How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Ellevest,

13F Portfolio OverlapQ1 2026Ellevest, portfolio →

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Most similar hedge funds by 13F overlap

Ellevest, Inc. is an institutional investor managing $719M across 431 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 Ellevest, are Boothe Investment Group,, Torren ,, Laurel Wealth Planning, with shared positions in $NOW, $WT, $VRT, $IBM, $CB, $AMAT. The full ranking of 25 similar funds is below.

#1Boothe Investment Group, Inc.Active

Some overlap · 4 shared positions

$NOW $WT $VRT $IBM

$311M

40 positions

#2Torren Management, LLCActive

Some overlap · 5 shared positions

$NOW $WT $CB $AMAT $TJX

$201M

983 positions

#3Laurel Wealth Planning LLCActive

Some overlap · 3 shared positions

$NOW $WT $ECL

$190M

59 positions

#4Bond & Devick Financial Network, Inc.Passive

Some overlap · 4 shared positions

$NOW $ASML $AMAT $IBM

$358M

188 positions

#5Impact Investors, IncPassive

Some overlap · 3 shared positions

$NOW $AMAT $ASML

$144M

106 positions

#6POLEN CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$NOW $SPOT $ASML

$14.5B

221 positions

#7ITHAKA GROUP LLCActive

Some overlap · 3 shared positions

$NOW $VRT $GEV

$482M

38 positions

#8Accuvest Global AdvisorsPassive

Some overlap · 3 shared positions

$NOW $SPOT $GEV

$107M

57 positions

#9EDGEWOOD MANAGEMENT LLCActive

Some overlap · 3 shared positions

$NOW $SPOT $ASML

$15.5B

87 positions

#10PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 4 shared positions

$NOW $SPOT $AMAT $VRT

$128M

80 positions

#11AMI ASSET MANAGEMENT CORPActive

Some overlap · 4 shared positions

$NOW $SPOT $ECL $GLW

$1.6B

96 positions

#12Pine Haven Investment Counsel, IncPassive

Some overlap · 3 shared positions

$NOW $AMAT $TJX

$136M

114 positions

#13TIAA Wealth Investment Management LLCActive

Some overlap · 4 shared positions

$NOW $CTVA $AMAT $TJX

$13.1B

563 positions

#14CRUX WEALTH ADVISORSPassive

Some overlap · 4 shared positions

$NOW $WT $AMAT $NVS

$261M

181 positions

#15Net Worth Advisory GroupPassive

Some overlap · 3 shared positions

$NOW $AMAT $ASML

$482M

436 positions

#16Decker Retirement Planning Inc.Passive

Some overlap · 3 shared positions

$NOW $ASML $IBM

$221M

284 positions

#17Game Creek Capital, LPPassive

Some overlap · 3 shared positions

$NOW $VRT $IBM

$301M

93 positions

#18Wingate Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$NOW $WT $GEV

$187M

121 positions

#19MIROVAPassive

Some overlap · 3 shared positions

$NOW $VRT $ECL

$2.5B

179 positions

#20XML Financial, LLCPassive

Some overlap · 4 shared positions

$NOW $WT $CTVA $IBM

$1.2B

421 positions

#21Madrid Wealth Management, LLCPassive

Some overlap · 3 shared positions

$NOW $CB $IBM

$133M

70 positions

#22AXS Investments LLCActive

Some overlap · 6 shared positions

$WT $SPOT $NOW $ASML $VRT $IBM

$248M

189 positions

#23RED REEF ADVISORS LLCPassive

Some overlap · 4 shared positions

$NOW $AMAT $CTVA $GEV

$96M

179 positions

#24Twin Tree Management, LPPassive

Some overlap · 4 shared positions

$NOW $ASML $TJX $GLW

$4.7B

1,240 positions

#25MANNING & NAPIER ADVISORS LLCActive

Some overlap · 5 shared positions

$NOW $SPOT $AMAT $ASML $TJX

$7.1B

616 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.