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Hedge Funds Similar to Elyxium Wealth

13F Portfolio OverlapQ2 2026Elyxium Wealth portfolio →
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Most similar hedge funds by 13F overlap

Elyxium Wealth, LLC is an institutional investor managing $952M across 298 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 Elyxium Wealth are M & L Ltd, Maxele Advisors, FIRST BUSINESS FINANCIAL SERVICES, with shared positions in $CIEN, $ANET, $SPCX, $MDY, $MS, $DE. The full ranking of 25 similar funds is below.

#1M & L Capital Management LtdActive
Some overlap · 3 shared positions
$CIEN$ANET$SPCX
$370M
17 positions
#2Maxele Advisors, LLC
Some overlap · 4 shared positions
$SPCX$MDY$MS$DE
$143M
98 positions
#3FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money
Some overlap · 3 shared positions
$CIEN$ANET$TJX
$1.3B
201 positions
#4STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 4 shared positions
$SPCX$ANET$TJX$MS
$918M
75 positions
#5Sherry Group, Inc.Active
Some overlap · 3 shared positions
$SPCX$MDY$STT
$102M
52 positions
#6GKV Capital Management Co., Inc.Passive
Some overlap · 5 shared positions
$ANET$TJX$DE$MAR$AMGN
$310M
83 positions
#7BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 5 shared positions
$TJX$ANET$IDXX$MS$AMGN
$2.7B
812 positions
#8DNCA FINANCEActive
Some overlap · 3 shared positions
$SPCX$ANET$DE
$2.1B
118 positions
#9TOUNJIAN ADVISORY PARTNERS, LLCPassive
Some overlap · 3 shared positions
$SPCX$IDXX$TJX
$234M
789 positions
#10Investment Research Partners LLCPassive
Some overlap · 3 shared positions
$CIEN$AMGN$DE
$295M
278 positions
#11BTC Capital Management, Inc.Passive
Some overlap · 6 shared positions
$TJX$MS$DE$MAR$WFC$STT
$1.6B
207 positions
#12GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$TJX$MS$ANET$AMGN$WFC$STT
$3.0B
213 positions
#13Beta Wealth Group, Inc.Active
Some overlap · 4 shared positions
$ANET$TJX$MS$WFC
$267M
114 positions
#14Turner Financial Group, Inc.Passive
Some overlap · 4 shared positions
$SPCX$MAR$CIEN$ANET
$101M
112 positions
#15TKG Advisors, LLCPassive
Some overlap · 4 shared positions
$CIEN$MDY$KEYS$AMGN
$288M
94 positions
#16RENAISSANCE GROUP LLCPassive
Some overlap · 4 shared positions
$ANET$TJX$MAR$AMGN
$2.5B
234 positions
#17Ayrshire Capital Management LLCPassive
Some overlap · 4 shared positions
$ANET$TJX$MS$SPCX
$214M
50 positions
#18SWS PartnersPassive
Some overlap · 3 shared positions
$CIEN$ANET$WFC
$463M
108 positions
#19Longaeva Partners L.P.Passive
Some overlap · 3 shared positions
$SPCX$MS$USB
$4.6B
339 positions
#20VIAWEALTH, LLCPassive
Some overlap · 5 shared positions
$ANET$DE$MDY$AMGN$USB
$199M
167 positions
#21Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 4 shared positions
$ANET$TJX$MAR$MDY
$2.7B
206 positions
#22VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ANET$MDY$DE$AMGN$WFC
$142M
108 positions
#23Pine Haven Investment Counsel, IncPassive
Some overlap · 5 shared positions
$TJX$MAR$DE$AMGN$STT
$149M
116 positions
#24Alcosta Capital Management, Inc.Active
Some overlap · 3 shared positions
$ANET$TJX$MS
$148M
22 positions
#25GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 4 shared positions
$ANET$MS$AMGN$USB
$2.2B
268 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.