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 ELLERSON GROUP

13F Portfolio OverlapQ2 2026ELLERSON GROUP portfolio →

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Most similar hedge funds by 13F overlap

ELLERSON GROUP INC /ADV is an institutional investor managing $169M across 64 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 ELLERSON GROUP are Hedeker Wealth, Orion Investment, Tamar Securities, with shared positions in $PLTR, $ASML, $BX, $KMI, $REGN, $AMGN. The full ranking of 25 similar funds is below.

#1Hedeker Wealth, LLCPassive

Notable overlap · 4 shared positions

$PLTR $ASML $BX $KMI

$545M

93 positions

#2Orion Investment CoActive

Notable overlap · 3 shared positions

$PLTR $REGN $ASML

$343M

73 positions

#3Tamar Securities, LLCActive

Notable overlap · 4 shared positions

$ASML $AMGN $REGN $PLTR

$1.1B

98 positions

#4JACOBSON & SCHMITT ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$ASML $DHR $FDX $BX $FDXF

$612M

81 positions

#5ATWOOD & PALMER INCPassive

Notable overlap · 4 shared positions

$PLTR $REGN $TMO $LHX

$1.9B

496 positions

#6Martin Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$ASML $AMGN $PFE $PSX

$279M

73 positions

#7Eldred Rock Partners, LLCActive

Notable overlap · 3 shared positions

$ASML $PSX $TMO

$451M

29 positions

#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 4 shared positions

$KMI $PSX $AMGN $BX

$203M

58 positions

#9BLUE SQUARE ASSET MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$ASML $AMGN $BX $ISRG

$247M

74 positions

#10GFS Advisors, LLCActive

Notable overlap · 6 shared positions

$ASML $DHR $FDX $PLTR $PFE $MDY

$1.7B

266 positions

#11Philadelphia Investment Partners, LLCPassive

Notable overlap · 5 shared positions

$PLTR $BX $LEU $PSX $AMGN

$161M

189 positions

#12SECTOR GAMMA ASActive

Notable overlap · 5 shared positions

$REGN $AMGN $TMO $PFE $DXCM

$461M

40 positions

#13Hyperion Asset Management LtdActive

Notable overlap · 3 shared positions

$ASML $PLTR $ISRG

$3.7B

20 positions

#14SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$KMI $PFE $LHX $PSX $AMGN

$606M

79 positions

#15Cohen Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$KMI $AMGN $TMO $BX $PFE $BA

$233M

81 positions

#16Phraction Management LLCActive

Notable overlap · 3 shared positions

$ASML $TMO $DHR

$545M

67 positions

#17NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 4 shared positions

$ASML $REGN $DHR $BA

$595M

264 positions

#18SECTORAL ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$AMGN $DXCM $DHR $TMO $REGN $ISRG

$143M

82 positions

#19TORRAY LLCActive

Notable overlap · 4 shared positions

$PSX $AMGN $PFE $BX

$741M

91 positions

#20Processus Wealth & Capital Management, LLCActive

Notable overlap · 4 shared positions

$AMGN $PLTR $TMO $FDX

$172M

36 positions

#21SCHOLTZ & COMPANY, LLCPassive

Notable overlap · 5 shared positions

$ASML $DXCM $TOST $ISRG $FDXF

$200M

48 positions

#22Legal Advantage Investments, Inc.Active

Notable overlap · 5 shared positions

$ASML $TMO $PLTR $NOC $BA

$468M

83 positions

#23Coalescence Partners Investment Management, LPActive

Notable overlap · 3 shared positions

$ASML $DHR $BX

$341M

12 positions

#24Catherine Avery Investment Management LLCPassive

Notable overlap · 4 shared positions

$AMGN $PSX $PFE $LHX

$116M

172 positions

#25McGuire Investment Group, LLCActive

Notable overlap · 5 shared positions

$ASML $PLTR $TMO $ISRG $AMGN

$1.1B

132 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.