC
$349M
112 positions
#13Three Magnolias Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$PLTR$WFC
$157M
103 positions
#14Leeward Financial Partners, LLCPassive
Some overlap · 4 shared positions
$SNOW$SHW$PLTR$AXON
$336M
97 positions
#15KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$SNOW$SHW$PLTR
$315M
156 positions
#16Aft, Forsyth & Sober, LLCActive
Slight overlap · 3 shared positions
$SHW$PLTR$WFC
$328M
62 positions
#175th Street Advisors, LLCActive
Slight overlap · 3 shared positions
$SHW$ESLT$__PARK_1390777
$232M
52 positions
#18Fortis Group Advisors, LLCPassive
Slight overlap · 3 shared positions
$SNOW$SHW$PLTR
$605M
582 positions
#19KERR FINANCIAL PLANNING CorpPassive
Slight overlap · 3 shared positions
$SHW$PLTR$WFC
$90M
545 positions
#20Galvin, Gaustad & Stein, LLCPassive
Slight overlap · 3 shared positions
$SNOW$SHW$WFC
$1.2B
252 positions
#21Castle Rock Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SHW$PLTR$OKE
$462M
262 positions
#22Waterloo Capital, L.P.Passive
Slight overlap · 3 shared positions
$SHW$SNOW$WFC
$1.4B
481 positions
#23Equity Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$SNOW$PLTR$AXON
$155M
76 positions
#24Lionshead Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SNOW$PLTR$__PARK_1390777
$136M
108 positions
#25Osbon Capital Management LLCPassive
Slight overlap · 3 shared positions
$SHW$PLTR$SNOW
$123M
493 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.