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Hedge Funds Similar to Silver Coast Investments

13F Portfolio OverlapQ1 2026Silver Coast Investments portfolio →
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Most similar hedge funds by 13F overlap

Silver Coast Investments LLC is an institutional investor managing $313M across 119 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 Silver Coast Investments are Fairway Financial,, Efficient Advisors,, LifeGoal Investments,, with shared positions in $MS, $UNIT, $AMAT, $SNOW, $SCHW, $BRZE. The full ranking of 25 similar funds is below.

#1Fairway Financial, LLCActive
Substantial overlap · 3 shared positions
$MS$UNIT$AMAT
$132M
23 positions
#2Efficient Advisors, LLCActive
Substantial overlap · 5 shared positions
$UNIT$SNOW$SCHW$BRZE$DOV
$1.4B
58 positions
#3LifeGoal Investments, LLCPassive
Substantial overlap · 4 shared positions
$MS$SNOW$USB$DDOG
$175M
112 positions
#4Discipline Wealth Solutions, LLCActive
Substantial overlap · 5 shared positions
$UNIT$SNOW$SCHW$BRZE$DOV
$950M
192 positions
#5SVRN Asset Management, LLCActive
Substantial overlap · 5 shared positions
$MS$SCHW$UNIT$DDOG$BRZE
$103M
37 positions
#6Scott Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$MS$SNOW$DDOG$USB
$493M
58 positions
#7Marmo Financial Group, LLCActive
Notable overlap · 4 shared positions
$UNIT$SNOW$HSY$AFL
$202M
38 positions
#8Madrid Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$MS$SNOW$USB
$133M
70 positions
#9Marotta Asset ManagementActive
Notable overlap · 5 shared positions
$UNIT$SNOW$SCHW$LMT$DE
$543M
103 positions
#10Balanced Rock Investment Advisors LLCPassive
Notable overlap · 4 shared positions
$MS$SNOW$SCHW$GILD
$143M
96 positions
#11Grey Fox Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$SNOW$UNIT$SCHW$DDOG$BRZE
$518M
140 positions
#12American TrustActive
Notable overlap · 5 shared positions
$SNOW$MS$SCHW$CMI$DE
$1.1B
313 positions
#13TME FINANCIAL, INC.Passive
Notable overlap · 5 shared positions
$MS$UNIT$USB$DDOG$SNOW
$144M
65 positions
#14Valley Financial Group, Inc.Active
Notable overlap · 5 shared positions
$MS$SNOW$SCHW$DDOG$BRZE
$185M
63 positions
#15CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 5 shared positions
$MS$USB$SCHW$LMT$DDOG
$363M
102 positions
#16FC Advisory LLCActive
Notable overlap · 7 shared positions
$SNOW$MS$SCHW$DDOG$USB$DOV
$342M
115 positions
#17Retirement Investment Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$SNOW$UNIT$DDOG$BRZE
$1.2B
67 positions
#18Provident Wealth Management, LLCActive
Notable overlap · 3 shared positions
$MS$SNOW$UNIT
$331M
134 positions
#19Pearl Planning LLCActive
Notable overlap · 3 shared positions
$SNOW$MS$UNIT
$187M
52 positions
#20Powers Advisory Group, LLCActive
Notable overlap · 5 shared positions
$MS$USB$SNOW$LMT$DE
$284M
125 positions
#21truNorth Financial Services, Inc.Active
Notable overlap · 4 shared positions
$MS$UNIT$LRCX$DE
$97M
49 positions
#2225 LLCActive
Notable overlap · 5 shared positions
$UNIT$USB$DDOG$BRZE$LOW
$324M
69 positions
#23KOM Wealth Management Group, LLCActive
Notable overlap · 3 shared positions
$MS$SCHW$BRZE
$147M
89 positions
#24Systelligence, LLCPassive
Notable overlap · 5 shared positions
$MS$SNOW$USB$DOV$SIVR
$514M
56 positions
#25TrueWealth Financial PartnersActive
Notable overlap · 5 shared positions
$UNIT$SCHW$SNOW$DOV$ASML
$251M
66 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.