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Hedge Funds Similar to Coppell Advisory Solutions

13F Portfolio OverlapQ2 2026Coppell Advisory Solutions portfolio →
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Most similar hedge funds by 13F overlap

Coppell Advisory Solutions LLC is an institutional investor managing $1.2B across 553 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 Coppell Advisory Solutions are Palmer Knight, North Growth Ltd., Firsthand, with shared positions in $HOOD, $ELV, $SOLS, $TXN, $IQV, $COHR. The full ranking of 25 similar funds is below.

#1Palmer Knight CoPassive
Some overlap · 4 shared positions
$HOOD$ELV$SOLS$TXN
$260M
36 positions
#2North Growth Management Ltd.Active
Some overlap · 5 shared positions
$IQV$COHR$ELV$WTS$TXN
$743M
48 positions
#3Firsthand Capital Management, Inc.Active
Some overlap · 3 shared positions
$HOOD$SOFI$COHR
$63M
54 positions
#4HARRIS ASSOCIATES L PActive
Some overlap · 5 shared positions
$IQV$ELV$TRGP$SCHW$ABNB
$75.4B
162 positions
#5Oregon Pacific Wealth Management, LLCActive
Some overlap · 5 shared positions
$IQV$ELV$APD$SCHW$ABNB
$108M
114 positions
#6TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$ELV$IQV$APD$SCHW$TXN
$143M
104 positions
#7Nikko Asset Management Americas, Inc.Passive
Some overlap · 3 shared positions
$HOOD$SOFI$ILMN
$7.7B
276 positions
#8Voya Financial Advisors, Inc.Smart money
Some overlap · 6 shared positions
$ELV$IQV$SCHW$APD$LMT$ABNB
$1.1B
208 positions
#9One Wealth Map LLCActive
Some overlap · 5 shared positions
$IQV$ELV$SCHW$APD$ABNB
$220M
106 positions
#10PHILADELPHIA TRUST COActive
Some overlap · 4 shared positions
$SOLS$COHR$IQV$ISRG
$1.6B
269 positions
#11SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 3 shared positions
$HOOD$SOFI$ISRG
$895M
185 positions
#12Trajan Wealth LLCActive
Some overlap · 4 shared positions
$IQV$ELV$SCHW$ABNB
$2.6B
152 positions
#13Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$ELV$O$SCHW$TXN$LMT
$111M
62 positions
#14Maple Capital Management, Inc.Active
Some overlap · 4 shared positions
$MS$APD$TXN$ISRG
$1.7B
130 positions
#15Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$MS$COHR$SCHW$TXN
$1.1B
166 positions
#16SPWM Advisors LLCActive
Some overlap · 5 shared positions
$ELV$IQV$SCHW$APD$ABNB
$108M
90 positions
#17Oakmont Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$COHR$SOLS$SCHW$MS$EMR
$148M
114 positions
#18Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 4 shared positions
$APD$MS$O$IQV
$371M
198 positions
#19Westbourne Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$MS$SOFI$SCHW
$378M
124 positions
#20McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$MS$IQV$SCHW$ISRG$LMT
$1.1B
132 positions
#21Covenant Asset Management, LLCPassive
Some overlap · 3 shared positions
$HOOD$MS$SOFI
$746M
169 positions
#22ROCKLAND TRUST COPassive
Some overlap · 5 shared positions
$ELV$APD$MS$SCHW$TXN
$2.6B
320 positions
#23Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$MS$TRGP$O
$253M
63 positions
#24BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ELV$MS$SCHW$TXN
$529M
72 positions
#25Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$MS$ELV$LMT
$161M
62 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.