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Hedge Funds Similar to ELEVATUS WELATH

13F Portfolio OverlapQ1 2026ELEVATUS WELATH portfolio →
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Most similar hedge funds by 13F overlap

ELEVATUS WELATH MANAGEMENT is an institutional investor managing $191M across 141 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 ELEVATUS WELATH are Fusion ,, VISTA INVESTMENT, Destiny Wealth Partners,, with shared positions in $FSCO, $JHG, $KKR, $MAR, $AMD, $PLTR. The full ranking of 25 similar funds is below.

#1Fusion Capital, LLCActive
Notable overlap · 3 shared positions
$FSCO$JHG$KKR
$371M
104 positions
#2VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 3 shared positions
$JHG$FSCO$MAR
$301M
176 positions
#3Destiny Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$JHG$FSCO$AMD$KKR$PLTR
$914M
1,148 positions
#4Redwood Financial Network CorpPassive
Some overlap · 4 shared positions
$FSCO$JHG$MAR$DHR
$153M
170 positions
#5NORTHBRIDGE FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$JHG$AMD$MAR$PLTR
$232M
168 positions
#6PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 5 shared positions
$JHG$MAR$DHR$PLTR$KKR
$292M
114 positions
#7Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 4 shared positions
$JHG$MAR$PLTR$KKR
$144M
387 positions
#8Miller Global Investments, LLCPassive
Some overlap · 3 shared positions
$JHG$FSCO$AMD
$121M
295 positions
#9Banco BTG Pactual S.A.Passive
Some overlap · 4 shared positions
$JHG$AMD$MAR$VTR
$1.1B
185 positions
#10Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$AMD$DHR
$407M
601 positions
#11Mason & Associates IncActive
Some overlap · 3 shared positions
$JHG$AMD$PLTR
$516M
160 positions
#12Orion Capital Management LLCPassive
Some overlap · 4 shared positions
$JHG$KKR$AMD$PLTR
$290M
485 positions
#13HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$JHG$FSCO$AMD$KKR$PLTR$MAR
$238M
142 positions
#14Pinnacle Wealth Planning Services, Inc.Passive
Some overlap · 3 shared positions
$FSCO$AMD$AMAT
$968M
2,737 positions
#15AE Wealth Management LLCPassive
Some overlap · 4 shared positions
$JHG$AMD$AMAT$PLTR
$18.5B
2,591 positions
#16Lionshead Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$AMD$PLTR
$136M
108 positions
#17One Charles Private Wealth Services, LLCActive
Some overlap · 3 shared positions
$JHG$MAR$UNIT
$400M
159 positions
#18IFC & Insurance Marketing, Inc.Active
Some overlap · 4 shared positions
$JHG$MAR$PLTR$KEYS
$96M
72 positions
#19Bulwark Capital CorpActive
Some overlap · 3 shared positions
$JHG$MAR$KKR
$162M
100 positions
#20CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$JHG$MAR$KKR
$648M
134 positions
#21Quaker Wealth Management, LLCActive
Some overlap · 3 shared positions
$JHG$MAR$KKR
$320M
972 positions
#22HIGHLINE WEALTH PARTNERS LLCPassive
Some overlap · 3 shared positions
$JHG$MAR$AMD
$392M
1,298 positions
#23WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$JHG$UNIT$KKR
$156M
139 positions
#24INSPIRION WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$JHG$UNIT$KKR
$803M
181 positions
#25Leelyn Smith, LLCPassive
Some overlap · 3 shared positions
$JHG$AMAT$KKR
$713M
154 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.