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 Elemental Partners

13F Portfolio OverlapQ1 2026Elemental Partners portfolio →

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Most similar hedge funds by 13F overlap

Elemental Capital Partners LLC is an institutional investor managing $235M across 12 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 Elemental Partners are Credit Investments, ORBA Wealth Advisors, L.L.C., SUMMIT SECURITIES GROUP,, with shared positions in $BE, $LRCX, $VZ, $ET, $PFE, $ARCC. The full ranking of 25 similar funds is below.

#1Credit Capital Investments LLCActive

Some overlap · 3 shared positions

$BE $LRCX $VZ

$110M

39 positions

#2ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 3 shared positions

$LRCX $ET $PFE

$84M

65 positions

#3SUMMIT SECURITIES GROUP, LLCActive

Some overlap · 3 shared positions

$BE $ET $PFE

$810M

1,015 positions

#4Cornerstone Select Advisors, LLCPassive

Some overlap · 3 shared positions

$LRCX $ARCC $VZ

$160M

124 positions

#5Boxwood Ventures, Inc.Active

Some overlap · 3 shared positions

$LRCX $KHC $PFE

$94M

33 positions

#6MORTON COMMUNITY BANKPassive

Some overlap · 3 shared positions

$LRCX $AEP $VZ

$460M

115 positions

#7White Knight Strategic Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$LRCX $VZ $PFE

$119M

81 positions

#8Coastwise Capital Group, LLCPassive

Slight overlap · 3 shared positions

$LRCX $VZ $PFE

$180M

128 positions

#9Persium Advisors, LLCActive

Slight overlap · 3 shared positions

$LRCX $VZ $PFE

$127M

60 positions

#10Henson-Edgewater Management, LLCPassive

Slight overlap · 3 shared positions

$LRCX $ET $VZ

$157M

66 positions

#11M.E. ALLISON & CO., INC.Passive

Slight overlap · 3 shared positions

$BE $VZ $PFE

$151M

193 positions

#12Fort Sheridan Advisors LLCPassive

Slight overlap · 3 shared positions

$LRCX $ET $VZ

$828M

282 positions

#13Torrey Growth & Income AdvisorsActive

Slight overlap · 3 shared positions

$LRCX $VZ $PFE

$239M

110 positions

#14ROMANO BROTHERS AND COMPANYPassive

Slight overlap · 4 shared positions

$LRCX $AEP $ARCC $VZ

$880M

319 positions

#15L & S Advisors IncPassive

Slight overlap · 3 shared positions

$LRCX $AEP $VZ

$795M

233 positions

#16TOUNJIAN ADVISORY PARTNERS, LLCPassive

Slight overlap · 3 shared positions

$LRCX $AEP $PFE

$277M

150 positions

#17Systematic Alpha Investments, LLCActive

Slight overlap · 3 shared positions

$LRCX $AEP $VZ

$2.8B

234 positions

#18Community Bank, N.A.Passive

Slight overlap · 3 shared positions

$LRCX $AEP $VZ

$840M

501 positions

#19Straight Path Wealth ManagementActive

Slight overlap · 4 shared positions

$BE $CRDO $PFE $VZ

$374M

129 positions

#20Edgemoor Investment Advisors, Inc.Active

Slight overlap · 4 shared positions

$AEP $ARCC $VZ $PFE

$1.3B

170 positions

#21LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Slight overlap · 5 shared positions

$ET $KHC $VZ $PFE $PAA

$480M

243 positions

#22Swiss Life Asset Management LtdPassive

Slight overlap · 3 shared positions

$LRCX $VZ $PFE

$20.4B

1,506 positions

#23TECTONIC ADVISORS LLCActive

Slight overlap · 4 shared positions

$ARCC $ET $VZ $PFE

$1.9B

267 positions

#24Baugh & Associates, LLCActive

Slight overlap · 4 shared positions

$ARCC $ET $VZ $PFE

$232M

44 positions

#25MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Slight overlap · 3 shared positions

$LRCX $ARCC $AEP

$1.3B

143 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.