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Hedge Funds Similar to Eldridge Investment Advisors,

13F Portfolio OverlapQ1 2026Eldridge Investment Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Eldridge Investment Advisors, Inc. is an institutional investor managing $456M across 154 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 Eldridge Investment Advisors, are APS Group,, White Lighthouse Investment, MontVue ,, with shared positions in $MAR, $DHR, $MS, $KKR, $DDOG, $MDY. The full ranking of 25 similar funds is below.

#1APS Management Group, Inc.Passive
Notable overlap · 4 shared positions
$MAR$DHR$MS$KKR
$117M
72 positions
#2White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$MAR$DHR$KKR$DDOG
$721M
145 positions
#3MontVue Capital Management, Inc.Active
Some overlap · 4 shared positions
$MAR$DHR$MDY$GE
$147M
67 positions
#4Fingerlakes Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$MAR$MS$KKR$MCD$DIA$IBM
$151M
97 positions
#5Baker Ellis Asset Management LLCPassive
Some overlap · 4 shared positions
$MAR$DHR$KKR$WT
$842M
254 positions
#6Magnolia Wealth Management, LLCActive
Some overlap · 4 shared positions
$MAR$DHR$MCD$MS
$172M
212 positions
#7Bulwark Capital CorpActive
Some overlap · 6 shared positions
$MAR$JHG$KKR$WT$MS$GE
$162M
100 positions
#8Innovative Wealth Building LLCActive
Some overlap · 6 shared positions
$MAR$MS$KKR$MCD$DDOG$DIA
$142M
70 positions
#9VANTAGEPOINT INVESTMENT ADVISERS LLCActive
Some overlap · 3 shared positions
$MAR$MS$KKR
$11.8B
55 positions
#10CVA Family Office, LLCPassive
Some overlap · 3 shared positions
$MAR$MS$KKR
$950M
1,838 positions
#11Atlas Private Wealth AdvisorsPassive
Some overlap · 5 shared positions
$DHR$MS$JHG$WT$DIA
$425M
132 positions
#12Financial Perspectives, IncPassive
Some overlap · 3 shared positions
$MAR$MS$KKR
$358M
716 positions
#13Quaker Wealth Management, LLCActive
Some overlap · 3 shared positions
$MAR$JHG$KKR
$320M
972 positions
#14Wealth Group LtdSmart money
Some overlap · 3 shared positions
$MAR$MS$DHR
$439M
94 positions
#15AssuredPartners Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$DHR$JHG$KKR$MS$WT
$919M
402 positions
#16Waldron Private Wealth LLCActive
Some overlap · 6 shared positions
$DHR$JHG$KKR$MDY$DDOG$MAR
$2.6B
342 positions
#17SNOWWATER INVESTMENT PARTNERS, LLCPassive
Some overlap · 5 shared positions
$MAR$MS$DHR$MCD$DIA
$106M
89 positions
#18Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$DHR$MS$KKR$WT
$90M
65 positions
#19Gratus Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$MAR$MS$MCK$IBM$GE
$691M
138 positions
#20Curtis Advisory Group, LLCActive
Some overlap · 5 shared positions
$MAR$JHG$KKR$DHR$DIA
$464M
118 positions
#21Hubbell Strickland Wealth Management, LLCActive
Some overlap · 7 shared positions
$DHR$MS$MCD$KKR$ABT$IBM
$251M
83 positions
#22Stonebridge Financial Planning Group, LLCPassive
Some overlap · 5 shared positions
$MS$MAR$JHG$KKR$WT
$272M
171 positions
#23XML Financial, LLCPassive
Some overlap · 5 shared positions
$MAR$MS$KKR$WT$IBM
$1.2B
421 positions
#24Compass Ion Advisors, LLCActive
Some overlap · 5 shared positions
$DHR$MS$MAR$KKR$IBM
$1.0B
279 positions
#25CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$MAR$JHG$KKR$DDOG$IBM$MS
$648M
134 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.