Hedge Funds Similar to Kovack Advisors

13F Portfolio OverlapQ2 2026Kovack Advisors portfolio →

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Most similar hedge funds by 13F overlap

Kovack Advisors, Inc. is an institutional investor managing $2.1B across 1,070 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 Kovack Advisors are Mountain Investment Advisors, Wedbush Fund Advisers, Newbridge Financial Services Group, with shared positions in $PSLV, $PLTR, $NBIS, $CRWD, $NOW. The full ranking of 25 similar funds is below.

#1Mountain Capital Investment Advisors Inc.Smart money

Some overlap · 4 shared positions

$PSLV $PLTR $NBIS $CRWD

$702M

95 positions

#2Wedbush Fund Advisers, LLCActive

Slight overlap · 4 shared positions

$PLTR $NBIS $NOW $CRWD

$1.1B

103 positions

#3Newbridge Financial Services Group, Inc.Passive

Slight overlap · 4 shared positions

$PLTR $NBIS $NOW $CRWD

$868M

1,314 positions

#4PRAKASH INVESTMENT ADVISORS LLCActive

Slight overlap · 4 shared positions

$PLTR $NBIS $NOW $CRWD

$165M

86 positions

#5Balboa Wealth PartnersPassive

Slight overlap · 4 shared positions

$PLTR $NBIS $CRWD $NOW

$748M

467 positions

#66th Street Advisors, LLCActive

Slight overlap · 3 shared positions

$PLTR $NBIS $NOW

$173M

61 positions

#7Meadowbrook Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$PLTR $NBIS $CRWD

$95M

72 positions

#8SBI Securities Co., Ltd.Passive

Slight overlap · 3 shared positions

$PLTR $NBIS $CRWD

$4.4B

4,126 positions

#9Greenline Wealth Management LLCPassive

Slight overlap · 3 shared positions

$PLTR $NBIS $CRWD

$122M

131 positions

#10Kultura Capital Management LPActive

Slight overlap · 3 shared positions

$PLTR $NBIS $CRWD

$553M

66 positions

#11TTRF Capital LtdActive

Slight overlap · 3 shared positions

$PLTR $NBIS $CRWD

$152M

13 positions

#12Palacios Wealth Management, LLCSmart money

Slight overlap · 3 shared positions

$PLTR $NBIS $CRWD

$169M

76 positions

#13Prospect Financial Services LLCPassive

Slight overlap · 3 shared positions

$PLTR $NBIS $CRWD

$197M

115 positions

#14Faithward Advisors, LLCPassive

Slight overlap · 3 shared positions

$PLTR $NBIS $CRWD

$819M

339 positions

#15SLT Holdings LLCPassive

Slight overlap · 3 shared positions

$PLTR $NBIS $CRWD

$171M

155 positions

#16Perennial Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$PLTR $NBIS $CRWD

$1.5B

585 positions

#17RHODES INVESTMENT ADVISORS INC /ADVPassive

Slight overlap · 3 shared positions

$PLTR $NOW $CRWD

$141M

124 positions

#18Avalon Global Asset Management LLCActive

Slight overlap · 3 shared positions

$PLTR $NOW $CRWD

$917M

38 positions

#19ITHAKA GROUP LLCActive

Slight overlap · 3 shared positions

$PLTR $NOW $CRWD

$551M

40 positions

#20Kessler Investment Group, LLCPassive

Slight overlap · 3 shared positions

$PLTR $NOW $CRWD

$207M

82 positions

#21Oribel Capital Management, LPPassive

Slight overlap · 3 shared positions

$PLTR $NOW $CRWD

$3.3B

143 positions

#22RPG Investment Advisory, LLCPassive

Slight overlap · 3 shared positions

$PLTR $NOW $CRWD

$540M

85 positions

#23Canvas Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$PLTR $NOW $CRWD

$717M

251 positions

#24Benchmark Investment Advisors LLCActive

Slight overlap · 3 shared positions

$PLTR $NOW $CRWD

$228M

70 positions

#25TITLEIST ASSET MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$PLTR $NOW $CRWD

$1.5B

428 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.