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Hedge Funds Similar to Elite Life

13F Portfolio OverlapQ2 2026Elite Life portfolio →
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Most similar hedge funds by 13F overlap

Elite Life Management LLC is an institutional investor managing $85M across 61 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 Elite Life are MATTERN, Community Financial Services Group, ARGONAUTICA PRIVATE WEALTH, with shared positions in $COR, $BLK, $LIN, $PH, $GD, $APH. The full ranking of 25 similar funds is below.

#1MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$COR$BLK$LIN$PH$GD$APH
$857M
166 positions
#2Community Financial Services Group, LLCPassive
Some overlap · 7 shared positions
$LIN$ETN$PH$ANET$APH$BLK
$655M
539 positions
#3ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 7 shared positions
$CRWD$BLK$APH$PH$NEE$GD
$409M
182 positions
#4Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$ANET$CRWD$LIN$ETN$UBER
$115M
89 positions
#5Robbins FarleyPassive
Some overlap · 5 shared positions
$ANET$CRWD$ETN$NEE$UBER
$262M
158 positions
#6Benchmark Investment Advisors LLCActive
Some overlap · 6 shared positions
$ANET$CRWD$APH$UBER$WELL$PH
$228M
70 positions
#7First Long Island Investors, LLCActive
Some overlap · 6 shared positions
$BLK$ETN$PH$APH$NEE$UBER
$1.4B
73 positions
#8CAPITAL CITY TRUST CO/FLPassive
Some overlap · 5 shared positions
$ANET$BLK$GD$ETN$NEE
$484M
118 positions
#9BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ANET$BLK$LIN$APH$NEE
$529M
72 positions
#10FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$ANET$LIN$ETN$APH$NEE
$1.3B
157 positions
#11Robinhood Asset Management, LLCActive
Some overlap · 5 shared positions
$CRWD$LIN$ETN$NEE$UBER
$1.9B
83 positions
#12WealthShield Partners, LLCPassive
Some overlap · 5 shared positions
$CRWD$ETN$PH$APH$UBER
$654M
379 positions
#13EASTERN BANKPassive
Some overlap · 6 shared positions
$ETN$ANET$LIN$NEE$BLK$PH
$6.6B
1,107 positions
#14Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$CRWD$BLK$ETN$WELL$NEE
$1.6B
184 positions
#15Wilian Securities, LLCPassive
Some overlap · 5 shared positions
$CRWD$LIN$APH$NEE$UBER
$169M
89 positions
#16Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 5 shared positions
$ANET$CRWD$BLK$UBER$NEE
$2.7B
206 positions
#17Kesler, Norman & Wride, LLCPassive
Some overlap · 5 shared positions
$COR$BLK$PH$GD$NEE
$631M
271 positions
#18KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$CRWD$BLK$PH$UBER$LIN
$351M
166 positions
#19Asio Capital, LLCActive
Some overlap · 5 shared positions
$CRWD$ANET$APH$PH$UBER
$816M
131 positions
#20BTC Capital Management, Inc.Passive
Some overlap · 5 shared positions
$CRWD$PH$ETN$APH$NEE
$1.6B
207 positions
#21Ayrshire Capital Management LLCPassive
Some overlap · 5 shared positions
$ANET$LIN$ETN$APH$UBER
$219M
50 positions
#22SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ANET$PH$GD$APH$UBER
$254M
141 positions
#23Evansbrook LLCActive
Some overlap · 6 shared positions
$PH$CRWD$ANET$NEE$ETN$BLK
$171M
126 positions
#24SWS PartnersPassive
Some overlap · 5 shared positions
$ANET$ETN$GD$APH$UBER
$465M
108 positions
#25First Washington CORPActive
Some overlap · 4 shared positions
$ANET$CRWD$ETN$UBER
$418M
51 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.