13F Pro

Hedge Funds Similar to Elevate Advisors,

13F Portfolio OverlapQ1 2026Elevate Advisors, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Elevate Capital Advisors, LLC is an institutional investor managing $155M across 72 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 Elevate Advisors, are STANSBERRY ASSET ,, VAN DEN BERG I,, Knoll ,, with shared positions in $AXS, $KO, $CME, $WRB, $TRV, $HSY. The full ranking of 25 similar funds is below.

#1STANSBERRY ASSET MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$AXS$KO$CME$WRB$TRV$HSY
$973M
141 positions
#2VAN DEN BERG MANAGEMENT I, INCPassive
Notable overlap · 4 shared positions
$PHYS$EQT$ACGL$CME
$436M
133 positions
#3Knoll Capital Management, LLCActive
Notable overlap · 3 shared positions
$PHYS$FNV$PM
$180M
37 positions
#4NEW VERNON INVESTMENT MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$TRV$WRB$ACGL$CB$UBER
$94M
39 positions
#5O'Brien Greene & Co. IncPassive
Notable overlap · 3 shared positions
$PHYS$FNV$KO
$353M
133 positions
#6HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 6 shared positions
$FNV$KO$MCD$CB$HSY$PM
$243M
44 positions
#7BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 7 shared positions
$TRV$CME$MCD$HSY$KO$CB
$480M
133 positions
#8St. James Investment Company, LLCSmart money
Notable overlap · 4 shared positions
$FNV$TRV$L$PHYS
$638M
22 positions
#9EQUITY INVESTMENT CORPActive
Notable overlap · 4 shared positions
$PNC$HSY$TRV$DG
$5.1B
71 positions
#10CORDA Investment Management, LLC.Active
Notable overlap · 6 shared positions
$HSY$KO$ASML$CME$MCD$DE
$1.4B
80 positions
#11America First Investment Advisors, LLCActive
Notable overlap · 5 shared positions
$FNV$WRB$CME$KO$HSY
$536M
41 positions
#12SCHARF INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$FNV$HSY$CME$CB
$3.2B
70 positions
#13Tevis Investment ManagementPassive
Notable overlap · 6 shared positions
$FNV$L$ASML$KO$TRV$PM
$176M
99 positions
#14Cornerstone Investment Partners, LLCActive
Notable overlap · 4 shared positions
$WRB$TRV$DG$CB
$2.4B
291 positions
#15Applied Capital LLC/FLActive
Some overlap · 5 shared positions
$TRV$WRB$CME$CB$PM
$212M
92 positions
#16Papamarkou Wellner Asset Management inc.Passive
Some overlap · 6 shared positions
$KO$ASML$MCD$CME$DE$PM
$164M
86 positions
#17FAYEZ SAROFIM & COActive
Some overlap · 6 shared positions
$KO$ASML$MCD$CME$CB$PM
$39.1B
294 positions
#18VanWeelden Wealth Management, LLCActive
Some overlap · 3 shared positions
$PHYS$KO$MCD
$125M
31 positions
#19HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$KO$HSY$MCD$PNC$CB
$351M
81 positions
#20Heritage Wealth AdvisorsActive
Some overlap · 3 shared positions
$PHYS$MCD$PM
$2.6B
692 positions
#21SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$PHYS$MCD$PM
$482M
173 positions
#22ANCHOR CAPITAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$WRB$PNC$HSY$ACGL
$3.5B
251 positions
#23Empire Life Investments Inc.Active
Some overlap · 4 shared positions
$PNC$CME$KO$EQT
$1.6B
110 positions
#24Harbour Wealth Management Group, Inc.Passive
Some overlap · 3 shared positions
$PHYS$KO$CME
$133M
89 positions
#25TrustWell Financial Advisors, LLCActive
Some overlap · 3 shared positions
$PHYS$SGOL$DE
$106M
70 positions

Compare Elevate Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Elevate Advisors,’s holdings

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.