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 Cottage Street Advisors

13F Portfolio OverlapQ3 2026Cottage Street Advisors portfolio →

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Most similar hedge funds by 13F overlap

Cottage Street Advisors LLC is an institutional investor managing $261M across 148 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 Cottage Street Advisors are First Fiduciary Investment Counsel, BRIGHT ROCK, Aull & Monroe Investment, with shared positions in $MAR, $TXN, $BX, $UNP, $BLK, $NEE. The full ranking of 25 similar funds is below.

#1First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$MAR $TXN $BX $UNP $BLK $NEE

$529M

75 positions

#2BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$TXN $VZ $UNP $ACN $PEP $BLK

$529M

72 positions

#3Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$CSX $GLW $VZ $UNP $PEP $NEE

$231M

125 positions

#4ARS Investment Partners, LLCActive

Some overlap · 5 shared positions

$BX $VRT $FCX $BLK $ACN

$2.3B

181 positions

#5Sage Capital Advisors,llcPassive

Some overlap · 6 shared positions

$VRT $CSX $VZ $UNP $PEP $FDX

$498M

145 positions

#6WULFF, HANSEN & CO.Passive

Some overlap · 3 shared positions

$BX $CSX $FCX

$130M

109 positions

#7Cohen Capital Management, Inc.Active

Some overlap · 6 shared positions

$CSX $MAR $SYK $PEP $UNP $NEE

$717M

154 positions

#8TORRAY LLCActive

Some overlap · 5 shared positions

$BX $TXN $ACN $PEP $NEE

$741M

91 positions

#9FISHMAN JAY A LTD/MISmart money

Some overlap · 4 shared positions

$BX $VRT $SYK $NEE

$1.2B

80 positions

#10FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Some overlap · 6 shared positions

$TXN $ARCC $VZ $GLW $SYK $VRT

$202M

327 positions

#11CMH Wealth Management LLCPassive

Some overlap · 6 shared positions

$VRT $SYK $BX $BLK $UNP $PEP

$664M

112 positions

#12ROCKLAND TRUST COPassive

Some overlap · 7 shared positions

$TXN $UNP $VZ $PEP $BLK $ACN

$2.6B

320 positions

#13Banco de Sabadell, S.APassive

Some overlap · 6 shared positions

$TXN $CSX $UNP $SYK $BLK $NEE

$170M

61 positions

#14OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 7 shared positions

$BX $GLW $ARCC $PEP $BLK $NSC

$501M

276 positions

#15MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Some overlap · 4 shared positions

$BX $TXN $GLW $PEP

$167M

84 positions

#16New England Research & Management, Inc.Passive

Some overlap · 6 shared positions

$CSX $UNP $VRT $SYK $FCX $NEE

$259M

131 positions

#17Partners Group Holding AGActive

Some overlap · 4 shared positions

$BX $CSX $UNP $MAR

$1.5B

52 positions

#18Parkside Investments, LLCActive

Some overlap · 6 shared positions

$BX $GLW $UNP $FCX $FDX $NEE

$879M

95 positions

#19Taylor Financial Group, Inc.Active

Some overlap · 6 shared positions

$BX $MAR $GLW $PEP $CSX $NSC

$182M

103 positions

#20OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 7 shared positions

$BX $VZ $MAR $ACN $PEP $NSC

$329M

323 positions

#21Brindle & Bay Financial Advisors, LLCActive

Some overlap · 6 shared positions

$TXN $VZ $CF $ACN $PEP $SNA

$268M

102 positions

#22DEARBORN PARTNERS LLCPassive

Some overlap · 6 shared positions

$TXN $SYK $VZ $ACN $SNA $NEE

$1.8B

269 positions

#23ShoreHaven Wealth Partners, LLCActive

Some overlap · 6 shared positions

$VRT $VZ $GLW $BLK $MAR $NEE

$326M

102 positions

#24Slate Path Capital LPActive

Some overlap · 4 shared positions

$CSX $TXN $UNP $FCX

$7.2B

40 positions

#25Edgemoor Investment Advisors, Inc.Active

Some overlap · 7 shared positions

$BX $VRT $ETR $ARCC $BLK $VZ

$1.5B

188 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.