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Hedge Funds Similar to TITAN GLOBAL USA

13F Portfolio OverlapQ2 2026TITAN GLOBAL USA portfolio →
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Most similar hedge funds by 13F overlap

TITAN GLOBAL CAPITAL MANAGEMENT USA LLC is an institutional investor managing $785M across 68 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 TITAN GLOBAL USA are North Growth Ltd., Coalescence Partners Investment, Hudson Way, with shared positions in $CIEN, $LITE, $TXN, $TMO, $COHR, $MCO. The full ranking of 25 similar funds is below.

#1North Growth Management Ltd.Active
Notable overlap · 6 shared positions
$CIEN$LITE$TXN$TMO$COHR$MCO
$743M
48 positions
#2Coalescence Partners Investment Management, LPActive
Notable overlap · 4 shared positions
$TDG$SPGI$FICO$MCO
$341M
12 positions
#3Hudson Way Capital Management LLCActive
Notable overlap · 3 shared positions
$TDG$SPGI$TXN
$1.1B
18 positions
#4Tuttle Capital Management, LLCPassive
Notable overlap · 5 shared positions
$CIEN$LITE$COHR$AEVA$VIAV
$230M
253 positions
#5BRISTOL JOHN W & CO INC /NY/Active
Notable overlap · 6 shared positions
$TXN$TMO$TDG$SCHW$SPGI$MCO
$6.8B
62 positions
#6Sandhill Capital Partners LLCActive
Notable overlap · 4 shared positions
$SCHW$UBER$TXN$NOW
$1.2B
98 positions
#7Phraction Management LLCActive
Notable overlap · 6 shared positions
$TDG$TMO$SPGI$TXN$IBIT$ADI
$545M
67 positions
#8M & L Capital Management LtdActive
Notable overlap · 3 shared positions
$CIEN$LITE$COHR
$482M
24 positions
#9YCG, LLCActive
Notable overlap · 4 shared positions
$TDG$SPGI$FICO$MCO
$1.1B
41 positions
#10Intermede Investment Partners LtdActive
Notable overlap · 4 shared positions
$SCHW$UBER$TDG$ADI
$2.4B
30 positions
#11FLOSSBACH VON STORCH SEActive
Notable overlap · 4 shared positions
$SCHW$SPGI$TMO$ADI
$22.1B
106 positions
#12CYPRESS FUNDS LLCActive
Notable overlap · 3 shared positions
$TDG$SPGI$FICO
$314M
14 positions
#13OAKMONT CorpSmart money
Notable overlap · 3 shared positions
$TDG$SPGI$FICO
$503M
31 positions
#14Investidor Profissional Gestao de Recursos Ltda.Active
Notable overlap · 3 shared positions
$TDG$SPGI$FICO
$172M
23 positions
#15Warther Private Wealth, LLCActive
Notable overlap · 4 shared positions
$SCHW$UBER$FICO$NOW
$456M
50 positions
#16CALEDONIA INVESTMENTS PLCActive
Notable overlap · 4 shared positions
$SCHW$TXN$TMO$MCO
$890M
15 positions
#17Aureus Asset Management, LLCPassive
Notable overlap · 4 shared positions
$SCHW$TMO$SPGI$TXN
$1.6B
239 positions
#18Veritas Asset Management LLPActive
Notable overlap · 3 shared positions
$SPGI$TDG$TMO
$5.6B
21 positions
#19LRZ CAPITAL LLCActive
Notable overlap · 3 shared positions
$SPGI$UBER$TMO
$197M
18 positions
#20Advocacy Wealth Management, LLCActive
Notable overlap · 4 shared positions
$UBER$SPGI$SCHW$NOW
$2.8B
151 positions
#21CapitalatWork S.A.Active
Notable overlap · 4 shared positions
$SCHW$UBER$SPGI$NOW
$4.0B
93 positions
#22PYA Waltman Capital, LLCActive
Notable overlap · 3 shared positions
$TDG$SPGI$TXN
$421M
67 positions
#23Skye Global Management LPSmart money
Notable overlap · 4 shared positions
$SPGI$TDG$TMO$MCO
$5.1B
30 positions
#24BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$TXN$SCHW$TMO$SPGI
$529M
72 positions
#25Blume Capital Management, Inc.Passive
Notable overlap · 3 shared positions
$SCHW$UBER$FCX
$678M
357 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.