13F Pro

Hedge Funds Similar to CogentBlue Wealth Advisors

13F Portfolio OverlapQ2 2026CogentBlue Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

CogentBlue Wealth Advisors, LLC is an institutional investor managing $175M across 103 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 CogentBlue Wealth Advisors are Blue Chip Partners, NORTHSTAR ASSET, Sageworth of South Dakota, with shared positions in $ASML, $TJX, $ETN, $KLAC, $IBN, $LHX. The full ranking of 25 similar funds is below.

#1Blue Chip Partners, LLCActive
Notable overlap · 4 shared positions
$ASML$TJX$ETN$KLAC
$1.6B
184 positions
#2NORTHSTAR ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$TJX$ETN$KLAC$IBN
$341M
91 positions
#3Sageworth Trust Co of South DakotaActive
Notable overlap · 4 shared positions
$TJX$ASML$LHX$FIX
$162M
61 positions
#4GENERAL AMERICAN INVESTORS CO INCActive
Notable overlap · 3 shared positions
$TJX$ASML$LHX
$1.7B
73 positions
#5FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$TJX$ASML$GLW$DE
$118M
56 positions
#6Dilation Capital Management LPActive
Some overlap · 3 shared positions
$ASX$ASML$WDC
$248M
20 positions
#7Banco de Sabadell, S.APassive
Some overlap · 3 shared positions
$ASML$ETN$TJX
$170M
61 positions
#8BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$TJX$ASML$ETN$DE
$8.0B
1,334 positions
#9Night Squared LPPassive
Some overlap · 4 shared positions
$ASML$ETN$WDC$FIX
$930M
69 positions
#10Ayrshire Capital Management LLCPassive
Some overlap · 3 shared positions
$TJX$ETN$KLAC
$214M
50 positions
#11HM PAYSON & COActive
Some overlap · 5 shared positions
$ASML$TJX$LHX$DE$ETN
$7.5B
1,139 positions
#12Five Oceans AdvisorsPassive
Some overlap · 6 shared positions
$ASML$RY$KLAC$SAN$WDC$BBVA
$311M
204 positions
#13Y.D. More Investments LtdActive
Some overlap · 4 shared positions
$CAMT$KLAC$LHX$ASML
$3.2B
510 positions
#14Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$TJX$ASML$ETN$UPS$GLW
$115M
89 positions
#15Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$TJX$DE$SAN
$1.3B
62 positions
#16Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$ETN$ASML$DE
$710M
193 positions
#17Suncoast Equity ManagementActive
Some overlap · 3 shared positions
$TJX$ETN$ASML
$798M
63 positions
#18Burkett Asset Management LtdPassive
Some overlap · 5 shared positions
$ASML$RY$SAN$TD$TJX
$107M
59 positions
#19ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 3 shared positions
$ETN$TJX$ASML
$1.3B
109 positions
#20Miller Capital Partners, Inc.Active
Some overlap · 5 shared positions
$ASML$KLAC$DE$ETN$TJX
$257M
258 positions
#21Palisade Asset Management, LLCPassive
Some overlap · 5 shared positions
$RY$TJX$LHX$KLAC$DE
$1.1B
204 positions
#22GODSEY & GIBB, INCPassive
Some overlap · 5 shared positions
$ETN$RY$UPS$GLW$TD
$1.2B
383 positions
#23TTP Investments, Inc.Active
Some overlap · 3 shared positions
$ASML$ETN$KLAC
$247M
30 positions
#24Front Row Advisors LLCPassive
Some overlap · 4 shared positions
$ASML$TJX$ETN$GLW
$345M
576 positions
#25KP Management LLCPassive
Some overlap · 4 shared positions
$ASML$ETN$KLAC$COHR
$532M
86 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.