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 Cooksen Wealth,

13F Portfolio OverlapQ1 2026Cooksen Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Cooksen Wealth, LLC is an institutional investor managing $138M across 45 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 Cooksen Wealth, are K2 Financial, NewEdge Advisors,, AMERICAN FINANCIAL & TAX STRATEGIES, with shared positions in $UNIT, $WT, $GMM, $DDOG. The full ranking of 25 similar funds is below.

#1K2 Financial Inc.Passive

Slight overlap · 4 shared positions

$UNIT $WT $GMM $DDOG

$138M

59 positions

#2NewEdge Advisors, LLCPassive

Slight overlap · 4 shared positions

$UNIT $WT $GMM $DDOG

$2.2B

1,217 positions

#3AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Slight overlap · 4 shared positions

$UNIT $WT $GMM $DDOG

$206M

97 positions

#4THEORY FINANCIAL LLCPassive

Slight overlap · 4 shared positions

$UNIT $WT $GMM $DDOG

$285M

94 positions

#5Schwallier Wealth Management LLCActive

Slight overlap · 4 shared positions

$UNIT $WT $GMM $DDOG

$137M

58 positions

#6McAdam, LLCActive

Slight overlap · 4 shared positions

$UNIT $WT $GMM $DDOG

$2.2B

447 positions

#7CAPITAL WEALTH MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$UNIT $WT $GMM

$370M

34 positions

#8Jacobs Equity LLCPassive

Slight overlap · 3 shared positions

$UNIT $WT $GMM

$112M

105 positions

#9Sherman Wealth Management LLCPassive

Slight overlap · 3 shared positions

$UNIT $WT $GMM

$116M

80 positions

#10RTD Financial Advisors, Inc.Active

Slight overlap · 4 shared positions

$UNIT $GMM $DDOG $WT

$814M

114 positions

#11Wrenne Financial Planning LLCSmart money

Slight overlap · 4 shared positions

$UNIT $GMM $DDOG $WT

$255M

49 positions

#12Envision Financial LLCActive

Slight overlap · 3 shared positions

$UNIT $WT $DDOG

$186M

46 positions

#13Shakespeare Wealth Management, LLCActive

Slight overlap · 3 shared positions

$UNIT $WT $DDOG

$422M

98 positions

#14SONATA CAPITAL GROUP INCPassive

Slight overlap · 3 shared positions

$UNIT $WT $DDOG

$271M

123 positions

#15Lansing Street AdvisorsPassive

Slight overlap · 3 shared positions

$UNIT $WT $DDOG

$397M

151 positions

#16ECLECTIC ASSOCIATES INC /ADVActive

Slight overlap · 3 shared positions

$UNIT $WT $DDOG

$753M

159 positions

#17ASPIRIANT, LLCActive

Slight overlap · 3 shared positions

$UNIT $WT $DDOG

$3.5B

338 positions

#18Cherry Tree Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$UNIT $WT $DDOG

$473M

582 positions

#19MATHER GROUP, LLC.Active

Slight overlap · 3 shared positions

$UNIT $WT $DDOG

$10.0B

1,896 positions

#20Opulen Financial Group LLCPassive

Slight overlap · 3 shared positions

$UNIT $WT $DDOG

$142M

114 positions

#21Tortoise Investment Management, LLCPassive

Slight overlap · 4 shared positions

$UNIT $WT $GMM $DDOG

$1.2B

252 positions

#22Mason Investment Advisory Services, Inc.Smart money

Slight overlap · 3 shared positions

$UNIT $WT $DDOG

$2.2B

79 positions

#23STEVENS CAPITAL PARTNERSPassive

Slight overlap · 3 shared positions

$UNIT $GMM $DDOG

$416M

126 positions

#24OLIO Financial PlanningSmart money

Slight overlap · 3 shared positions

$UNIT $GMM $DDOG

$361M

72 positions

#25DRAVO BAY LLCActive

Slight overlap · 3 shared positions

$UNIT $GMM $DDOG

$246M

54 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.