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 Klingenstein

13F Portfolio OverlapQ2 2026Cohen Klingenstein portfolio →

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Most similar hedge funds by 13F overlap

Cohen Klingenstein LLC is an institutional investor managing $3.5B across 207 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 Klingenstein are LETSON INVESTMENT, FOUNDERS, Matthew Goff Investment Advisor, with shared positions in $AXP, $PEP, $UNP, $YUM, $ITW, $CL. The full ranking of 25 similar funds is below.

#1LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 8 shared positions

$AXP $PEP $UNP $YUM $ITW $CL

$273M

104 positions

#2FOUNDERS CAPITAL MANAGEMENT, LLCSmart money

Some overlap · 6 shared positions

$AXP $PEP $DIS $UNP $CCZ $AMGN

$670M

79 positions

#3Matthew Goff Investment Advisor, LLCPassive

Some overlap · 4 shared positions

$AXP $DIS $PEP $UNP

$593M

91 positions

#4Minot DeBlois Advisors LLCPassive

Some overlap · 4 shared positions

$AXP $DIS $PEP $UNP

$116M

240 positions

#5Sterling Wealth Management, Inc.Active

Some overlap · 7 shared positions

$AXP $PEP $YUM $AMP $ITW $CL

$402M

116 positions

#6Pavion Blue Capital, LLCPassive

Some overlap · 4 shared positions

$AXP $DIS $PEP $YUM

$248M

111 positions

#7Bull Street Advisors, LLCPassive

Some overlap · 5 shared positions

$AXP $PEP $DIS $UNP $AMGN

$219M

95 positions

#8Bradyco, Inc.Active

Some overlap · 4 shared positions

$AXP $DIS $PEP $CL

$87M

33 positions

#9HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 5 shared positions

$AXP $PEP $UNP $YUM $NSC

$252M

43 positions

#10Bristlecone Value Partners, LLCActive

Some overlap · 5 shared positions

$AXP $PEP $DIS $YUM $AMGN

$124M

70 positions

#11VAN STRUM & TOWNE INC.Passive

Some overlap · 5 shared positions

$DIS $AXP $PEP $AMGN $AMP

$367M

111 positions

#12Focused Investors LLCActive

Some overlap · 3 shared positions

$AXP $DIS $PEP

$3.0B

23 positions

#13Holowesko Partners Ltd.Active

Some overlap · 3 shared positions

$AXP $DIS $PEP

$395M

34 positions

#14DCM Advisors, LLCActive

Some overlap · 4 shared positions

$AXP $DIS $PEP $CCZ

$253M

38 positions

#15Ironwood Investment Counsel, LLCPassive

Some overlap · 5 shared positions

$AXP $PEP $DIS $CCZ $AMGN

$762M

267 positions

#16Shelter Mutual Insurance CoActive

Some overlap · 4 shared positions

$AXP $PEP $UNP $ITW

$473M

58 positions

#17Van Cleef Asset Management,IncActive

Some overlap · 5 shared positions

$AXP $PEP $DIS $CCZ $CL

$981M

119 positions

#18TRUSTCO BANK CORP N YPassive

Some overlap · 5 shared positions

$AXP $PEP $DIS $CL $NSC

$137M

77 positions

#19Drexel Morgan & Co.Active

Some overlap · 4 shared positions

$AXP $DIS $UNP $CL

$719M

60 positions

#20Piscataqua Savings BankPassive

Some overlap · 5 shared positions

$AXP $UNP $PEP $DIS $CL

$148M

412 positions

#21KLINGENSTEIN FIELDS & CO LPActive

Some overlap · 4 shared positions

$DIS $PEP $UNP $CL

$2.9B

195 positions

#22Horizon Family Wealth, Inc.Active

Some overlap · 3 shared positions

$AXP $DIS $UNP

$219M

93 positions

#23Perennial Advisors, LLCPassive

Some overlap · 4 shared positions

$AXP $UNP $DIS $AMGN

$649M

136 positions

#24McClarren Financial Advisors, Inc.Active

Some overlap · 4 shared positions

$DIS $PEP $UNP $AMGN

$193M

85 positions

#25Fiduciary Group, LLCPassive

Some overlap · 5 shared positions

$UNP $PEP $DIS $AXP $AMGN

$1.3B

305 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.