How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to COZAD ASSET

13F Portfolio OverlapQ1 2026COZAD ASSET portfolio →

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Most similar hedge funds by 13F overlap

COZAD ASSET MANAGEMENT INC is an institutional investor managing $1.3B across 421 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 COZAD ASSET are Benchmark Investment Advisors, Zweig-DiMenna Associates, WINMILL &, with shared positions in $LRCX, $URI, $APP, $MU, $ASML, $DAL. The full ranking of 25 similar funds is below.

#1Benchmark Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$LRCX $URI $APP $MU $ASML

$172M

76 positions

#2Zweig-DiMenna Associates LLCActive

Some overlap · 5 shared positions

$LRCX $APP $MU $DAL $PWR

$722M

61 positions

#3WINMILL & CO. INCActive

Some overlap · 4 shared positions

$LRCX $URI $HCA $IBKR

$347M

54 positions

#4COOKSON PEIRCE & CO INCPassive

Some overlap · 6 shared positions

$FLEX $IBKR $MU $AA $CAH $USFD

$2.4B

303 positions

#5KKM Financial LLCPassive

Some overlap · 4 shared positions

$LRCX $ASML $MU $HCA

$563M

168 positions

#6GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 5 shared positions

$LRCX $ASML $MU $TMUS $APP

$6.0B

624 positions

#7SHELTON WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$LRCX $APP $ASML $MU $TMUS

$229M

137 positions

#8Summit Street Capital Management, LLCActive

Some overlap · 4 shared positions

$LRCX $HUM $MU $HPQ

$707M

31 positions

#9Decker Retirement Planning Inc.Passive

Some overlap · 4 shared positions

$LRCX $ASML $MU $HUM

$221M

284 positions

#10Range Financial Group LLCPassive

Some overlap · 5 shared positions

$LRCX $MU $APP $EXPE $COR

$298M

190 positions

#11DEEPWATER ASSET MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$LRCX $APP $ASML $MU

$158M

39 positions

#12Livforsakringsbolaget Skandia, OmsesidigtActive

Some overlap · 7 shared positions

$MU $LRCX $IBKR $COR $URI $CAH

$2.6B

459 positions

#13DISCOVERY CAPITAL MANAGEMENT, LLC / CTActive

Some overlap · 4 shared positions

$LRCX $MU $APP $LNG

$1.9B

77 positions

#14Alight Capital Management LPActive

Some overlap · 3 shared positions

$FLEX $LRCX $ASML

$417M

64 positions

#15COATUE MANAGEMENT LLCActive

Some overlap · 4 shared positions

$LRCX $APP $ASML $MU

$29.1B

62 positions

#16FCF Advisors LLCPassive

Some overlap · 4 shared positions

$LRCX $APP $EXPE $ADM

$444M

52 positions

#17Cetera Trust Company, N.APassive

Some overlap · 4 shared positions

$LRCX $DAL $TMUS $HCA

$177M

351 positions

#18Convergence Investment Partners, LLCPassive

Some overlap · 5 shared positions

$LRCX $MU $FLEX $CAH $ADM

$611M

235 positions

#19GRAYBILL WEALTH MANAGEMENT, LTD.Active

Some overlap · 3 shared positions

$FLEX $URI $ASML

$328M

83 positions

#20Miller Capital Partners, Inc.Passive

Some overlap · 3 shared positions

$LRCX $HUM $ASML

$208M

262 positions

#21STF Management LP

Some overlap · 5 shared positions

$MU $LRCX $APP $TMUS $ASML

$107M

101 positions

#22Scott & Selber, Inc.Active

Some overlap · 3 shared positions

$LRCX $HUM $MU

$387M

91 positions

#23Passumpsic Savings Bank

Some overlap · 4 shared positions

$LRCX $MU $IBKR $COR

$183M

90 positions

#24Umpqua BankActive

Some overlap · 4 shared positions

$LRCX $ASML $HCA $URI

$350M

156 positions

#25Blue Whale Capital LLPActive

Some overlap · 3 shared positions

$LRCX $APP $IBKR

$2.1B

26 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.