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Hedge Funds Similar to Elevated Private Wealth

13F Portfolio OverlapQ3 2026Elevated Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Elevated Private Wealth, LLC is an institutional investor managing $134M across 80 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Elevated Private Wealth are Hillman, Twin Lakes, Nishkama, with shared positions in $KMX, $ADBE, $CRM, $CVS, $FISV, $BIIB. The full ranking of 25 similar funds is below.

#1Hillman Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$KMX$ADBE$CRM$CVS$FISV$BIIB
$138M
54 positions
#2Twin Lakes Capital Management, LLCActive
Notable overlap · 5 shared positions
$STX$FDX$SCHW$NOW$CVS
$262M
208 positions
#3Nishkama Capital, LLCActive
Notable overlap · 5 shared positions
$STX$ASML$CRM$NOW$TEAM
$3.2B
61 positions
#4Maytus Capital Management, LLCActive
Notable overlap · 5 shared positions
$STX$CRWD$CRM$TEAM$GPN
$636M
62 positions
#5Buttonwood Financial Advisors Inc.Active
Notable overlap · 6 shared positions
$SCHW$ASML$FISV$ADBE$NOW$PEP
$331M
110 positions
#6Green Alpha Advisors, LLCPassive
Notable overlap · 4 shared positions
$STX$CRWD$MRNA$RIVN
$148M
110 positions
#7Patient Capital Management, LLCActive
Some overlap · 6 shared positions
$ADBE$RPRX$CVS$FISV$GPN$BIIB
$3.1B
40 positions
#8BIRCHBROOK, INC.Active
Some overlap · 6 shared positions
$CRWD$CRM$NOW$PEP$FDX$CVS
$209M
295 positions
#9Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$FDX$SCHW$RIO$FISV$CVS
$678M
357 positions
#10Delta Global Management LPPassive
Some overlap · 5 shared positions
$STX$NOW$GPN$PEP$TEAM
$922M
149 positions
#11NORTH STAR ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$SCHW$ASML$ADBE$GPN$FISV
$2.5B
372 positions
#12Everest Financial Group LLCPassive
Some overlap · 5 shared positions
$CRWD$ASML$NOW$CRM$SCHW
$738M
208 positions
#13Parsonex Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$CRWD$SCHW$CRM$ASML
$115M
50 positions
#14Athena Wealth Management, LLCActive
Some overlap · 5 shared positions
$SCHW$STX$ASML$AZN$FDX
$139M
103 positions
#15KKM Financial LLCPassive
Some overlap · 5 shared positions
$ASML$CVS$CRWD$NOW$FDX
$730M
169 positions
#16GUERRA PAN ADVISORS, LLCPassive
Some overlap · 5 shared positions
$CRWD$ASML$NOW$CRM$AZN
$176M
113 positions
#17Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$STX$CRWD$ASML
$132M
45 positions
#18Parkwood LLCPassive
Some overlap · 4 shared positions
$STX$ASML$CVS$AZN
$1.4B
72 positions
#19Thomasville National BankPassive
Some overlap · 4 shared positions
$CRWD$ASML$CRM$NOW
$1.8B
241 positions
#201248 Management, LLCActive
Some overlap · 3 shared positions
$CRWD$SCHW$CRM
$256M
149 positions
#21CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 3 shared positions
$STX$CRWD$PEP
$1.3B
88 positions
#22Inlet Private Wealth, LLCPassive
Some overlap · 4 shared positions
$STX$RPRX$CVS$FISV
$413M
135 positions
#23Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 4 shared positions
$CRWD$ADBE$NOW$CRM
$249M
151 positions
#24WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$STX$CRM$CVS$PEP$ASML
$1.3B
73 positions
#25CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ADBE$CRM$TEAM$FISV$NOW$PEP
$101M
125 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.