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Hedge Funds Similar to Elite Life

13F Portfolio OverlapQ1 2026Elite Life portfolio →
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Most similar hedge funds by 13F overlap

Elite Life Management LLC is an institutional investor managing $80M across 57 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 Elite Life are Schear Investment Advisers,, Benchmark Investment Advisors, Passumpsic Savings Bank, with shared positions in $AMD, $GEV, $LIN, $GE, $COR, $CRWD. The full ranking of 25 similar funds is below.

#1Schear Investment Advisers, LLCPassive
Some overlap · 7 shared positions
$AMD$GEV$LIN$GE$COR$CRWD
$227M
77 positions
#2Benchmark Investment Advisors LLCPassive
Some overlap · 8 shared positions
$ANET$GE$CRWD$UBER$MU$GEV
$172M
76 positions
#3Passumpsic Savings Bank
Some overlap · 7 shared positions
$GEV$ANET$GE$COR$PH$UBER
$183M
90 positions
#4SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$AMD$ANET$ETN$PH$UBER$GD
$229M
137 positions
#5WD RUTHERFORD LLCPassive
Some overlap · 6 shared positions
$AMD$GEV$ANET$GE$CRWD$NEE
$225M
71 positions
#6Sun Financial IncPassive
Some overlap · 6 shared positions
$AMD$GEV$ANET$GE$CRWD$ETN
$200M
159 positions
#7Teamwork Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$AMD$GEV$ANET$GE$CRWD$ETN
$946M
216 positions
#8WESPAC Advisors SoCal, LLCPassive
Some overlap · 8 shared positions
$GEV$ETN$GD$MU$WELL$GE
$470M
119 positions
#9Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$AMD$GEV$ANET$GE$PH$MU
$25.6B
60 positions
#10LBP AM SAPassive
Some overlap · 7 shared positions
$AMD$LIN$UBER$MU$WELL$CRWD
$7.3B
388 positions
#11EASTERN BANKPassive
Some overlap · 7 shared positions
$LIN$NEE$ETN$ANET$AMD$PH
$6.5B
1,038 positions
#12Cambridge Financial Group, Inc.Active
Some overlap · 6 shared positions
$GEV$ANET$GE$COR$ETN$MCD
$267M
33 positions
#13Putney Financial Group LLCActive
Some overlap · 6 shared positions
$GEV$ANET$AMD$GE$CRWD$NEE
$99M
84 positions
#14Murphy & Mullick Capital Management CorpPassive
Some overlap · 6 shared positions
$AMD$GEV$GE$UBER$MU$DIA
$135M
726 positions
#15First Washington CORPActive
Some overlap · 6 shared positions
$GEV$ANET$CRWD$ETN$UBER$MU
$353M
50 positions
#16ADAMS DIVERSIFIED EQUITY FUND, INC.Active
Some overlap · 6 shared positions
$GEV$AMD$NEE$PH$UBER$MCD
$2.8B
99 positions
#17Rice Partnership, LLCActive
Some overlap · 6 shared positions
$GEV$LIN$ANET$ETN$MU$WELL
$732M
178 positions
#18Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$GEV$GE$ETN$PH$GD$MCD
$100M
54 positions
#19S-Bank Fund Management LtdActive
Some overlap · 6 shared positions
$GEV$LIN$NEE$PH$MU$MCD
$671M
178 positions
#20Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$AMD$GEV$ANET$GE$NEE
$112M
54 positions
#21Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AMD$GEV$ANET$GE$ETN
$247M
66 positions
#22BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$AMD$GEV$ANET$GE$ETN
$360M
106 positions
#23Nicholson Wealth Management Group, LLCPassive
Some overlap · 6 shared positions
$LIN$COR$NEE$PH$GD$MCD
$172M
114 positions
#24Telligent Fund, LPActive
Some overlap · 5 shared positions
$AMD$GEV$ANET$GE$MU
$94M
24 positions
#25FAIRFIELD, BUSH & CO.Passive
Some overlap · 5 shared positions
$GEV$ANET$AMD$GE$CRWD
$180M
119 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.