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 Elevated Financial Group

13F Portfolio OverlapQ2 2026Elevated Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Elevated Financial Group LLC is an institutional investor managing $365M across 125 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 Financial Group are Eddie Patel, CAPE ANN SAVINGS BANK, Deane Retirement Strategies, with shared positions in $STRL, $CRDO, $CLS, $EZPW, $MFC, $SSRM. The full ranking of 25 similar funds is below.

#1Eddie Patel IncPassive

Notable overlap · 11 shared positions

$STRL $CRDO $CLS $EZPW $MFC $SSRM

$167M

127 positions

#2CAPE ANN SAVINGS BANKActive

Notable overlap · 3 shared positions

$IAU $MAR $BLK

$212M

113 positions

#3Deane Retirement Strategies, Inc.Passive

Notable overlap · 3 shared positions

$IAU $CRM $AXP

$236M

52 positions

#4LifeWealth Investments, LLCActive

Notable overlap · 3 shared positions

$IAU $MAR $FDX

$374M

136 positions

#5ShoreHaven Wealth Partners, LLCActive

Notable overlap · 4 shared positions

$IAU $BLK $MAR $STRL

$318M

106 positions

#6Chemistry Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $AXP $CRM

$625M

210 positions

#7Palisades Hudson Asset Management, L.P.Active

Notable overlap · 3 shared positions

$IAU $AXP $MAR

$286M

108 positions

#8GenWealth Group, Inc.Active

Some overlap · 3 shared positions

$IAU $MAR $ALL

$642M

89 positions

#9Legacy Bridge, LLCPassive

Some overlap · 3 shared positions

$STRL $CLS $CRDO

$324M

322 positions

#10Narwhal Capital ManagementActive

Some overlap · 3 shared positions

$IAU $AXP $BLK

$1.4B

157 positions

#11HERITAGE INVESTORS MANAGEMENT CORPActive

Some overlap · 6 shared positions

$MAR $AXP $BLK $CRM $FDX $SYF

$3.6B

257 positions

#12waypoint wealth counselPassive

Some overlap · 3 shared positions

$IAU $FDX $DAL

$160M

150 positions

#13CROWN ADVISORS MANAGEMENT, INC.Active

Some overlap · 3 shared positions

$STRL $EZPW $CVSA

$182M

43 positions

#14DEEPWATER ASSET MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$STRL $CRDO $TWLO

$220M

35 positions

#15Catalyst Funds Management Pty LtdPassive

Some overlap · 5 shared positions

$CRDO $STRL $CRM $TTMI $DY

$1.8B

643 positions

#16Silverleafe Capital Partners, LLCActive

Some overlap · 3 shared positions

$IAU $FDX $LITE

$367M

99 positions

#17Oxinas Partners Wealth Management LLCPassive

Some overlap · 6 shared positions

$DAL $MAR $CLS $CRDO $TTMI $STRL

$254M

149 positions

#18LMG Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$CLS $STRL $FDX $ALL

$626M

166 positions

#19MAPLELANE CAPITAL, LLCActive

Some overlap · 3 shared positions

$CRDO $CLS $TTMI

$5.5B

86 positions

#20Henshaw Capital LLCActive

Some overlap · 5 shared positions

$MAR $CRM $AXP $BLK $FDX

$3.1B

160 positions

#21G2 Investment Partners Management LLCPassive

Some overlap · 4 shared positions

$TTMI $STRL $TWLO $DY

$549M

73 positions

#22GK Wealth Management LLCPassive

Some overlap · 5 shared positions

$CRDO $CLS $TTMI $STRL $DAL

$190M

234 positions

#23SRS Investment Management, LLCSmart money

Some overlap · 3 shared positions

$CRDO $CLS $TWLO

$10.8B

33 positions

#24Rezny Wealth Management, Inc.Smart money

Some overlap · 3 shared positions

$CRM $CLS $ALL

$579M

37 positions

#25Nishkama Capital, LLCActive

Some overlap · 4 shared positions

$CRM $TTMI $TWLO $LITE

$3.2B

61 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.