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Hedge Funds Similar to Elk River Wealth ,

13F Portfolio OverlapQ1 2026Elk River Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Elk River Wealth Management, LLC is an institutional investor managing $602M across 99 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 Elk River Wealth , are BRIGHT ROCK ,, BAXTER BROS, JGP Wealth ,, with shared positions in $ICE, $HON, $TXN, $INTU, $MS, $UNP. The full ranking of 25 similar funds is below.

#1BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$ICE$HON$TXN$INTU$MS$UNP
$506M
75 positions
#2BAXTER BROS INCPassive
Some overlap · 7 shared positions
$MS$GEV$HON$INTU$UNP$TMO
$810M
166 positions
#3JGP Wealth Management, LLCPassive
Some overlap · 6 shared positions
$LHX$MS$PNC$LOW$ICE$INTU
$961M
223 positions
#4SOROS CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$GEV$LOW$TXN$ICE$UNP$TMO
$230M
47 positions
#5TRUST CO OF VERMONT
Some overlap · 7 shared positions
$PANW$LOW$UNP$TMO$HON$INTU
$2.4B
1,131 positions
#6Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$ORLY$ICE$MS$MNST$PANW
$1.4B
170 positions
#7Covea FinanceActive
Some overlap · 6 shared positions
$GEV$LHX$PANW$LOW$ISRG$TMO
$2.9B
146 positions
#8ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive
Some overlap · 5 shared positions
$ORLY$ICE$PANW$TMO$ECL
$584M
366 positions
#9ABN AMRO Bank N.V.Active
Some overlap · 6 shared positions
$ORLY$PANW$GEV$MNST$MS$UBER
$9.3B
228 positions
#10Norway Savings BankPassive
Some overlap · 5 shared positions
$PANW$MS$ICE$LOW$HON
$211M
103 positions
#11BROWN, LISLE/CUMMINGS, INC.Passive
Some overlap · 6 shared positions
$ICE$LHX$HON$TMO$TXN$ECL
$400M
1,021 positions
#12Mendel Money ManagementPassive
Some overlap · 6 shared positions
$GEV$PANW$LOW$TMO$MS$UBER
$239M
137 positions
#13Maple Capital Management, Inc.Active
Some overlap · 7 shared positions
$MS$HON$TXN$ISRG$CMG$ECL
$1.5B
119 positions
#14TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$PANW$PNC$ICE$UNP$INTU$ECL
$3.0B
230 positions
#15Long Road Investment Counsel, LLCActive
Some overlap · 5 shared positions
$ORLY$ICE$GEV$TMO$INTU
$255M
78 positions
#16DUNCKER STREETT & CO INCPassive
Some overlap · 6 shared positions
$PANW$LOW$ICE$ORLY$ISRG$TMO
$526M
535 positions
#17NICHOLAS COMPANY, INC.Active
Some overlap · 5 shared positions
$ORLY$ICE$PANW$TXN$TMO
$5.1B
203 positions
#18Kesler, Norman & Wride, LLCPassive
Some overlap · 5 shared positions
$ICE$LHX$LOW$TXN$UNP
$581M
245 positions
#19BRIDGES INVESTMENT MANAGEMENT INCActive
Some overlap · 6 shared positions
$PANW$LOW$UNP$ICE$ISRG$TMO
$7.4B
396 positions
#20LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 6 shared positions
$PANW$MS$INTU$ISRG$TMO$UBER
$1.4B
216 positions
#21BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$GEV$PANW$TXN$UNP$ISRG
$4.1B
151 positions
#22F/m Investments LLCPassive
Some overlap · 6 shared positions
$PANW$HON$INTU$ISRG$ORLY$CMG
$1.5B
333 positions
#23Trifecta Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$PANW$MS$LHX$ISRG$TMO$UBER
$646M
274 positions
#24HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$ICE$MS$HON$INTU$UNP
$1.5B
477 positions
#25SGL Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$ORLY$PANW$LHX$TXN
$266M
126 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.