Hedge Funds Similar to Coastline Complete Wealth

13F Portfolio OverlapQ1 2026Coastline Complete Wealth portfolio →

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Most similar hedge funds by 13F overlap

Coastline Complete Wealth LLC is an institutional investor managing $161M across 55 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 Coastline Complete Wealth are BROOKS, MOORE & ASSOCIATES, E6 Portfolios, VISTA INVESTMENT PARTNERS II, with shared positions in $KLAC, $VZ, $NSC, $MSTR, $IBIT. The full ranking of 12 similar funds is below.

#1BROOKS, MOORE & ASSOCIATES, INC.Passive

Slight overlap · 3 shared positions

$223M

114 positions

#2E6 Portfolios, LLCActive

Slight overlap · 3 shared positions

$KLAC $MSTR $IBIT

$125M

97 positions

#3VISTA INVESTMENT PARTNERS II, LLCPassive

Slight overlap · 3 shared positions

$KLAC $MSTR $IBIT

$255M

160 positions

#4Zinnia Wealth Advisory, LLCPassive

Slight overlap · 3 shared positions

$KLAC $VZ $IBIT

$98M

97 positions

#5San Luis Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$KLAC $VZ $IBIT

$665M

187 positions

#6ENCOMPASS WEALTH ADVISORS, LLCActive

Slight overlap · 3 shared positions

$KLAC $VZ $IBIT

$328M

109 positions

#7Truvestments Capital LLCPassive

Slight overlap · 3 shared positions

$KLAC $VZ $IBIT

$673M

1,150 positions

#8TRAPHAGEN INVESTMENT ADVISORS LLCSmart money

Slight overlap · 3 shared positions

$KLAC $VZ $IBIT

$1.4B

219 positions

#9LMR Partners LLPPassive

Slight overlap · 3 shared positions

$MSTR $NSC $IBIT

$26.8B

1,491 positions

#10Mint Tower Capital Management B.V.Active

Slight overlap · 3 shared positions

$MSTR $NSC $IBIT

$871M

346 positions

#11CJM Wealth Advisers, Ltd.Smart money

Slight overlap · 3 shared positions

$KLAC $IBIT $VZ

$381M

78 positions

#12Lauer Wealth, LLCActive

Slight overlap · 3 shared positions

$MSTR $IBIT $VZ

$167M

75 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.