13F Pro

Hedge Funds Similar to Elevated Private Wealth

13F Portfolio OverlapQ2 2026Elevated Private Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Elevated Private Wealth, LLC is an institutional investor managing $106M across 76 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 Elevated Private Wealth are Hillman, Twin Lakes, Nishkama, with shared positions in $KMX, $ADBE, $CRM, $CVS, $FISV, $BIIB. The full ranking of 25 similar funds is below.

#1Hillman Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$KMX$ADBE$CRM$CVS$FISV$BIIB
$138M
54 positions
#2Twin Lakes Capital Management, LLCActive
Notable overlap · 5 shared positions
$STX$FDX$SCHW$NOW$CVS
$262M
208 positions
#3Nishkama Capital, LLCActive
Notable overlap · 5 shared positions
$STX$ASML$CRM$NOW$TEAM
$3.2B
61 positions
#4Maytus Capital Management, LLCPassive
Notable overlap · 5 shared positions
$STX$CRWD$CRM$TEAM$GPN
$636M
62 positions
#5Buttonwood Financial Advisors Inc.Active
Notable overlap · 6 shared positions
$SCHW$ASML$FISV$ADBE$NOW$PEP
$329M
110 positions
#6Green Alpha Advisors, LLCPassive
Notable overlap · 4 shared positions
$STX$CRWD$MRNA$RIVN
$149M
113 positions
#7Patient Capital Management, LLCActive
Some overlap · 6 shared positions
$ADBE$RPRX$CVS$FISV$GPN$BIIB
$3.1B
40 positions
#8BIRCHBROOK, INC.Active
Some overlap · 6 shared positions
$CRWD$CRM$NOW$PEP$FDX$CVS
$213M
305 positions
#9Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$FDX$SCHW$RIO$FISV$CVS
$684M
359 positions
#10Delta Global Management LPPassive
Some overlap · 5 shared positions
$STX$NOW$GPN$PEP$TEAM
$922M
149 positions
#11NORTH STAR ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$SCHW$ASML$ADBE$GPN$FISV
$2.5B
372 positions
#12Everest Financial Group LLCPassive
Some overlap · 5 shared positions
$CRWD$ASML$NOW$CRM$SCHW
$738M
208 positions
#13Parsonex Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$CRWD$SCHW$CRM$ASML
$115M
50 positions
#14Athena Wealth Management, LLCActive
Some overlap · 5 shared positions
$SCHW$STX$ASML$AZN$FDX
$134M
104 positions
#15KKM Financial LLCPassive
Some overlap · 5 shared positions
$ASML$CVS$CRWD$NOW$FDX
$730M
169 positions
#16GUERRA PAN ADVISORS, LLCPassive
Some overlap · 5 shared positions
$CRWD$ASML$NOW$CRM$AZN
$179M
118 positions
#17Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$STX$CRWD$ASML
$132M
45 positions
#18Parkwood LLCActive
Some overlap · 4 shared positions
$STX$ASML$CVS$AZN
$1.4B
72 positions
#19Thomasville National BankPassive
Some overlap · 4 shared positions
$CRWD$ASML$CRM$NOW
$1.8B
241 positions
#201248 Management, LLCActive
Some overlap · 3 shared positions
$CRWD$SCHW$CRM
$256M
149 positions
#21CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 3 shared positions
$STX$CRWD$PEP
$1.3B
88 positions
#22Inlet Private Wealth, LLCPassive
Some overlap · 4 shared positions
$STX$RPRX$CVS$FISV
$411M
133 positions
#23Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 4 shared positions
$CRWD$ADBE$NOW$CRM
$249M
151 positions
#24WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$STX$CRM$CVS$PEP$ASML
$1.3B
73 positions
#25CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ADBE$CRM$TEAM$FISV$NOW$PEP
$111M
136 positions

Compare Elevated Private Wealth’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 Elevated Private Wealth’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.