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 ELEVATE WEALTH ADVISORY,

13F Portfolio OverlapQ1 2026ELEVATE WEALTH ADVISORY, portfolio →

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Most similar hedge funds by 13F overlap

ELEVATE WEALTH ADVISORY, INC is an institutional investor managing $158M across 125 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 ELEVATE WEALTH ADVISORY, are BAYSHORE ASSET ,, Capstone Wealth ,, EnRich Financial Partners, with shared positions in $NKE, $AMN, $SCHW, $IAU, $SO, $NEE. The full ranking of 25 similar funds is below.

#1BAYSHORE ASSET MANAGEMENT, LLCSmart money

Substantial overlap · 4 shared positions

$NKE $AMN $SCHW $IAU

$251M

40 positions

#2Capstone Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$NKE $AMN $SO $NEE

$143M

50 positions

#3EnRich Financial Partners LLCActive

Substantial overlap · 6 shared positions

$NKE $AMN $DDOG $IAU $NEE $SNOW

$377M

64 positions

#4Petersen Hastings Wealth Advisors Inc.Smart money

Substantial overlap · 7 shared positions

$NKE $AMN $DDOG $NEE $IAU $SE

$1.1B

81 positions

#5Plancorp, LLCActive

Substantial overlap · 4 shared positions

$NKE $AMN $SCHW $SE

$3.5B

378 positions

#6KEB ASSET MANAGEMENT, LLCActive

Substantial overlap · 5 shared positions

$NKE $AMN $NEE $SO $MAR

$522M

97 positions

#7JDH Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$NKE $AMN $IAU $DOV

$148M

54 positions

#8Three Arch Wealth Management LLCActive

Substantial overlap · 4 shared positions

$NKE $AMN $NEE $DOV

$556M

61 positions

#9Porter White Investment Advisors, Inc.Smart money

Substantial overlap · 4 shared positions

$NKE $AMN $IAU $NSC

$250M

40 positions

#10Meritas Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$NKE $AMN $NEE $NSC

$221M

60 positions

#11CLARIS ADVISORS, LLC / MO /Active

Substantial overlap · 4 shared positions

$NKE $AMN $NEE $SE

$334M

70 positions

#12COGENT STRATEGIC WEALTH LLCActive

Substantial overlap · 3 shared positions

$NKE $AMN $NEE

$97M

56 positions

#13Team Hewins, LLCSmart money

Substantial overlap · 3 shared positions

$NKE $AMN $SNOW

$337M

41 positions

#14Hill Investment Group Partners, LLCSmart money

Substantial overlap · 3 shared positions

$NKE $AMN $NSC

$906M

50 positions

#15Tillman Hartley LLCActive

Substantial overlap · 8 shared positions

$NKE $AMN $SCHW $IAU $WFC $KO

$398M

88 positions

#16ATLas Financial Planning LLCActive

Substantial overlap · 6 shared positions

$NKE $AMN $SO $SAN $DOV $MAR

$112M

69 positions

#17TCI Wealth Advisors, Inc.Active

Substantial overlap · 5 shared positions

$NKE $AMN $NEE $SCHW $DDOG

$1.9B

251 positions

#18Beaird Harris Wealth Management, LLCActive

Substantial overlap · 6 shared positions

$NKE $AMN $DDOG $IAU $SNOW $SCHW

$1.5B

686 positions

#19DOPKINS WEALTH MANAGEMENT, LLCActive

Substantial overlap · 6 shared positions

$NKE $AMN $SCHW $NEE $IAU $SNOW

$249M

92 positions

#20Lauterbach Financial Advisors, LLCActive

Substantial overlap · 6 shared positions

$NKE $AMN $WFC $NEE $MAR $SNOW

$205M

79 positions

#21Financial Futures Ltd Liability Co.Active

Substantial overlap · 7 shared positions

$AMN $NKE $SCHW $DDOG $IAU $SNOW

$228M

72 positions

#22Vistica Wealth Advisors, LLCActive

Substantial overlap · 6 shared positions

$NKE $AMN $WFC $NEE $DOV $SE

$100M

49 positions

#23Frankly Finances, LLCActive

Notable overlap · 6 shared positions

$NKE $SCHW $AMN $IAU $DOV $SNOW

$110M

64 positions

#24COWA, LLCActive

Notable overlap · 3 shared positions

$NKE $AMN $IAU

$371M

158 positions

#25FMB WEALTH MANAGEMENTActive

Notable overlap · 7 shared positions

$NKE $AMN $SCHW $IAU $NEE $MAR

$242M

73 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.