13F Pro

Hedge Funds Similar to Elevate Advisors

13F Portfolio OverlapQ2 2026Elevate Advisors portfolio →
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Most similar hedge funds by 13F overlap

Elevate Capital Advisors, LLC is an institutional investor managing $182M across 77 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Elevate Advisors are NEW VERNON INVESTMENT, PhiloSmith, Knoll, with shared positions in $WRB, $ACGL, $TRV, $CB, $UBER, $AXS. The full ranking of 25 similar funds is below.

#1NEW VERNON INVESTMENT MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$WRB$ACGL$TRV$CB$UBER
$82M
37 positions
#2PhiloSmith Capital CorpActive
Notable overlap · 4 shared positions
$WRB$ACGL$CB$AXS
$368M
23 positions
#3Knoll Capital Management, LLCActive
Notable overlap · 3 shared positions
$PHYS$FNV$PM
$179M
37 positions
#4Empire Financial Management Company, LLCPassive
Notable overlap · 5 shared positions
$PHYS$TRV$HSY$CB$WRB
$253M
139 positions
#5VAN DEN BERG MANAGEMENT I, INCPassive
Notable overlap · 4 shared positions
$PHYS$EQT$ACGL$COHR
$473M
120 positions
#6America First Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$FNV$WRB$HSY
$539M
45 positions
#7SCHARF INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$FNV$CB$HSY$MCD
$3.0B
79 positions
#8Financial Strategies Group, Inc.Active
Notable overlap · 3 shared positions
$WRB$CB$PM
$628M
100 positions
#9MATAURO, LLCActive
Notable overlap · 4 shared positions
$PHYS$BTC$NOW$SGOL
$756M
158 positions
#10St. James Investment Company, LLCActive
Notable overlap · 3 shared positions
$FNV$TRV$PHYS
$630M
24 positions
#11Fogel Capital Management, Inc.Active
Notable overlap · 4 shared positions
$CB$ACGL$EQT$NOW
$249M
57 positions
#12HAMEL ASSOCIATES, INC.Passive
Notable overlap · 4 shared positions
$CB$PNC$HSY$MCD
$363M
92 positions
#13HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 5 shared positions
$FNV$CB$MCD$PM$HSY
$252M
43 positions
#14Accordant Advisory Group IncPassive
Notable overlap · 3 shared positions
$PHYS$NOW$UBER
$148M
242 positions
#15Hubbell Strickland Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$PHYS$MCD$PM
$277M
87 positions
#16Heritage Wealth AdvisorsActive
Notable overlap · 3 shared positions
$PHYS$MCD$PM
$2.9B
703 positions
#17Cornerstone Investment Partners, LLCActive
Notable overlap · 3 shared positions
$WRB$CB$TRV
$3.0B
312 positions
#18LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Notable overlap · 5 shared positions
$CB$MCD$NOW$PHYS$UBER
$138M
71 positions
#19Nepsis Inc.Active
Some overlap · 4 shared positions
$CB$ANET$NOW$UBER
$295M
28 positions
#20GENERAL AMERICAN INVESTORS CO INCActive
Some overlap · 4 shared positions
$ACGL$ASML$NOW$UBER
$1.7B
73 positions
#21Mountain Lake Investment Management LLCActive
Some overlap · 3 shared positions
$PHYS$UBER$SGOL
$161M
31 positions
#22OFS Enterprise LLCActive
Some overlap · 3 shared positions
$PNC$MCD$NBIS
$392M
106 positions
#23SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$PHYS$MCD$PM
$524M
174 positions
#24Callahan Advisors, LLCActive
Some overlap · 4 shared positions
$CB$ASML$EQT$MCD
$1.3B
181 positions
#25ANCHOR CAPITAL ADVISORS LLCPassive
Some overlap · 5 shared positions
$PNC$WRB$ACGL$HSY$Q
$3.6B
244 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.