13F Pro

Hedge Funds Similar to Elevation Wealth

13F Portfolio OverlapQ2 2026Elevation Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Elevation Wealth Management LLC is an institutional investor managing $134M across 146 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 Elevation Wealth are AGP FRANKLIN, Titan Wealth (CI) Ltd, Generali Investments Towarzystwo Funduszy Inwestycyjnych, with shared positions in $CRWD, $SLV, $PLTR, $RDDT, $ANET, $MRVL. The full ranking of 25 similar funds is below.

#1AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$CRWD$SLV$PLTR
$231M
93 positions
#2Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$CRWD$RDDT$PLTR$ANET
$269M
51 positions
#3Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 4 shared positions
$CRWD$MRVL$TXN$ADI
$249M
151 positions
#4Kultura Capital Management LPActive
Some overlap · 4 shared positions
$CRWD$RDDT$VICR$PLTR
$553M
66 positions
#5Meadowbrook Wealth Management, LLCPassive
Some overlap · 4 shared positions
$CRWD$RDDT$MRVL$PLTR
$93M
81 positions
#6Avalon Global Asset Management LLCActive
Some overlap · 4 shared positions
$CRWD$MRVL$PLTR$ADI
$917M
38 positions
#7Dedeker Financial LLCActive
Some overlap · 4 shared positions
$CRWD$MRVL$PLTR$SLV
$176M
55 positions
#8Disciplined Equity Management, Inc.Smart money
Some overlap · 4 shared positions
$CRWD$TXN$PLTR$ANET
$226M
45 positions
#9Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$CRWD$TXN$ADI$ANET
$181M
73 positions
#10Bluebird Wealth Management LLCPassive
Some overlap · 3 shared positions
$CRWD$RDDT$ANET
$115M
89 positions
#11RED REEF ADVISORS LLCPassive
Some overlap · 4 shared positions
$CRWD$MRVL$PLTR$ANET
$108M
183 positions
#12Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$CRWD$MRVL$TXN
$132M
45 positions
#13Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$CRWD$SLV$PLTR$ANET
$819M
339 positions
#14Newbridge Financial Services Group, Inc.Passive
Some overlap · 3 shared positions
$CRWD$MRVL$PLTR
$808M
1,245 positions
#15Darden Wealth Group IncPassive
Some overlap · 3 shared positions
$CRWD$MRVL$ANET
$252M
155 positions
#16First Washington CORPActive
Some overlap · 3 shared positions
$CRWD$MRVL$ANET
$418M
51 positions
#17VIMA LLCPassive
Some overlap · 3 shared positions
$CRWD$SLV$ANET
$103M
372 positions
#18Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$CRWD$TXN$ADI
$1.1B
154 positions
#19ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 3 shared positions
$CRWD$MRVL$PLTR
$640M
139 positions
#20Retireful, LLCPassive
Some overlap · 4 shared positions
$CRWD$MRVL$TXN$ANET
$107M
81 positions
#21WIN ADVISORS, INCPassive
Some overlap · 3 shared positions
$CRWD$MRVL$ADI
$281M
75 positions
#22PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$CRWD$MRVL$PLTR
$174M
92 positions
#23Green Alpha Advisors, LLCPassive
Some overlap · 4 shared positions
$CRWD$MRVL$ADI$ANET
$149M
113 positions
#24Destiny Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$CRWD$RDDT$PLTR
$709M
186 positions
#25Leelyn Smith, LLCActive
Some overlap · 5 shared positions
$CRWD$MRVL$TXN$ADI$ANET
$822M
157 positions

Compare Elevation Wealth’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 Elevation Wealth’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.