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Hedge Funds Similar to Elevation Wealth

13F Portfolio OverlapQ2 2026Elevation Wealth portfolio →
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Most similar hedge funds by 13F overlap

Elevation Wealth Management LLC is an institutional investor managing $134M across 146 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 Elevation Wealth are AGP FRANKLIN, Titan Wealth (CI) Ltd, Generali Investments Towarzystwo Funduszy Inwestycyjnych, with shared positions in $CRWD, $SLV, $PLTR, $RDDT, $ANET, $MRVL. The full ranking of 25 similar funds is below.

#1AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$CRWD$SLV$PLTR
$231M
93 positions
#2Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$CRWD$RDDT$PLTR$ANET
$269M
51 positions
#3Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 4 shared positions
$CRWD$MRVL$TXN$ADI
$249M
151 positions
#4Kultura Capital Management LPActive
Some overlap · 4 shared positions
$CRWD$RDDT$VICR$PLTR
$553M
66 positions
#5Meadowbrook Wealth Management, LLCPassive
Some overlap · 4 shared positions
$CRWD$RDDT$MRVL$PLTR
$95M
72 positions
#6Avalon Global Asset Management LLCActive
Some overlap · 4 shared positions
$CRWD$MRVL$PLTR$ADI
$917M
38 positions
#7Dedeker Financial LLCActive
Some overlap · 4 shared positions
$CRWD$MRVL$PLTR$SLV
$176M
56 positions
#8Disciplined Equity Management, Inc.Smart money
Some overlap · 4 shared positions
$CRWD$TXN$PLTR$ANET
$227M
47 positions
#9Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$CRWD$TXN$ADI$ANET
$169M
77 positions
#10Bluebird Wealth Management LLCPassive
Some overlap · 3 shared positions
$CRWD$RDDT$ANET
$115M
89 positions
#11RED REEF ADVISORS LLCPassive
Some overlap · 4 shared positions
$CRWD$MRVL$PLTR$ANET
$108M
183 positions
#12Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$CRWD$MRVL$TXN
$132M
45 positions
#13Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$CRWD$SLV$PLTR$ANET
$819M
339 positions
#14Newbridge Financial Services Group, Inc.Passive
Some overlap · 3 shared positions
$CRWD$MRVL$PLTR
$868M
1,314 positions
#15Darden Wealth Group IncPassive
Some overlap · 3 shared positions
$CRWD$MRVL$ANET
$252M
155 positions
#16First Washington CORPActive
Some overlap · 3 shared positions
$CRWD$MRVL$ANET
$418M
51 positions
#17VIMA LLCPassive
Some overlap · 3 shared positions
$CRWD$SLV$ANET
$98M
351 positions
#18Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$CRWD$TXN$ADI
$1.1B
154 positions
#19ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 3 shared positions
$CRWD$MRVL$PLTR
$666M
135 positions
#20Retireful, LLCPassive
Some overlap · 4 shared positions
$CRWD$MRVL$TXN$ANET
$116M
86 positions
#21WIN ADVISORS, INCActive
Some overlap · 3 shared positions
$CRWD$MRVL$ADI
$281M
75 positions
#22PRAKASH INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$CRWD$MRVL$PLTR
$165M
86 positions
#23Green Alpha Advisors, LLCPassive
Some overlap · 4 shared positions
$CRWD$MRVL$ADI$ANET
$148M
110 positions
#24Destiny Wealth Partners, LLCActive
Some overlap · 3 shared positions
$CRWD$RDDT$PLTR
$709M
186 positions
#25Leelyn Smith, LLCActive
Some overlap · 5 shared positions
$CRWD$MRVL$TXN$ADI$ANET
$822M
157 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.