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Hedge Funds Similar to Cooke Wealth ,

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

Cooke Wealth Management, LLC is an institutional investor managing $122M across 39 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 Cooke Wealth , are Ravenswood Partners, Snider Financial Group, Financial Advisory, with shared positions in $SE, $SCHW, $ASML, $NKE, $SYK, $IAU. The full ranking of 25 similar funds is below.

#1Ravenswood Partners LPPassive
Some overlap · 4 shared positions
$SE$SCHW$ASML$NKE
$271M
35 positions
#2Snider Financial GroupPassive
Some overlap · 3 shared positions
$SE$SYK$ASML
$331M
102 positions
#3Financial Advisory CorpSmart money
Some overlap · 3 shared positions
$SE$SCHW$SYK
$720M
51 positions
#4Dodds Wealth, LLCSmart money
Some overlap · 3 shared positions
$SE$SCHW$IAU
$407M
51 positions
#5Madson Wealth Advisors IncPassive
Some overlap · 3 shared positions
$SE$IAU$ASML
$120M
84 positions
#6Morningstar Investment Management LLCPassive
Some overlap · 3 shared positions
$SE$SCHW$FAST
$1.6B
315 positions
#7WESCAP Management Group, Inc.Active
Some overlap · 3 shared positions
$SE$SCHW$IAU
$508M
107 positions
#8Arcadia Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$IAU$NKE
$276M
67 positions
#9ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive
Some overlap · 3 shared positions
$SYK$ASML$TSCO
$584M
366 positions
#10Traveka Wealth, LLCPassive
Some overlap · 3 shared positions
$SE$SCHW$ASML
$262M
186 positions
#11Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$SE$IAU$SYK
$214M
199 positions
#12Fonville Wealth Management LLCPassive
Some overlap · 4 shared positions
$SE$SCHW$NKE$IAU
$525M
138 positions
#13Ifrah Financial Services, Inc.Passive
Some overlap · 4 shared positions
$SE$IAU$SCHW$SYK
$378M
200 positions
#14Suncoast Equity ManagementActive
Some overlap · 3 shared positions
$SYK$FAST$TSCO
$833M
101 positions
#15Schoolcraft Capital LLCActive
Some overlap · 4 shared positions
$SE$SCHW$NKE$SYK
$516M
65 positions
#16Fund Evaluation Group, LLCSmart money
Some overlap · 3 shared positions
$SE$NKE$SCHW
$3.3B
73 positions
#17CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$SE$SCHW$NKE
$971M
146 positions
#18Sterling Financial Planning, Inc.Active
Some overlap · 4 shared positions
$SE$IAU$SCHW$NKE
$337M
117 positions
#19Disciplined Investments, LLCPassive
Some overlap · 4 shared positions
$SCHW$SE$IAU$NKE
$279M
141 positions
#20NOESIS CAPITAL MANGEMENT CORPPassive
Some overlap · 3 shared positions
$SYK$SE$NKE
$676M
125 positions
#21Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$SE$IAU$SCHW
$90M
65 positions
#22Evelyn Partners Asset Management LtdPassive
Some overlap · 3 shared positions
$SYK$IAU$ASML
$406M
308 positions
#23Shira Ridge Wealth ManagementActive
Some overlap · 3 shared positions
$SE$SCHW$SYK
$253M
79 positions
#24McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$SYK$SCHW$ASML
$885M
121 positions
#25ALTERNA WEALTH MANAGEMENT, INCPassive
Some overlap · 3 shared positions
$SE$IAU$NKE
$132M
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.