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Hedge Funds Similar to Coign Advisors

13F Portfolio OverlapQ2 2026Coign Advisors portfolio →
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Most similar hedge funds by 13F overlap

Coign Capital Advisors LLC is an institutional investor managing $222M across 88 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 Coign Advisors are Athena Wealth, INVESCO, Westbourne Investment Advisors, with shared positions in $C, $PM, $SCHW, $TMO, $COP, $MCK. The full ranking of 25 similar funds is below.

#1Athena Wealth Management, LLCActive
Notable overlap · 7 shared positions
$C$PM$SCHW$TMO$COP$MCK
$139M
103 positions
#2INVESCO, LLCActive
Notable overlap · 6 shared positions
$APH$ADI$TMO$MCK$AXP$NOC
$321M
131 positions
#3Westbourne Investment Advisors, Inc.Passive
Notable overlap · 6 shared positions
$MS$C$CB$UBER$SCHW$PM
$378M
124 positions
#4Parkwood LLCPassive
Notable overlap · 5 shared positions
$APH$C$PM$CB$UBER
$1.4B
72 positions
#5Cullen Capital Management, LLCActive
Notable overlap · 5 shared positions
$MS$C$CB$PM$COP
$10.2B
208 positions
#6Union Heritage Capital, LLCPassive
Notable overlap · 5 shared positions
$APH$MS$ORLY$COP$AXP
$295M
65 positions
#7Elk River Wealth Management, LLCActive
Some overlap · 5 shared positions
$APH$MS$ORLY$UBER$TMO
$628M
103 positions
#8Evercore Wealth Management, LLCActive
Some overlap · 5 shared positions
$MS$CB$APH$TMO$UBER
$7.1B
433 positions
#9Annex Advisory Services, LLCActive
Some overlap · 5 shared positions
$MS$ADI$PM$ORLY$UBER
$6.1B
377 positions
#10HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$ADI$CB$AXP$PM$ORLY
$252M
43 positions
#11Chesley Taft & Associates LLCPassive
Some overlap · 6 shared positions
$APH$CB$AXP$C$TMO$UBER
$2.6B
365 positions
#12Dempze Nancy EPassive
Some overlap · 6 shared positions
$ADI$AXP$UBER$SCHW$MS$CB
$209M
91 positions
#13BAXTER BROS INCPassive
Some overlap · 6 shared positions
$MS$AXP$SCHW$TMO$CB$UBER
$864M
172 positions
#14Keystone Financial ServicesActive
Some overlap · 5 shared positions
$ADI$PM$MCK$SCHW$COP
$388M
131 positions
#15EADS & HEALD WEALTH MANAGEMENTPassive
Some overlap · 5 shared positions
$APH$ADI$AXP$ORLY$TMO
$204M
148 positions
#16HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$APH$CB$TMO$ORLY$UBER
$2.9B
286 positions
#17Dundas Partners LLPActive
Some overlap · 4 shared positions
$APH$ADI$AXP$TMO
$1.4B
31 positions
#18RE ADVISERS CORPActive
Some overlap · 5 shared positions
$C$CB$NOC$CI$COP
$4.0B
124 positions
#19Meiji Yasuda America IncActive
Some overlap · 6 shared positions
$AXP$PM$COP$CB$UBER$ORLY
$764M
57 positions
#20ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$ADI$PM$SCHW$COP$MCK
$1.5B
282 positions
#21ZWJ INVESTMENT COUNSEL INCPassive
Some overlap · 5 shared positions
$CB$AXP$TMO$UBER$NOC
$3.2B
293 positions
#22Asio Capital, LLCActive
Some overlap · 5 shared positions
$APH$C$UBER$AXP$MS
$816M
131 positions
#23ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$C$APH$MS$UBER$TMO
$1.8B
792 positions
#24FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$ADI$PM$SCHW$COP$MCK
$355M
257 positions
#25SOMERVILLE KURT FActive
Some overlap · 5 shared positions
$ADI$AXP$SCHW$UBER$ORLY
$419M
97 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.