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 Elmwood Wealth ,

13F Portfolio OverlapQ1 2026Elmwood Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Elmwood Wealth Management, Inc. is an institutional investor managing $400M across 200 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 Elmwood Wealth , are Winter & Associates,, Retirement Planning Group,, WESCAP Group,, with shared positions in $WT, $XYZ, $UPST, $NKE, $SCHW, $UNH. The full ranking of 25 similar funds is below.

#1Winter & Associates, Inc.Passive

Notable overlap · 6 shared positions

$WT $XYZ $UPST $NKE $SCHW $UNH

$114M

84 positions

#2Retirement Planning Group, LLCActive

Notable overlap · 4 shared positions

$WT $UPST $HUM $SCHW

$3.2B

481 positions

#3WESCAP Management Group, Inc.Active

Notable overlap · 5 shared positions

$WT $OKTA $SE $SCHW $HUM

$508M

107 positions

#4Yoder Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $XYZ $HUM

$219M

124 positions

#5Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $HUM $DDOG $NKE

$114M

68 positions

#6Falcon Wealth PlanningActive

Notable overlap · 5 shared positions

$WT $UPST $NKE $SCHW $SE

$1.5B

236 positions

#7Eaton Financial Holdings Company, LLCPassive

Notable overlap · 5 shared positions

$WT $DDOG $NKE $XYZ $DIA

$305M

125 positions

#8Impact Capital Partners LLCPassive

Notable overlap · 5 shared positions

$WT $OKTA $ABT $UNH $UNP

$331M

276 positions

#9AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 4 shared positions

$WT $DDOG $SE $SCHW

$206M

97 positions

#10Frazier Financial Advisors, LLCActive

Notable overlap · 6 shared positions

$WT $HUM $ABT $ROK $UNH $SE

$181M

836 positions

#11Grove Street Fiduciary, LLCActive

Notable overlap · 4 shared positions

$WT $UPST $HUM $ABT

$227M

74 positions

#12Oxinas Partners Wealth Management LLCPassive

Notable overlap · 4 shared positions

$WT $OKTA $SE $DIA

$219M

145 positions

#13Wright Wealth LLCActive

Notable overlap · 3 shared positions

$WT $UPST $HUM

$149M

51 positions

#14Azora Capital LPActive

Notable overlap · 3 shared positions

$WT $XYZ $SCHW

$1.5B

45 positions

#15Lauer Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $UPST $UNH

$126M

67 positions

#16MB, LEVIS & ASSOCIATES, LLCPassive

Some overlap · 4 shared positions

$WT $DDOG $ABT $TRV

$240M

234 positions

#17Cascade Financial Partners, LLCActive

Some overlap · 5 shared positions

$WT $HUM $DDOG $SE $SCHW

$970M

263 positions

#18truNorth Financial Services, Inc.Active

Some overlap · 4 shared positions

$WT $HUM $DIA $UPST

$97M

49 positions

#19One Wealth Map LLCPassive

Some overlap · 5 shared positions

$WT $OKTA $SCHW $CRM $COR

$213M

103 positions

#20Good Harbor Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $HUM $ABT $UNP

$92M

82 positions

#21RATIONAL ADVISORS, INC.Active

Some overlap · 4 shared positions

$WT $HUM $MCHP $DDOG

$980M

179 positions

#22Transcendent Capital Group LLCPassive

Some overlap · 3 shared positions

$WT $UPST $SCHW

$219M

112 positions

#23Pinnacle Financial Group, LLC / ILPassive

Some overlap · 4 shared positions

$WT $HUM $SCHW $UPST

$365M

111 positions

#24Catalyst Investment Management LLCPassive

Some overlap · 4 shared positions

$WT $SE $HUM $SCHW

$90M

65 positions

#25BLUELINE ADVISORS LLCActive

Some overlap · 6 shared positions

$WT $SE $SCHW $HUM $UPST $TRV

$129M

217 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.