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 Cogent Private Wealth,

13F Portfolio OverlapQ1 2026Cogent Private Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Cogent Private Wealth, Inc. is an institutional investor managing $139M across 98 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 Cogent Private Wealth, are Alta Advisers Ltd, Systelligence,, Pacific Park Financial,, with shared positions in $DOV, $MU, $BAC, $GE, $LRCX, $WFC. The full ranking of 25 similar funds is below.

#1Alta Advisers LtdActive

Notable overlap · 6 shared positions

$DOV $MU $BAC $GE $LRCX $WFC

$276M

206 positions

#2Systelligence, LLCPassive

Notable overlap · 4 shared positions

$DOV $SNOW $MAR $MS

$514M

56 positions

#3Pacific Park Financial, Inc.Active

Notable overlap · 5 shared positions

$DOV $SNOW $MS $MU $MAR

$153M

73 positions

#4Long Island Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$DOV $MAR $NKE $SNOW

$216M

89 positions

#5BRANDYWINE TRUST COSmart money

Notable overlap · 4 shared positions

$DOV $WFC $GE $BAC

$552M

31 positions

#6RETIREMENT CAPITAL STRATEGIESActive

Notable overlap · 3 shared positions

$DOV $SNOW $GE

$265M

62 positions

#7Orcam Financial GroupSmart money

Notable overlap · 3 shared positions

$DOV $MAR $GMM

$141M

62 positions

#8Merited Wealth, LLCPassive

Notable overlap · 3 shared positions

$DOV $MU $MS

$121M

79 positions

#9Compass Advisory Group LLCActive

Notable overlap · 4 shared positions

$DOV $NKE $MAR $SNOW

$374M

86 positions

#10Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$DOV $MS $BAC

$90M

65 positions

#11Red Wave Investments LLCActive

Notable overlap · 4 shared positions

$DOV $SNOW $GMM $MU

$335M

112 positions

#12Prentice Wealth Management LLCActive

Notable overlap · 3 shared positions

$DOV $GE $BAC

$443M

117 positions

#13ANGELES WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$DOV $WFC $GE

$1.8B

524 positions

#14Rakuten Investment Management, Inc.Smart money

Notable overlap · 4 shared positions

$DOV $MU $LRCX $GE

$49.2B

464 positions

#15Zhang Financial LLCActive

Some overlap · 3 shared positions

$DOV $SNOW $MU

$2.9B

367 positions

#16CONSILIO WEALTH ADVISORS, LLCActive

Some overlap · 4 shared positions

$DOV $MS $MU $BAC

$342M

101 positions

#17SB Capital Management Inc

Some overlap · 3 shared positions

$DOV $NKE $LRCX

$273M

93 positions

#18NavPoint Financial, Inc.Active

Some overlap · 3 shared positions

$DOV $SNOW $GMM

$247M

71 positions

#19HRC WEALTH MANAGEMENT, LLCSmart money

Some overlap · 3 shared positions

$DOV $MAR $WFC

$212M

59 positions

#20MYECFO, LLCActive

Some overlap · 3 shared positions

$DOV $MAR $SNOW

$239M

66 positions

#21LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$DOV $MAR $BAC

$595M

360 positions

#22Coordinated Financial Services, Inc.Passive

Some overlap · 4 shared positions

$DOV $BAC $SNOW $WFC

$174M

176 positions

#23Breakwater Investment ManagementPassive

Some overlap · 4 shared positions

$DOV $SNOW $GMM $MAR

$269M

506 positions

#24Sageworth Trust CoActive

Some overlap · 3 shared positions

$DOV $GE $MAR

$2.3B

172 positions

#25CERTUITY, LLCPassive

Some overlap · 7 shared positions

$BAC $WFC $C $GE $MU $MS

$1.5B

659 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.