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Hedge Funds Similar to Elite Wealth ,

13F Portfolio OverlapQ1 2026Elite Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Elite Wealth Management, Inc. is an institutional investor managing $308M across 49 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 Elite Wealth , are Telligent Fund,, Global X Japan , Ltd., Genus, with shared positions in $PLTR, $HWM, $CLS, $KLAC, $AMD, $LRCX. The full ranking of 25 similar funds is below.

#1Telligent Fund, LPActive
Notable overlap · 5 shared positions
$PLTR$HWM$CLS$KLAC$AMD
$94M
24 positions
#2Global X Japan Co., Ltd.Active
Notable overlap · 7 shared positions
$PLTR$KLAC$LRCX$PM$AMD$GILD
$1.9B
378 positions
#3Genus Capital Management Inc.Passive
Some overlap · 8 shared positions
$RY$AEM$KLAC$LRCX$AMD$CLS
$873M
189 positions
#4FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$PLTR$KLAC$LRCX$HWM$HCA$NRG
$399M
173 positions
#5Kingsman Wealth Management, Inc.Active
Some overlap · 7 shared positions
$PLTR$HWM$LRCX$RY$AMD$BA
$178M
70 positions
#6Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$CLS$LRCX$AMD
$108M
97 positions
#7PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 6 shared positions
$PLTR$PM$LRCX$AMD$BA$CRWD
$143M
96 positions
#8Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$PLTR$KLAC$LRCX$AMD
$65M
34 positions
#9Cypress Capital Management LLC (WY)Active
Some overlap · 5 shared positions
$AEM$CLS$PM$PLTR$AMD
$108M
205 positions
#10Blue Sparrow, LLC /DEActive
Some overlap · 6 shared positions
$PLTR$RY$AMD$LRCX$HOOD$CRWD
$5.8B
176 positions
#11VMS Asset Management LimitedActive
Some overlap · 4 shared positions
$LKFT$KLAC$LRCX$CEG
$164M
23 positions
#12Cavalier Investments, LLCSmart money
Some overlap · 4 shared positions
$HWM$KLAC$LRCX$PLTR
$3.7B
112 positions
#13PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 8 shared positions
$PLTR$CLS$AMD$LRCX$HOOD$CEG
$128M
80 positions
#14Polar Capital Holdings PlcActive
Some overlap · 5 shared positions
$KLAC$LRCX$CLS$CB$AMD
$28.2B
242 positions
#15QP WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PLTR$HWM$CB
$58M
65 positions
#16Menard Financial Group LLCActive
Some overlap · 5 shared positions
$PLTR$KLAC$AMD$LRCX$CRWD
$143M
82 positions
#17STF Management LP
Some overlap · 8 shared positions
$PLTR$LRCX$KLAC$AMD$GILD$CEG
$107M
101 positions
#18Lattice Capital Management, LLCActive
Some overlap · 4 shared positions
$PLTR$CLS$AMD$ISRG
$57M
18 positions
#19Bay Rivers GroupPassive
Some overlap · 5 shared positions
$PLTR$CLS$LRCX$AMD$BA
$240M
109 positions
#20Henson-Edgewater Management, LLCPassive
Some overlap · 6 shared positions
$PLTR$LRCX$AMD$BA$ISRG$CRWD
$157M
66 positions
#21NatWest Group plcActive
Some overlap · 5 shared positions
$HWM$KLAC$LRCX$GILD$NRG
$462M
44 positions
#22Kurv Investment Management LLCPassive
Some overlap · 5 shared positions
$LKFT$HWM$AMD$HOOD$ISRG
$173M
62 positions
#23COMPASS CAPITAL CORP /MA/ /ADVPassive
Some overlap · 4 shared positions
$PLTR$LRCX$HWM$CEG
$279M
202 positions
#24KADENSA CAPITAL LtdActive
Some overlap · 4 shared positions
$PLTR$HWM$AMD$HOOD
$718M
39 positions
#25McBroom & Associates, LLCActive
Some overlap · 5 shared positions
$PLTR$LRCX$PM$KO$ISRG
$180M
36 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.