13F Pro

Hedge Funds Similar to COFG Advisors

13F Portfolio OverlapQ2 2026COFG Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

COFG Advisors, LLC is an institutional investor managing $579M across 319 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 COFG Advisors are United of KS, UNICOM Systems, Independent Solutions Wealth, with shared positions in $ARM, $PLTR, $FBTC, $STX, $RKLB, $CEG. The full ranking of 25 similar funds is below.

#1United Capital Management of KS, Inc.Passive
Some overlap · 6 shared positions
$ARM$PLTR$FBTC$STX$RKLB$CEG
$763M
98 positions
#2UNICOM Systems, Inc.Active
Some overlap · 4 shared positions
$ARM$PLTR$STX$RKLB
$1.5B
39 positions
#3Independent Solutions Wealth Management, LLCActive
Some overlap · 3 shared positions
$ARM$PLTR$MCD
$766M
194 positions
#4MRWM Advisors, LLCActive
Some overlap · 4 shared positions
$MDT$MCD$UNP$STX
$243M
80 positions
#5Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$ARM$PLTR$MCD
$405M
118 positions
#6FARMERS TRUST CO
Some overlap · 4 shared positions
$PLTR$MCD$UNP$STT
$637M
203 positions
#7ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive
Some overlap · 5 shared positions
$PLTR$ARM$MCD$MDT$STX
$225.4B
1,887 positions
#8WILLNER & HELLER, LLCPassive
Slight overlap · 3 shared positions
$ARM$PLTR$STT
$160M
165 positions
#9PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$ARM$PLTR$STT
$3.2B
77 positions
#10Investors Towarzystwo Funduszy Inwestycyjnych Spolka AkcyjnaPassive
Slight overlap · 4 shared positions
$ARM$UNP$STX$RKLB
$300M
199 positions
#11ADVOCATE GROUP LLCPassive
Slight overlap · 3 shared positions
$MDT$MCD$UNP
$665M
122 positions
#12Cypress Capital, LLCActive
Slight overlap · 3 shared positions
$MDT$MCD$UNP
$370M
113 positions
#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$MDT$MCD$UNP
$233M
122 positions
#14Persium Advisors, LLCSmart money
Slight overlap · 3 shared positions
$MDT$MCD$UNP
$153M
69 positions
#15FIRST FINANCIAL BANKSHARES INCActive
Slight overlap · 3 shared positions
$MDT$MCD$UNP
$5.3B
210 positions
#16CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Slight overlap · 4 shared positions
$MDT$MCD$UNP$DE
$200M
76 positions
#17Markin Volterra Fund LPActive
Slight overlap · 3 shared positions
$ARM$PLTR$STX
$147M
69 positions
#18MORGENS WATERFALL VINTIADIS & CO INCActive
Slight overlap · 3 shared positions
$ARM$PLTR$RKLB
$131M
18 positions
#19Columbia Asset ManagementActive
Slight overlap · 4 shared positions
$MDT$MCD$UNP$DE
$575M
168 positions
#20Tower View Wealth Management LLCPassive
Slight overlap · 3 shared positions
$ARM$MCD$UNP
$227M
205 positions
#21Newbridge Financial Services Group, Inc.Passive
Slight overlap · 3 shared positions
$ARM$PLTR$MCD
$808M
1,245 positions
#22Fedenia Advisers LLCPassive
Slight overlap · 4 shared positions
$ARM$PLTR$STT$STX
$421M
459 positions
#23Capital Advisors Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$PLTR$MCD$STT$RKLB$CEG
$851M
231 positions
#24SevenBridge Financial Group, LLCPassive
Slight overlap · 4 shared positions
$PLTR$UNP$FBTC$DE
$680M
212 positions
#25SPRING CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$MDT$MCD$DE$PLTR
$205M
55 positions

Compare COFG Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View COFG Advisors’s holdings

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.