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Hedge Funds Similar to Element Wealth

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

Element Wealth, LLC is an institutional investor managing $267M across 214 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 Wealth are Parrish, Pacific Point Advisors, Bay Rivers Group, with shared positions in $TEVA, $BX, $SO, $BE, $MDY, $AAOI. The full ranking of 25 similar funds is below.

#1Parrish Capital LLC
Some overlap · 3 shared positions
$TEVA$BX$SO
$112M
86 positions
#2Pacific Point Advisors, LLCPassive
Some overlap · 3 shared positions
$BE$MDY$AAOI
$219M
129 positions
#3Bay Rivers GroupPassive
Some overlap · 3 shared positions
$MDY$BE$BX
$293M
126 positions
#4Acorn Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$BX$SO
$410M
303 positions
#5STAR Financial BankActive
Some overlap · 3 shared positions
$MDY$WFC$SO
$245M
109 positions
#6Delap Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$MDY$WFC$SPG
$296M
90 positions
#7Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 3 shared positions
$MDY$SO$WFC
$246M
140 positions
#8Intrepid Financial Planning Group LLCPassive
Some overlap · 3 shared positions
$MDY$BX$VLO
$294M
135 positions
#9M.E. ALLISON & CO., INC.Passive
Some overlap · 3 shared positions
$BE$WFC$SO
$174M
195 positions
#10Marin Bay Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$WFC$VLO
$186M
129 positions
#11Benchmark Financial Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$BX$WFC
$405M
147 positions
#12Gridiron Partners, LLCSmart money
Some overlap · 3 shared positions
$MDY$BX$PDO
$191M
51 positions
#13Chung Wu Investment Group, LLCPassive
Some overlap · 3 shared positions
$BE$AAOI$SPG
$152M
283 positions
#14Community Bank & Trust, Waco, TexasActive
Some overlap · 3 shared positions
$BX$VLO$SO
$555M
168 positions
#15M3 Advisory Group, LLCPassive
Some overlap · 3 shared positions
$MDY$BX$WFC
$193M
156 positions
#16Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$MDY$WFC$VLO
$448M
500 positions
#17Coordinated Financial Services, Inc.
Some overlap · 3 shared positions
$WFC$BX$MDY
$174M
176 positions
#18JDM Financial Group LLC
Slight overlap · 3 shared positions
$MDY$SPG$WFC
$293M
332 positions
#19Beta Wealth Group, Inc.Active
Slight overlap · 3 shared positions
$BX$SO$WFC
$267M
114 positions
#20ESL Trust Services, LLCSmart money
Slight overlap · 3 shared positions
$VLO$SO$WFC
$587M
266 positions
#21JT Stratford LLCPassive
Slight overlap · 3 shared positions
$BE$WFC$VLO
$912M
321 positions
#22Quad-Cities Investment Group, LLCPassive
Slight overlap · 3 shared positions
$WFC$VLO$BX
$278M
209 positions
#23Cypress Wealth Services, LLCPassive
Slight overlap · 3 shared positions
$BE$WFC$VLO
$815M
436 positions
#24VIAWEALTH, LLCPassive
Slight overlap · 3 shared positions
$VLO$BX$MDY
$199M
167 positions
#25Paladin Advisory Group, LLCPassive
Slight overlap · 3 shared positions
$MDY$VLO$WFC
$151M
243 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.