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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
$208M
60 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
$110M
56 positions
#4Financial Symmetry IncSmart money
Notable overlap · 3 shared positions
$DOV$MCD$MRVL
$300M
68 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
$568M
133 positions
#8Bernardo Wealth Planning LLCActive
Notable overlap · 4 shared positions
$DOV$MCD$PGR$MRVL
$585M
139 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
$397M
146 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
$226M
97 positions
#13Powerhouse Assets LLCSmart money
Some overlap · 3 shared positions
$DOV$MDY$MCD
$123M
57 positions
#14Frisch Financial Group, Inc.Passive
Some overlap · 3 shared positions
$DOV$MDY$MCD
$583M
187 positions
#15TECTONIC ADVISORS LLCActive
Some overlap · 6 shared positions
$DELL$CRH$CLH$SGI$KNX$HQY
$2.1B
289 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
$131M
150 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.Passive
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
155 positions
#25Park Capital Management, LLC / WIPassive
Some overlap · 4 shared positions
$MDY$DELL$CIEN$MRVL
$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.