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Hedge Funds Similar to Jaffetilchin Investment Partners

13F Portfolio OverlapQ2 2026Jaffetilchin Investment Partners portfolio →
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Most similar hedge funds by 13F overlap

Jaffetilchin Investment Partners, LLC is an institutional investor managing $1.9B across 489 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 Jaffetilchin Investment Partners are Modus Advisors, Pachira Investments, Rockbridge Investment , LCC, with shared positions in $LMT, $PLTR, $NEE, $MCD, $IBIT, $BX. The full ranking of 25 similar funds is below.

#1Modus Advisors, LLCPassive
Some overlap · 6 shared positions
$LMT$PLTR$NEE$MCD$IBIT$BX
$405M
118 positions
#2Pachira Investments Inc.Active
Some overlap · 5 shared positions
$LMT$PLTR$SHOP$IBIT$MCD
$312M
82 positions
#3Rockbridge Investment Management, LCCSmart money
Some overlap · 5 shared positions
$LMT$PLTR$NEE$MCD$VZ
$1.2B
146 positions
#4Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$LMT$NEE$MCD$BX$VZ
$327M
94 positions
#5OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$LMT$PLTR$NEE$BX$VZ
$329M
323 positions
#6MOSELEY INVESTMENT MANAGEMENT INC
Some overlap · 4 shared positions
$LMT$PLTR$NEE$BX
$314M
163 positions
#7Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$LMT$PLTR$SHOP$BX
$599M
225 positions
#8FARMERS TRUST CO
Some overlap · 5 shared positions
$LMT$PLTR$NEE$MCD$VZ
$637M
203 positions
#9First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$LMT$NEE$MCD$BX
$529M
75 positions
#10Inman Jager Wealth Management, LLCPassive
Some overlap · 4 shared positions
$LMT$PLTR$MCD$VZ
$188M
90 positions
#11Stillwater Wealth Management Group
Some overlap · 4 shared positions
$LMT$NEE$MCD$VZ
$187M
70 positions
#12Welch Group, LLCPassive
Some overlap · 4 shared positions
$LMT$NEE$MCD$VZ
$2.9B
326 positions
#13W ADVISORS, LLCPassive
Some overlap · 4 shared positions
$LMT$NEE$MCD$VZ
$220M
153 positions
#14Flavin Financial Services, Inc.Passive
Some overlap · 4 shared positions
$LMT$NEE$MCD$VZ
$185M
77 positions
#15Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$LMT$PLTR$NEE$VZ
$185M
877 positions
#16Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 4 shared positions
$LMT$NEE$MCD$VZ
$181M
76 positions
#17Gallagher Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$LMT$PLTR$BX$VZ$SHOP
$187M
72 positions
#18CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 4 shared positions
$LMT$MCD$SHOP$JCI
$373M
103 positions
#19Abbot Financial Management, Inc.Passive
Some overlap · 4 shared positions
$LMT$SHOP$MCD$BX
$293M
141 positions
#20BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 4 shared positions
$LMT$NEE$MCD$JCI
$405M
98 positions
#21BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 4 shared positions
$LMT$NEE$MCD$VZ
$453M
121 positions
#22Cypress Capital, LLCActive
Some overlap · 3 shared positions
$LMT$SHOP$MCD
$377M
117 positions
#23McDonough Capital Management, IncActive
Some overlap · 3 shared positions
$LMT$PLTR$NEE
$200M
52 positions
#24FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$LMT$NEE$MCD$BX
$5.3B
210 positions
#25JEPPSON WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$LMT$SHOP$VZ
$350M
244 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.