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Hedge Funds Similar to Elm3 Financial Group

13F Portfolio OverlapQ2 2026Elm3 Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Elm3 Financial Group, LLC is an institutional investor managing $146M across 135 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 Elm3 Financial Group are Bensler, Geneva Partners, Bristol Gate Partners, with shared positions in $STRL, $KLAC, $PDI, $PGR, $VRT, $ANET. The full ranking of 25 similar funds is below.

#1Bensler, LLCPassive
Notable overlap · 6 shared positions
$STRL$KLAC$PDI$PGR$VRT$ANET
$1.1B
198 positions
#2Geneva Partners, LLCPassive
Some overlap · 7 shared positions
$STRL$KLAC$VRT$HWM$MOD$PH
$375M
75 positions
#3Bristol Gate Capital Partners Inc.Active
Some overlap · 5 shared positions
$HWM$KLAC$WRB$EME$APH
$1.4B
33 positions
#4FCF Advisors LLCPassive
Some overlap · 6 shared positions
$STRL$KLAC$VRT$ANET$EME$SNDK
$544M
58 positions
#5Telligent Fund, LPActive
Some overlap · 5 shared positions
$HWM$KLAC$VRT$ANET$APH
$136M
23 positions
#6Inspire Investing, LLCPassive
Some overlap · 8 shared positions
$KLAC$VRT$PGR$ANET$EME$PH
$2.4B
1,266 positions
#7LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$STRL$KLAC$ANET$EME$PH
$218M
80 positions
#8KANE INVESTMENT MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$HWM$KLAC$VRT$EME$APH
$235M
100 positions
#9Winslow Capital Management, LLCActive
Some overlap · 7 shared positions
$KLAC$HWM$VRT$ANET$PH$SNDK
$29.1B
66 positions
#10MorganRosel Wealth Management, LLCActive
Some overlap · 5 shared positions
$PDI$KLAC$SNDK$MPC$APH
$296M
104 positions
#11Live Oak Investment PartnersPassive
Some overlap · 4 shared positions
$STRL$HWM$MPC$APH
$186M
93 positions
#12ITHAKA GROUP LLCActive
Some overlap · 5 shared positions
$HWM$STRL$VRT$ANET$APH
$551M
40 positions
#13Horizon Investment Services, LLCPassive
Some overlap · 5 shared positions
$STRL$KLAC$EME$TTMI$APH
$360M
143 positions
#14BAM Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$HWM$WRB$EME$APH
$160M
166 positions
#15Alcosta Capital Management, Inc.Active
Some overlap · 4 shared positions
$HWM$KLAC$ANET$APH
$148M
22 positions
#16Davidson Capital Management Inc.Active
Some overlap · 5 shared positions
$KLAC$WRB$VRT$ANET$EME
$624M
96 positions
#17Benchmark Investment Advisors LLCPassive
Some overlap · 7 shared positions
$KLAC$VRT$ANET$EME$PH$SNDK
$228M
70 positions
#18PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$KLAC$HWM$VRT$EME$SNDK
$462M
86 positions
#19COOKSON PEIRCE & CO INCPassive
Some overlap · 4 shared positions
$STRL$HWM$EME$APH
$3.0B
317 positions
#20CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$HWM$KLAC$EME$APH
$566M
391 positions
#21Beta Wealth Group, Inc.Active
Some overlap · 3 shared positions
$PDI$PTY$ANET
$267M
114 positions
#22Noble Wealth Management PBCPassive
Some overlap · 3 shared positions
$PDI$PTY$PCN
$223M
778 positions
#23Smith Asset Management Co., LLCActive
Some overlap · 3 shared positions
$PDI$PTY$PCN
$127M
70 positions
#24Mezzasalma Advisors, LLCPassive
Some overlap · 7 shared positions
$HWM$VRT$TDG$ANET$EME$SNDK
$498M
171 positions
#25CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$HWM$KLAC$SNDK
$569M
256 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.