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Hedge Funds Similar to Jaffetilchin Investment Partners,

13F Portfolio OverlapQ1 2026Jaffetilchin Investment Partners, portfolio →
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Most similar hedge funds by 13F overlap

Jaffetilchin Investment Partners, LLC is an institutional investor managing $1.7B across 461 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 Jaffetilchin Investment Partners, are United Asset Strategies,, Worth Asset ,, Mirova US, with shared positions in $VLTO, $LMT, $WT, $PANW, $SHOP, $NEE. The full ranking of 25 similar funds is below.

#1United Asset Strategies, Inc.Passive
Some overlap · 4 shared positions
$VLTO$LMT$WT$PANW
$1.3B
257 positions
#2Worth Asset Management, LLCPassive
Some overlap · 3 shared positions
$VLTO$LMT$WT
$268M
182 positions
#3Mirova US LLCActive
Some overlap · 5 shared positions
$VLTO$SHOP$NEE$DHR$PANW
$8.8B
42 positions
#4Cravens & Co Advisors, LLCActive
Some overlap · 3 shared positions
$VLTO$WT$SHOP
$154M
64 positions
#5Clearstead Advisors, LLCPassive
Some overlap · 4 shared positions
$VLTO$WT$NEE$DHR
$10.9B
2,241 positions
#6Unify Financial AdvisorsPassive
Some overlap · 4 shared positions
$VLTO$SHOP$NEE$DHR
$96M
89 positions
#7Onyx Bridge Wealth Group LLCPassive
Some overlap · 3 shared positions
$VLTO$WT$PLTR
$930M
373 positions
#8Marion Wealth ManagementPassive
Some overlap · 3 shared positions
$VLTO$WT$NEE
$451M
146 positions
#9BDFS Capital LLCActive
Some overlap · 3 shared positions
$VLTO$WT$NEE
$208M
137 positions
#10Centennial Bank/AR/Passive
Some overlap · 3 shared positions
$VLTO$WT$IBIT
$279M
323 positions
#11Nikulski Financial, Inc.Passive
Some overlap · 5 shared positions
$LMT$WT$PLTR$MCD$PANW
$405M
175 positions
#12DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$VLTO$LMT$DHR$PANW
$117M
106 positions
#13Hobart Private Capital, LLCPassive
Slight overlap · 3 shared positions
$VLTO$WT$SHOP
$509M
132 positions
#14Tuttle Capital Management, LLCPassive
Slight overlap · 5 shared positions
$LMT$SHOP$PLTR$NEE$DHR
$61M
124 positions
#15Modus Advisors, LLCPassive
Slight overlap · 6 shared positions
$LMT$PLTR$NEE$MCD$PANW$IBIT
$363M
117 positions
#16Premier Path Wealth Partners, LLCPassive
Slight overlap · 5 shared positions
$WT$VLTO$LMT$PLTR$SHOP
$767M
398 positions
#17LifePlan Financial, LLCPassive
Slight overlap · 4 shared positions
$VLTO$DHR$MCD$PANW
$135M
83 positions
#18Rare Wolf Capital LLCPassive
Slight overlap · 4 shared positions
$WT$LMT$SHOP$PLTR
$154M
127 positions
#19CHAPMAN FINANCIAL GROUP, LLCPassive
Slight overlap · 4 shared positions
$VLTO$WT$MCD$PANW
$140M
265 positions
#20DiPaolo Financial Group, Inc.Active
Slight overlap · 4 shared positions
$VLTO$NEE$IBIT$MCD
$137M
45 positions
#21AXS Investments LLCActive
Slight overlap · 4 shared positions
$VLTO$WT$PLTR$PANW
$248M
189 positions
#22FIRST FINANCIAL BANKSHARES INCActive
Slight overlap · 4 shared positions
$LMT$VLTO$NEE$MCD
$5.0B
201 positions
#23IAM Advisory, LLCActive
Slight overlap · 4 shared positions
$LMT$WT$PLTR$PANW
$446M
95 positions
#24Grey Ledge Advisors, LLCPassive
Slight overlap · 3 shared positions
$WT$VLTO$LMT
$443M
239 positions
#25CONTINENTAL INVESTORS SERVICES, INC.Active
Slight overlap · 3 shared positions
$VLTO$PLTR$DHR
$106M
81 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.