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 Coign Advisors

13F Portfolio OverlapQ1 2026Coign Advisors portfolio →

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Most similar hedge funds by 13F overlap

Coign Capital Advisors LLC is an institutional investor managing $190M across 80 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 Coign Advisors are Valley Financial Group,, Caldwell Investment Ltd., SVRN Asset ,, with shared positions in $MS, $COP, $GMM, $SCHW, $MCK, $C. The full ranking of 25 similar funds is below.

#1Valley Financial Group, Inc.Active

Notable overlap · 5 shared positions

$MS $COP $GMM $SCHW $MCK

$185M

63 positions

#2Caldwell Investment Management Ltd.Active

Notable overlap · 5 shared positions

$MS $C $MCK $BAC $TMO

$255M

57 positions

#3SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$MS $SCHW $TMO

$103M

37 positions

#4Madrid Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$MS $CB $COP

$133M

70 positions

#5Gratus Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $MCK $ADI $BAC

$691M

138 positions

#6SFAM, LLCActive

Notable overlap · 6 shared positions

$MS $APH $MCK $ORLY $COP $TMO

$108M

269 positions

#7Madson Wealth Advisors IncPassive

Notable overlap · 3 shared positions

$MS $SE $HON

$120M

84 positions

#8Balanced Rock Investment Advisors LLCPassive

Notable overlap · 3 shared positions

$MS $C $SCHW

$143M

96 positions

#9PFS Partners, LLCActive

Notable overlap · 3 shared positions

$MS $CB $HON

$218M

590 positions

#10Capital Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $HON $SCHW

$6.2B

693 positions

#11Objectivity Squared, LLCActive

Notable overlap · 4 shared positions

$MS $UBER $COP $APH

$159M

55 positions

#12ProVise Management Group, LLCPassive

Notable overlap · 8 shared positions

$MS $ADI $C $MCK $COP $PM

$1.4B

261 positions

#13Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$MS $COP $GMM

$453M

103 positions

#14Sterling Manor Financial, LLCActive

Notable overlap · 3 shared positions

$MS $AMD $C

$160M

39 positions

#15Powers Advisory Group, LLCActive

Notable overlap · 3 shared positions

$MS $COP $PM

$284M

125 positions

#16SWEENEY & MICHEL, LLCActive

Notable overlap · 3 shared positions

$MS $SCHW $BAC

$340M

145 positions

#17DAGCO, INC.Passive

Notable overlap · 5 shared positions

$MS $ADI $COP $TMO $ORLY

$461M

353 positions

#18Scott Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $COP $BAC $TMO $C

$493M

58 positions

#19FFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$MS $AXP $ORLY

$552M

99 positions

#20Provenance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $AXP $MCK

$945M

412 positions

#21CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$MS $COP $SCHW

$363M

102 positions

#22Capital Planning LLCActive

Notable overlap · 3 shared positions

$MS $TMO $APH

$307M

82 positions

#23American TrustActive

Notable overlap · 4 shared positions

$MS $APH $SCHW $HON

$1.1B

313 positions

#24DDFG, IncActive

Notable overlap · 5 shared positions

$SE $MS $PM $AMD $BAC

$464M

86 positions

#25Forbes Financial Planning, Inc.Active

Notable overlap · 5 shared positions

$MS $COP $PM $GMM $APH

$173M

38 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.