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Hedge Funds Similar to Coastal Bridge Advisors,

13F Portfolio OverlapQ1 2026Coastal Bridge Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Coastal Bridge Advisors, LLC is an institutional investor managing $1.4B across 446 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 Coastal Bridge Advisors, are BEACON INVESTMENT ADVISORY SERVICES,, Wallington Asset ,, Pictet North America Advisors SA, with shared positions in $IAU, $PANW, $HON, $MS, $GILD, $MU. The full ranking of 25 similar funds is below.

#1BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 5 shared positions
$IAU$PANW$HON$MS$GILD
$2.4B
787 positions
#2Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$IAU$HON$PANW$MU
$752M
61 positions
#3Pictet North America Advisors SAActive
Some overlap · 4 shared positions
$IAU$ASML$JHG$MU
$1.0B
154 positions
#4BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$IAU$ASML$PANW$MU
$437M
115 positions
#5Regency Capital Management Inc.\DEPassive
Some overlap · 4 shared positions
$IAU$ASML$PANW$MKL
$224M
60 positions
#6Entelevest, LLCPassive
Some overlap · 4 shared positions
$IAU$ASML$JHG$MU
$100M
137 positions
#7Fermata Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$MKL$MS$JHG$DKNG
$444M
232 positions
#8Werlinich Asset Management, LLCActive
Some overlap · 5 shared positions
$HON$ASML$MU$PANW$MS
$206M
56 positions
#9Telos Capital Management, Inc.Active
Some overlap · 5 shared positions
$HON$ASML$PANW$MKL$MS
$1.0B
191 positions
#10Wealth Management Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$ASML$MU$PANW
$350M
147 positions
#11Everest Financial Group LLCPassive
Some overlap · 5 shared positions
$IAU$ASML$PANW$MU$JHG
$607M
199 positions
#12MBA Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$JHG$MKL$ASML
$260M
146 positions
#13Pacific Park Financial, Inc.Active
Some overlap · 5 shared positions
$IAU$JHG$MS$BRZE$MU
$153M
73 positions
#14NORTH DALLAS BANK & TRUST COPassive
Some overlap · 4 shared positions
$IAU$HON$PANW$MS
$148M
109 positions
#15China Universal Asset Management Co., Ltd.Passive
Some overlap · 4 shared positions
$IAU$MU$GILD$PANW
$1.3B
502 positions
#16STABLEFORD CAPITAL II LLCPassive
Some overlap · 4 shared positions
$IAU$ASML$GBDC$MU
$269M
144 positions
#17Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$IAU$MU$MKL$BRZE
$578M
118 positions
#18MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 4 shared positions
$IAU$MU$GILD$COF
$420M
237 positions
#19Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$IAU$ASML$PANW$MS
$351M
124 positions
#20WESPAC Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$JHG$MU$GILD
$183M
178 positions
#21Pacific Point Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$ASML$MU
$190M
133 positions
#22Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$MU
$412M
78 positions
#23SAGE RHINO CAPITAL LLCPassive
Some overlap · 4 shared positions
$IAU$JHG$MKL$ASML
$535M
330 positions
#24Generation Capital Management LLCPassive
Some overlap · 4 shared positions
$IAU$JHG$COF$MU
$137M
74 positions
#25TRUE Private Wealth AdvisorsPassive
Some overlap · 4 shared positions
$IAU$RL$MU$JHG
$1.0B
266 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.