How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Elm3 Financial Group,

13F Portfolio OverlapQ1 2026Elm3 Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Elm3 Financial Group, LLC is an institutional investor managing $118M across 117 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 Elm3 Financial Group, are Noble Wealth PBC, KANE INVESTMENT ,, LifeWealth Investments,, with shared positions in $PDI, $PTY, $WT, $HWM, $KLAC, $SHW. The full ranking of 25 similar funds is below.

#1Noble Wealth Management PBCPassive

Some overlap · 3 shared positions

$PDI $PTY $WT

$223M

778 positions

#2KANE INVESTMENT MANAGEMENT, INC.Active

Some overlap · 6 shared positions

$HWM $KLAC $SHW $VRT $PANW $JHG

$194M

99 positions

#3LifeWealth Investments, LLCPassive

Some overlap · 4 shared positions

$PDI $JHG $WT $BRZE

$335M

141 positions

#4Geneva Partners, LLCPassive

Some overlap · 5 shared positions

$STRL $HWM $KLAC $VRT $MOD

$208M

63 positions

#5Munro PartnersActive

Some overlap · 4 shared positions

$HWM $STRL $VRT $MOD

$3.0B

59 positions

#6Castle Rock Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WT $JHG $SHW $VRT $PANW

$462M

262 positions

#7Buckland Partners Management Co LLCPassive

Some overlap · 3 shared positions

$HWM $WRB $PANW

$165M

91 positions

#8Andina Capital Management, LLCPassive

Some overlap · 5 shared positions

$WT $JHG $SOLV $KLAC $HWM

$113M

119 positions

#9Value Investment Professionals, LLCPassive

Some overlap · 4 shared positions

$WT $STRL $JHG $BRZE

$89M

81 positions

#10Wealth Care LLCActive

Some overlap · 3 shared positions

$PDI $WT $PTY

$113M

67 positions

#11Peck Wealth Management, LLCPassive

Some overlap · 3 shared positions

$HWM $WT $SOLV

$100M

122 positions

#12Dynamic Advisor Solutions LLCPassive

Some overlap · 5 shared positions

$WT $SOLV $JHG $SHW $BRZE

$3.2B

963 positions

#13IAM Advisory, LLCActive

Some overlap · 5 shared positions

$WT $SHW $VRT $HWM $PANW

$446M

95 positions

#14BEARING POINT CAPITAL, LLCPassive

Some overlap · 3 shared positions

$HWM $WT $PANW

$638M

166 positions

#15Bensler, LLCPassive

Some overlap · 4 shared positions

$PDI $PGR $KLAC $JHG

$969M

194 positions

#16Freedom Day Solutions, LLCActive

Some overlap · 4 shared positions

$WT $PGR $SHW $BRZE

$373M

96 positions

#17Cavalier Investments, LLCSmart money

Some overlap · 3 shared positions

$HWM $KLAC $SHW

$3.7B

112 positions

#18Maridea Wealth Management LLCPassive

Some overlap · 4 shared positions

$WT $JHG $SOLV $SHW

$688M

454 positions

#19Ballast Rock Private Wealth LLCPassive

Some overlap · 4 shared positions

$WT $JHG $SOLV $BRZE

$181M

177 positions

#20Transamerica Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$WT $HWM $JHG

$1.2B

1,940 positions

#21Symphony Financial Services, Inc.Passive

Some overlap · 4 shared positions

$WT $JHG $SHW $PGR

$195M

99 positions

#22Berbice Capital Management LLCActive

Some overlap · 6 shared positions

$KLAC $SHW $VRT $HWM $WT $TDG

$153M

159 positions

#23Accel Wealth ManagementPassive

Some overlap · 3 shared positions

$PTY $JHG $SHW

$383M

290 positions

#24Telligent Fund, LPActive

Some overlap · 3 shared positions

$HWM $KLAC $VRT

$94M

24 positions

#25CHILTON INVESTMENT CO INC.Active

Some overlap · 3 shared positions

$WRB $PGR $SHW

$4.3B

280 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.