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Hedge Funds Similar to Elevation Wealth

13F Portfolio OverlapQ1 2026Elevation Wealth portfolio →
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Most similar hedge funds by 13F overlap

Elevation Wealth Management LLC is an institutional investor managing $109M across 137 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 Elevation Wealth are Optiver Holding B.V., Williams & Novak,, PEAK6, with shared positions in $SLV, $CRWD, $AMD, $PANW, $MU, $BAC. The full ranking of 25 similar funds is below.

#1Optiver Holding B.V.Active
Some overlap · 7 shared positions
$SLV$CRWD$AMD$PANW$MU$BAC
$289.5B
2,301 positions
#2Williams & Novak, LLCPassive
Some overlap · 6 shared positions
$SLV$LEN$SE$MU$LRCX$MS
$134M
143 positions
#3PEAK6 LLCPassive
Some overlap · 6 shared positions
$SLV$CRWD$UNH$MU$AMD$PANW
$42.6B
2,630 positions
#4RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 5 shared positions
$SLV$UNH$PANW$CRWD$RDDT
$116M
116 positions
#5Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 6 shared positions
$LEN$CRWD$SHW$MU$SLV$MS
$144M
387 positions
#6AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$SLV$CRWD$AMD$BAC
$200M
93 positions
#7RED REEF ADVISORS LLCPassive
Some overlap · 5 shared positions
$LEN$CRWD$AMD$PANW$MU
$96M
179 positions
#8Greater Midwest Financial Group, LLCPassive
Some overlap · 6 shared positions
$CRWD$AMD$PANW$MU$SHW$LRCX
$186M
65 positions
#9Altrafin AGActive
Some overlap · 5 shared positions
$CRWD$AMD$SE$UNH$PANW
$290M
52 positions
#10Merited Wealth, LLCPassive
Some overlap · 6 shared positions
$LEN$SE$SHW$MU$UNH$MS
$121M
79 positions
#11Cornerstone Select Advisors, LLCPassive
Some overlap · 6 shared positions
$CRWD$PANW$SHW$MU$BAC$LRCX
$160M
124 positions
#12Quadrature Capital LtdPassive
Some overlap · 6 shared positions
$CRWD$AMD$UNH$MU$LRCX$MS
$8.4B
1,313 positions
#13STEINBERGANNA WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$SLV$CRWD$PANW$MU
$208M
132 positions
#14Everest Financial Group LLCPassive
Some overlap · 5 shared positions
$CRWD$AMD$UNH$PANW$MU
$607M
199 positions
#15SIG BROKERAGE, LPPassive
Some overlap · 6 shared positions
$AMD$UNH$SHW$MU$BAC$LRCX
$3.8B
769 positions
#16Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 5 shared positions
$CRWD$AMD$PANW$MU$BAC
$194M
146 positions
#17SLT Holdings LLCPassive
Some overlap · 5 shared positions
$CRWD$AMD$UNH$MU$RDDT
$148M
136 positions
#18CTC LLCActive
Some overlap · 7 shared positions
$SLV$AMD$MU$SHW$LRCX$MS
$217.2B
112 positions
#19Eagle Strategies LLCPassive
Some overlap · 5 shared positions
$SLV$AMD$MS$SE$CRWD
$837M
258 positions
#20Schear Investment Advisers, LLCPassive
Some overlap · 5 shared positions
$CRWD$AMD$SHW$MU$MS
$227M
77 positions
#21Snider Financial GroupPassive
Some overlap · 5 shared positions
$CRWD$SE$PANW$SHW$BAC
$331M
102 positions
#22OFI INVEST ASSET MANAGEMENTActive
Some overlap · 6 shared positions
$AMD$PANW$MU$BAC$LRCX$MS
$7.6B
347 positions
#23DARA CAPITAL US, INC.Passive
Some overlap · 5 shared positions
$CRWD$AMD$PANW$MU$LRCX
$105M
119 positions
#24Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$AMD$PANW$LRCX$MS
$646M
274 positions
#25MIG Capital, LLC
Some overlap · 6 shared positions
$RDDT$SHW$CRWD$MU$LRCX$PANW
$589M
43 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.