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Hedge Funds Similar to Entelevest,

13F Portfolio OverlapQ1 2026Entelevest, portfolio →
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Most similar hedge funds by 13F overlap

Entelevest, LLC is an institutional investor managing $100M 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 Entelevest, are BECK ,, Gunderson, Rafferty Asset ,, with shared positions in $MU, $IAU, $GE, $ASML, $SPOT, $GSAT. The full ranking of 25 similar funds is below.

#1BECK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 7 shared positions
$MU$IAU$GE$ASML$SPOT$GSAT
$437M
115 positions
#2Gunderson Capital Management Inc.Passive
Some overlap · 6 shared positions
$MU$GE$ASML$AMAT$ADI$GEV
$239M
46 positions
#3Rafferty Asset Management, LLCActive
Some overlap · 5 shared positions
$MU$TXN$ASML$AMAT$ADI
$24.6B
1,057 positions
#4Pictet North America Advisors SAActive
Some overlap · 6 shared positions
$IAU$ASML$JHG$GE$MU$MCD
$1.0B
154 positions
#5Benchmark Investment Advisors LLCPassive
Some overlap · 6 shared positions
$MU$ASML$AMAT$GE$SPOT$GEV
$172M
76 positions
#6VAN ECK ASSOCIATES CORPPassive
Some overlap · 5 shared positions
$TXN$MU$ASML$AMAT$ADI
$133M
1,404 positions
#7Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$TXN$IAU$JHG$MCD$ADI
$1.2B
262 positions
#8Karani Asset Management LLCPassive
Some overlap · 6 shared positions
$TXN$ASML$GE$AMAT$ADI$GEV
$122M
54 positions
#9Spartan Wealth Advisory Services LLCPassive
Some overlap · 5 shared positions
$MU$AMAT$TXN$MCD$ASML
$1.1B
311 positions
#10GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 5 shared positions
$MU$ASML$AMAT$TXN$ADI
$6.0B
624 positions
#11DARA CAPITAL US, INC.Passive
Some overlap · 4 shared positions
$MU$GE$AMAT$GEV
$105M
119 positions
#12Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$MU$IAU$ASML
$412M
78 positions
#13Western Financial Corp/CAActive
Some overlap · 6 shared positions
$GE$AMAT$MU$ASML$ADI$GEV
$255M
127 positions
#14ATALANTA SOSNOFF CAPITAL, LLCActive
Some overlap · 6 shared positions
$GE$MU$AMAT$MCD$ADI$GEV
$4.7B
104 positions
#15Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$MU$ASML$AMAT$GEV
$65M
34 positions
#16SGL Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$TXN$IAU$MU$AMAT
$266M
126 positions
#17Wallington Asset Management, LLCActive
Some overlap · 3 shared positions
$MU$IAU$AMN
$752M
61 positions
#18THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$MU$GE$SPOT$GEV
$558M
43 positions
#19Crew Capital Management, Ltd.Passive
Some overlap · 6 shared positions
$MU$ASML$AMAT$GE$ADI$GEV
$151M
109 positions
#20WESPAC Advisors, LLCPassive
Some overlap · 6 shared positions
$IAU$JHG$GE$MU$GSAT$GEV
$183M
178 positions
#21RD Lewis Holdings, Inc.Passive
Some overlap · 4 shared positions
$MU$AMAT$ASML$MCD
$115M
86 positions
#22WESPAC Advisors SoCal, LLCPassive
Some overlap · 6 shared positions
$IAU$JHG$MU$AMN$GEV$GE
$470M
119 positions
#23CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 5 shared positions
$IAU$GE$AMAT$MCD$GEV
$689M
198 positions
#24Avanda Investment Management Pte. Ltd.Active
Some overlap · 4 shared positions
$TXN$ASML$AMAT$MU
$63M
24 positions
#25Phraction Management LLCActive
Some overlap · 5 shared positions
$TXN$ASML$AMAT$IBIT$ADI
$483M
65 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.