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 Coquina Private Wealth

13F Portfolio OverlapQ1 2026Coquina Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Coquina Private Wealth LLC is an institutional investor managing $124M across 96 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 Coquina Private Wealth are AMERICAN FINANCIAL & TAX STRATEGIES, Clarus Wealth Advisors, Gladwyn Financial Advisors,, with shared positions in $NTRB, $UNIT, $REGN, $DDOG, $PLTR, $AMD. The full ranking of 25 similar funds is below.

#1AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 4 shared positions

$NTRB $UNIT $REGN $DDOG

$206M

97 positions

#2Clarus Wealth AdvisorsPassive

Notable overlap · 7 shared positions

$NTRB $REGN $PLTR $AMD $MAR $MS

$235M

88 positions

#3Gladwyn Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$NTRB $UNIT $NEE $MDY $VZ

$160M

82 positions

#4Black Diamond Financial, LLCActive

Notable overlap · 4 shared positions

$NTRB $UNIT $DDOG $MAR

$916M

185 positions

#5Praetorian Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$NTRB $UNIT $MAR $EPD

$526M

77 positions

#6WAYSTONE ADVISORS LLCPassive

Notable overlap · 3 shared positions

$NTRB $UNIT $PANW

$112M

101 positions

#7ASSETMARK, INCPassive

Notable overlap · 3 shared positions

$NTRB $UNIT $VZ

$49.0B

3,443 positions

#8Center For Asset Management LLCPassive

Notable overlap · 5 shared positions

$NTRB $UNIT $NEE $GLW $VZ

$201M

144 positions

#9Zeit Capital LLCActive

Notable overlap · 3 shared positions

$NTRB $UNIT $PLTR

$149M

52 positions

#10Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$NTRB $NEE $MS $MAR

$151M

97 positions

#11Strategic Investment Advisors / MIPassive

Notable overlap · 3 shared positions

$NTRB $UNIT $VZ

$1.4B

386 positions

#12Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$NTRB $DDOG $MS $UNIT

$109M

1,311 positions

#13TFB Advisors LLCPassive

Notable overlap · 3 shared positions

$NTRB $UNIT $AMD

$191M

180 positions

#14CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive

Notable overlap · 4 shared positions

$NTRB $PLTR $REGN $MAR

$239M

97 positions

#15Clifford Group, LLCActive

Notable overlap · 4 shared positions

$NTRB $MS $NEE $MAR

$130M

80 positions

#16Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$NTRB $UNIT $AMD

$116M

80 positions

#17Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$NTRB $DDOG $MAR $NEE

$302M

51 positions

#18McClarren Financial Advisors, Inc.Active

Some overlap · 4 shared positions

$NTRB $UNIT $MAR $SBUX

$169M

79 positions

#19IFC Advisors LLCActive

Some overlap · 3 shared positions

$NTRB $NEE $MS

$699M

158 positions

#20FC Advisory LLCActive

Some overlap · 3 shared positions

$NTRB $MS $DDOG

$342M

115 positions

#21Gratus Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$NTRB $MS $MAR

$691M

138 positions

#22Merited Wealth, LLCPassive

Some overlap · 3 shared positions

$NTRB $UNIT $MS

$121M

79 positions

#23PETREDIS INVESTMENT ADVISORS LLCActive

Some overlap · 3 shared positions

$NTRB $MAR $AMD

$1.2B

108 positions

#24Alexis Investment Partners, LLCActive

Some overlap · 3 shared positions

$NTRB $MAR $MDY

$145M

35 positions

#25Blackston Financial Advisory Group, LLCActive

Some overlap · 3 shared positions

$NTRB $MAR $MDY

$160M

106 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.