13F Pro

Hedge Funds Similar to Elm Partners

13F Portfolio OverlapQ1 2026Elm Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Elm Partners Management LLC is an institutional investor managing $2.3B across 158 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 Elm Partners are HORIZON FINANCIAL SERVICES,, WEBSTERROGERS FINANCIAL ADVISORS,, Jacobs Equity, with shared positions in $UPST, $GMM, $DUK, $IBM, $UNIT, $DDOG. The full ranking of 25 similar funds is below.

#1HORIZON FINANCIAL SERVICES, LLCPassive
Notable overlap · 5 shared positions
$UPST$GMM$DUK$IBM$UNIT
$226M
425 positions
#2WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$UPST$DDOG$SCHW$HUM$BRZE$DUK
$350M
95 positions
#3Jacobs Equity LLCPassive
Some overlap · 5 shared positions
$RL$GMM$SCHW$HSY$UNIT
$112M
105 positions
#4AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$UPST$DDOG$SCHW$HSY
$445M
77 positions
#5Bear Mountain Capital, Inc.Active
Some overlap · 6 shared positions
$UPST$DDOG$SCHW$AMD$MKL$VRT
$333M
198 positions
#6Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$UPST$GMM$DDOG$HUM$UNIT
$453M
103 positions
#7GEN Financial Management, INC.Active
Some overlap · 4 shared positions
$UPST$DDOG$SCHW$HUM
$162M
51 positions
#8David Kennon IncSmart money
Some overlap · 4 shared positions
$UPST$GMM$SCHW$BRZE
$279M
41 positions
#9MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 4 shared positions
$UPST$DDOG$HSY$LRCX
$295M
82 positions
#10Disciplined Investments, LLCPassive
Some overlap · 5 shared positions
$UPST$DDOG$SCHW$IBM$UNIT
$279M
141 positions
#11Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$UPST$DDOG$HUM$UNIT
$109M
1,311 positions
#12Altiora Financial Group, LLCActive
Some overlap · 4 shared positions
$UPST$DDOG$BRZE$UNIT
$607M
110 positions
#13Financial Plan, Inc.Active
Some overlap · 3 shared positions
$UPST$DDOG$GMM
$933M
94 positions
#14Orgel Wealth Management, LLCActive
Some overlap · 4 shared positions
$UPST$DDOG$HUM$MKL
$4.6B
95 positions
#15PRESILIUM PRIVATE WEALTH, LLCActive
Some overlap · 7 shared positions
$UPST$SCHW$DDOG$RL$IBM$HUM
$567M
75 positions
#16NorthRock Partners, LLCActive
Some overlap · 4 shared positions
$UPST$GMM$SCHW$HUM
$6.2B
678 positions
#17Chemistry Wealth Management LLCPassive
Some overlap · 5 shared positions
$UPST$SCHW$BN$MKL$UNIT
$569M
204 positions
#18Causey Wealth LLCPassive
Some overlap · 5 shared positions
$UPST$SCHW$IBM$HUM$BRZE
$236M
81 positions
#19Arista Wealth Management, LLCPassive
Some overlap · 5 shared positions
$UPST$RL$LRCX$BRZE$UNIT
$822M
253 positions
#20Unconventional Investor, LLCSmart money
Some overlap · 5 shared positions
$UPST$SCHW$MKL$BRZE$UNIT
$211M
46 positions
#21GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 6 shared positions
$UPST$DDOG$MKL$HUM$BRZE$UNIT
$128M
42 positions
#22Warwick Investment Management, Inc.Active
Some overlap · 4 shared positions
$UPST$SCHW$IBM$BRZE
$690M
137 positions
#23Altman Advisors, Inc.Passive
Some overlap · 3 shared positions
$RL$IBM$LRCX
$241M
77 positions
#24Morling Financial Advisors, LLCActive
Some overlap · 6 shared positions
$UPST$GMM$CRWD$AMD$HUM$SCHW
$325M
108 positions
#25TrueWealth Financial PartnersActive
Some overlap · 4 shared positions
$UPST$SCHW$MKL$UNIT
$251M
66 positions

Compare Elm Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Elm Partners’s holdings

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.