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Hedge Funds Similar to TITLEIST ASSET ,

13F Portfolio OverlapQ1 2026TITLEIST ASSET , portfolio →
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Most similar hedge funds by 13F overlap

TITLEIST ASSET MANAGEMENT, LLC is an institutional investor managing $1.3B across 396 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 TITLEIST ASSET , are Lauer Wealth,, Prospect Financial Services, KRAEMATON INVESTMENT ADVISORS,, with shared positions in $ARKO, $MAR, $PLTR, $UPST, $USB, $IBIT. The full ranking of 25 similar funds is below.

#1Lauer Wealth, LLCActive
Notable overlap · 11 shared positions
$ARKO$MAR$PLTR$UPST$USB$IBIT
$126M
67 positions
#2Prospect Financial Services LLCPassive
Some overlap · 7 shared positions
$PLTR$HUM$USB$IBIT$ARKO$BA
$164M
104 positions
#3KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 6 shared positions
$ARKO$PLTR$USB$MAR$BA$WT
$123M
99 positions
#4GFS Advisors, LLCPassive
Some overlap · 6 shared positions
$ARKO$PLTR$UPST$USB$CRWD$WT
$785M
159 positions
#5Realta Investment AdvisorsPassive
Some overlap · 6 shared positions
$PLTR$MAR$USB$HUM$CRWD$AMD
$288M
367 positions
#6RoundAngle Advisors LLCPassive
Some overlap · 7 shared positions
$PLTR$UPST$USB$IBIT$COP$WT
$134M
60 positions
#7Transcendent Capital Group LLCPassive
Some overlap · 6 shared positions
$PLTR$UPST$USB$IBIT$COP$WT
$219M
112 positions
#8WMG Financial Advisors, LLCActive
Some overlap · 7 shared positions
$MAR$SHOP$IBIT$UPST$CRWD$WT
$240M
100 positions
#9Marion Wealth ManagementPassive
Some overlap · 6 shared positions
$MAR$UPST$USB$CTVA$COP$WT
$451M
146 positions
#10Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 6 shared positions
$MAR$HUM$USB$COP$WT$CRWD
$153M
344 positions
#11CREATIVE FINANCIAL DESIGNS INC /ADVPassive
Some overlap · 6 shared positions
$UPST$MAR$SHOP$USB$COP$WT
$1.6B
2,162 positions
#12Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 6 shared positions
$MAR$HUM$USB$PLTR$COP$AMD
$233M
105 positions
#13One Wealth Management Investment & Advisory Services, LLC
Some overlap · 6 shared positions
$PLTR$SHOP$MAR$IBIT$CRWD$AMD
$92M
52 positions
#14Brevan Howard Capital Management LPPassive
Some overlap · 7 shared positions
$PLTR$IBIT$AMD$BA$CRWD$USB
$11.3B
2,114 positions
#15White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$MAR$HUM$USB$UPST$COP
$721M
145 positions
#16GPS Wealth Strategies Group, LLC
Some overlap · 6 shared positions
$MAR$PLTR$SHOP$CRWD$WT$AMD
$117M
582 positions
#17Bay Rivers GroupPassive
Some overlap · 5 shared positions
$PLTR$HUM$USB$AMD$BA
$240M
109 positions
#18PW Nova Financial Services LLCPassive
Some overlap · 5 shared positions
$MAR$PLTR$HUM$CRWD$COP
$399M
193 positions
#19Compass Financial Group, Inc. (Ohio)Active
Some overlap · 5 shared positions
$MAR$HUM$USB$IBIT$ETHA
$137M
45 positions
#20GTS SECURITIES LLCPassive
Some overlap · 6 shared positions
$PLTR$MAR$USB$CTVA$AMD$ARKO
$2.8B
1,482 positions
#21One Charles Private Wealth Services, LLCActive
Some overlap · 4 shared positions
$ARKO$MAR$HUM$ARKB
$400M
159 positions
#22MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 5 shared positions
$PLTR$HUM$MAR$AMD$CRWD
$314M
163 positions
#23National Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$PLTR$MAR$USB$HUM$WT
$269M
215 positions
#24Osbon Capital Management LLCPassive
Some overlap · 6 shared positions
$ARKO$MAR$WT$CRWD$PLTR$HUM
$123M
493 positions
#25Leeward Financial Partners, LLCPassive
Some overlap · 4 shared positions
$MAR$PLTR$HUM$USB
$336M
97 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.