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Hedge Funds Similar to COFG Advisors,

13F Portfolio OverlapQ1 2026COFG Advisors, portfolio →
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Most similar hedge funds by 13F overlap

COFG Advisors, LLC is an institutional investor managing $404M across 241 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 COFG Advisors, are APS Group,, Live Oak Investment Partners, Bouvel Investment Partners,, with shared positions in $MS, $DHR, $KKR, $GSAT, $OKE, $MDT. The full ranking of 25 similar funds is below.

#1APS Management Group, Inc.Passive
Notable overlap · 4 shared positions
$MS$DHR$KKR$GSAT
$117M
72 positions
#2Live Oak Investment PartnersPassive
Notable overlap · 3 shared positions
$MS$OKE$MDT
$169M
93 positions
#3Bouvel Investment Partners, LLCPassive
Notable overlap · 4 shared positions
$MS$OKE$PLTR$BAH
$345M
78 positions
#4Rooted Wealth Advisors, Inc.Active
Notable overlap · 6 shared positions
$MS$KKR$GSAT$DHR$AMD$MCD
$379M
144 positions
#5Accel Wealth ManagementPassive
Notable overlap · 5 shared positions
$MS$KKR$PLTR$MU$SHW
$383M
290 positions
#6Madison Wealth Partners, IncPassive
Some overlap · 3 shared positions
$MS$DHR$KKR
$627M
220 positions
#7LifeGoal Investments, LLCPassive
Some overlap · 4 shared positions
$MS$FBTC$MU$BAH
$175M
112 positions
#8Legacy Financial Strategies, LLCActive
Some overlap · 5 shared positions
$MS$MCD$PLTR$ABT$SHW
$554M
140 positions
#9Socorro Asset Management LPPassive
Some overlap · 3 shared positions
$MS$OKE$DHR
$221M
32 positions
#10Vista Cima Wealth Management LLCPassive
Some overlap · 4 shared positions
$MS$PLTR$MU$AMD
$101M
48 positions
#11Stonebridge Financial Planning Group, LLCPassive
Some overlap · 4 shared positions
$MS$KKR$GSAT$SHW
$272M
171 positions
#12Wall Street Financial Group, Inc.Passive
Some overlap · 4 shared positions
$MS$PLTR$MU$AMD
$169M
667 positions
#13FORTE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MS$DHR$UNP
$228M
76 positions
#14J.P. Marvel Investment Advisors, LLCActive
Some overlap · 5 shared positions
$MS$DHR$MDT$ABT$SHW
$705M
60 positions
#15Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$MS$OKE$MCD
$1.2B
262 positions
#16Madrid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$KKR$PLTR
$133M
70 positions
#17Alliance Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MS$DHR$OKE
$228M
158 positions
#18Hubbell Strickland Wealth Management, LLCActive
Some overlap · 7 shared positions
$MS$DHR$MCD$FBTC$KKR$ABT
$251M
83 positions
#19truNorth Financial Services, Inc.Active
Some overlap · 3 shared positions
$MS$KKR$PLTR
$97M
49 positions
#20AXIOM INVESTORS LLC /DEActive
Some overlap · 3 shared positions
$MS$DHR$MU
$9.0B
121 positions
#21DAGCO, INC.Passive
Some overlap · 4 shared positions
$MS$KKR$SHW$DHR
$461M
353 positions
#22Compass Ion Advisors, LLCActive
Some overlap · 5 shared positions
$MS$DHR$FBTC$BAH$KKR
$1.0B
279 positions
#23CORRECT CAPITAL WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$MS$OKE$UNP
$536M
109 positions
#24Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$MS$KKR$SHW$MU
$3.5B
825 positions
#25RIDGECREST WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MS$KKR$UNP
$181M
96 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.