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Hedge Funds Similar to Coastal Bridge Advisors

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

Coastal Bridge Advisors, LLC is an institutional investor managing $1.6B across 471 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 Coastal Bridge Advisors are EverSource Wealth Advisors, MBA Advisors, Vision, with shared positions in $IAU, $ASML, $CRWD, $BX, $AMGN, $PEP. The full ranking of 25 similar funds is below.

#1EverSource Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$ASML$CRWD$BX
$3.0B
4,392 positions
#2MBA Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$ASML$AMGN$PEP
$297M
166 positions
#3Vision Capital Management, Inc.Active
Some overlap · 5 shared positions
$IAU$HON$HONA$COF$AMGN
$876M
156 positions
#4Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$IAU$HON$HONA$AMGN$PEP
$227M
73 positions
#5Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$IAU$HON$HONA$AMGN$PEP
$814M
61 positions
#6Union Square Park Capital Management, LLCActive
Some overlap · 4 shared positions
$LION$ASML$HONA$ABNB
$278M
60 positions
#7Madson Wealth Advisors IncActive
Some overlap · 4 shared positions
$ASML$IAU$HON$HONA
$147M
97 positions
#8Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$CRWD
$819M
339 positions
#9MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 4 shared positions
$IAU$GILD$CRWD$COF
$466M
250 positions
#10Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$ABNB
$490M
80 positions
#11ADKINS SEALE CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$AMGN
$112M
236 positions
#12Equity Wealth Partners, LLCActive
Some overlap · 5 shared positions
$ASML$HON$HONA$CRWD$PEP
$278M
109 positions
#13Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$ASML$AMGN$PEP
$304M
194 positions
#14DMC Group, LLCPassive
Some overlap · 4 shared positions
$ASML$IAU$GILD$AMGN
$146M
128 positions
#15STABLEFORD CAPITAL II LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$GBDC
$289M
147 positions
#16Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 4 shared positions
$IAU$HON$HONA$ASML
$362M
116 positions
#17Werlinich Asset Management, LLCActive
Some overlap · 5 shared positions
$ASML$CRWD$HON$HONA$BX
$262M
58 positions
#18HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$ASML$HON$HONA$CRWD$PEP
$1.7B
479 positions
#19BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$IAU$ASML$BX
$1.5B
234 positions
#20SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 3 shared positions
$IAU$GBDC$CRWD
$2.1B
218 positions
#21Blossom Wealth ManagementActive
Some overlap · 4 shared positions
$IAU$ASML$AMGN$PEP
$71M
72 positions
#22Avory & Company, LLCActive
Some overlap · 4 shared positions
$IAU$LZ$ABNB$BX
$80M
32 positions
#23BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ASML$IAU$CRWD
$543M
140 positions
#24SENTINEL TRUST CO LBASmart money
Some overlap · 3 shared positions
$IAU$ASML$PEP
$1.1B
136 positions
#25Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$AMGN
$710M
193 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.