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 Wealth,

13F Portfolio OverlapQ1 2026Element Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Element Wealth, LLC is an institutional investor managing $242M across 207 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 Wealth, are Endowment Wealth ,, BLUELINE ADVISORS, Roan Partners, with shared positions in $WT, $SE, $JHG, $SHW, $MS, $ALPS. The full ranking of 25 similar funds is below.

#1Endowment Wealth Management, Inc.Passive

Some overlap · 7 shared positions

$WT $SE $JHG $SHW $MS $ALPS

$226M

165 positions

#2BLUELINE ADVISORS LLCActive

Some overlap · 5 shared positions

$WT $SE $JHG $MDY $SHW

$129M

217 positions

#3Roan Capital PartnersPassive

Some overlap · 6 shared positions

$WT $SE $RL $MDY $AGQ $DHR

$108M

77 positions

#4FFG RETIREMENT ADVISORS LLCPassive

Some overlap · 4 shared positions

$WT $SE $ALPS $SNOW

$172M

43 positions

#5Stratos Investment Management, LLCPassive

Some overlap · 3 shared positions

$ALPS $WT $MS

$2.5B

371 positions

#6Payne Capital LLCPassive

Some overlap · 3 shared positions

$ALPS $WT $SHW

$109M

55 positions

#75T Wealth, LLCPassive

Some overlap · 7 shared positions

$SE $WT $SNOW $BAH $SHW $WFC

$253M

129 positions

#8Barnes Wealth Management Group, IncPassive

Some overlap · 6 shared positions

$WT $SE $JHG $DHR $WFC $BAH

$197M

184 positions

#9Hamilton Wealth, LLCActive

Some overlap · 3 shared positions

$ALPS $WT $SHW

$1.4B

114 positions

#10Catalyst Investment Management LLCPassive

Some overlap · 4 shared positions

$WT $SE $DHR $MS

$90M

65 positions

#11Trilogy Capital Inc.Passive

Some overlap · 3 shared positions

$ALPS $WT $SE

$2.3B

390 positions

#12Mason & Associates IncActive

Some overlap · 5 shared positions

$WT $ALPS $JHG $SHW $MS

$516M

160 positions

#13Riverbend Wealth Management, LLCPassive

Some overlap · 3 shared positions

$ALPS $WT $MS

$175M

152 positions

#14SENTINEL WEALTH MANAGEMENT, INC.Active

Some overlap · 5 shared positions

$WT $DHR $SE $SNOW $MDY

$125M

39 positions

#15Aprio Wealth Management, LLCPassive

Some overlap · 6 shared positions

$ALPS $WT $JHG $BAH $AGQ $MS

$1.8B

613 positions

#16Daviman Financial, LLCPassive

Some overlap · 5 shared positions

$WT $SE $AGQ $SNOW $SHW

$169M

84 positions

#17Per Stirling Capital Management, LLC.Passive

Some overlap · 6 shared positions

$WT $JHG $BAH $AGQ $SNOW $MS

$905M

310 positions

#18GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 5 shared positions

$WT $JHG $SNOW $BAH $SHW

$5.5B

999 positions

#19HC Advisors, LLCActive

Some overlap · 4 shared positions

$ALPS $WT $SNOW $WFC

$149M

60 positions

#20Lineweaver Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$ALPS $SNOW $DHR $MS

$742M

168 positions

#21WEALTH ENHANCEMENT ADVISORY SERVICES, LLCPassive

Some overlap · 4 shared positions

$ALPS $SE $SNOW $WT

$49.1B

3,594 positions

#22MBA Advisors LLCPassive

Some overlap · 5 shared positions

$WT $JHG $SNOW $ALPS $AGQ

$260M

146 positions

#23Anfield Capital Management, LLCPassive

Some overlap · 3 shared positions

$WT $SE $JHG

$363M

715 positions

#24Clear Creek Financial Management, LLCPassive

Some overlap · 5 shared positions

$WT $SE $JHG $AGQ $SHW

$1.3B

608 positions

#25Shakespeare Wealth Management, LLCActive

Some overlap · 5 shared positions

$SE $WT $SNOW $WFC $SHW

$422M

98 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.