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 Investment Advisors

13F Portfolio OverlapQ2 2026Cohen Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

Cohen Investment Advisors LLC is an institutional investor managing $223M across 81 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 Cohen Investment Advisors are VIRGINIA WEALTH GROUP, Catherine Avery Investment, Steigerwald, Gordon & Koch, with shared positions in $KMI, $CB, $AMGN, $BX, $MCD, $O. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$KMI $CB $AMGN $BX $MCD $O

$201M

57 positions

#2Catherine Avery Investment Management LLCPassive

Notable overlap · 8 shared positions

$AMGN $NEE $MCD $UPS $PFE $VZ

$229M

166 positions

#3Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 7 shared positions

$KMI $AMGN $WFC $NEE $PFE $DIS

$1.0B

765 positions

#4Minot DeBlois Advisors LLCPassive

Notable overlap · 9 shared positions

$CB $NEE $DIS $BHP $VZ $CRM

$116M

240 positions

#5DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$CB $AMGN $TMO $SBUX $BA $CRM

$124M

100 positions

#6InvesTrustPassive

Notable overlap · 7 shared positions

$WFC $MCD $SBUX $VZ $DIS $PFE

$260M

95 positions

#7Paradigm Capital Management, LLC/NVActive

Notable overlap · 6 shared positions

$KMI $AMGN $WFC $VZ $MCD $PFE

$116M

65 positions

#8SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 7 shared positions

$WFC $TMO $UPS $BA $PFE $DIS

$3.2B

40 positions

#9Ally Financial Inc.Active

Notable overlap · 9 shared positions

$VZ $PFE $TMO $BA $DIS $UPS

$775M

131 positions

#10SHRIER WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$BHP $WFC $BA $VZ $O $UPS

$296M

134 positions

#11Slagle Financial, LLCPassive

Notable overlap · 7 shared positions

$MCD $SBUX $NEE $O $WFC $AMGN

$334M

127 positions

#12First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$AMGN $NEE $MCD $BX $DIS $PFE

$529M

75 positions

#13ELLERSON GROUP INC /ADVPassive

Notable overlap · 6 shared positions

$KMI $AMGN $TMO $BX $PFE $BA

$169M

64 positions

#14OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 6 shared positions

$AMGN $KMI $NEE $BX $VZ $CB

$329M

323 positions

#15ST GERMAIN D J CO INCPassive

Notable overlap · 6 shared positions

$CB $AMGN $WFC $NEE $VZ $BX

$2.8B

914 positions

#16LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Notable overlap · 7 shared positions

$BX $VZ $UPS $PFE $DIS $BA

$489M

244 positions

#17Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$NEE $MCD $SBUX $VZ $PFE $KMI

$151M

70 positions

#18SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$KMI $WFC $VZ $AMGN $PFE $C

$606M

79 positions

#19CAMDEN NATIONAL BANKPassive

Notable overlap · 5 shared positions

$CB $NEE $TMO $MCD $KMI

$767M

184 positions

#20MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$WFC $MCD $UPS $SBUX $VZ $C

$233M

122 positions

#21Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 8 shared positions

$MCD $BX $VZ $O $CRM $NEE

$327M

94 positions

#22FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$AMGN $NEE $BX $MCD $NOW $C

$5.3B

210 positions

#23Orographic Financial Advisors, LLCPassive

Notable overlap · 6 shared positions

$KMI $SBUX $PFE $DIS $MCD $VZ

$151M

105 positions

#24BOSTON RESEARCH & MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$NEE $MCD $TMO $VZ $DIS $UPS

$453M

121 positions

#25Bell & Brown Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$SBUX $WFC $BA $DIS $AMGN $MCD

$330M

73 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.