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Hedge Funds Similar to Element Squared

13F Portfolio OverlapQ2 2026Element Squared portfolio →
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Most similar hedge funds by 13F overlap

Element Squared LLC is an institutional investor managing $201M across 49 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 Squared are Kaufman Rossin Wealth, NOESIS MANGEMENT, Illumine Investment, with shared positions in $INCY, $APH, $ANET, $EXPE, $VRT, $AXP. The full ranking of 25 similar funds is below.

#1Kaufman Rossin Wealth, LLCActive
Some overlap · 5 shared positions
$INCY$APH$ANET$EXPE$VRT
$211M
112 positions
#2NOESIS CAPITAL MANGEMENT CORPActive
Some overlap · 4 shared positions
$APH$AXP$GILD$REGN
$832M
124 positions
#3Illumine Investment Management, LLCPassive
Some overlap · 4 shared positions
$ANET$IBKR$UTHR$NBIX
$154M
95 positions
#4Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$ANET$AXP$NOW$REGN$VRT
$115M
89 positions
#5Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$APH$ANET$NOW$VRT
$2.8B
151 positions
#6SEIZERT CAPITAL PARTNERS, LLCPassive
Some overlap · 4 shared positions
$EXPE$NBIX$UTHR$REGN
$2.4B
181 positions
#7Sandhill Capital Partners LLCActive
Some overlap · 4 shared positions
$APH$ANET$NOW$AXP
$1.2B
98 positions
#8Sunstone Asset Management, L.P.Passive
Some overlap · 4 shared positions
$APH$ANET$MRSH$NOW
$92M
57 positions
#9Faithward Advisors, LLCPassive
Some overlap · 5 shared positions
$ANET$INCY$IBKR$UTHR$VRT
$819M
339 positions
#10Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$ANET$AXP$GILD$VRT
$560M
132 positions
#11RENAISSANCE GROUP LLCPassive
Some overlap · 4 shared positions
$APH$ANET$NBIX$AXP
$2.5B
234 positions
#12Railway Pension Investments LtdActive
Some overlap · 4 shared positions
$ANET$APH$GILD$EXPE
$8.0B
102 positions
#13RETIREMENT GUYS FORMULA LLCPassive
Some overlap · 4 shared positions
$GILD$APH$ANET$NOW
$266M
158 positions
#14ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$ANET$NOW$APH$VRT
$551M
40 positions
#15SAWGRASS ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$INCY$UTHR$APH$ANET
$757M
193 positions
#16NIA IMPACT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ANET$GILD$FSLR$VRT
$241M
72 positions
#17Egerton Capital (UK) LLPActive
Some overlap · 3 shared positions
$APH$IBKR$FERG
$10.4B
23 positions
#18Telligent Fund, LPActive
Some overlap · 4 shared positions
$APH$ANET$VRT$CLS
$136M
23 positions
#19London & Capital Asset Management LtdActive
Some overlap · 4 shared positions
$IBKR$MRSH$FERG$AXP
$10.9B
203 positions
#20Longbow Finance SAPassive
Some overlap · 4 shared positions
$AXP$IBKR$EXPE$ANET
$782M
59 positions
#21Titan Wealth (CI) LtdPassive
Some overlap · 3 shared positions
$ANET$IBKR$NOW
$269M
51 positions
#22Clean Yield GroupPassive
Some overlap · 4 shared positions
$ANET$FERG$FSLR$NOW
$403M
395 positions
#23Stone Summit Wealth LLCPassive
Some overlap · 3 shared positions
$APH$AXP$GILD
$394M
144 positions
#24Renasant BankPassive
Some overlap · 3 shared positions
$APH$ANET$NOW
$156M
141 positions
#25GFI Investment Counsel Ltd.Active
Some overlap · 3 shared positions
$IBKR$AXP$FERG
$737M
30 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.