13F Pro

Hedge Funds Similar to COZAD ASSET

13F Portfolio OverlapQ2 2026COZAD ASSET portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

COZAD ASSET MANAGEMENT INC is an institutional investor managing $1.5B across 453 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 COZAD ASSET are COOKSON PEIRCE, GRAYBILL WEALTH , LTD., Bellwether Advisors, with shared positions in $FLEX, $IBKR, $AA, $CAH, $GLW, $JBL. The full ranking of 25 similar funds is below.

#1COOKSON PEIRCE & CO INCPassive
Notable overlap · 7 shared positions
$FLEX$IBKR$AA$CAH$GLW$JBL
$3.0B
317 positions
#2GRAYBILL WEALTH MANAGEMENT, LTD.
Notable overlap · 3 shared positions
$FLEX$URI$ASML
$372M
82 positions
#3Bellwether Advisors, LLCPassive
Notable overlap · 7 shared positions
$URI$FLEX$CAH$EXPE$GLW$PWR
$675M
167 positions
#4Cunning Capital Partners, LPActive
Some overlap · 7 shared positions
$URI$APP$HCA$CAH$PWR$TMUS
$248M
55 positions
#5Seascape Capital ManagementPassive
Some overlap · 3 shared positions
$FLEX$APP$HCA
$417M
96 positions
#6FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 3 shared positions
$FLEX$ASML$GLW
$118M
56 positions
#7SOROS CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$FLEX$ASML$PWR
$559M
58 positions
#8Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$URI$ASML$IBKR$BX
$524M
92 positions
#9SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 5 shared positions
$URI$ASML$EXPE$PWR$JBL
$892M
299 positions
#10LYRICAL ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$FLEX$HCA$EXPE
$7.9B
41 positions
#11VestGen Investment ManagementPassive
Some overlap · 4 shared positions
$FLEX$CAH$PWR$TRGP
$189M
218 positions
#12Broadleaf Partners, LLCPassive
Some overlap · 4 shared positions
$URI$APP$ASML$PWR
$517M
86 positions
#13PCB Capital LLCPassive
Some overlap · 3 shared positions
$FLEX$APP$URI
$82M
114 positions
#14Dorsey Wright & AssociatesPassive
Some overlap · 5 shared positions
$FLEX$IBKR$CAH$PWR$TRGP
$590M
131 positions
#15LONE PINE CAPITAL LLCActive
Some overlap · 5 shared positions
$ASML$APP$GLW$USFD$IBKR
$16.4B
34 positions
#16Transamerica Financial Advisors, LLC
Some overlap · 5 shared positions
$FLEX$IBKR$ASML$CAH$TRGP
$1.2B
2,188 positions
#17Arrow Capital Pty LtdActive
Some overlap · 4 shared positions
$ASML$DAL$IBKR$PWR
$118M
25 positions
#18WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ASML$APP$CAH$GLW
$55.2B
266 positions
#19BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 4 shared positions
$ASML$URI$BX$PWR
$1.5B
234 positions
#20Benchmark Investment Advisors LLCPassive
Some overlap · 3 shared positions
$URI$APP$ASML
$228M
70 positions
#21LOGAN CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$FLEX$APP$URI
$2.7B
443 positions
#22Illumine Investment Management, LLCPassive
Some overlap · 4 shared positions
$APP$IBKR$AA$TMUS
$154M
95 positions
#23MBM WEALTH CONSULTANTS, LLCActive
Some overlap · 4 shared positions
$URI$IBKR$TMUS$BX
$519M
123 positions
#24RBA Wealth Management, LLCPassive
Some overlap · 3 shared positions
$URI$ASML$TMUS
$273M
80 positions
#25Pacer Advisors, Inc.Passive
Some overlap · 6 shared positions
$HCA$EXPE$TMUS$CAH$DAL$ADM
$39.3B
2,614 positions

Compare COZAD ASSET’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 COZAD ASSET’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.