13F Pro

Hedge Funds Similar to Elite Financial

13F Portfolio OverlapQ2 2026Elite Financial portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Elite Financial, Inc. is an institutional investor managing $248M across 55 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 Elite Financial are Evanson Financial, Hirtle Callaghan, Blueprint Investment Partners, with shared positions in $DOV, $ENB, $PM, $SGOL. The full ranking of 3 similar funds is below.

#1Evanson Financial, LLCPassive
Some overlap · 3 shared positions
$DOV$ENB$PM
$2.0B
325 positions
#2Hirtle Callaghan & Co LLCSmart money
Some overlap · 3 shared positions
$PM$DOV$ENB
$3.0B
128 positions
#3Blueprint Investment Partners LLCActive
Slight overlap · 3 shared positions
$DOV$PM$SGOL
$1.2B
159 positions

Compare Elite Financial’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Elite Financial’s holdings

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.