13F Pro

Hedge Funds Similar to Coastline

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

Coastline Trust Co is an institutional investor managing $1.1B across 347 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 Coastline are Vertrix Wealth, Ark Wealth Advisors, Curat Global, with shared positions in $AXP, $AMGN, $TJX, $WM, $MS, $EMR. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive
Some overlap · 7 shared positions
$AXP$AMGN$TJX$WM$MS$EMR
$292M
99 positions
#2Ark Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$AXP$AFL$CB$WM$QCOM$EMR
$113M
87 positions
#3Curat Global, LLCPassive
Some overlap · 6 shared positions
$AXP$AMGN$TJX$AFL$CB$EMR
$117M
256 positions
#4Insight Inv LLCPassive
Some overlap · 6 shared positions
$AXP$AMGN$TJX$MS$QCOM$EMR
$210M
108 positions
#5Destination Wealth ManagementPassive
Some overlap · 6 shared positions
$AXP$TJX$AFL$WM$QCOM$MCD
$4.3B
344 positions
#6PLIMOTH TRUST CO LLCPassive
Some overlap · 6 shared positions
$AXP$AMGN$TJX$CB$QCOM$MCD
$537M
178 positions
#7Sawyer & Company, IncPassive
Some overlap · 6 shared positions
$AXP$AMGN$TJX$QCOM$EMR$MCD
$298M
199 positions
#8Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$AXP$TJX$CB$MS$QCOM$MCD
$455M
118 positions
#9Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$AXP$AMGN$AFL$CB$EMR$MCD
$1.4B
275 positions
#10Greystone Financial Group, LLCPassive
Some overlap · 7 shared positions
$AMGN$TJX$WM$MS$EMR$MCD
$360M
73 positions
#11PEOPLES FINANCIAL SERVICES CORP.Passive
Some overlap · 6 shared positions
$AXP$AMGN$MS$QCOM$EMR$MCD
$227M
276 positions
#12Tandem Investment Partners LLCActive
Some overlap · 5 shared positions
$AXP$AMGN$TJX$CB$MDY
$129M
76 positions
#13BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$AXP$AMGN$CB$QCOM$EMR$MCD
$504M
136 positions
#14BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$AMGN$TJX$CB$WM$QCOM$MDY
$8.0B
1,334 positions
#15Bull Street Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$AMGN$TJX$MS$EMR
$221M
92 positions
#16ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$AXP$TJX$AFL$CB$MCD
$2.0B
91 positions
#17CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$AXP$TJX$CB$WM$MS
$1.2B
153 positions
#18GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 5 shared positions
$AXP$AMGN$AFL$QCOM$EMR
$906M
153 positions
#19MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$AMGN$AFL$CB$WM$EMR$MCD
$277M
147 positions
#20Somerset Trust CoPassive
Some overlap · 6 shared positions
$AMGN$AFL$CB$MS$EMR$MCD
$354M
186 positions
#21BCS Private Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$AXP$AMGN$WM$MS$QCOM
$332M
187 positions
#22Clear Trail Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$TJX$AMGN$CB$MCD
$657M
159 positions
#23VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 6 shared positions
$AMGN$AFL$CB$QCOM$EMR$MCD
$203M
58 positions
#24Radnor Capital Management, LLCPassive
Some overlap · 5 shared positions
$AXP$AFL$CB$WM$EMR
$726M
320 positions
#25Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$AXP$AMGN$WM$MS$MCD
$142M
106 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.