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Hedge Funds Similar to Coastwise Group

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

Coastwise Capital Group, LLC is an institutional investor managing $172M across 143 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 Coastwise Group are EDGAR LOMAX, Pacer Advisors, Miramar, with shared positions in $PFE, $BMY, $SBUX, $T, $LMT, $GD. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 9 shared positions
$PFE$BMY$SBUX$T$LMT$GD
$1.3B
58 positions
#2Pacer Advisors, Inc.Passive
Notable overlap · 8 shared positions
$BMY$VZ$PFE$T$QCOM$GD
$39.3B
2,614 positions
#3Miramar Capital, LLCPassive
Notable overlap · 7 shared positions
$VZ$QCOM$BMY$LMT$GD$PEP
$455M
57 positions
#4Wealth Advisors of Tampa Bay, LLCPassive
Notable overlap · 7 shared positions
$VZ$BMY$T$LMT$GD$PFE
$327M
94 positions
#5BCWM, LLCPassive
Some overlap · 6 shared positions
$VZ$PFE$BMY$T$LMT$PEP
$342M
57 positions
#6KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 8 shared positions
$T$PFE$VZ$QCOM$BMY$AMGN
$214M
185 positions
#7Optimist Retirement Group LLCActive
Some overlap · 6 shared positions
$VZ$QCOM$PFE$BMY$LMT$PEP
$259M
118 positions
#8Canal Insurance COActive
Some overlap · 6 shared positions
$VZ$PFE$BMY$LMT$GD$ABT
$456M
76 positions
#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$VZ$SBUX$T$LMT$GD$PEP
$233M
122 positions
#10CHRISTINE MESSMER PCActive
Some overlap · 7 shared positions
$VZ$LMT$GD$AMGN$PEP$QCOM
$177M
86 positions
#11Tortuga Wealth Management, IncPassive
Some overlap · 7 shared positions
$VZ$QCOM$SBUX$AMGN$T$BMY
$132M
135 positions
#12Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 6 shared positions
$VZ$PFE$BMY$AMGN$PEP$ABT
$513M
70 positions
#13Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$VZ$PFE$SBUX$BA$AMGN$CRM
$223M
81 positions
#14P.A.W. CAPITAL CORPPassive
Some overlap · 6 shared positions
$VZ$PFE$BMY$AMGN$PEP$ABT
$133M
66 positions
#15NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 6 shared positions
$VZ$QCOM$T$LMT$AMGN$ABT
$863M
131 positions
#16Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$VZ$PFE$SBUX$T$LMT
$151M
70 positions
#17Crescent Sterling, Ltd.Passive
Some overlap · 7 shared positions
$VZ$QCOM$AMGN$LMT$PEP$ABT
$112M
85 positions
#18InvesTrustPassive
Some overlap · 6 shared positions
$VZ$BMY$SBUX$PFE$BA$PEP
$260M
95 positions
#19Ranch Capital Advisors Inc.Passive
Some overlap · 6 shared positions
$VZ$T$GD$PFE$AMGN$PEP
$316M
157 positions
#201834 INVESTMENT ADVISORS COPassive
Some overlap · 5 shared positions
$VZ$PFE$BMY$T$QCOM
$883M
211 positions
#21Welch Group, LLCPassive
Some overlap · 5 shared positions
$VZ$PFE$QCOM$LMT$PEP
$2.9B
326 positions
#22Ally Financial Inc.Active
Some overlap · 6 shared positions
$VZ$PFE$BA$PEP$ABT$CRM
$775M
131 positions
#23Patrick Mauro Investment Advisor, INC.Active
Some overlap · 5 shared positions
$VZ$PFE$BMY$LMT$PEP
$199M
38 positions
#24Harvest Investment Advisors, LLCActive
Some overlap · 6 shared positions
$QCOM$BMY$LMT$GD$AMGN$ABT
$202M
58 positions
#25Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$PFE$QCOM$BA$VZ$T
$160M
124 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.