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Hedge Funds Similar to Cogent Private Wealth

13F Portfolio OverlapQ2 2026Cogent Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Cogent Private Wealth, Inc. is an institutional investor managing $160M across 117 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 Cogent Private Wealth are PARTNERS INVESTMENT GROUP, LLP, Zhang Financial, Leonard Rickey Investment Advisors P.L.L.C., with shared positions in $DOV, $IAU, $STX, $KLAC, $WFC, $WDC. The full ranking of 25 similar funds is below.

#1PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 3 shared positions
$DOV$IAU$STX
$2.8B
186 positions
#2Zhang Financial LLCActive
Notable overlap · 3 shared positions
$DOV$IAU$KLAC
$3.4B
392 positions
#3Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 3 shared positions
$DOV$IAU$WFC
$637M
125 positions
#4Alta Advisers LtdActive
Notable overlap · 4 shared positions
$DOV$WDC$STX$KLAC
$441M
219 positions
#5Orcam Financial GroupActive
Notable overlap · 3 shared positions
$DOV$IAU$KLAC
$205M
105 positions
#6Neumann Capital Management, LLCActive
Notable overlap · 3 shared positions
$DOV$WFC$MAR
$151M
58 positions
#7SWP FINANCIAL LLCActive
Notable overlap · 3 shared positions
$DOV$IAU$WFC
$216M
78 positions
#8Inscription Capital, LLCPassive
Notable overlap · 3 shared positions
$DOV$IAU$KLAC
$1.1B
791 positions
#9TWIN FOCUS CAPITAL PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$C
$983M
170 positions
#10LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$DOV$IAU$KLAC
$687M
383 positions
#11Rakuten Investment Management, Inc.Smart money
Notable overlap · 3 shared positions
$DOV$KLAC$WFC
$34.6B
467 positions
#12CONSILIO WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$DOV$WDC$KLAC
$417M
110 positions
#13Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$STX$C
$418M
232 positions
#14Optivise Advisory Services LLCPassive
Some overlap · 3 shared positions
$DOV$C$WFC
$197M
228 positions
#15Intentional Wealth Strategies, LLCActive
Some overlap · 3 shared positions
$IAU$WDC$STX
$107M
68 positions
#16Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$WDC$DOV
$304M
194 positions
#17INVESTMENT COUNSEL CO OF NEVADAActive
Some overlap · 3 shared positions
$DOV$WDC$STX
$54M
167 positions
#18Sanchez Gaunt Capital Management, LLCPassive
Some overlap · 3 shared positions
$IAU$WDC$KLAC
$179M
189 positions
#19TSA Wealth Managment LLCActive
Some overlap · 3 shared positions
$IAU$STX$KLAC
$354M
119 positions
#20FDx Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$WDC$STX
$332M
179 positions
#215T Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$C$WFC
$269M
134 positions
#22TENET WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$KLAC$WFC
$134M
101 positions
#23LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 3 shared positions
$IAU$STX$WFC
$426M
99 positions
#24Kelly Financial Services LLCActive
Some overlap · 3 shared positions
$IAU$KLAC$MAR
$467M
141 positions
#25JSF Financial, LLCActive
Some overlap · 3 shared positions
$IAU$KLAC$MAR
$632M
142 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.