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Hedge Funds Similar to COGENT STRATEGIC WEALTH

13F Portfolio OverlapQ3 2026COGENT STRATEGIC WEALTH portfolio →
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Most similar hedge funds by 13F overlap

COGENT STRATEGIC WEALTH LLC is an institutional investor managing $105M across 58 U.S. equity positions as of Q3 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 Bosman Wealth, HBE Wealth, Dedeker Financial, with shared positions in $PLTR, $FIX, $WDC, $FTI, $BMY, $CB. The full ranking of 25 similar funds is below.

#1Bosman Wealth Management, LLCActive
Notable overlap · 4 shared positions
$PLTR$FIX$WDC$FTI
$161M
56 positions
#2HBE Wealth Management, LLCActive
Notable overlap · 5 shared positions
$FIX$WDC$BMY$CB$FTI
$139M
59 positions
#3Dedeker Financial LLCActive
Notable overlap · 3 shared positions
$FIX$WDC$PLTR
$176M
56 positions
#4Dorsey Wright & AssociatesPassive
Notable overlap · 4 shared positions
$FIX$WDC$EIX$FTI
$590M
131 positions
#5Fedenia Advisers LLCActive
Some overlap · 4 shared positions
$WDC$FIX$TER$PLTR
$425M
121 positions
#6FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 9 shared positions
$WDC$FIX$PCG$BMY$TER$EIX
$331M
105 positions
#7Caerus Investment Advisors, LLCPassive
Some overlap · 9 shared positions
$FIX$WDC$EIX$FTI$CB$BMY
$300M
339 positions
#8Parkway Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$WDC$PLTR$TER
$869M
144 positions
#9Bull Harbor Capital LLCPassive
Some overlap · 9 shared positions
$FIX$WDC$BMY$EIX$PCG$CB
$513M
552 positions
#10Kaufman Rossin Wealth, LLCActive
Some overlap · 4 shared positions
$FIX$WDC$EIX$FTI
$247M
180 positions
#11Lifestyle Asset Management, Inc.Active
Some overlap · 4 shared positions
$WDC$FIX$FTI$ABNB
$414M
129 positions
#12Allegiance Financial Group Advisory Services LLCActive
Some overlap · 7 shared positions
$FIX$BMY$WDC$PLTR$PCG$EIX
$578M
205 positions
#13PRAKASH INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$FIX$WDC$PLTR
$165M
86 positions
#14CMC Financial GroupActive
Some overlap · 3 shared positions
$WDC$EIX$FIX
$52M
45 positions
#15Williamson Legacy Group, LLCPassive
Some overlap · 3 shared positions
$WDC$TER$FTI
$201M
75 positions
#16VMS Asset Management LimitedActive
Some overlap · 3 shared positions
$WDC$TER$FIX
$264M
32 positions
#17MAINSAIL ASSET MANAGEMENT, LLCActive
Some overlap · 8 shared positions
$PLTR$FIX$BMY$PCG$WDC$EIX
$249M
160 positions
#18Peterson Wealth ServicesPassive
Some overlap · 3 shared positions
$FIX$PLTR$CB
$474M
223 positions
#19Essential Partners LLCPassive
Some overlap · 9 shared positions
$FIX$WDC$EIX$CB$BMY$TER
$219M
2,852 positions
#20QP WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$WDC$PLTR$CB
$67M
71 positions
#21Bannerstone Capital Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$FIX$TER
$119M
113 positions
#22Wakefield Asset Management LLLPPassive
Some overlap · 4 shared positions
$WDC$FTI$BMY$FIX
$444M
225 positions
#23Horizon Investment Services, LLCPassive
Some overlap · 3 shared positions
$FIX$CB$FTI
$360M
143 positions
#24BankChampaign, National AssociationPassive
Some overlap · 3 shared positions
$WDC$PLTR$FTI
$120M
202 positions
#25Harvest Investment Services, LLCPassive
Some overlap · 3 shared positions
$WDC$PLTR$FIX
$647M
383 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.