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Hedge Funds Similar to Coyle Financial Counsel

13F Portfolio OverlapQ1 2026Coyle Financial Counsel portfolio →
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Most similar hedge funds by 13F overlap

Coyle Financial Counsel LLC is an institutional investor managing $473M across 113 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 Coyle Financial Counsel are NEPC, AA Financial Advisors,, Compass Advisory Group, with shared positions in $COP, $USB, $DOV, $EPAM, $BRZE, $CLH. The full ranking of 25 similar funds is below.

#1NEPC LLCSmart money
Notable overlap · 5 shared positions
$COP$USB$DOV$EPAM$BRZE
$5.0B
51 positions
#2AA Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$COP$DOV$USB
$710M
221 positions
#3Compass Advisory Group LLCActive
Notable overlap · 3 shared positions
$COP$DOV$USB
$374M
86 positions
#4DecisionPoint Financial, LLCActive
Notable overlap · 5 shared positions
$COP$USB$BRZE$DOV$CLH
$464M
679 positions
#5Foundation Wealth Management, LLC\PAActive
Notable overlap · 4 shared positions
$COP$USB$SE$EPAM
$284M
91 positions
#6WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$COP$USB$SE
$508M
107 positions
#7Hilton Capital Management, LLCActive
Notable overlap · 3 shared positions
$COP$USB$CLH
$1.3B
129 positions
#8PRUDENTIAL PLCActive
Notable overlap · 4 shared positions
$COP$USB$SE$DOV
$17.1B
680 positions
#9Longview Financial Advisors LLCActive
Notable overlap · 4 shared positions
$COP$USB$SE$MDY
$184M
157 positions
#10Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$COP$USB$BRZE
$2.1B
152 positions
#11Steele Capital Management, Inc.Active
Notable overlap · 4 shared positions
$COP$USB$MDY$BRZE
$2.4B
86 positions
#12BlueSky Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$COP$USB$MDY
$777M
115 positions
#13American Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$COP$USB$SE$BRZE
$750M
159 positions
#14Gladwyn Financial Advisors, Inc.Active
Notable overlap · 4 shared positions
$COP$USB$SE$MDY
$160M
82 positions
#15TAGStone Capital, Inc.Passive
Notable overlap · 3 shared positions
$COP$USB$SE
$283M
137 positions
#16White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$COP$USB$BRZE
$721M
145 positions
#17Trellis Wealth Advisors LLCSmart money
Notable overlap · 3 shared positions
$COP$BRZE$DOV
$263M
47 positions
#18Greenspring Advisors, LLCActive
Notable overlap · 4 shared positions
$COP$USB$DOV$EPAM
$1.6B
318 positions
#19Evelyn Partners Asset Management LtdPassive
Notable overlap · 4 shared positions
$DOV$USB$AZO$EPAM
$406M
308 positions
#20Pacific Park Financial, Inc.Active
Notable overlap · 3 shared positions
$DOV$COP$BRZE
$153M
73 positions
#21Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 3 shared positions
$COP$BRZE$DOV
$578M
118 positions
#22Lakewood Asset Management LLCPassive
Notable overlap · 3 shared positions
$DOV$COP$AZO
$156M
107 positions
#23Orcam Financial GroupSmart money
Notable overlap · 4 shared positions
$DOV$BRZE$USB$COP
$141M
62 positions
#24BLUELINE ADVISORS LLCActive
Notable overlap · 4 shared positions
$COP$USB$SE$MDY
$129M
217 positions
#25VAN STRUM & TOWNE INC.Passive
Notable overlap · 3 shared positions
$COP$USB$BRZE
$343M
111 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.