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Hedge Funds Similar to Coordinated Financial Services,

13F Portfolio OverlapQ1 2026Coordinated Financial Services, portfolio →
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Most similar hedge funds by 13F overlap

Coordinated Financial Services, Inc. is an institutional investor managing $174M across 176 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 Coordinated Financial Services, are Creekside Partners, Zhang Financial, Clarity Advisors,, with shared positions in $SE, $DOV, $KKR, $BRZE, $UNIT, $SCHW. The full ranking of 25 similar funds is below.

#1Creekside PartnersPassive
Notable overlap · 8 shared positions
$SE$DOV$KKR$BRZE$UNIT$SCHW
$243M
183 positions
#2Zhang Financial LLCActive
Notable overlap · 7 shared positions
$DOV$KKR$BRZE$UNIT$SNOW$COP
$2.9B
367 positions
#3Clarity Capital Advisors, LLCActive
Some overlap · 7 shared positions
$KKR$BRZE$USB$UNIT$SCHW$SNOW
$215M
95 positions
#4White Lighthouse Investment Management Inc.Active
Some overlap · 7 shared positions
$KKR$BRZE$USB$UNIT$SCHW$SNOW
$721M
145 positions
#5FIDUCIARY ADVISORS, INC.Active
Some overlap · 8 shared positions
$KKR$BRZE$USB$UNIT$BAC$DOV
$133M
121 positions
#6Ballast Financial Advisors LLCActive
Some overlap · 7 shared positions
$DOV$USB$KKR$UNIT$BAC$BRZE
$98M
68 positions
#7Breakwater Investment ManagementPassive
Some overlap · 5 shared positions
$DOV$KKR$BRZE$SCHW$SNOW
$269M
506 positions
#8Dodds Wealth, LLCSmart money
Some overlap · 6 shared positions
$SE$BRZE$USB$KKR$SCHW$DOV
$407M
51 positions
#9AA Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$DOV$KKR$USB$SCHW$COP
$710M
221 positions
#10Catalyst Investment Management LLCPassive
Some overlap · 5 shared positions
$DOV$SE$KKR$SCHW$BAC
$90M
65 positions
#11Sagace Wealth Management LLCPassive
Some overlap · 6 shared positions
$KKR$BRZE$USB$UNIT$SNOW$COP
$149M
70 positions
#12Silver Coast Investments LLCActive
Some overlap · 6 shared positions
$DOV$USB$UNIT$SCHW$SNOW$BRZE
$313M
119 positions
#13LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$DOV$KKR$BRZE$LEN$UNIT$BAC
$595M
360 positions
#14Coyle Financial Counsel LLCActive
Some overlap · 5 shared positions
$DOV$BRZE$USB$SE$COP
$473M
113 positions
#15Sage Investment Counsel LLCPassive
Some overlap · 7 shared positions
$DOV$USB$BAC$UNIT$SCHW$BRZE
$90M
127 positions
#16Sterling Financial Planning, Inc.Active
Some overlap · 6 shared positions
$SE$KKR$UNIT$SCHW$SNOW$COP
$337M
117 positions
#17Addison Capital CoPassive
Some overlap · 5 shared positions
$DOV$SE$SNOW$SCHW$COP
$562M
182 positions
#18O'ROURKE & COMPANY, IncPassive
Some overlap · 6 shared positions
$KKR$USB$UNIT$SCHW$SNOW$BRZE
$253M
171 positions
#19Merited Wealth, LLCPassive
Some overlap · 5 shared positions
$DOV$KKR$UNIT$SE$LEN
$121M
79 positions
#20TrustWell Financial Advisors, LLCActive
Some overlap · 6 shared positions
$DOV$SE$USB$SNOW$BRZE$COP
$106M
70 positions
#21HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 5 shared positions
$DOV$BRZE$USB$KKR$WFC
$212M
59 positions
#22HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DOV$KKR$BRZE$SCHW
$238M
142 positions
#23PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$BRZE$USB$UNIT$SCHW$SNOW$COP
$1.4B
283 positions
#24XY Planning Network, Inc.Passive
Some overlap · 6 shared positions
$BRZE$USB$DOV$SNOW$LEN$COP
$626M
273 positions
#253EDGE Asset Management, LPSmart money
Some overlap · 4 shared positions
$DOV$SE$BRZE$UNIT
$2.1B
91 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.