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 Coyle Financial Counsel

13F Portfolio OverlapQ2 2026Coyle Financial Counsel portfolio →

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Most similar hedge funds by 13F overlap

Coyle Financial Counsel LLC is an institutional investor managing $548M across 126 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 Coyle Financial Counsel are Intelligent Financial Strategies, TSG Advice Partners, American National Bank of Texas, with shared positions in $DOV, $MDY, $MCD, $MRVL, $DELL, $CLH. The full ranking of 25 similar funds is below.

#1Intelligent Financial StrategiesSmart money

Notable overlap · 3 shared positions

$DOV $MDY $MCD

$206M

77 positions

#2TSG Advice Partners, LLC

Notable overlap · 3 shared positions

$DOV $MDY $MCD

$667M

135 positions

#3American National Bank of TexasActive

Notable overlap · 3 shared positions

$DOV $MDY $MCD

$109M

52 positions

#4Financial Symmetry IncSmart money

Notable overlap · 3 shared positions

$DOV $MCD $MRVL

$313M

66 positions

#5PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$DOV $DELL $MCD $MRVL

$216M

110 positions

#612th Street Asset Management Company, LLCActive

Notable overlap · 16 shared positions

$DELL $CLH $CRH $SGI $KNX $HQY

$702M

32 positions

#7Weil Company, Inc.Passive

Notable overlap · 3 shared positions

$DOV $MDY $MCD

$580M

134 positions

#8Bernardo Wealth Planning LLCActive

Notable overlap · 4 shared positions

$DOV $MCD $PGR $MRVL

$1.2B

144 positions

#9Albar Capital Partners LLPActive

Notable overlap · 3 shared positions

$DOV $CRH $MAS

$767M

38 positions

#10Newton One Investments LLCActive

Notable overlap · 3 shared positions

$DOV $MCD $MDY

$392M

150 positions

#11Evelyn Partners Asset Management Ltd

Notable overlap · 3 shared positions

$DOV $AZO $MCD

$406M

308 positions

#12Junk Investment Group, LLCActive

Some overlap · 3 shared positions

$DOV $MDY $DELL

$241M

98 positions

#13Powerhouse Assets LLCSmart money

Some overlap · 3 shared positions

$DOV $MDY $MCD

$125M

54 positions

#14Frisch Financial Group, Inc.Passive

Some overlap · 3 shared positions

$DOV $MDY $MCD

$583M

187 positions

#15TECTONIC ADVISORS LLCPassive

Some overlap · 6 shared positions

$DELL $CRH $CLH $SGI $KNX $HQY

$2.2B

277 positions

#16EverSource Wealth Advisors, LLCPassive

Some overlap · 10 shared positions

$DELL $CRH $AZO $POOL $CIEN $PGR

$3.0B

4,392 positions

#17Creekside PartnersPassive

Some overlap · 3 shared positions

$DOV $MDY $MCD

$276M

193 positions

#18Asset Management Group, Inc.Passive

Some overlap · 4 shared positions

$DOV $MDY $DELL $DECK

$683M

137 positions

#19Larry Mathis Financial Planning, LLCPassive

Some overlap · 5 shared positions

$DELL $CRH $KNX $MCD $PGR

$118M

116 positions

#20WMG Financial Advisors, LLCActive

Some overlap · 3 shared positions

$DOV $DELL $MRVL

$265M

105 positions

#21Evanson Asset Management, LLC

Some overlap · 3 shared positions

$DOV $MDY $MCD

$1.9B

321 positions

#22MAIMON WEALTH MANAGEMENT LTD.Active

Some overlap · 3 shared positions

$DOV $DELL $MCD

$130M

80 positions

#23TKG Advisors, LLCPassive

Some overlap · 4 shared positions

$MDY $DELL $CIEN $MCD

$288M

94 positions

#24G&S Capital LLCPassive

Some overlap · 4 shared positions

$MDY $DELL $CIEN $MCD

$345M

157 positions

#25Park Capital Management, LLC / WIPassive

Some overlap · 4 shared positions

$MDY $DELL $CIEN $MRVL

$197M

224 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.