13F Pro

Hedge Funds Similar to Elevated Advisors

13F Portfolio OverlapQ2 2026Elevated Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Elevated Capital Advisors, LLC is an institutional investor managing $364M across 849 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 Elevated Advisors are GHE, Richmond Brothers, REXFORD, with shared positions in $PCN, $MCD, $TROW, $STT, $PM, $INTU. The full ranking of 25 similar funds is below.

#1GHE, LLCSmart money
Some overlap · 3 shared positions
$PCN$MCD$TROW
$265M
57 positions
#2Richmond Brothers, Inc.Passive
Some overlap · 6 shared positions
$STT$MCD$PM$INTU$AMGN$WFC
$192M
96 positions
#3REXFORD CAPITAL INCPassive
Some overlap · 5 shared positions
$STX$MCD$PM$AMGN$VLO
$163M
301 positions
#4GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$STT$STX$PM$AMGN$WFC
$3.0B
213 positions
#5Range Financial Group LLCPassive
Some overlap · 4 shared positions
$STX$MCD$PM$AMGN
$366M
206 positions
#6FIRST NATIONAL TRUST COPassive
Some overlap · 4 shared positions
$STT$MCD$PM$AMGN
$2.9B
382 positions
#7AE Wealth Management LLCPassive
Some overlap · 4 shared positions
$STT$MCD$PM$AMGN
$21.5B
2,663 positions
#8Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$MCD$PM$AMGN$WFC$F
$334M
127 positions
#9Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$STT$MCD$AMGN$WFC
$108M
52 positions
#10WALLER FINANCIAL PLANNING GROUP, INCActive
Some overlap · 4 shared positions
$STT$PM$INTU$WFC
$486M
78 positions
#11Community Bank & Trust, Waco, TexasActive
Some overlap · 4 shared positions
$STX$MCD$AMGN$VLO
$555M
168 positions
#12Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$STX$MCD$AMGN$VLO
$229M
166 positions
#13TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$STT$STX$PM
$686M
151 positions
#14Centennial Bank/AR/Passive
Some overlap · 3 shared positions
$STT$STX$PM
$311M
341 positions
#15MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$STX$MCD$AMGN$VLO
$272M
149 positions
#16SMITH SHELLNUT WILSON LLC /ADVPassive
Some overlap · 4 shared positions
$STX$MCD$PM$WFC
$268M
161 positions
#17FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 4 shared positions
$STT$PM$AMGN$WFC
$8.2B
442 positions
#18Evansbrook LLCActive
Some overlap · 4 shared positions
$STX$MCD$PM$WFC
$168M
127 positions
#19C2C Wealth Management, LLCPassive
Some overlap · 4 shared positions
$STX$PM$AMGN$WFC
$128M
95 positions
#20American National Bank of TexasActive
Some overlap · 4 shared positions
$STT$MCD$PM$AMGN
$110M
56 positions
#21LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$MCD$PM$INTU$AMGN
$273M
104 positions
#22AMICA MUTUAL INSURANCE COActive
Some overlap · 3 shared positions
$STT$MCD$PM
$1.2B
142 positions
#23FARMERS TRUST CO
Some overlap · 3 shared positions
$STT$MCD$PM
$637M
203 positions
#24American Money Management, LLCPassive
Slight overlap · 4 shared positions
$MCD$PM$INTU$WFC
$700M
174 positions
#25American State Bank (Iowa)Passive
Slight overlap · 4 shared positions
$STX$MCD$AMGN$WFC
$247M
139 positions

Compare Elevated 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 Elevated 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.