What hedge funds are most similar to Kagan Cocozza Asset Management?

The funds with the most similar 13F portfolios to Kagan Cocozza Asset Management are SWAN, Firestone, Tide Cove Partners, based on overlapping conviction holdings in the latest SEC filings.

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 Kagan Cocozza Asset

13F Portfolio OverlapQ1 2026Kagan Cocozza Asset portfolio →

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Most similar hedge funds by 13F overlap

Kagan Cocozza Asset Management is an institutional investor managing $142M across 69 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 Kagan Cocozza Asset are SWAN, Firestone, Tide Cove Partners, with shared positions in $HUM, $SCHW, $USB, $KKR, $PFE, $GE. The full ranking of 25 similar funds is below.

#1SWAN Capital LLCPassive

Notable overlap · 7 shared positions

$HUM $SCHW $USB $KKR $PFE $GE

$272M

554 positions

#2Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$HUM $SCHW $MKL $KO $USB

$480M

160 positions

#3Tide Cove Capital Partners LLCSmart money

Notable overlap · 4 shared positions

$HUM $SCHW $USB $KKR

$147M

13 positions

#4Ariston Services GroupActive

Notable overlap · 4 shared positions

$HUM $SCHW $KKR $TMO

$167M

71 positions

#5Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$HUM $SCHW $KKR

$230M

21 positions

#6Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 5 shared positions

$HUM $SCHW $KKR $GMM $MKL

$1.2B

1,060 positions

#7Infinity Wealth Counsel, LLCPassive

Notable overlap · 4 shared positions

$HUM $SCHW $KKR $DUK

$109M

63 positions

#8Vermillion Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$HUM $SCHW $WFC $USB $KKR

$255M

1,563 positions

#9WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$HUM $SCHW $USB $BAC $DUK

$350M

95 positions

#10Fullerton Advisors, LLCActive

Notable overlap · 6 shared positions

$HUM $GMM $USB $SCHW $MKL $TMO

$97M

53 positions

#11Aurdan Capital Management, LLCActive

Notable overlap · 6 shared positions

$HUM $USB $KO $AFL $ADP $SYY

$333M

88 positions

#12Whitegate Investment Counselors, Inc.Active

Notable overlap · 3 shared positions

$HUM $SCHW $MKL

$315M

68 positions

#13Wealthfront Advisers LLCActive

Notable overlap · 4 shared positions

$HUM $SCHW $USB $IBIT

$45.6B

1,076 positions

#14Family CFO IncActive

Notable overlap · 4 shared positions

$HUM $SCHW $USB $MKL

$223M

41 positions

#15Wolfstich Capital, LLCActive

Notable overlap · 5 shared positions

$HUM $KO $TGT $VZ $ADP

$114M

45 positions

#16Capital Advisors Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $SCHW $USB $KKR

$745M

219 positions

#17Smith Partners Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$HUM $SCHW $USB $MKL $PFE $DUK

$112M

76 positions

#18Juno Financial Group LLCActive

Some overlap · 4 shared positions

$HUM $SCHW $KKR $GE

$255M

70 positions

#19Accretive Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$HUM $USB $KO $ADP $SYY $KKR

$356M

180 positions

#20HANOVER ADVISORS INCActive

Some overlap · 6 shared positions

$HUM $SCHW $KO $KKR $BAC $MKL

$246M

118 positions

#21Hamrick Investment Counsel, llcPassive

Some overlap · 5 shared positions

$HUM $USB $VZ $MKL $PFE

$180M

359 positions

#22Brightwater Advisory LLCActive

Some overlap · 5 shared positions

$HUM $AFL $KO $MKL $KKR

$151M

60 positions

#23Hurlow Wealth Management Group, Inc.Active

Some overlap · 6 shared positions

$SCHW $HUM $USB $AFL $KKR $GE

$420M

120 positions

#24Western Pacific Wealth Management, LPActive

Some overlap · 5 shared positions

$HUM $SCHW $WFC $SYY $KKR

$98M

197 positions

#25Mendel Capital Management LLCPassive

Some overlap · 4 shared positions

$HUM $AFL $VZ $ADP

$199M

97 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.