Hedge Funds Similar to Cooper Financial Group

13F Portfolio OverlapQ2 2026Cooper Financial Group portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Cooper Financial Group is an institutional investor managing $1.2B across 451 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 Cooper Financial Group are Bluebird Wealth, LEUTHOLD GROUP, Sculati Wealth, with shared positions in $UPS, $CRWD, $C, $ETN, $VRTX, $AMGN. The full ranking of 25 similar funds is below.

#1Bluebird Wealth Management LLCPassive

Slight overlap · 5 shared positions

$UPS $CRWD $C $ETN $VRTX

$115M

89 positions

#2LEUTHOLD GROUP, LLCPassive

Slight overlap · 4 shared positions

$UPS $AMGN $C $VRTX

$995M

237 positions

#3Sculati Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$UPS $AMGN $ETN $VRTX

$300M

123 positions

#4ROMANO BROTHERS AND COMPANYPassive

Slight overlap · 4 shared positions

$UPS $AMGN $C $ETN

$994M

331 positions

#5Trifecta Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$CRWD $AMGN $ETN $VRTX

$776M

493 positions

#6Ashton Thomas Private Wealth, LLCPassive

Slight overlap · 4 shared positions

$AMGN $CRWD $C $ETN

$4.8B

1,586 positions

#7OPPENHEIMER & CO INCPassive

Slight overlap · 4 shared positions

$AMGN $CRWD $C $ETN

$9.4B

1,759 positions

#8TICINO WEALTHPassive

Slight overlap · 3 shared positions

$UPS $CRWD $AMGN

$317M

135 positions

#9GRANITE ISLANDS PRIVATE WEALTH, LLCPassive

Slight overlap · 3 shared positions

$UPS $CRWD $AMGN

$135M

78 positions

#10Miller Financial Services LLCPassive

Slight overlap · 3 shared positions

$UPS $CRWD $ETN

$124M

142 positions

#11SIGMA INVESTMENT COUNSELORS INCActive

Slight overlap · 3 shared positions

$UPS $CRWD $VRTX

$2.1B

218 positions

#12Ranch Capital Advisors Inc.Passive

Slight overlap · 3 shared positions

$316M

157 positions

#13Rayburn West Financial Services LLCPassive

Slight overlap · 3 shared positions

$181M

81 positions

#14Catherine Avery Investment Management LLCPassive

Slight overlap · 3 shared positions

$229M

166 positions

#15Eliot Finkel Investment Counsel, LLCActive

Slight overlap · 3 shared positions

$UPS $AMGN $ETN

$214M

33 positions

#16GODSEY & GIBB, INCPassive

Slight overlap · 3 shared positions

$UPS $AMGN $ETN

$1.2B

383 positions

#17DB&C Advisors, LLCPassive

Slight overlap · 3 shared positions

$UPS $AMGN $ETN

$92M

76 positions

#18Vision Capital Management, Inc.Active

Slight overlap · 3 shared positions

$UPS $AMGN $VRTX

$876M

156 positions

#19Boomfish Wealth Group, LLCPassive

Slight overlap · 3 shared positions

$UPS $AMGN $VRTX

$220M

95 positions

#20Hamrick Investment Counsel, llcPassive

Slight overlap · 3 shared positions

$UPS $AMGN $VRTX

$151M

184 positions

#21Cohen Investment Advisors LLCPassive

Slight overlap · 3 shared positions

$223M

81 positions

#22Biondo Investment Advisors, LLCActive

Slight overlap · 3 shared positions

$UPS $AMGN $VRTX

$817M

89 positions

#23626 Financial, LLCPassive

Slight overlap · 3 shared positions

$257M

127 positions

#24Laurel Wealth Advisors LLCActive

Slight overlap · 3 shared positions

$CRWD $UPS $AMGN

$1.0B

200 positions

#25NWAM LLCPassive

Slight overlap · 3 shared positions

$UPS $AMGN $VRTX

$2.0B

684 positions

Compare Cooper Financial Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Cooper Financial Group’s holdings

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.