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 OverlapQ3 2026Kagan Cocozza Asset portfolio →

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Most similar hedge funds by 13F overlap

Kagan Cocozza Asset Management is an institutional investor managing $162M across 66 U.S. equity positions as of Q3 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 Allied Investment Advisors, DMKC Advisory Services, Kinloch, with shared positions in $STT, $WFC, $SYY, $TGT, $KMB, $PFE. The full ranking of 25 similar funds is below.

#1Allied Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$STT $WFC $SYY $TGT $KMB $PFE

$1.1B

112 positions

#2DMKC Advisory Services, LLCActive

Notable overlap · 7 shared positions

$WFC $STT $SYY $TGT $KMB $PFE

$530M

92 positions

#3Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$TGT $ED $ADP $AFL $KMB $SYY

$274M

79 positions

#4Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$KMB $ADP $VZ $PFE $DUK $ED

$199M

38 positions

#5Econ Financial Services CorpPassive

Notable overlap · 4 shared positions

$STT $KMB $VZ $PFE

$239M

85 positions

#6NEW ENGLAND ASSET MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$WFC $SYY $VZ $ADP $DUK

$863M

131 positions

#7BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 4 shared positions

$TGT $ADP $VZ $PAYX

$235M

33 positions

#8CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 6 shared positions

$WFC $KMB $TGT $PFE $STT $DUK

$3.3B

229 positions

#9VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 4 shared positions

$TGT $AFL $VZ $DUK

$203M

58 positions

#10InvesTrustPassive

Notable overlap · 5 shared positions

$WFC $ADP $TGT $VZ $PFE

$247M

91 positions

#11Coston, McIsaac & PartnersPassive

Notable overlap · 4 shared positions

$ED $KMB $VZ $PAYX

$497M

948 positions

#12Dominguez Wealth Management Solutions, Inc.Active

Notable overlap · 4 shared positions

$AFL $KMB $TGT $VZ

$181M

76 positions

#13Clark & Stuart, IncPassive

Notable overlap · 3 shared positions

$KMB $ADP $SYY

$162M

52 positions

#14PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 3 shared positions

$AFL $ADP $SYY

$209M

54 positions

#15Exeter Financial, LLCPassive

Notable overlap · 4 shared positions

$AFL $TGT $VZ $ADP

$265M

100 positions

#16Aurdan Capital Management, LLCActive

Notable overlap · 4 shared positions

$STT $ADP $SYY $AFL

$394M

99 positions

#17Heathbridge Capital Management Ltd.Active

Notable overlap · 3 shared positions

$KMB $ADP $VZ

$292M

28 positions

#18Verity & Verity, LLCActive

Some overlap · 4 shared positions

$STT $TGT $VZ $PFE

$1.5B

139 positions

#19Welch Group, LLCPassive

Some overlap · 5 shared positions

$ED $VZ $KMB $PFE $PAYX

$2.9B

326 positions

#20SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Passive

Some overlap · 4 shared positions

$AFL $STT $VZ $ADP

$244M

321 positions

#21Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 4 shared positions

$WFC $ADP $SYY $PFE

$1.0B

765 positions

#22EQUITY INVESTMENT CORPActive

Some overlap · 3 shared positions

$TGT $WFC $VZ

$5.2B

76 positions

#23Signature Wealth Management Group

Some overlap · 4 shared positions

$KMB $TGT $PFE $PAYX

$263M

128 positions

#24SPRING CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$KMB $ADP $VZ

$208M

56 positions

#25SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Some overlap · 5 shared positions

$WFC $AFL $SYY $ADP $PAYX

$1.5B

160 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.