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 Elevated Financial Group

13F Portfolio OverlapQ1 2026Elevated Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Elevated Financial Group LLC is an institutional investor managing $308M across 134 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 Elevated Financial Group are Bradley & Private Wealth ,, WealthCare Investment Partners,, JACKSON THORNTON WEALTH ,, with shared positions in $IAU, $FDX, $AXP, $DAL, $KO, $SBUX. The full ranking of 25 similar funds is below.

#1Bradley & Co. Private Wealth Management, LLCPassive

Some overlap · 9 shared positions

$IAU $FDX $AXP $DAL $KO $SBUX

$190M

215 positions

#2WealthCare Investment Partners, LLCPassive

Some overlap · 4 shared positions

$IAU $CRM $MAR $UNIT

$360M

191 positions

#3JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$IAU $FDX $KO $MU $NKE

$1.1B

286 positions

#4Smith Thornton Advisors LLCPassive

Some overlap · 4 shared positions

$IAU $CRM $KO $DIS

$199M

130 positions

#5TOCQUEVILLE ASSET MANAGEMENT L.P.Passive

Some overlap · 5 shared positions

$IAU $FDX $SBUX $MU $DIS

$6.7B

547 positions

#6Vision Capital Management, Inc.Active

Some overlap · 4 shared positions

$IAU $CRM $SBUX $DIS

$792M

150 positions

#7Chemistry Wealth Management LLCPassive

Some overlap · 5 shared positions

$IAU $AXP $UNIT $MU $NKE

$569M

204 positions

#8waypoint wealth counselPassive

Some overlap · 4 shared positions

$IAU $FDX $KO $MU

$193M

229 positions

#9BLUEDOOR PRIVATE WEALTH, LLCPassive

Some overlap · 4 shared positions

$IAU $MAR $KO $UNIT

$216M

147 positions

#10Hamilton Point Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $CRM $AXP

$649M

186 positions

#11MFA WEALTH ADVISORS, LLCActive

Some overlap · 4 shared positions

$IAU $KO $AXP $MAR

$508M

88 positions

#12Moisand Fitzgerald Tamayo, LLCActive

Some overlap · 6 shared positions

$IAU $UNIT $NKE $AXP $KO $DIS

$931M

518 positions

#13Farrell Financial LLCPassive

Some overlap · 3 shared positions

$IAU $CRM $MAR

$167M

76 positions

#14Everest Financial Group LLCPassive

Some overlap · 5 shared positions

$IAU $CRM $MAR $DAL $MU

$607M

199 positions

#15Strategic Investment Solutions, Inc. /ILPassive

Some overlap · 4 shared positions

$IAU $MAR $KO $NKE

$414M

694 positions

#16Bulltick Wealth Management, LLCPassive

Some overlap · 3 shared positions

$IAU $CRM $SBUX

$453M

137 positions

#17Timber Creek Capital Management LLCPassive

Slight overlap · 3 shared positions

$IAU $CRM $MU

$412M

78 positions

#18Alhambra Investment Partners LLCPassive

Slight overlap · 4 shared positions

$IAU $KO $AXP $UNIT

$217M

176 positions

#19LifePlan Financial, LLCPassive

Slight overlap · 3 shared positions

$IAU $CRM $NKE

$135M

83 positions

#20FMB WEALTH MANAGEMENTActive

Slight overlap · 4 shared positions

$IAU $MAR $MU $NKE

$242M

73 positions

#21SAGE PRIVATE WEALTH GROUP, LLCActive

Slight overlap · 3 shared positions

$IAU $CRM $AXP

$199M

97 positions

#22VESTIA PERSONAL WEALTH ADVISORSActive

Slight overlap · 4 shared positions

$IAU $KO $UNIT $NKE

$213M

99 positions

#23Sunbelt Securities, Inc.Passive

Slight overlap · 4 shared positions

$IAU $CRM $KO $MU

$1.6B

2,954 positions

#24Oceanside Advisors LLCActive

Slight overlap · 4 shared positions

$IAU $KO $MU $NKE

$175M

53 positions

#25Financial Harvest, LLCActive

Slight overlap · 4 shared positions

$IAU $KO $DIS $NKE

$170M

57 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.