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Hedge Funds Similar to COGENT STRATEGIC WEALTH

13F Portfolio OverlapQ1 2026COGENT STRATEGIC WEALTH portfolio →
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Most similar hedge funds by 13F overlap

COGENT STRATEGIC WEALTH LLC is an institutional investor managing $97M across 56 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 STRATEGIC WEALTH are JDH Wealth ,, Capstone Wealth ,, Meritas Wealth ,, with shared positions in $NKE, $AMN, $DHR, $BRZE, $FIX, $NEE. The full ranking of 25 similar funds is below.

#1JDH Wealth Management, LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$DHR$BRZE$FIX
$148M
54 positions
#2Capstone Wealth Management, LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$DHR$BRZE$NEE
$143M
50 positions
#3Meritas Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$NEE$PLTR
$221M
60 positions
#4CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 4 shared positions
$NKE$AMN$NEE$MU
$334M
70 positions
#5Three Arch Wealth Management LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$NEE
$556M
61 positions
#6KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$NEE$GE
$522M
97 positions
#7Vistica Wealth Advisors, LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$NEE$BMY$MU
$100M
49 positions
#8EnRich Financial Partners LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$BRZE$NEE
$377M
64 positions
#9JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Substantial overlap · 12 shared positions
$NKE$AMN$NEE$MU$EIX$BMY
$1.1B
286 positions
#10DOPKINS WEALTH MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$NEE$GE
$249M
92 positions
#11Lauterbach Financial Advisors, LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$GE$NEE
$205M
79 positions
#12Parkwoods Wealth Partners, LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$NEE$GE$BRZE
$408M
111 positions
#13Index Fund Advisors, Inc.Smart money
Substantial overlap · 4 shared positions
$NKE$BRZE$NEE$AMN
$2.2B
127 positions
#14Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 3 shared positions
$NKE$AMN$NEE
$1.1B
81 positions
#15Oceanside Advisors LLCActive
Substantial overlap · 4 shared positions
$NKE$NEE$AMN$MU
$175M
53 positions
#16ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Substantial overlap · 3 shared positions
$NKE$NEE$AMN
$167M
35 positions
#17ATLas Financial Planning LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$BRZE$DHR
$112M
69 positions
#18TCI Wealth Advisors, Inc.Active
Substantial overlap · 3 shared positions
$NKE$AMN$NEE
$1.9B
251 positions
#19PINNEY & SCOFIELD, INC.Active
Substantial overlap · 3 shared positions
$NKE$NEE$GE
$185M
243 positions
#20ELEVATE WEALTH ADVISORY, INCActive
Substantial overlap · 3 shared positions
$NKE$AMN$NEE
$158M
125 positions
#21Squire Investment Management Company, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$DHR
$360M
76 positions
#22DIXON FNANCIAL SERVICES, INC.Smart money
Substantial overlap · 5 shared positions
$NKE$ABNB$MU$NEE$GE
$223M
44 positions
#23BENNINGFIELD FINANCIAL ADVISORS, LLCSmart money
Substantial overlap · 4 shared positions
$AMN$NKE$PLTR$BRZE
$127M
18 positions
#24Planning Center, Inc.Smart money
Substantial overlap · 3 shared positions
$NKE$NEE$DHR
$987M
78 positions
#25POINCIANA ADVISORS GROUP, LLCPassive
Substantial overlap · 8 shared positions
$AMN$NKE$BMY$NEE$GE$FIX
$127M
130 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.