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 Elevated Advisors,

13F Portfolio OverlapQ1 2026Elevated Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Elevated Capital Advisors, LLC is an institutional investor managing $397M across 843 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 Elevated Advisors, are SHEPHERD KAPLAN KROCHUK,, GENESIS PRIVATE WEALTH,, Hidden Cove Wealth ,, with shared positions in $FITB, $JHG, $SNOW, $IBM, $PFE, $VZ. The full ranking of 25 similar funds is below.

#1SHEPHERD KAPLAN KROCHUK, LLCActive

Some overlap · 6 shared positions

$FITB $JHG $SNOW $IBM $PFE $VZ

$119M

61 positions

#2GENESIS PRIVATE WEALTH, LLCPassive

Some overlap · 4 shared positions

$FITB $JHG $SNOW $VLTO

$318M

182 positions

#3Hidden Cove Wealth Management, LLCPassive

Some overlap · 3 shared positions

$FITB $JHG $SNOW

$156M

109 positions

#4Richard W. Paul & Associates, LLCPassive

Some overlap · 6 shared positions

$JHG $SNOW $PM $AMD $STX $VZ

$297M

300 positions

#5Keeler Thomas Management LLCPassive

Some overlap · 4 shared positions

$FITB $JHG $INTU $PFE

$236M

118 positions

#6LifePlan Financial, LLCPassive

Some overlap · 6 shared positions

$VLTO $SNOW $MCD $AMAT $AMD $VZ

$135M

83 positions

#7RAHLFS CAPITAL, LLCPassive

Some overlap · 6 shared positions

$JHG $MCD $PM $AMD $PFE $VZ

$136M

86 positions

#8AE Wealth Management LLCPassive

Some overlap · 6 shared positions

$JHG $MCD $PM $AMD $AMAT $IBM

$18.5B

2,591 positions

#9Hobart Private Capital, LLCPassive

Some overlap · 4 shared positions

$FITB $VLTO $SNOW $AMD

$509M

132 positions

#10Bell BankActive

Some overlap · 6 shared positions

$VLTO $JHG $IBM $STX $PFE $VZ

$2.4B

188 positions

#11Miller Global Investments, LLCPassive

Some overlap · 5 shared positions

$JHG $SNOW $AMD $PFE $VZ

$121M

295 positions

#12MBA Advisors LLCPassive

Some overlap · 5 shared positions

$JHG $SNOW $MCD $IBM $VZ

$260M

146 positions

#13Leelyn Smith, LLCPassive

Some overlap · 4 shared positions

$JHG $FITB $MCD $AMAT

$713M

154 positions

#14Hershey Financial Advisers, LLCPassive

Some overlap · 3 shared positions

$FITB $SNOW $AMAT

$116M

80 positions

#15Advisory Resource GroupPassive

Some overlap · 4 shared positions

$FITB $JHG $AMAT $VLO

$581M

172 positions

#16Future Financial Wealth Managment LLCActive

Some overlap · 5 shared positions

$JHG $SNOW $IBM $PFE $VZ

$155M

128 positions

#17Fortis Group Advisors, LLCPassive

Some overlap · 4 shared positions

$JHG $SNOW $FITB $IBM

$605M

582 positions

#18AXS Investments LLCActive

Some overlap · 5 shared positions

$JHG $VLTO $INTU $AMD $IBM

$248M

189 positions

#19United Capital Management of KS, Inc.Passive

Some overlap · 5 shared positions

$SNOW $VLTO $IBM $VLO $STX

$660M

111 positions

#20ISTHMUS PARTNERS, LLCPassive

Some overlap · 4 shared positions

$FITB $VLTO $MCD $AMAT

$953M

217 positions

#21COURIER CAPITAL LLCPassive

Some overlap · 4 shared positions

$JHG $VLTO $SNOW $IBM

$1.8B

385 positions

#22FLC Capital AdvisorsPassive

Some overlap · 5 shared positions

$SNOW $VLTO $IBM $PM $PFE

$560M

221 positions

#23Southland Equity Partners LLCPassive

Some overlap · 4 shared positions

$FITB $MCD $PM $VZ

$513M

273 positions

#24Ballast Rock Private Wealth LLCPassive

Some overlap · 4 shared positions

$JHG $SNOW $AMAT $MCD

$181M

177 positions

#25Clear Trail Advisors, LLCPassive

Some overlap · 4 shared positions

$JHG $SNOW $MCD $VZ

$601M

149 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.