13F Pro

Hedge Funds Similar to Coastline

13F Portfolio OverlapQ2 2026Coastline portfolio →
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Most similar hedge funds by 13F overlap

Coastline Trust Co is an institutional investor managing $1.1B across 406 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 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
$297M
103 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
$122M
251 positions
#4Insight Inv LLCPassive
Some overlap · 6 shared positions
$AXP$AMGN$TJX$MS$QCOM$EMR
$212M
109 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
$501M
175 positions
#7Sawyer & Company, IncPassive
Some overlap · 6 shared positions
$AXP$AMGN$TJX$QCOM$EMR$MCD
$298M
202 positions
#8Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$AXP$TJX$CB$MS$QCOM$MCD
$467M
118 positions
#9Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$AXP$AMGN$AFL$CB$EMR$MCD
$1.3B
275 positions
#10Greystone Financial Group, LLCPassive
Some overlap · 7 shared positions
$AMGN$TJX$WM$MS$EMR$MCD
$358M
74 positions
#11PEOPLES FINANCIAL SERVICES CORP.Passive
Some overlap · 6 shared positions
$AXP$AMGN$MS$QCOM$EMR$MCD
$231M
270 positions
#12Tandem Investment Partners LLCPassive
Some overlap · 5 shared positions
$AXP$AMGN$TJX$CB$MDY
$130M
76 positions
#13BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$AXP$AMGN$CB$QCOM$EMR$MCD
$515M
142 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
$219M
95 positions
#16ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$AXP$TJX$AFL$CB$MCD
$1.9B
88 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
$272M
149 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
$655M
161 positions
#23VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 6 shared positions
$AMGN$AFL$CB$QCOM$EMR$MCD
$201M
57 positions
#24Radnor Capital Management, LLCPassive
Some overlap · 5 shared positions
$AXP$AFL$CB$WM$EMR
$712M
312 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.