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Hedge Funds Similar to Kagan Cocozza Asset

13F Portfolio OverlapQ2 2026Kagan Cocozza Asset portfolio →
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Most similar hedge funds by 13F overlap

Kagan Cocozza Asset Management is an institutional investor managing $160M across 67 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 Kagan Cocozza Asset are Allied Investment Advisors, DMKC Advisory Services, Kinloch, with shared positions in $STT, $WFC, $SYY, $TGT, $KMB, $PFE. The full ranking of 25 similar funds is below.

#1Allied Investment Advisors, LLCPassive
Notable overlap · 6 shared positions
$STT$WFC$SYY$TGT$KMB$PFE
$797M
110 positions
#2DMKC Advisory Services, LLCActive
Notable overlap · 7 shared positions
$WFC$STT$SYY$TGT$KMB$PFE
$530M
92 positions
#3Kinloch Capital, LLCPassive
Notable overlap · 6 shared positions
$TGT$ED$ADP$AFL$KMB$SYY
$274M
79 positions
#4Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 6 shared positions
$KMB$ADP$VZ$PFE$DUK$ED
$199M
38 positions
#5Econ Financial Services CorpPassive
Notable overlap · 4 shared positions
$STT$KMB$VZ$PFE
$214M
72 positions
#6NEW ENGLAND ASSET MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$WFC$SYY$VZ$ADP$DUK
$863M
131 positions
#7BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Notable overlap · 4 shared positions
$TGT$ADP$VZ$PAYX
$235M
33 positions
#8CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Notable overlap · 6 shared positions
$WFC$KMB$TGT$PFE$STT$DUK
$1.5B
184 positions
#9VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 4 shared positions
$TGT$AFL$VZ$DUK
$201M
57 positions
#10InvesTrustPassive
Notable overlap · 5 shared positions
$WFC$ADP$TGT$VZ$PFE
$260M
95 positions
#11Coston, McIsaac & PartnersPassive
Notable overlap · 4 shared positions
$ED$KMB$VZ$PAYX
$497M
948 positions
#12Dominguez Wealth Management Solutions, Inc.Active
Notable overlap · 4 shared positions
$AFL$KMB$TGT$VZ
$181M
75 positions
#13Clark & Stuart, IncPassive
Notable overlap · 3 shared positions
$KMB$ADP$SYY
$159M
57 positions
#14PENINSULA ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$AFL$ADP$SYY
$209M
54 positions
#15Exeter Financial, LLCPassive
Notable overlap · 4 shared positions
$AFL$TGT$VZ$ADP
$261M
101 positions
#16Aurdan Capital Management, LLCActive
Notable overlap · 4 shared positions
$STT$ADP$SYY$AFL
$394M
99 positions
#17Heathbridge Capital Management Ltd.Active
Notable overlap · 3 shared positions
$KMB$ADP$VZ
$292M
28 positions
#18Verity & Verity, LLCActive
Some overlap · 4 shared positions
$STT$TGT$VZ$PFE
$1.5B
138 positions
#19Welch Group, LLCPassive
Some overlap · 5 shared positions
$ED$VZ$KMB$PFE$PAYX
$2.9B
326 positions
#20SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Some overlap · 4 shared positions
$AFL$STT$VZ$ADP
$169M
104 positions
#21Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$WFC$ADP$SYY$PFE
$1.0B
765 positions
#22EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$TGT$WFC$VZ
$5.2B
76 positions
#23Signature Wealth Management Group
Some overlap · 4 shared positions
$KMB$TGT$PFE$PAYX
$263M
128 positions
#24SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KMB$ADP$VZ
$205M
55 positions
#25SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$WFC$AFL$SYY$ADP$PAYX
$1.5B
160 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.