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Hedge Funds Similar to COOPER/HAIMS ADVISORS

13F Portfolio OverlapQ2 2026COOPER/HAIMS ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

COOPER/HAIMS ADVISORS, LLC is an institutional investor managing $232M across 116 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/HAIMS ADVISORS are Post Resch Tallon Group, PARTHENON, GODSEY & GIBB, with shared positions in $GLW, $BNL, $PAYX, $PEP, $IAU, $IREN. The full ranking of 25 similar funds is below.

#1Post Resch Tallon Group Inc.Passive
Some overlap · 3 shared positions
$GLW$BNL$PAYX
$145M
138 positions
#2PARTHENON LLCActive
Some overlap · 3 shared positions
$GLW$PAYX$PEP
$962M
133 positions
#3GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$GLW$PAYX$PEP
$1.2B
383 positions
#4CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$GLW$PAYX$PEP
$1.6B
85 positions
#5AVAII WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$GLW$IAU$IREN
$341M
176 positions
#6MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Some overlap · 3 shared positions
$GLW$PEP$MTB
$167M
84 positions
#7Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$GLW$SGOL$PAYX$IAU
$1.3B
275 positions
#8Decker Retirement Planning Inc.Active
Some overlap · 3 shared positions
$GLW$SGOL$IAU
$294M
441 positions
#9Seneca Financial Advisors LLCActive
Some overlap · 3 shared positions
$GLW$BNL$PAYX
$385M
66 positions
#10Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 3 shared positions
$GLW$PAYX$PEP
$186M
137 positions
#11Two Point Capital Management, Inc.Active
Some overlap · 3 shared positions
$PAYX$GLW$BNL
$248M
30 positions
#12Bellwether Advisors, LLCPassive
Some overlap · 3 shared positions
$GLW$IAU$RDDT
$675M
167 positions
#13Cadent Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$GLW$IREN$PEP
$485M
201 positions
#14Lafayette Investments, Inc.Active
Some overlap · 3 shared positions
$PAYX$PEP$GLW
$542M
162 positions
#15Fullerton Fund Management Co Ltd.Active
Some overlap · 3 shared positions
$GLW$IAU$PEP
$1.6B
119 positions
#16Powers Advisory Group, LLCActive
Some overlap · 3 shared positions
$GLW$PEP$PAYX
$319M
130 positions
#17Hilltop National BankPassive
Some overlap · 3 shared positions
$GLW$IAU$PEP
$468M
805 positions
#18Farrell Financial LLCActive
Slight overlap · 4 shared positions
$IAU$PEP$GLW$MTB
$185M
83 positions
#19City Center Advisors, LLCPassive
Slight overlap · 3 shared positions
$GLW$SGOL$IAU
$123M
170 positions
#20SEEDS INVESTOR LLCPassive
Slight overlap · 3 shared positions
$GLW$SGOL$IAU
$973M
379 positions
#21SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$GLW$IAU$PEP
$166M
122 positions
#22ALESCO ADVISORS LLCActive
Slight overlap · 4 shared positions
$BNL$IAU$PAYX$GLW
$4.4B
230 positions
#23DOPKINS WEALTH MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$GLW$IAU$MTB
$275M
90 positions
#24Wealth Watch Advisors, INCActive
Slight overlap · 3 shared positions
$SGOL$IAU$GLW
$309M
142 positions
#25NOTTINGHAM ADVISORS, INC.Active
Slight overlap · 3 shared positions
$PAYX$IAU$MTB
$838M
122 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.