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Hedge Funds Similar to Ellis Investment Partners

13F Portfolio OverlapQ2 2026Ellis Investment Partners portfolio →
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Most similar hedge funds by 13F overlap

Ellis Investment Partners, LLC is an institutional investor managing $660M across 285 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Ellis Investment Partners are SWP Investment, BRIAN LOW FINANCIAL GROUP, Strategic Wealth Partners, Ltd., with shared positions in $BX, $UNP, $DAL, $BKNG, $TJX, $BXMT. The full ranking of 25 similar funds is below.

#1SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$BX$UNP$DAL$BKNG$TJX
$145M
43 positions
#2BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$BX$UNP$DAL$BKNG$TJX
$171M
116 positions
#3Strategic Wealth Partners, Ltd.Passive
Some overlap · 5 shared positions
$BX$UNP$DAL$BKNG$TJX
$1.6B
1,462 positions
#4Kimelman & Baird, LLCActive
Some overlap · 3 shared positions
$BX$UNP$TJX
$1.3B
261 positions
#5Adalta Capital Management LLCPassive
Some overlap · 3 shared positions
$BX$UNP$BXMT
$228M
103 positions
#6Dupree Financial Group, LLCPassive
Some overlap · 3 shared positions
$NBIS$BX$BXMT
$267M
81 positions
#7Arbor Wealth Advisors LLCSmart money
Some overlap · 3 shared positions
$BX$DAL$GD
$164M
60 positions
#8Parkside Investments, LLCActive
Some overlap · 3 shared positions
$BX$UNP$DVN
$902M
91 positions
#9Mount Lucas Management LPPassive
Some overlap · 4 shared positions
$NBIS$DAL$GD$TJX
$281M
166 positions
#10Tranquility Partners, LLCPassive
Some overlap · 3 shared positions
$BX$UNP$TJX
$291M
232 positions
#11Werlinich Asset Management, LLCActive
Some overlap · 3 shared positions
$BX$UNP$GD
$262M
58 positions
#12Privium Fund Management (UK) LtdActive
Some overlap · 3 shared positions
$BX$ALK$FSK
$240M
29 positions
#13Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 4 shared positions
$UNP$DAL$BX$TJX
$360M
69 positions
#14NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BX$UNP$TJX
$82M
37 positions
#15Proactive Wealth Strategies LLCPassive
Some overlap · 3 shared positions
$BX$TJX$FSK
$623M
222 positions
#16FIRST NATIONAL BANK SIOUX FALLSActive
Some overlap · 3 shared positions
$BX$UNP$TJX
$366M
147 positions
#17Community Bank & Trust, Waco, TexasActive
Some overlap · 3 shared positions
$BX$UNP$GD
$555M
168 positions
#18Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$UNP$BX$GD$TJX
$412M
181 positions
#19CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 3 shared positions
$NBIS$UNP$GD
$191M
102 positions
#20MOSAIC FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$UNP$BX$DAL$TJX
$156M
134 positions
#21Glassy Mountain Advisors, Inc.Passive
Some overlap · 3 shared positions
$BX$GD$BKNG
$366M
76 positions
#22Horizon Advisory Services, Inc.Smart money
Some overlap · 4 shared positions
$PHM$DAL$FANG$DVN
$238M
50 positions
#23Omnitrust Wealth Management, Inc
Some overlap · 3 shared positions
$NBIS$DAL$TJX
$77M
64 positions
#24Sculati Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BX$DAL$GD
$300M
123 positions
#25Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$BX$UNP$PML
$149M
636 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.