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 Elk River Wealth

13F Portfolio OverlapQ2 2026Elk River Wealth portfolio →

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Most similar hedge funds by 13F overlap

Elk River Wealth Management, LLC is an institutional investor managing $628M across 103 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 Elk River Wealth are BRIGHT ROCK, MCDANIEL TERRY, BOK Financial Private Wealth, with shared positions in $TXN, $APH, $ICE, $MS, $UNP, $MNST. The full ranking of 25 similar funds is below.

#1BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 10 shared positions

$TXN $APH $ICE $MS $UNP $MNST

$529M

72 positions

#2MCDANIEL TERRY & COActive

Notable overlap · 7 shared positions

$APH $TXN $TMO $ECL $HON $HONA

$1.3B

81 positions

#3BOK Financial Private Wealth, Inc.Active

Notable overlap · 9 shared positions

$APH $MS $UNP $TMO $ECL $ICE

$1.9B

792 positions

#4INVESCO, LLCActive

Notable overlap · 7 shared positions

$APH $MNST $PNC $TXN $TMO $ICE

$321M

131 positions

#5ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$APH $TXN $TMO $CHD $HON $HONA

$2.0B

91 positions

#6AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$APH $TXN $TMO $ECL $UBER

$1.6B

120 positions

#7CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 4 shared positions

$APH $ORLY $MNST $TMO

$435M

70 positions

#8Union Heritage Capital, LLCPassive

Notable overlap · 4 shared positions

$APH $MS $ORLY $KLAC

$295M

65 positions

#9James Hambro & Partners LLPActive

Notable overlap · 4 shared positions

$APH $TXN $ICE $TMO

$2.9B

68 positions

#10NovaPoint Capital, LLCPassive

Notable overlap · 5 shared positions

$APH $TXN $LHX $UNP $HON

$464M

162 positions

#11Baer Investment Advisory LLCActive

Notable overlap · 5 shared positions

$APH $TXN $TMO $ECL $INTU

$126M

65 positions

#12CAMBIAR INVESTORS LLCActive

Notable overlap · 7 shared positions

$TXN $PNC $ICE $UBER $UNP $HON

$2.3B

150 positions

#13HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$APH $ORLY $TMO $ECL $UBER

$2.9B

286 positions

#14Ironvine Capital Partners, LLCActive

Notable overlap · 7 shared positions

$ORLY $APH $LOW $UNP $TMO $HON

$1.1B

57 positions

#15ALBION FINANCIAL GROUP /UTPassive

Notable overlap · 8 shared positions

$APH $MS $UBER $TMO $TXN $BLK

$1.8B

792 positions

#16Fortune Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$APH $ORLY $MNST $UNP $KLAC

$234M

163 positions

#17ROCKLAND TRUST COPassive

Notable overlap · 8 shared positions

$TXN $UNP $ICE $TMO $BLK $MS

$2.6B

320 positions

#18Ayrshire Capital Management LLCPassive

Notable overlap · 6 shared positions

$APH $ICE $ECL $MS $KLAC $UBER

$219M

50 positions

#19J. Stern & Co. LLPActive

Notable overlap · 6 shared positions

$APH $ICE $TMO $HON $HONA $LOW

$1.1B

51 positions

#20MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 5 shared positions

$MS $TXN $PNC $LOW $TMO

$1.2B

100 positions

#21Advocacy Wealth Management, LLCActive

Notable overlap · 7 shared positions

$APH $ICE $LOW $UBER $CHD $INTU

$2.8B

151 positions

#22Tandem Investment Advisors, Inc.Passive

Notable overlap · 6 shared positions

$APH $ICE $BLK $CHD $INTU $ORLY

$1.5B

68 positions

#23Coign Capital Advisors LLCActive

Some overlap · 5 shared positions

$APH $MS $ORLY $UBER $TMO

$222M

88 positions

#24Sandhill Capital Partners LLCActive

Some overlap · 4 shared positions

$APH $TXN $UBER $BLK

$1.2B

98 positions

#25ALTA CAPITAL MANAGEMENT LLC/Active

Some overlap · 5 shared positions

$APH $TXN $TMO $INTU $UNP

$1.2B

215 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.