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Hedge Funds Similar to Aft, Forsyth & Sober,

13F Portfolio OverlapQ1 2026Aft, Forsyth & Sober, portfolio →
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Most similar hedge funds by 13F overlap

Aft, Forsyth & Sober, LLC is an institutional investor managing $328M across 62 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 Aft, Forsyth & Sober, are Telligent Fund,, Benchmark Investment Advisors, Knollwood Investment Advisory,, with shared positions in $PLTR, $KLAC, $ANET, $NOW, $AMD, $PANW. The full ranking of 25 similar funds is below.

#1Telligent Fund, LPActive
Some overlap · 5 shared positions
$PLTR$KLAC$ANET$NOW$AMD
$94M
24 positions
#2Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$PLTR$KLAC$ANET$PANW$NOW
$172M
76 positions
#3Knollwood Investment Advisory, LLCPassive
Some overlap · 7 shared positions
$PLTR$KLAC$PANW$ANET$NOW$AMD
$992M
303 positions
#4Davidson Capital Management Inc.Active
Some overlap · 8 shared positions
$COP$KLAC$MCK$ANET$PANW$MS
$552M
93 positions
#5Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$KLAC$SHW$ANET$PANW
$160M
124 positions
#6Jackson Wealth Management, LLCActive
Some overlap · 4 shared positions
$MDLZ$SHW$KLAC$MS
$972M
148 positions
#7Axecap Investments, LLCPassive
Some overlap · 6 shared positions
$KLAC$MCK$ANET$NRG$MS$AMD
$145M
69 positions
#8SHUTTLEWORTH & CoPassive
Some overlap · 4 shared positions
$SHW$PLTR$ANET$MCK
$111M
52 positions
#9Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$SHW$MDLZ$COP$MS$CME
$139M
62 positions
#10Tuttle Capital Management, LLCPassive
Some overlap · 5 shared positions
$PLTR$HCA$ANET$MS$FTNT
$61M
124 positions
#11Westwood Wealth ManagementActive
Some overlap · 5 shared positions
$PLTR$SHW$PANW$AMD$NOW
$255M
42 positions
#12Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$PLTR$MCK$ANET$KLAC$AMD$MS
$25.6B
60 positions
#13Menard Financial Group LLCActive
Some overlap · 5 shared positions
$PLTR$KLAC$PANW$MCK$AMD
$143M
82 positions
#14PCB Capital LLCPassive
Some overlap · 5 shared positions
$KLAC$MDLZ$WFC$COP$ANET
$63M
101 positions
#15Left Brain Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$ANET$MCK$CME
$255M
79 positions
#16EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$MDLZ$WFC$COP$MS
$1.4B
56 positions
#17ITHAKA GROUP LLCActive
Some overlap · 5 shared positions
$PLTR$ANET$PANW$NOW$AMD
$482M
38 positions
#18Boomfish Wealth Group, LLCPassive
Some overlap · 5 shared positions
$KLAC$ANET$PANW$NOW$FTNT
$187M
87 positions
#19Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$ANET$PLTR$HCA$WFC
$211M
79 positions
#20Titan Wealth (CI) LtdPassive
Some overlap · 3 shared positions
$PLTR$KLAC$ANET
$232M
51 positions
#21BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$KLAC$PLTR$ANET$AMD
$360M
106 positions
#22Nova Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$MDLZ$PLTR$AMD$PANW
$154M
545 positions
#23FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$PLTR$KLAC$HCA$NRG
$399M
173 positions
#24Saudi Central BankPassive
Some overlap · 4 shared positions
$PLTR$SHW$AMD$FTNT
$4.7B
514 positions
#25Wisconsin Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$SHW$FTNT$PANW
$102M
84 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.