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Hedge Funds Similar to TITLEIST ASSET

13F Portfolio OverlapQ3 2026TITLEIST ASSET portfolio →
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Most similar hedge funds by 13F overlap

TITLEIST ASSET MANAGEMENT, LLC is an institutional investor managing $1.5B across 428 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TITLEIST ASSET are Wisconsin Wealth Advisors, RPG Investment Advisory, Prospect Financial Services, with shared positions in $PLTR, $CRWD, $ARKB, $BA, $NOW, $IBIT. The full ranking of 25 similar funds is below.

#1Wisconsin Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$ARKB$BA
$119M
84 positions
#2RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$BA$NOW
$540M
85 positions
#3Prospect Financial Services LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$IBIT$BA
$197M
115 positions
#4AlphaStar Capital Management, LLCActive
Some overlap · 4 shared positions
$PLTR$CRWD$IBIT$NOW
$1.7B
276 positions
#5Lauer Wealth, LLCActive
Some overlap · 5 shared positions
$PLTR$IBIT$ETHA$TEM$MSTR
$160M
94 positions
#6MADDEN SECURITIES CorpPassive
Some overlap · 4 shared positions
$PLTR$CRWD$BA$MSTR
$378M
343 positions
#7Benchmark Investment Advisors LLCActive
Some overlap · 4 shared positions
$PLTR$CRWD$NOW$SPOT
$228M
70 positions
#8Forefront Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$IBIT$NOW
$323M
177 positions
#9KKM Financial LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$NOW$WM
$730M
169 positions
#10Nikko Asset Management Americas, Inc.Passive
Some overlap · 4 shared positions
$PLTR$CRWD$TEM$SPOT
$7.7B
276 positions
#11Financial Connections Group, Inc.
Some overlap · 3 shared positions
$PLTR$CRWD$BA
$288M
251 positions
#12AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$BA
$231M
93 positions
#13RED REEF ADVISORS LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$IBIT$NOW
$108M
183 positions
#14Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$PLTR$CRWD$NOW$IBIT
$269M
51 positions
#15Knollwood Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$NOW$IAU
$1.1B
270 positions
#16Blue Line Capital, LLC / ILPassive
Some overlap · 3 shared positions
$PLTR$CRWD$NOW
$120M
92 positions
#17Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$NOW
$917M
38 positions
#18Wedbush Fund Advisers, LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$NOW
$1.1B
103 positions
#19Mountain Capital Investment Advisors Inc.Smart money
Some overlap · 5 shared positions
$PLTR$IBIT$CRWD$MSTR$ETHE
$702M
95 positions
#20Bulltick Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$IBIT$NOW$IAU
$490M
134 positions
#21Newbridge Financial Services Group, Inc.Passive
Some overlap · 3 shared positions
$PLTR$CRWD$NOW
$868M
1,314 positions
#22Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$NOW$MSTR
$207M
82 positions
#23Fortress Wealth Group, LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$BA
$288M
127 positions
#24Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$PLTR$IBIT$BA$IAU
$508M
137 positions
#25SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY CoActive
Some overlap · 4 shared positions
$PLTR$CRWD$WM$MSTR
$181M
57 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.