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Hedge Funds Similar to Koesten, Hirschmann & Crabtree

13F Portfolio OverlapQ2 2026Koesten, Hirschmann & Crabtree portfolio →
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Most similar hedge funds by 13F overlap

Koesten, Hirschmann & Crabtree, INC. is an institutional investor managing $240M across 52 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 Koesten, Hirschmann & Crabtree are Titan Investment, Brindle & Bay Financial Advisors, PineStone Asset, with shared positions in $DELL, $PEP, $CL, $JKHY. The full ranking of 3 similar funds is below.

#1Titan Investment Management LLCActive
Some overlap · 3 shared positions
$DELL$PEP$CL
$135M
38 positions
#2Brindle & Bay Financial Advisors, LLCActive
Some overlap · 3 shared positions
$CL$PEP$DELL
$200M
86 positions
#3PineStone Asset Management Inc.Active
Slight overlap · 3 shared positions
$PEP$CL$JKHY
$16.2B
44 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.