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 ELEMENT POINTE ADVISORS,

13F Portfolio OverlapQ1 2026ELEMENT POINTE ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

ELEMENT POINTE ADVISORS, LLC is an institutional investor managing $530M across 86 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 ELEMENT POINTE ADVISORS, are Altiora Financial Group,, Lionshead Wealth ,, Compass Planning Associates, with shared positions in $SNOW, $UPST, $DDOG, $IBIT, $UNH, $__PARK_1390777. The full ranking of 25 similar funds is below.

#1Altiora Financial Group, LLCActive

Notable overlap · 5 shared positions

$SNOW $UPST $DDOG $IBIT $UNH

$607M

110 positions

#2Lionshead Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$SNOW $UPST $__PARK_1390777 $TMO $AMD

$136M

108 positions

#3Compass Planning Associates IncSmart money

Notable overlap · 3 shared positions

$SNOW $UPST $DDOG

$156M

30 positions

#4Tillman Hartley LLCActive

Notable overlap · 4 shared positions

$SNOW $UPST $SCHW $UNH

$398M

88 positions

#5Beacon Capital Management, Inc.Active

Some overlap · 3 shared positions

$SNOW $UPST $SCHW

$1.8B

57 positions

#6Discipline Wealth Solutions, LLCActive

Some overlap · 4 shared positions

$SNOW $UPST $SCHW $PSLV

$950M

192 positions

#7Blackhawk Capital Partners, LLCPassive

Some overlap · 3 shared positions

$SNOW $UPST $ASML

$273M

141 positions

#8LifeGoal Investments, LLCPassive

Some overlap · 5 shared positions

$SNOW $GLDM $DDOG $FBTC $MS

$175M

112 positions

#9IFC & Insurance Marketing, Inc.Active

Some overlap · 3 shared positions

$SNOW $UPST $UNH

$96M

72 positions

#10Cornerstone Financial Management LLCPassive

Some overlap · 6 shared positions

$UPST $SNOW $DDOG $MS $KKR $UNH

$109M

1,311 positions

#11Charles Schwab Trust CoActive

Some overlap · 3 shared positions

$SNOW $UPST $GLDM

$1.5B

165 positions

#12Schiavi & Co LLCSmart money

Some overlap · 5 shared positions

$SNOW $UPST $DDOG $DELL $KKR

$337M

50 positions

#13American Money Management, LLCActive

Some overlap · 3 shared positions

$SNOW $UPST $ASML

$632M

168 positions

#14Heritage Wealth Management, Inc. /CA/Passive

Some overlap · 3 shared positions

$UPST $SNOW $DDOG

$181M

94 positions

#15Graetz Wealth LLCPassive

Some overlap · 5 shared positions

$SNOW $GLDM $IBIT $DDOG $SCHW

$112M

80 positions

#16Human Investing LLCSmart money

Some overlap · 6 shared positions

$SNOW $UPST $MS $KKR $SCHW $DDOG

$687M

96 positions

#17Montecito Bank & TrustPassive

Some overlap · 4 shared positions

$SNOW $UPST $KKR $SCHW

$607M

266 positions

#18Marotta Asset ManagementActive

Some overlap · 3 shared positions

$SNOW $UPST $SCHW

$543M

103 positions

#19KRM WEALTH MANAGEMENT L.L.C.Smart money

Some overlap · 5 shared positions

$SNOW $UPST $DDOG $KKR $SCHW

$192M

43 positions

#20Clarity Capital Advisors, LLCActive

Some overlap · 5 shared positions

$SNOW $UPST $GLDM $KKR $SCHW

$215M

95 positions

#21NavPoint Financial, Inc.Active

Some overlap · 4 shared positions

$SNOW $GLDM $IBIT $UNH

$247M

71 positions

#22Red Tortoise LLCPassive

Some overlap · 5 shared positions

$SNOW $UPST $DDOG $MS $KKR

$240M

591 positions

#23Financial Futures Ltd Liability Co.Active

Some overlap · 6 shared positions

$SNOW $DDOG $IBIT $SCHW $KKR $MDY

$228M

72 positions

#24C M BIDWELL & ASSOCIATES LTDPassive

Some overlap · 6 shared positions

$SNOW $DDOG $UPST $__PARK_1390777 $VRT $KKR

$214M

483 positions

#25Fortis Advisors, LLCPassive

Some overlap · 4 shared positions

$SNOW $GLDM $MS $TMO

$200M

119 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.