13F Pro

Hedge Funds Similar to CogentBlue Wealth Advisors,

13F Portfolio OverlapQ1 2026CogentBlue Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

CogentBlue Wealth Advisors, LLC is an institutional investor managing $175M across 103 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 CogentBlue Wealth Advisors, are Kane Wealth ,, Oceanside Advisors, Trailhead Planners, with shared positions in $NEE, $AMN, $NKE, $DE, $MU, $WDC. The full ranking of 25 similar funds is below.

#1Kane Co Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$NEE$AMN$NKE$DE
$119M
51 positions
#2Oceanside Advisors LLCActive
Notable overlap · 4 shared positions
$NEE$NKE$AMN$MU
$175M
53 positions
#3Trailhead Planners LLCActive
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$104M
49 positions
#4CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 4 shared positions
$NEE$AMN$NKE$MU
$334M
70 positions
#5Kaufman Rossin Wealth, LLCActive
Notable overlap · 4 shared positions
$NEE$AMN$NKE$WDC
$174M
98 positions
#6Meredith Wealth PlanningActive
Notable overlap · 6 shared positions
$NEE$AMN$NKE$MU$DE$ETN
$369M
70 positions
#7Torren Management, LLCActive
Notable overlap · 6 shared positions
$NEE$AMN$MU$WDC$LRCX$TJX
$201M
983 positions
#8Foundry Financial LLCActive
Notable overlap · 4 shared positions
$NEE$AMN$NKE$LRCX
$236M
71 positions
#9Three Arch Wealth Management LLCActive
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$556M
61 positions
#10Planning Center, Inc.Smart money
Notable overlap · 3 shared positions
$NEE$NKE$DE
$987M
78 positions
#11Forum Financial Management, LPSmart money
Notable overlap · 3 shared positions
$NEE$NKE$DE
$7.1B
331 positions
#12True Wealth Design, LLCActive
Notable overlap · 3 shared positions
$NEE$AMN$MU
$360M
2,699 positions
#13Savant Capital, LLCActive
Notable overlap · 3 shared positions
$NEE$NKE$AMN
$20.7B
1,500 positions
#14Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$1.1B
81 positions
#15Meritas Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$221M
60 positions
#16FINANCIAL CONSULATE, INCActive
Notable overlap · 3 shared positions
$NEE$UPS$TJX
$803M
1,402 positions
#17HBE Wealth Management, LLCActive
Notable overlap · 4 shared positions
$NEE$AMN$NKE$MU
$115M
53 positions
#18MB Generational Wealth, LLCActive
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$181M
66 positions
#19Generations Wealth, LLCSmart money
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$103M
29 positions
#20High Probability Advisors, LLCActive
Notable overlap · 3 shared positions
$NEE$AMN$ETN
$781M
67 positions
#21MASTER'S WEALTH MANAGEMENT INC.Active
Notable overlap · 4 shared positions
$NEE$AMN$ASML$LRCX
$295M
82 positions
#22HMV Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$NEE$AMN$NKE$LRCX
$213M
81 positions
#23TCI Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$1.9B
251 positions
#24McCartney Wealth Management LLCActive
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$119M
65 positions
#25FAMILY WEALTH PARTNERS, LLCActive
Notable overlap · 4 shared positions
$NEE$AMN$NKE$MU
$293M
105 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.