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Hedge Funds Similar to Coquina Private Wealth

13F Portfolio OverlapQ2 2026Coquina Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Coquina Private Wealth LLC is an institutional investor managing $147M across 101 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 Coquina Private Wealth are Fund Advisors of America, M. Kulyk & Associates, WASHINGTON BANK, with shared positions in $GLW, $PLTR, $MRVL, $ARM, $EPD, $NEE. The full ranking of 25 similar funds is below.

#1Fund Advisors of America Inc/FLPassive
Some overlap · 5 shared positions
$GLW$PLTR$MRVL$ARM$EPD
$110M
120 positions
#2M. Kulyk & Associates, LLCActive
Some overlap · 3 shared positions
$NEE$PNC$GLW
$613M
113 positions
#3WASHINGTON TRUST BANKPassive
Some overlap · 4 shared positions
$PNC$SBUX$PLTR$GLW
$1.4B
206 positions
#4ORLEANS CAPITAL MANAGEMENT CORP/LAPassive
Some overlap · 4 shared positions
$NEE$GLW$PNC$EPD
$194M
122 positions
#5KERR FINANCIAL PLANNING CorpPassive
Some overlap · 4 shared positions
$GLW$PLTR$MRVL$ARM
$90M
545 positions
#6MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$NEE$PNC$SBUX$MDY
$1.2B
106 positions
#7PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$NEE$PLTR$MRVL$BBN
$219M
125 positions
#8Hilton Head Capital Partners, LLCPassive
Some overlap · 5 shared positions
$GLW$PLTR$ARM$NEE$VZ
$198M
912 positions
#9Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$PNC$GLW$NEE$VZ
$327M
94 positions
#10CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$NEE$GLW$PLTR
$1.5B
118 positions
#11FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 4 shared positions
$GLW$NEE$PNC$VZ
$492M
156 positions
#12Flavin Financial Services, Inc.Passive
Some overlap · 4 shared positions
$NEE$PNC$VZ$SBUX
$175M
81 positions
#13Granite Group Advisors, LLCActive
Some overlap · 3 shared positions
$NEE$PNC$SBUX
$169M
84 positions
#14Insight Inv LLCPassive
Some overlap · 3 shared positions
$PNC$GLW$MRVL
$212M
109 positions
#15Truvestments Capital LLCPassive
Some overlap · 4 shared positions
$GLW$MRVL$NEE$VZ
$673M
1,150 positions
#16CMT Capital Markets Trading GmbHActive
Some overlap · 4 shared positions
$PLTR$SBUX$MRVL$ARM
$11.8B
385 positions
#17Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$GLW$MRVL$PLTR$ARM
$147M
69 positions
#18Community Financial Services Group, LLCPassive
Some overlap · 3 shared positions
$PNC$NEE$GLW
$686M
532 positions
#19NCM Capital Management, LLCPassive
Some overlap · 4 shared positions
$GLW$NEE$MDY$VZ
$324M
194 positions
#20Aspen Wealth Strategies, LLCActive
Some overlap · 4 shared positions
$PNC$SBUX$NEE$VZ
$207M
89 positions
#21HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$GLW$MRVL$PLTR$NEE
$1.1B
115 positions
#22CONNING INC.Passive
Some overlap · 3 shared positions
$GLW$PNC$SBUX
$3.3B
327 positions
#23Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$GLW$PLTR$EPD$VZ
$238M
149 positions
#24LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 3 shared positions
$NEE$GLW$SBUX
$152M
84 positions
#25Park Capital Management, LLC / WIPassive
Some overlap · 4 shared positions
$GLW$MRVL$ARM$MDY
$170M
161 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.