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Hedge Funds Similar to Niles Investment ,

13F Portfolio OverlapQ1 2026Niles Investment , portfolio →
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Most similar hedge funds by 13F overlap

Niles Investment Management, LLC is an institutional investor managing $111M across 25 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 Niles Investment , are TB Alternative Assets Ltd., Generali Powszechne Towarzystwo Emerytalne, Alight, with shared positions in $AEM, $INTC, $CEG, $TTWO, $AMD, $AXP. The full ranking of 25 similar funds is below.

#1TB Alternative Assets Ltd.Active
Some overlap · 3 shared positions
$AEM$INTC$CEG
$481M
36 positions
#2Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 5 shared positions
$TTWO$AMD$AXP$NKE$BA
$566M
28 positions
#3Alight Capital Management LPPassive
Some overlap · 3 shared positions
$INTC$AMD$TTWO
$417M
64 positions
#4Capstone Capital Management LtdActive
Some overlap · 3 shared positions
$INTC$NKE$BA
$99M
51 positions
#5VAN ECK ASSOCIATES CORPPassive
Some overlap · 3 shared positions
$AEM$AMD$INTC
$133M
1,404 positions
#6BIT Capital GmbHActive
Some overlap · 3 shared positions
$INTC$AMD$AEM
$2.1B
92 positions
#7Element Squared LLCActive
Some overlap · 3 shared positions
$AEM$AMD$AXP
$177M
42 positions
#8SEAVIEW INVESTMENT MANAGERS LLCPassive
Some overlap · 3 shared positions
$AMD$AXP$CEG
$277M
73 positions
#9SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 3 shared positions
$AMD$AXP$INTC
$1.3B
158 positions
#10Great Hill Capital LLCSmart money
Some overlap · 3 shared positions
$INTC$BIDU$BA
$1.5B
47 positions
#11PKO Investment Management Joint-Stock CoPassive
Some overlap · 3 shared positions
$AEM$AMD$INTC
$1.2B
220 positions
#12Themes Management Co LLCPassive
Some overlap · 5 shared positions
$CEG$AEM$AMD$BIDU$BA
$162M
151 positions
#13MFA WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$AXP$CEG$BA$AMD
$508M
88 positions
#14Delos Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$AEM$INTC$NKE
$175M
260 positions
#15FLOYD FINANCIAL GROUP LLCActive
Some overlap · 3 shared positions
$INTC$AMD$BA
$150M
68 positions
#16NOESIS CAPITAL MANGEMENT CORPPassive
Some overlap · 3 shared positions
$AMD$AXP$NKE
$676M
125 positions
#17ELWOOD CAPITAL PARTNERS LPActive
Some overlap · 3 shared positions
$TTWO$WRBY$BA
$197M
33 positions
#18WealthTrust Axiom LLCPassive
Some overlap · 3 shared positions
$AEM$CEG$BA
$406M
290 positions
#19CACTI ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$AXP$INTC$NKE$BA
$2.0B
76 positions
#20Southpoint Capital Advisors LPActive
Some overlap · 3 shared positions
$AMD$CEG$BA
$4.9B
41 positions
#21Nishkama Capital, LLCActive
Some overlap · 3 shared positions
$AMD$BIDU$WRBY
$1.6B
52 positions
#22KKM Financial LLCPassive
Some overlap · 3 shared positions
$AMD$INTC$BA
$563M
168 positions
#23Wellington Shields Capital Management, LLCPassive
Some overlap · 3 shared positions
$AXP$AMD$BA
$666M
325 positions
#24Empire Financial Management Company, LLCPassive
Some overlap · 4 shared positions
$CEG$AMD$AXP$BA
$442M
211 positions
#25SYNTAX RESEARCH, INC.Passive
Some overlap · 4 shared positions
$TTWO$CEG$BA$INTC
$157M
174 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.