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Hedge Funds Similar to Cordatus Wealth

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

Cordatus Wealth Management LLC is an institutional investor managing $451M across 160 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 Cordatus Wealth are FARMERS, Legacy Financial Strategies, Walsky Investment, with shared positions in $STT, $C, $PLTR, $MCD, $NEE, $LIN. The full ranking of 25 similar funds is below.

#1FARMERS TRUST CO
Some overlap · 5 shared positions
$STT$C$PLTR$MCD$NEE
$637M
203 positions
#2Legacy Financial Strategies, LLCActive
Some overlap · 7 shared positions
$LIN$MCD$PLTR$ITW$LOW$SHW
$615M
145 positions
#3Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$STT$MCD$LOW$SHW$PNC$NEE
$108M
52 positions
#4Somerset Trust CoPassive
Some overlap · 6 shared positions
$ADI$LIN$MCD$ITW$LOW$NEE
$354M
186 positions
#5BKM Wealth Management, LLCPassive
Some overlap · 6 shared positions
$ADI$LIN$C$MCD$LOW$NEE
$309M
154 positions
#6Cushing Capital Partners, LLCPassive
Some overlap · 6 shared positions
$LIN$MCD$ADI$ITW$LOW$NEE
$163M
113 positions
#7Clarus Wealth AdvisorsActive
Some overlap · 4 shared positions
$STT$PLTR$C$NEE
$275M
86 positions
#8InTrack Investment Management IncPassive
Some overlap · 5 shared positions
$PLTR$C$MCD$LOW$NEE
$207M
106 positions
#9Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$ADI$LIN$NEE$MCD$PNC$LOW
$655M
539 positions
#10PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 6 shared positions
$ADI$LIN$LOW$NEE$ITW$PNC
$844M
219 positions
#11Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$ADI$LIN$MCD$SHW$NEE
$170M
111 positions
#12Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$ADI$LIN$MCD$LOW$NEE
$1.4B
275 positions
#13Cornerstone National Bank & Trust CoActive
Some overlap · 5 shared positions
$ADI$STT$PLTR$LOW$ITW
$309M
235 positions
#14Stonebrook Private Inc.Passive
Some overlap · 4 shared positions
$STT$MCD$ADI$ITW
$548M
271 positions
#15CFS Investment Advisory Services, LLCPassive
Some overlap · 6 shared positions
$LIN$C$NEE$LOW$SHW$MCD
$1.5B
361 positions
#16Smith, Salley & AssociatesPassive
Some overlap · 5 shared positions
$ADI$LIN$LOW$NEE$PNC
$2.3B
275 positions
#17FIRST NATIONAL TRUST COPassive
Some overlap · 4 shared positions
$STT$MCD$LIN$NEE
$2.9B
382 positions
#18BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ADI$LIN$LOW$NEE$ITW
$8.0B
1,334 positions
#19MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ADI$LIN$LOW$SHW$NEE
$857M
166 positions
#20COURIER CAPITAL LLCPassive
Some overlap · 4 shared positions
$STT$LIN$C$LOW
$2.0B
405 positions
#21StrongBox Wealth, LLCPassive
Some overlap · 4 shared positions
$STT$LIN$NEE$PLTR
$351M
267 positions
#22Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$STT$ITW$LOW$PNC
$394M
99 positions
#23MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 3 shared positions
$STT$C$MCD
$3.7B
159 positions
#24JGP Wealth Management, LLCActive
Some overlap · 5 shared positions
$ADI$ITW$LOW$NEE$PNC
$1.1B
242 positions
#25Winthrop Capital Management, LLCPassive
Some overlap · 5 shared positions
$C$STT$NEE$LOW$PNC
$414M
351 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.