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Hedge Funds Similar to Tactive Advisors

13F Portfolio OverlapQ2 2026Tactive Advisors portfolio →
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Most similar hedge funds by 13F overlap

Tactive Advisors, LLC is an institutional investor managing $406M across 282 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 Tactive Advisors are Oasis Ltd., E6 Portfolios, Shore Point Advisors, with shared positions in $APLD, $HUT, $PLTR, $ADP, $IBIT, $BR. The full ranking of 25 similar funds is below.

#1Oasis Management Co Ltd.Smart money
Some overlap · 3 shared positions
$APLD$HUT$PLTR
$1.9B
108 positions
#2E6 Portfolios, LLCActive
Some overlap · 3 shared positions
$ADP$IBIT$BR
$125M
97 positions
#3Shore Point Advisors, LLCActive
Some overlap · 3 shared positions
$ADP$BR$PLTR
$292M
77 positions
#4Kagan Cocozza Asset ManagementActive
Some overlap · 3 shared positions
$ADP$IBIT$ETHA
$160M
67 positions
#5THOR INVESTMENT MANAGEMENT INC /OH/ /ADVActive
Some overlap · 3 shared positions
$APLD$SII$VRT
$176M
56 positions
#6Wealth High Governance Asset Management Ltda.Active
Some overlap · 3 shared positions
$HUT$GLW$IBIT
$940M
50 positions
#7R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$ADP$EPD$PLTR
$133M
47 positions
#8Corecam Pte. Ltd.Passive
Some overlap · 4 shared positions
$IBIT$SII$ETHA$RKLB
$264M
82 positions
#9AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$APLD$PLTR$GLW
$231M
93 positions
#10BHK Investment Advisors, LLCActive
Some overlap · 3 shared positions
$ADP$BR$PLTR
$335M
79 positions
#11Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$IBIT$MKL$ETHA
$240M
74 positions
#12Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$APLD$VRT$PLTR$GLW
$119M
113 positions
#13Magnus Financial Group LLCPassive
Some overlap · 4 shared positions
$IBIT$PLTR$EPD$GLW
$1.4B
391 positions
#14Requisite Capital Management, LLCSmart money
Some overlap · 4 shared positions
$IBIT$ETHA$EPD$VRT
$605M
127 positions
#15Corecam AGActive
Some overlap · 3 shared positions
$IBIT$SII$ETHA
$117M
50 positions
#16Northstar Group, Inc.Active
Some overlap · 4 shared positions
$BR$MKL$ADP$GLW
$777M
168 positions
#17NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IBIT$IAUM$PLTR
$270M
74 positions
#18Lauer Wealth, LLCActive
Some overlap · 3 shared positions
$IBIT$ETHA$PLTR
$167M
75 positions
#19RoundAngle Advisors LLC
Some overlap · 3 shared positions
$IBIT$ETHA$PLTR
$134M
60 positions
#20Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IBIT$VRT$PLTR
$490M
134 positions
#21Fielder Capital Group LLCPassive
Some overlap · 4 shared positions
$SII$IAUM$PLTR$SIVR
$462M
303 positions
#22PENSION & WEALTH MANAGEMENT ADVISORS, INC.Passive
Some overlap · 3 shared positions
$APLD$VRT$GLW
$371M
544 positions
#23Pettinga Financial Advisors LLCActive
Some overlap · 3 shared positions
$IBIT$SIVR$SII
$624M
156 positions
#24LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 3 shared positions
$ADP$VRT$GLW
$152M
84 positions
#25Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 3 shared positions
$IBIT$ETHA$ADP
$530M
235 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.