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 ELEMENT POINTE ADVISORS

13F Portfolio OverlapQ2 2026ELEMENT POINTE ADVISORS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ELEMENT POINTE ADVISORS, LLC is an institutional investor managing $621M across 90 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 ELEMENT POINTE ADVISORS are Financial Engines Advisors L.L.C., REGENTS OF THE UNIVERSITY OF CALIFORNIA, Marathon Mission, with shared positions in $STT, $IBIT, $BNY, $MDY, $GLDM, $ASML. The full ranking of 25 similar funds is below.

#1Financial Engines Advisors L.L.C.Active

Notable overlap · 4 shared positions

$STT $IBIT $BNY $MDY

$56.3B

552 positions

#2REGENTS OF THE UNIVERSITY OF CALIFORNIAActive

Notable overlap · 3 shared positions

$STT $GLDM $ASML

$4.4B

11 positions

#3Marathon Mission, Inc.Active

Notable overlap · 5 shared positions

$STT $MRVL $ASML $SCHW $VRT

$200M

57 positions

#4Friday FinancialActive

Notable overlap · 3 shared positions

$STT $IBIT $MDY

$373M

108 positions

#5American National Bank of TexasActive

Notable overlap · 3 shared positions

$STT $GLDM $MDY

$110M

56 positions

#6PGIM Custom Harvest LLCActive

Notable overlap · 4 shared positions

$STT $GLDM $BX $SNOW

$8.0B

305 positions

#7Go Invest LLCSmart money

Notable overlap · 4 shared positions

$STT $IBIT $FBTC $GLDM

$426M

129 positions

#8May Barnhard Investments LLCActive

Notable overlap · 3 shared positions

$STT $BNY $MDY

$247M

88 positions

#9Upper Left Wealth Management, LLCActive

Notable overlap · 4 shared positions

$STT $GLDM $IBIT $FBTC

$180M

73 positions

#10LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$STT $GLDM $MDY

$1.2B

232 positions

#11Portus Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$STT $SHOP $VRT

$121M

50 positions

#12ERn Financial, LLCActive

Notable overlap · 3 shared positions

$STT $ASML $SHOP

$604M

161 positions

#13Graetz Wealth LLCActive

Notable overlap · 3 shared positions

$STT $GLDM $IBIT

$125M

84 positions

#14FLOW TRADERS U.S. LLCPassive

Notable overlap · 5 shared positions

$STT $FBTC $MRVL $MDY $ASML

$2.4B

979 positions

#15Pitcairn Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$STT $GLDM $MRVL $MDY

$913M

281 positions

#16Destiny Capital Corp/COSmart money

Notable overlap · 3 shared positions

$GLDM $STT $IBIT

$215M

58 positions

#17Hudson Oak Wealth Advisory LLCActive

Notable overlap · 3 shared positions

$STT $GLDM $DDOG

$130M

52 positions

#18LifeGoal Investments, LLCActive

Notable overlap · 4 shared positions

$STT $GLDM $FBTC $VRT

$218M

155 positions

#19Convergence Financial, LLCPassive

Notable overlap · 3 shared positions

$STT $IBIT $TMO

$1.3B

272 positions

#20Parcion Private Wealth LLCPassive

Notable overlap · 4 shared positions

$GLDM $STT $FBTC $COIN

$1.8B

529 positions

#21Walkner Condon Financial Advisors LLCPassive

Notable overlap · 3 shared positions

$STT $GLDM $MRVL

$871M

344 positions

#22Compass Wealth Management, LLC/GAActive

Notable overlap · 4 shared positions

$STT $GLDM $SPOT $VRT

$251M

74 positions

#23SACKS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$STT $DELL $IBIT

$148M

80 positions

#24Copia Wealth ManagementPassive

Notable overlap · 4 shared positions

$GLDM $STT $IBIT $SNOW

$166M

570 positions

#25Allie Family Office LLCActive

Notable overlap · 3 shared positions

$STT $IBIT $ASML

$269M

107 positions

Compare ELEMENT POINTE ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View ELEMENT POINTE ADVISORS’s holdings

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.