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Hedge Funds Similar to Cooke Wealth

13F Portfolio OverlapQ3 2026Cooke Wealth portfolio →
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Most similar hedge funds by 13F overlap

Cooke Wealth Management, LLC is an institutional investor managing $120M across 38 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 Cooke Wealth are CWS Financial Advisors, TruNorth, Regency \DE, with shared positions in $SYK, $MDY, $FAST, $IAU, $ASML, $STT. The full ranking of 25 similar funds is below.

#1CWS Financial Advisors, LLCActive
Substantial overlap · 3 shared positions
$SYK$MDY$FAST
$454M
171 positions
#2TruNorth Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$SYK$MDY$IAU
$641M
123 positions
#3Regency Capital Management Inc.\DEPassive
Notable overlap · 3 shared positions
$IAU$ASML$FAST
$251M
64 positions
#4Wealth Watch Advisors, INCActive
Notable overlap · 4 shared positions
$IAU$SYK$STT$MDY
$309M
142 positions
#5Midwest Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$SYK$STT
$246M
210 positions
#6Stonehage Fleming Financial Services Holdings LtdActive
Notable overlap · 3 shared positions
$SPGI$SYK$IAU
$2.9B
215 positions
#7Advocacy Wealth Management, LLCActive
Notable overlap · 4 shared positions
$SYK$IAU$SPGI$ASML
$2.8B
151 positions
#8Impact Investors, IncActive
Notable overlap · 3 shared positions
$IAU$ASML$STT
$137M
88 positions
#9GFS Advisors, LLCActive
Notable overlap · 4 shared positions
$ASML$MDY$STT$IAU
$1.7B
266 positions
#10Suncoast Equity ManagementActive
Notable overlap · 4 shared positions
$SYK$SPGI$ASML$FAST
$798M
63 positions
#11Long Road Investment Counsel, LLCActive
Notable overlap · 3 shared positions
$SYK$FAST$STT
$271M
80 positions
#12THOMAS STORY & SON LLCActive
Notable overlap · 3 shared positions
$ASML$TSCO$FAST
$290M
53 positions
#13EQUITABLE TRUST COPassive
Notable overlap · 3 shared positions
$IAU$ASML$FAST
$2.4B
444 positions
#14Meridian Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$MDY$SPGI
$880M
211 positions
#15COMPASS CAPITAL MANAGEMENT, INCActive
Notable overlap · 3 shared positions
$SYK$SPGI$FAST
$1.7B
91 positions
#16Cushing Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$IAU$SPGI$SYK
$163M
113 positions
#17Madden Advisory Services, Inc.Active
Notable overlap · 3 shared positions
$IAU$STT$MDY
$279M
110 positions
#18Maltin Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$IAU$MDY$STT
$308M
152 positions
#19Karani Asset Management LLCActive
Notable overlap · 3 shared positions
$ASML$SPGI$SYK
$139M
57 positions
#20FIFTH THIRD SECURITIES, INC.Passive
Notable overlap · 3 shared positions
$IAU$MDY$STT
$2.0B
420 positions
#21Global Wealth Strategies & AssociatesActive
Notable overlap · 3 shared positions
$IAU$MDY$ASML
$546M
114 positions
#22SkyView Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$SPGI
$128M
278 positions
#23Progressive Investment Management CorpActive
Some overlap · 3 shared positions
$FAST$ASML$SPGI
$452M
56 positions
#24Mill Creek Capital Advisors, LLC
Some overlap · 3 shared positions
$IAU$STT$MDY
$4.9B
260 positions
#25PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 3 shared positions
$SYK$SPGI$ASML
$837M
90 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.