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Hedge Funds Similar to Coastwise Group,

13F Portfolio OverlapQ1 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 Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Coastwise Group, are MAPLELANE ,, EDGAR LOMAX /VA, Cohen Investment Advisors, with shared positions in $NTRA, $LRCX, $BA, $PFE, $T, $LMT. The full ranking of 25 similar funds is below.

#1MAPLELANE CAPITAL, LLCActive
Notable overlap · 3 shared positions
$NTRA$LRCX$BA
$2.8B
64 positions
#2EDGAR LOMAX CO/VAActive
Notable overlap · 9 shared positions
$PFE$T$LMT$BMY$SBUX$KO
$1.4B
56 positions
#3Cohen Investment Advisors LLCPassive
Some overlap · 8 shared positions
$VZ$PFE$BA$SBUX$KO$BAC
$210M
79 positions
#4Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 7 shared positions
$VZ$T$LMT$BMY$PFE$GD
$302M
93 positions
#5Argyle Capital Management, LLCPassive
Some overlap · 7 shared positions
$VZ$PFE$T$BMY$KO$BAC
$308M
137 positions
#6EXCALIBUR MANAGEMENT CORPPassive
Some overlap · 7 shared positions
$VZ$PFE$T$KO$BAC$BMY
$278M
160 positions
#7Griffith & Werner, Inc.Active
Some overlap · 6 shared positions
$VZ$PFE$T$LMT$KO$BAC
$202M
72 positions
#8Persium Advisors, LLCActive
Some overlap · 5 shared positions
$LRCX$VZ$PFE$T$GD
$127M
60 positions
#9NEW ENGLAND ASSET MANAGEMENT INCActive
Some overlap · 7 shared positions
$VZ$T$LMT$KKR$KO$BAC
$786M
99 positions
#10KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 6 shared positions
$VZ$PFE$T$BMY$LMT$AMGN
$188M
174 positions
#11Kerusso Capital Management LLCPassive
Some overlap · 6 shared positions
$VZ$PFE$LMT$BMY$KO$AMGN
$200M
53 positions
#12Rayburn West Financial Services LLCPassive
Some overlap · 8 shared positions
$LMT$VZ$GD$PFE$BAC$KO
$170M
82 positions
#13Carolina Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$VZ$LRCX$LMT$BMY$KO$AMGN
$240M
278 positions
#14VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$VZ$T$BMY$PFE$KO$BAC
$976M
142 positions
#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$VZ$T$LMT$SBUX$KO$GD
$220M
148 positions
#16Adams Asset Advisors, LLCActive
Some overlap · 6 shared positions
$VZ$PFE$T$BMY$BAC$AMGN
$891M
88 positions
#17Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$VZ$PFE$BMY$KO$BAC$AMGN
$223M
109 positions
#18Principal Street Partners, LLCPassive
Some overlap · 6 shared positions
$VZ$T$LMT$BMY$KO$AMGN
$613M
247 positions
#19Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$LRCX$VZ$T$BAC$AMGN
$160M
124 positions
#20First City Capital Management, Inc.Passive
Some overlap · 7 shared positions
$VZ$LMT$KO$BAC$DIA$BMY
$189M
160 positions
#21Ranch Capital Advisors Inc.Passive
Some overlap · 6 shared positions
$VZ$T$PFE$KKR$GD$AMGN
$277M
154 positions
#22Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$VZ$PFE$T$LMT$SBUX
$147M
64 positions
#23BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$VZ$LMT$BMY$SBUX$KO$AMGN
$480M
133 positions
#24Arnhold LLCActive
Some overlap · 5 shared positions
$VZ$PFE$T$BMY$BAC
$1.4B
118 positions
#25Willis Investment CounselActive
Some overlap · 5 shared positions
$VZ$PFE$T$LMT$GD
$1.8B
123 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.