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Hedge Funds Similar to Ellis Investment Partners,

13F Portfolio OverlapQ1 2026Ellis Investment Partners, portfolio →
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Most similar hedge funds by 13F overlap

Ellis Investment Partners, LLC is an institutional investor managing $576M across 268 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 Ellis Investment Partners, are BOURGEON, WealthPLAN Partners,, Spears Abacus Advisors, with shared positions in $CNS, $DHR, $UNP, $FSCO, $AGQ, $REGN. The full ranking of 25 similar funds is below.

#1BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$CNS$DHR$UNP
$578M
108 positions
#2WealthPLAN Partners, LLCPassive
Slight overlap · 5 shared positions
$FSCO$UNP$AGQ$REGN$MS
$518M
221 positions
#3Spears Abacus Advisors LLCPassive
Slight overlap · 4 shared positions
$DHR$UNP$TMO$REGN
$5.0B
398 positions
#4BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$DHR$UNP$TMO$MS
$506M
75 positions
#5Paladin Wealth, LLCPassive
Slight overlap · 4 shared positions
$CNS$AGQ$TMO$MS
$145M
125 positions
#6BCS Private Wealth Management, Inc.Passive
Slight overlap · 4 shared positions
$DHR$UNP$TMO$MS
$329M
186 positions
#7NIXON PEABODY TRUST COActive
Slight overlap · 3 shared positions
$DHR$CNS$MS
$1.3B
161 positions
#8Private Wealth Asset Management, LLCPassive
Slight overlap · 3 shared positions
$CNS$DHR$UNP
$935M
923 positions
#9ARQ WEALTH ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$DHR$TMO$REGN$MS
$555M
191 positions
#10Fortis Advisors, LLCPassive
Slight overlap · 5 shared positions
$AGQ$REGN$UNP$TMO$MS
$200M
119 positions
#11Wealth Group LtdSmart money
Slight overlap · 4 shared positions
$DHR$AGQ$REGN$MS
$439M
94 positions
#12Redwood Financial Network CorpPassive
Slight overlap · 3 shared positions
$DHR$FSCO$MS
$153M
170 positions
#13Gainplan LLCActive
Slight overlap · 4 shared positions
$DHR$TMO$NBIS$AGQ
$133M
59 positions
#14Karras Company, Inc.Active
Slight overlap · 4 shared positions
$DHR$UNP$TMO$AGQ
$99M
61 positions
#15KFA Private Wealth Group, LLCActive
Slight overlap · 3 shared positions
$DHR$FSCO$AGQ
$417M
160 positions
#16Gerald Baker Financial Group LLCPassive
Slight overlap · 3 shared positions
$DHR$UNP$AGQ
$253M
107 positions
#17NORTHSTAR ASSET MANAGEMENT CoActive
Slight overlap · 3 shared positions
$DHR$UNP$TMO
$445M
138 positions
#18Renaissance Investment Group LLCPassive
Slight overlap · 3 shared positions
$DHR$UNP$TMO
$465M
81 positions
#19NORTHEAST INVESTMENT MANAGEMENTActive
Slight overlap · 3 shared positions
$DHR$UNP$TMO
$2.4B
189 positions
#20TRUST CO OF OKLAHOMAPassive
Slight overlap · 3 shared positions
$DHR$UNP$TMO
$343M
139 positions
#21NORRIS PERNE & FRENCH LLP/MIActive
Slight overlap · 3 shared positions
$DHR$UNP$TMO
$1.5B
139 positions
#22SECURITY NATIONAL BANK OF SO DAKPassive
Slight overlap · 3 shared positions
$DHR$UNP$TMO
$207M
119 positions
#23Skye Global Management LPSmart money
Slight overlap · 3 shared positions
$DHR$UNP$TMO
$5.0B
47 positions
#24YHB Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$DHR$UNP$TMO
$1.4B
298 positions
#25SOROS CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$DHR$UNP$TMO
$230M
47 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.