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 Cohen

13F Portfolio OverlapQ3 2026Cohen portfolio →

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Most similar hedge funds by 13F overlap

Cohen Capital Management, Inc. is an institutional investor managing $717M across 154 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 Cohen are CUTLER INVESTMENT COUNSEL, FLOSSBACH VON STORCH SE, PARNASSUS INVESTMENTS, with shared positions in $DE, $SCHW, $CVS, $PEP, $NEE, $CARR. The full ranking of 25 similar funds is below.

#1CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 6 shared positions

$DE $SCHW $CVS $PEP $NEE $CARR

$1.1B

157 positions

#2FLOSSBACH VON STORCH SEActive

Notable overlap · 4 shared positions

$TMO $SCHW $SYK $PEP

$22.1B

106 positions

#3PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 7 shared positions

$DE $TMO $SYK $MAR $KLAC $SNPS

$33.8B

123 positions

#4LATHROP INVESTMENT MANAGEMENT COActive

Notable overlap · 4 shared positions

$TMO $SCHW $SYK $CVS

$565M

89 positions

#5PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 4 shared positions

$TMO $SYK $PEP $CARR

$837M

90 positions

#6DB Fitzpatrick & Co, IncActive

Notable overlap · 4 shared positions

$TMO $SYK $DE $SNPS

$121M

100 positions

#7Eldred Rock Partners, LLCActive

Notable overlap · 4 shared positions

$TMO $DE $PEP $NVS

$451M

29 positions

#8Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 5 shared positions

$SYK $SCHW $PEP $NEE $UNP

$170M

121 positions

#9WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 7 shared positions

$CVS $MAR $PEP $NEE $TMO $DE

$1.3B

73 positions

#10Barnes Dennig Private Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SCHW $DE $CVS $PEP $KLAC

$125M

365 positions

#11MERIDIAN MANAGEMENT COActive

Notable overlap · 5 shared positions

$TMO $DE $CSX $SNPS $CARR

$446M

84 positions

#12DKRT Investments Corp.Active

Notable overlap · 4 shared positions

$TMO $SYK $MMM $UNP

$409M

50 positions

#13BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$TMO $SCHW $PEP $NEE $UNP

$529M

72 positions

#14BRISTOL JOHN W & CO INC /NY/Active

Notable overlap · 5 shared positions

$TMO $DE $SCHW $NVS $UNP

$6.8B

62 positions

#15Pine Haven Investment Counsel, IncPassive

Notable overlap · 6 shared positions

$SCHW $DE $MAR $PEP $SYK $UNP

$149M

116 positions

#16HealthInvest Partners ABActive

Notable overlap · 3 shared positions

$TMO $SYK $CVS

$372M

39 positions

#17CAMDEN NATIONAL BANKPassive

Notable overlap · 5 shared positions

$DE $TMO $NVS $PEP $NEE

$767M

184 positions

#18DAVIS-REA LTD.Active

Notable overlap · 3 shared positions

$TMO $SYK $SNPS

$379M

41 positions

#19Gs Investments, Inc.Passive

Notable overlap · 5 shared positions

$TMO $SCHW $SYK $PEP $KLAC

$138M

133 positions

#20WORMSER FRERES GESTIONActive

Notable overlap · 3 shared positions

$TMO $SYK $KLAC

$181M

71 positions

#21FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 5 shared positions

$SYK $SCHW $PEP $NEE $UNP

$377M

75 positions

#22COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$TMO $SYK $MAR $DE

$1.7B

91 positions

#23Sivik Global Healthcare LLCActive

Notable overlap · 3 shared positions

$TMO $SYK $CVS

$175M

35 positions

#24Baer Investment Advisory LLCActive

Some overlap · 4 shared positions

$DE $TMO $EPD $NEE

$126M

65 positions

#25Gouws Capital LLCActive

Some overlap · 4 shared positions

$SYK $DE $NEE $TMO

$212M

53 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.