How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Coston, McIsaac & Partners

13F Portfolio OverlapQ2 2026Coston, McIsaac & Partners portfolio →

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Most similar hedge funds by 13F overlap

Coston, McIsaac & Partners is an institutional investor managing $497M across 948 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 Coston, McIsaac & Partners are Windle Wealth, Welch Group, Measured Risk Portfolios, with shared positions in $SO, $ED, $MO, $MCD, $PEP, $UL. The full ranking of 25 similar funds is below.

#1Windle Wealth, LLCActive

Notable overlap · 7 shared positions

$SO $ED $MO $MCD $PEP $UL

$249M

35 positions

#2Welch Group, LLCPassive

Notable overlap · 9 shared positions

$TXN $SO $NEE $MCD $ED $VZ

$2.9B

326 positions

#3Measured Risk Portfolios, Inc.Active

Notable overlap · 8 shared positions

$MO $PM $VZ $KMB $PAYX $TXN

$94M

64 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$PM $MCD $PEP $VZ $SO $MDT

$233M

122 positions

#5Martin Capital Partners, LLCPassive

Notable overlap · 8 shared positions

$TXN $UL $PEP $PAYX $MDT $VZ

$279M

73 positions

#6Carolina Wealth Advisors, LLCPassive

Notable overlap · 8 shared positions

$TXN $MO $PM $VZ $PEP $MDT

$263M

373 positions

#7Kennon-Green & Company, LLCActive

Notable overlap · 8 shared positions

$PM $MO $PEP $MCD $UL $HSY

$131M

42 positions

#8Signature Wealth Management Group

Notable overlap · 9 shared positions

$SO $KMB $PEP $TXN $PAYX $HSY

$263M

128 positions

#9CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 7 shared positions

$TXN $NEE $MCD $VZ $MDT $PEP

$1.1B

157 positions

#10Kinloch Capital, LLCPassive

Notable overlap · 7 shared positions

$MO $PM $NEE $PEP $ED $KMB

$274M

79 positions

#11TrueMark Investments, LLCPassive

Notable overlap · 7 shared positions

$PM $NEE $VZ $PEP $MO $HSY

$798M

187 positions

#12Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$PM $NEE $MCD $PEP $VZ

$513M

70 positions

#13SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$NEE $MCD $KMB $PEP $VZ $MDT

$208M

56 positions

#14Keystone Financial Planning, Inc.Active

Notable overlap · 6 shared positions

$MO $PM $UL $VZ $MDT $MCD

$404M

39 positions

#15VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$SO $PEP $MCD $VZ $MDT $HSY

$203M

58 positions

#16RAHLFS CAPITAL, LLCPassive

Notable overlap · 7 shared positions

$TXN $SO $MCD $VZ $PEP $PM

$150M

89 positions

#17CFC Planning Co LLCPassive

Notable overlap · 4 shared positions

$TXN $PM $MO $VZ

$171M

71 positions

#18OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 6 shared positions

$TXN $SO $PEP $MCD $KMB $PAYX

$2.2B

70 positions

#19Mayflower Financial Advisors, LLCPassive

Notable overlap · 7 shared positions

$MO $MCD $NEE $SO $PEP $VZ

$1.2B

499 positions

#20HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$PM $MO $MCD $PEP $HSY

$252M

43 positions

#21FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 6 shared positions

$MO $NEE $TXN $MCD $SO $VZ

$1.7B

256 positions

#22BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 6 shared positions

$TXN $VZ $PAYX $GIS $HSY $NKE

$235M

33 positions

#23Slocum, Gordon & Co LLPPassive

Notable overlap · 5 shared positions

$NEE $MCD $UL $VZ $SBUX

$143M

66 positions

#24BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 8 shared positions

$MO $PM $VZ $MDT $MCD $HSY

$504M

136 positions

#25EQUITY INVESTMENT CORPActive

Notable overlap · 7 shared positions

$VZ $UL $MDT $INGR $CLX $HSY

$5.2B

76 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.