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Hedge Funds Similar to 10Elms LLP

13F Portfolio OverlapQ2 202610Elms LLP portfolio →
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Most similar hedge funds by 13F overlap

10Elms LLP is an institutional investor managing $236M across 526 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 10Elms LLP are MILLER HOWARD INVESTMENTS, Walsky Investment, Harvest Investment Advisors, with shared positions in $EPD, $STT, $PSX, $WMB, $KMI, $MCD. The full ranking of 25 similar funds is below.

#1MILLER HOWARD INVESTMENTS INC /NYActive
Notable overlap · 7 shared positions
$EPD$STT$PSX$WMB$KMI$MCD
$3.8B
152 positions
#2Walsky Investment Management, Inc.Passive
Notable overlap · 7 shared positions
$STT$QCOM$AMGN$PEP$WFC$UNP
$108M
52 positions
#3Harvest Investment Advisors, LLCActive
Notable overlap · 7 shared positions
$STT$BX$QCOM$AMGN$WMB$KMI
$202M
58 positions
#4CWC Advisors, LLC.Passive
Notable overlap · 4 shared positions
$STT$PSX$QCOM$WFC
$225M
152 positions
#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 7 shared positions
$BX$PSX$QCOM$AMGN$PEP$KMI
$201M
57 positions
#6StrongBox Wealth, LLCPassive
Some overlap · 5 shared positions
$STT$BX$AMGN$WMB$PEP
$351M
267 positions
#7Avantax Planning Partners, Inc.Active
Some overlap · 5 shared positions
$STT$ALPS$AMGN$PEP$COP
$4.0B
454 positions
#8R.H. Investment Group, LLCActive
Some overlap · 7 shared positions
$EPD$WFC$AMGN$UNP$MCD$COP
$133M
47 positions
#9Recurrent Investment Advisors LLCActive
Some overlap · 6 shared positions
$EPD$PSX$WMB$KMI$SU$COP
$1.6B
71 positions
#10PENN DAVIS MCFARLAND INCActive
Some overlap · 6 shared positions
$EPD$QCOM$KMI$AMGN$MCD$PEP
$1.1B
79 positions
#11VERITY Wealth AdvisorsSmart money
Some overlap · 4 shared positions
$STT$QCOM$PEP$LNT
$166M
81 positions
#12Walsh & Associates, LLCActive
Some overlap · 5 shared positions
$STT$WFC$PEP$PSA$UNP
$122M
245 positions
#13CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Some overlap · 5 shared positions
$EPD$PSX$WMB$KMI$KKR
$2.8B
97 positions
#14PINKERTON WEALTH, LLCActive
Some overlap · 7 shared positions
$PSX$QCOM$STT$AMGN$PEP$MCD
$1.2B
103 positions
#15BALLAST ADVISORS LLCPassive
Some overlap · 4 shared positions
$EPD$STT$BX$PEP
$420M
197 positions
#16LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 4 shared positions
$STT$QCOM$KKR$PSA
$248M
91 positions
#17SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 7 shared positions
$PSX$QCOM$AMGN$STT$PEP$MCD
$1.3B
97 positions
#18CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$STT$WFC$PEP$WMB
$1.3B
99 positions
#19COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$STT$QCOM$AMGN$PEP
$414M
164 positions
#20Verity & Verity, LLCActive
Some overlap · 4 shared positions
$STT$PSX$AMGN$PEP
$1.5B
138 positions
#21Pinnacle West Asset Management, Inc.Passive
Some overlap · 8 shared positions
$EPD$AMGN$WMB$BX$KMI$UNP
$145M
104 positions
#22Columbus Macro, LLCPassive
Some overlap · 6 shared positions
$NOTV$QCOM$AMGN$WMB$KMI$PSA
$1.0B
207 positions
#23Brady Martz Wealth Solutions, LLCPassive
Some overlap · 3 shared positions
$STT$ALPS$AMGN
$662M
228 positions
#24GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$STT$AMGN$WFC$UNP
$3.0B
213 positions
#25LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 4 shared positions
$EPD$BX$WFC$PSA
$489M
244 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.