13F Pro

Hedge Funds Similar to Coastline

13F Portfolio OverlapQ1 2026Coastline portfolio →
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Most similar hedge funds by 13F overlap

Coastline Trust Co is an institutional investor managing $1.0B across 408 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Coastline are Meiji Yasuda America, Alhambra Investment Partners, S.A. Mason, with shared positions in $PANW, $AXP, $TJX, $GE, $AMGN, $CB. The full ranking of 25 similar funds is below.

#1Meiji Yasuda America IncActive
Some overlap · 7 shared positions
$PANW$AXP$TJX$GE$AMGN$CB
$404M
57 positions
#2Alhambra Investment Partners LLCPassive
Some overlap · 5 shared positions
$UNIT$AXP$TJX$GE$AMGN
$217M
176 positions
#3S.A. Mason LLCPassive
Some overlap · 6 shared positions
$PANW$AXP$TJX$GE$AMGN$MCD
$266M
266 positions
#4Trinity Legacy Partners, LLCPassive
Some overlap · 5 shared positions
$PANW$AXP$TJX$AMGN$WM
$462M
106 positions
#5KRS Capital Management, LLCActive
Some overlap · 5 shared positions
$PANW$AXP$AMGN$TJX$CB
$163M
115 positions
#6GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 5 shared positions
$PANW$TJX$GE$AMGN$MCD
$908M
286 positions
#7PLIMOTH TRUST CO LLCPassive
Some overlap · 6 shared positions
$AXP$TJX$GE$AMGN$CB$MCD
$447M
173 positions
#8Chesley Taft & Associates LLCPassive
Some overlap · 5 shared positions
$PANW$AXP$CB$WM$MKL
$2.4B
370 positions
#9Sandhill Capital Partners LLCActive
Some overlap · 5 shared positions
$PANW$GE$AXP$WM$MCD
$1.2B
95 positions
#10Sun Financial IncPassive
Some overlap · 4 shared positions
$PANW$AXP$TJX$GE
$200M
159 positions
#11McLaughlin Asset Management, Inc.Passive
Some overlap · 4 shared positions
$PANW$AXP$TJX$GE
$105M
91 positions
#12WD RUTHERFORD LLCPassive
Some overlap · 4 shared positions
$PANW$AXP$TJX$GE
$225M
71 positions
#13Bestgate Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$UNIT$PANW$AXP
$55M
45 positions
#14VAN STRUM & TOWNE INC.Passive
Some overlap · 4 shared positions
$PANW$AXP$GE$AMGN
$343M
111 positions
#15Destination Wealth ManagementPassive
Some overlap · 6 shared positions
$AXP$TJX$AFL$WM$MKL$MCD
$3.9B
327 positions
#16Whitaker-Myers Wealth Managers, LTD.Active
Some overlap · 4 shared positions
$UNIT$AXP$PANW$AMGN
$502M
108 positions
#17Ervin Investment Management, LLCActive
Some overlap · 5 shared positions
$UNIT$AXP$GE$MKL$CB
$171M
47 positions
#18Fairfield Financial Advisors, LTDActive
Some overlap · 4 shared positions
$PANW$AXP$GE$AMGN
$290M
72 positions
#19WAYSTONE ADVISORS LLCPassive
Some overlap · 5 shared positions
$UNIT$GE$MKL$AMGN$PANW
$112M
101 positions
#20DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$PANW$AMGN$AFL$CB$WM
$117M
106 positions
#21Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$PANW$TJX$AMGN$AFL
$752M
61 positions
#22LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$PANW$AXP$TJX$MCD
$677M
182 positions
#23BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PANW$TJX$AMGN$CB$WM
$7.8B
1,278 positions
#24Ipswich Investment Management Co., Inc.Passive
Some overlap · 4 shared positions
$PANW$TJX$AMGN$CB
$426M
185 positions
#25Covea FinanceActive
Some overlap · 4 shared positions
$PANW$AXP$TJX$WM
$2.9B
146 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.