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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 Neumann, Wilson & Boucher, BCR Wealth Strategies, with shared positions in $DOV, $WFC, $PFE, $MS, $SYK, $HON. The full ranking of 25 similar funds is below.

#1Neumann Capital Management, LLCActive
Notable overlap · 4 shared positions
$DOV$WFC$PFE$MS
$151M
58 positions
#2Wilson & Boucher Capital Management, LLCPassive
Notable overlap · 5 shared positions
$DOV$WFC$SYK$HON$PEP
$170M
121 positions
#3BCR Wealth Strategies, LLCSmart money
Some overlap · 3 shared positions
$DOV$WFC$PEP
$356M
32 positions
#4Silver Oak Advisory Group, Inc.Active
Some overlap · 3 shared positions
$DOV$WFC$MDY
$254M
86 positions
#5TSG Advice Partners, LLC
Some overlap · 5 shared positions
$DOV$MDY$PFE$TMUS$PEP
$667M
135 positions
#6Newton One Investments LLCActive
Some overlap · 4 shared positions
$DOV$PEP$MS$MDY
$397M
146 positions
#7Financial Plan, Inc.Smart money
Some overlap · 4 shared positions
$DOV$SLV$BA$MS
$1.1B
95 positions
#8HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$DOV$WFC$BA
$244M
65 positions
#9SCS Capital Management LLCActive
Some overlap · 3 shared positions
$DOV$MDY$MS
$10.6B
485 positions
#10Vantage Point Financial LLCPassive
Some overlap · 3 shared positions
$DOV$SLV$PFE
$328M
188 positions
#11American National Bank of TexasActive
Some overlap · 3 shared positions
$DOV$MDY$HON
$110M
56 positions
#12Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$MDY$PFE
$418M
232 positions
#13Barry Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$PFE$PEP
$478M
102 positions
#14PROFFITT & GOODSON INCActive
Some overlap · 3 shared positions
$DOV$PEP$PFE
$728M
298 positions
#15FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$DOV$PFE$BA
$149M
155 positions
#16Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$SLV$UPS
$166M
570 positions
#17Goldstone Financial Group, LLCPassive
Some overlap · 3 shared positions
$DOV$MS$BA
$1.1B
243 positions
#18Intelligent Financial StrategiesSmart money
Some overlap · 4 shared positions
$DOV$MDY$PEP$PFH
$208M
60 positions
#19Prentice Wealth Management LLCActive
Some overlap · 3 shared positions
$DOV$BX$WFC
$484M
126 positions
#20Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$DOV$BA$WFC
$637M
125 positions
#21Frisch Financial Group, Inc.Passive
Some overlap · 3 shared positions
$DOV$MDY$MS
$583M
187 positions
#22Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$DOV$MDY$WFC
$226M
97 positions
#23Breakwater Investment ManagementPassive
Some overlap · 3 shared positions
$DOV$MDY$BA
$294M
600 positions
#24New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$DOV$SLV$PFE
$268M
50 positions
#25Bernardo Wealth Planning LLCActive
Some overlap · 3 shared positions
$DOV$BX$WFC
$585M
139 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.