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Hedge Funds Similar to Elite Wealth

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

Elite Wealth Management, Inc. is an institutional investor managing $337M across 47 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 Elite Wealth are PRAKASH INVESTMENT ADVISORS, Covenant Asset, CHAPIN DAVIS, with shared positions in $WDC, $CLS, $PLTR, $AGX, $BE, $KLAC. The full ranking of 25 similar funds is below.

#1PRAKASH INVESTMENT ADVISORS LLCPassive
Notable overlap · 9 shared positions
$WDC$CLS$PLTR$AGX$BE$KLAC
$174M
92 positions
#2Covenant Asset Management, LLCPassive
Notable overlap · 5 shared positions
$KLAC$HWM$AGX$BE$HOOD
$595M
164 positions
#3CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$KLAC$HWM$WDC
$569M
256 positions
#4QP WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$HWM$PLTR$WDC$BE
$70M
71 positions
#5Telligent Fund, LPActive
Some overlap · 3 shared positions
$KLAC$HWM$CLS
$136M
23 positions
#6Bannerstone Capital Management, LLCPassive
Some overlap · 5 shared positions
$PLTR$AGX$CLS$BE$KLAC
$119M
113 positions
#7Dilation Capital Management LPActive
Some overlap · 5 shared positions
$HWM$WDC$CLS$BA$RKLB
$248M
20 positions
#8Parkway Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$HWM$PLTR$WDC
$866M
147 positions
#9FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$KLAC$PLTR$HWM$CRWD
$490M
188 positions
#10HWG Holdings LPActive
Some overlap · 3 shared positions
$KLAC$HWM$AGX
$442M
44 positions
#11Gunderson Capital Management Inc.Active
Some overlap · 3 shared positions
$KLAC$AGX$CLS
$370M
52 positions
#12Harvest Investment Services, LLCPassive
Some overlap · 5 shared positions
$HWM$WDC$PLTR$AGX$RKLB
$647M
383 positions
#13FCF Advisors LLCPassive
Some overlap · 4 shared positions
$KLAC$AGX$GILD$MEDP
$544M
58 positions
#14Cunning Capital Partners, LPActive
Some overlap · 5 shared positions
$KLAC$CLS$PLTR$CRWD$CEG
$248M
55 positions
#15BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$KLAC$PLTR$BE$UNP$HOOD
$414M
106 positions
#16Warburton Capital Management, LLCActive
Some overlap · 4 shared positions
$PLTR$KLAC$WDC$UNP
$246M
75 positions
#17Global X Japan Co., Ltd.Active
Some overlap · 4 shared positions
$KLAC$PLTR$PM$ISRG
$2.7B
390 positions
#18Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$AGX$BE$HWM
$375M
75 positions
#19Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$PLTR$CRWD$RKLB
$819M
339 positions
#20NAVELLIER & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$AGX$HWM$BE$PLTR
$1.3B
322 positions
#21NatWest Group plcActive
Some overlap · 3 shared positions
$KLAC$HWM$GILD
$560M
48 positions
#22KADENSA CAPITAL LtdActive
Some overlap · 3 shared positions
$KLAC$HWM$BE
$469M
28 positions
#23SCALAR GAUGE MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$WDC$CLS$HWM
$182M
27 positions
#24Titan Wealth (CI) LtdPassive
Some overlap · 3 shared positions
$KLAC$PLTR$CRWD
$269M
51 positions
#25Legacy Bridge, LLCPassive
Some overlap · 3 shared positions
$PLTR$CLS$WDC
$324M
322 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.