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Hedge Funds Similar to Niles Investment

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

Niles Investment Management, LLC is an institutional investor managing $123M across 19 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 Niles Investment are F&V, Jericho Asset, Generali Powszechne Towarzystwo Emerytalne, with shared positions in $BA, $FOX, $ON, $CRM, $HOOD, $TTWO. The full ranking of 24 similar funds is below.

#1F&V Capital Management, LLCPassive
Notable overlap · 4 shared positions
$BA$FOX$ON$CRM
$561M
60 positions
#2Jericho Capital Asset Management L.P.Active
Notable overlap · 3 shared positions
$HOOD$ON$FOX
$12.1B
29 positions
#3Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 3 shared positions
$TTWO$CRM$BA
$631M
25 positions
#4McGinn Penninger Investment Management, Inc.Active
Notable overlap · 3 shared positions
$BA$CRM$SLB
$164M
38 positions
#5Sender Co & Partners, Inc.Passive
Some overlap · 3 shared positions
$BA$CRM$LMND
$345M
120 positions
#6Resolute Capital Asset Partners LLCPassive
Some overlap · 3 shared positions
$BA$EQT$SLB
$234M
48 positions
#7Old West Investment Management, LLCPassive
Some overlap · 3 shared positions
$SLB$EQT$BA
$944M
124 positions
#8Maytus Capital Management, LLCActive
Some overlap · 3 shared positions
$CRM$TTWO$HOOD
$636M
62 positions
#9UDINE WEALTH MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$HOOD$BA$LMND
$253M
38 positions
#10GUERRA PAN ADVISORS, LLCPassive
Some overlap · 3 shared positions
$BA$ON$CRM
$176M
113 positions
#11Baker Ellis Asset Management LLCPassive
Some overlap · 3 shared positions
$ON$STRL$SLB
$917M
252 positions
#12ACT WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$CRM$BA$SLB
$340M
65 positions
#13Pictet & Cie (Europe) SAActive
Some overlap · 3 shared positions
$SLB$CRM$BA
$5.3B
199 positions
#14Canandaigua National Trust Co of Florida
Some overlap · 3 shared positions
$SLB$CRM$BA
$181M
143 positions
#15Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 3 shared positions
$ON$CRM$TTWO
$249M
151 positions
#16Gibbs Wealth Management
Slight overlap · 3 shared positions
$BA$CRM$STRL
$955M
512 positions
#17Ninety One SA (PTY) LtdSmart money
Slight overlap · 3 shared positions
$SLB$BA$TTWO
$2.0B
103 positions
#18TOWER TRUST & INVESTMENT CoPassive
Slight overlap · 3 shared positions
$BA$CRM$SLB
$165M
247 positions
#19Yarbrough Capital, LLCSmart money
Slight overlap · 3 shared positions
$HOOD$BA$TTWO
$3.6B
81 positions
#20Y-Intercept (Hong Kong) LtdPassive
Slight overlap · 3 shared positions
$CRM$FOX$ON
$4.5B
1,532 positions
#21Walleye Capital LLCPassive
Slight overlap · 3 shared positions
$HOOD$TTWO$BA
$28.0B
4,674 positions
#22WASHBURN CAPITAL MANAGEMENT, INC.Smart money
Slight overlap · 3 shared positions
$BA$STRL$EQT
$205M
56 positions
#23ELKHORN PARTNERS LIMITED PARTNERSHIPActive
Slight overlap · 3 shared positions
$BA$FOX$CRM
$117M
50 positions
#24GENDELL JEFFREY LSmart money
Slight overlap · 3 shared positions
$ON$SLB$BA
$11.3B
104 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.