What hedge funds are most similar to Elevated Private Wealth, LLC?

The funds with the most similar 13F portfolios to Elevated Private Wealth, LLC are Hillman ,, EDGAR LOMAX /VA, DODGE & COX, based on overlapping conviction holdings in the latest SEC filings.

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 Private Wealth,

13F Portfolio OverlapQ4 2025Elevated Private Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Elevated Private Wealth, LLC is an institutional investor managing $97M across 94 U.S. equity positions as of Q4 2025. 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 ,, EDGAR LOMAX /VA, DODGE & COX, with shared positions in $FISV, $ADBE, $CRM, $KMX, $CCZ, $UNH. The full ranking of 25 similar funds is below.

#1Hillman Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$FISV $ADBE $CRM $KMX $CCZ $UNH

$144M

56 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$FDX $UNH $SCHW $CCZ $NEE $CVS

$1.4B

56 positions

#3DODGE & COXActive

Notable overlap · 6 shared positions

$SCHW $FDX $FISV $UNH $CCZ $CVS

$182.0B

222 positions

#4HARBER ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$UNH $CRM $TEAM $INTU $MRVL $FISV

$156M

41 positions

#5Blume Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$FDX $SCHW $FISV $CCZ $RIO

$588M

337 positions

#6Cetera Trust Company, N.APassive

Notable overlap · 7 shared positions

$LRCX $FDX $SCHW $CRM $NEE $CVS

$177M

351 positions

#7Patient Capital Management, LLCActive

Notable overlap · 5 shared positions

$UNH $FISV $ADBE $RPRX $CVS

$2.7B

40 positions

#8Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$SCHW $UNH $ADBE $INTU $FISV

$695M

159 positions

#9CEERA INVESTMENTS, LLCPassive

Notable overlap · 5 shared positions

$UNH $ADBE $CRM $INTU $TEAM

$228M

93 positions

#10CHIRON CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$ADBE $UNH $CRM $AMD $CCZ $TEAM

$98M

117 positions

#11Robinson Value Management, Ltd.Passive

Some overlap · 5 shared positions

$ADBE $AMD $FISV $INTU $CCZ

$180M

73 positions

#12Parsonex Advisory Services, Inc.Passive

Some overlap · 4 shared positions

$UNH $SCHW $CRM $CRWD

$102M

56 positions

#13Cohen Capital Management, Inc.Passive

Some overlap · 5 shared positions

$SCHW $UNH $NEE $CVS $CRM

$644M

154 positions

#14Generali Powszechne Towarzystwo EmerytalneActive

Some overlap · 4 shared positions

$UNH $ADBE $AMD $CRM

$566M

28 positions

#15Guinness Atkinson Asset Management IncPassive

Some overlap · 5 shared positions

$LRCX $ADBE $CRM $INTU $NEE

$200M

123 positions

#16Collar Capital Management, LLCPassive

Some overlap · 4 shared positions

$UNH $ADBE $FDX $CRM

$155M

72 positions

#17HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$FDX $CRM $UNH $CCZ $FISV

$32.4B

465 positions

#18Sava Infond d.o.o.Passive

Some overlap · 6 shared positions

$LRCX $CRM $AZN $AMD $MRVL $UNH

$705M

230 positions

#19DARA CAPITAL US, INC.Passive

Some overlap · 6 shared positions

$LRCX $AMD $CRWD $ADBE $INTU $CRM

$105M

119 positions

#20COMMUNITY TRUST & INVESTMENT COActive

Some overlap · 6 shared positions

$AMD $SCHW $CRM $CVS $AZN $UNH

$1.8B

140 positions

#21Heron Bay Capital ManagementActive

Some overlap · 4 shared positions

$SCHW $LRCX $CRM $ADBE

$1.1B

78 positions

#22SIG BROKERAGE, LPPassive

Some overlap · 5 shared positions

$SCHW $AMD $UNH $LRCX $NEE

$3.8B

769 positions

#23Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Some overlap · 5 shared positions

$ADBE $AMD $MRVL $CRWD $INTU

$194M

146 positions

#24Greater Midwest Financial Group, LLCPassive

Some overlap · 5 shared positions

$INTU $AMD $LRCX $CRWD $NEE

$186M

65 positions

#25Kovitz Investment Group Partners, LLCPassive

Some overlap · 8 shared positions

$AMD $LRCX $SCHW $UNH $CRM $FDX

$4.3B

484 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.