13F Pro

Hedge Funds Similar to Codex Asset L.L.C.

13F Portfolio OverlapQ2 2026Codex Asset L.L.C. portfolio →
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Most similar hedge funds by 13F overlap

Codex Capital Asset Management L.L.C. is an institutional investor managing $289M across 33 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 Codex Asset L.L.C. are DB Fitzpatrick, WealthBridge Investment Counsel, J. Stern & LLP, with shared positions in $ETN, $TMO, $BA, $HON, $ISRG, $VRTX. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$ETN$TMO$BA
$121M
100 positions
#2WealthBridge Investment Counsel Inc.Active
Some overlap · 3 shared positions
$ETN$BA$TMO
$377M
44 positions
#3J. Stern & Co. LLPActive
Some overlap · 4 shared positions
$ETN$TMO$HON$ISRG
$1.1B
51 positions
#4Lipe & DaltonPassive
Some overlap · 4 shared positions
$BA$TMO$ETN$VRTX
$216M
94 positions
#5Two Point Capital Management, Inc.Active
Some overlap · 3 shared positions
$ETN$TMO$HON
$223M
30 positions
#6CLOUGH CAPITAL PARTNERS L PPassive
Some overlap · 3 shared positions
$ETN$BA$TDY
$1.2B
102 positions
#7RE ADVISERS CORPActive
Some overlap · 4 shared positions
$ETN$BA$HON$GEHC
$4.0B
124 positions
#8BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 5 shared positions
$ETN$HON$SHOP$TMO$AXP
$371M
394 positions
#9SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$TMO$BA$GEHC$NXPI
$3.2B
40 positions
#10BOWEN HANES & CO INCActive
Some overlap · 7 shared positions
$ETN$BA$TDY$ISRG$VRTX$SOLS
$4.1B
151 positions
#11Biltmore Wealth Management, LLCActive
Some overlap · 3 shared positions
$ETN$TMO$VRTX
$323M
59 positions
#12FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Some overlap · 4 shared positions
$ETN$TMO$VRTX$AXP
$1.7B
324 positions
#13Haverford Financial Services, Inc.Active
Some overlap · 3 shared positions
$ETN$HON$TMO
$339M
49 positions
#14Reliant Investment Management, LLCPassive
Some overlap · 3 shared positions
$ETN$TMO$AXP
$271M
55 positions
#15Strategic Wealth Investment Group, LLCPassive
Some overlap · 4 shared positions
$TMO$BA$ETN$AXP
$825M
104 positions
#16Bouvel Investment Partners, LLCPassive
Some overlap · 4 shared positions
$ETN$BA$HON$ISRG
$433M
85 positions
#17LOOMIS SAYLES & CO L PActive
Some overlap · 5 shared positions
$BA$SHOP$TMO$ISRG$VRTX
$79.8B
707 positions
#18BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ETN$BA$NXPI
$696M
113 positions
#19WAYCROSS PARTNERS, LLCActive
Some overlap · 5 shared positions
$BA$HON$ISRG$NXPI$AXP
$1.2B
72 positions
#20MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$ETN$TMO$HON$ISRG
$1.3B
81 positions
#21Phraction Management LLCActive
Some overlap · 4 shared positions
$TMO$HON$TDY$ETN
$545M
67 positions
#22FRANKLIN STREET ADVISORS INC /NCActive
Some overlap · 4 shared positions
$TMO$ETN$BA$AXP
$1.8B
165 positions
#23MCDONALD PARTNERS LLCPassive
Some overlap · 3 shared positions
$ETN$TMO$HON
$412M
621 positions
#24MCCARTER PRIVATE WEALTH SERVICES LLCPassive
Some overlap · 5 shared positions
$TMO$ETN$VRTX$NXPI$AXP
$295M
184 positions
#25DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 3 shared positions
$ETN$HON$SOLS
$1.2B
599 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.