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Hedge Funds Similar to ATALANTA SOSNOFF

13F Portfolio OverlapQ2 2026ATALANTA SOSNOFF portfolio →
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Most similar hedge funds by 13F overlap

ATALANTA SOSNOFF CAPITAL, LLC is an institutional investor managing $5.7B across 112 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 ATALANTA SOSNOFF are Smith Group Asset, Coign Advisors, Vertrix Wealth, with shared positions in $MCK, $ANET, $AXP, $ADI, $SCHW, $TJX. The full ranking of 25 similar funds is below.

#1Smith Group Asset Management, LLCActive
Some overlap · 6 shared positions
$MCK$ANET$AXP$ADI$SCHW$TJX
$2.5B
166 positions
#2Coign Capital Advisors LLCActive
Some overlap · 5 shared positions
$MS$MCK$AXP$ADI$SCHW
$222M
88 positions
#3Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MCK$MS$AXP$MCD$TJX
$297M
103 positions
#4PARK NATIONAL CORP /OH/Passive
Some overlap · 6 shared positions
$ANET$ADI$MCD$TJX$SCHW$TTWO
$3.6B
363 positions
#5Douglas Lane & Associates, LLCActive
Some overlap · 4 shared positions
$DAL$MS$AXP$FCX
$7.4B
250 positions
#6Beta Wealth Group, Inc.Active
Some overlap · 5 shared positions
$ANET$DAL$MS$TJX$SCHW
$267M
114 positions
#7ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 5 shared positions
$ANET$ADI$SCHW$AXP$TJX
$130M
106 positions
#8Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$MCK$MS$MCD$TJX$AXP
$358M
74 positions
#9Dempze Nancy EPassive
Some overlap · 5 shared positions
$AXP$ADI$SCHW$TJX$MS
$209M
91 positions
#10Strata Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$ANET$AXP$ADI$SCHW$MCD
$410M
97 positions
#11Covenant Asset Management, LLCPassive
Some overlap · 4 shared positions
$MS$ANET$ADI$AXP
$595M
164 positions
#12SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$DAL$AXP$TJX$FCX
$145M
43 positions
#13Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$MS$DAL$AXP$MCD
$703M
160 positions
#14AMJ Financial Wealth ManagementActive
Some overlap · 4 shared positions
$TTWO$ANET$TJX$PCAR
$424M
86 positions
#15Hosking Partners LLPActive
Some overlap · 4 shared positions
$DAL$MS$AXP$FCX
$3.0B
98 positions
#16BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 4 shared positions
$MS$ANET$ADI$TJX
$2.7B
812 positions
#17TIMUCUAN ASSET MANAGEMENT INC/FLActive
Some overlap · 4 shared positions
$ANET$AXP$ADI$SCHW
$2.7B
27 positions
#18PAYDEN & RYGELPassive
Some overlap · 4 shared positions
$MS$MCK$ADI$TJX
$1.3B
131 positions
#19Private Wealth Partners, LLCActive
Some overlap · 5 shared positions
$MCK$SCHW$FCX$MS$ADI
$1.4B
183 positions
#20BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ANET$MS$SCHW$TJX
$499M
73 positions
#21LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MCK$ANET$TJX$RCL
$218M
80 positions
#22RENAISSANCE GROUP LLCPassive
Some overlap · 4 shared positions
$ANET$AXP$SCHW$TJX
$2.5B
234 positions
#23Salvus Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ANET$AXP$SCHW$ADI
$178M
125 positions
#24BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 3 shared positions
$DAL$ANET$SCHW
$6.8B
62 positions
#25Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$TTWO$MCK$AXP
$3.0B
312 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.