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 /ADV

13F Portfolio OverlapQ1 2026ELLERSON GROUP /ADV portfolio →

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Most similar hedge funds by 13F overlap

ELLERSON GROUP INC /ADV is an institutional investor managing $153M across 61 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 ELLERSON GROUP /ADV are Owen LaRue,, Orion Investment, Genesis Financial Group,, with shared positions in $PLTR, $REGN, $TMO, $SAN, $AMGN, $ASML. The full ranking of 25 similar funds is below.

#1Owen LaRue, LLCPassive

Notable overlap · 5 shared positions

$PLTR $REGN $TMO $SAN $AMGN

$261M

128 positions

#2Orion Investment CoActive

Notable overlap · 4 shared positions

$PLTR $REGN $ASML $PANW

$315M

69 positions

#3Genesis Financial Group, LLCPassive

Notable overlap · 4 shared positions

$PLTR $KMI $PFE $DHR

$158M

103 positions

#4Hedeker Wealth, LLCPassive

Notable overlap · 3 shared positions

$PLTR $ASML $KMI

$474M

87 positions

#5Legal Advantage Investments, Inc.Passive

Notable overlap · 5 shared positions

$ASML $PLTR $PANW $TMO $NOC

$194M

79 positions

#6UNICOM Systems, Inc.Active

Notable overlap · 3 shared positions

$PLTR $ASML $PANW

$976M

32 positions

#7ATWOOD & PALMER INCPassive

Notable overlap · 4 shared positions

$PLTR $REGN $TMO $LHX

$1.8B

531 positions

#8SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$KMI $PSX $LHX $PFE $AMGN

$728M

79 positions

#9Tamar Securities, LLCActive

Notable overlap · 4 shared positions

$REGN $ASML $AMGN $PLTR

$934M

91 positions

#10Carroll Investors, IncActive

Notable overlap · 3 shared positions

$PLTR $PANW $ISRG

$187M

31 positions

#11Sun Group Wealth PartnersPassive

Notable overlap · 4 shared positions

$PLTR $PANW $FDX $NOC

$127M

73 positions

#12Bellevue Group AGActive

Notable overlap · 6 shared positions

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

$4.2B

155 positions

#13Defender Capital, LLC.Active

Notable overlap · 5 shared positions

$PLTR $DHR $PFE $PSX $ISRG

$282M

34 positions

#14Van Cleef Asset Management,IncActive

Notable overlap · 3 shared positions

$PLTR $LAMR $DHR

$929M

118 positions

#15SECTORAL ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

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

$121M

77 positions

#16FFG Partners, LLCActive

Notable overlap · 3 shared positions

$PLTR $ASML $PANW

$253M

36 positions

#17CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 4 shared positions

$ASML $PLTR $PANW $TMO

$60M

36 positions

#18Processus Wealth & Capital Management, LLCActive

Notable overlap · 4 shared positions

$PLTR $AMGN $TMO $FDX

$147M

35 positions

#19Catherine Avery Investment Management LLCPassive

Notable overlap · 4 shared positions

$PSX $AMGN $PFE $LHX

$223M

109 positions

#20VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 3 shared positions

$KMI $PSX $AMGN

$187M

55 positions

#21Eldred Rock Partners, LLCActive

Notable overlap · 3 shared positions

$ASML $PSX $TMO

$393M

31 positions

#22MayTech Global Investments, LLCSmart money

Notable overlap · 4 shared positions

$ASML $PANW $DXCM $ISRG

$820M

23 positions

#23BURR FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$PLTR $PANW $TMO

$126M

25 positions

#24McGuire Investment Group, LLCActive

Notable overlap · 5 shared positions

$PLTR $ASML $TMO $AMGN $ISRG

$885M

121 positions

#25PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$PLTR $AMGN $FDX

$3.0B

77 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.