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Hedge Funds Similar to Ellevest

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

Ellevest, Inc. is an institutional investor managing $848M across 469 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 Ellevest are Parkwood, WCM INVESTMENT, BECK, with shared positions in $SPOT, $NET, $ASML, $NVS, $CB, $GLW. The full ranking of 25 similar funds is below.

#1Parkwood LLCActive
Some overlap · 5 shared positions
$SPOT$NET$ASML$NVS$CB
$1.4B
72 positions
#2WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$SPOT$ASML$GLW$CTVA$NVS
$55.2B
266 positions
#3BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$SPOT$ASML$GLW$VRT$SNDK
$543M
140 positions
#4Boston Common Asset Management, LLCPassive
Some overlap · 5 shared positions
$SPOT$ASML$VRT$NVS$CB
$1.7B
186 positions
#5Goldstream Capital Management LtdActive
Some overlap · 5 shared positions
$NET$ASML$GLW$VRT$SNDK
$132M
45 positions
#6SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$SPOT$NET$ASML$SNDK
$26.9B
71 positions
#7RIPOSTE CAPITAL LLCActive
Some overlap · 4 shared positions
$SPOT$NET$GLW$SNDK
$451M
27 positions
#8Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$SPOT$ASML$GLW$VRT
$115M
89 positions
#9HARDING LOEVNER LPActive
Slight overlap · 4 shared positions
$SPOT$ASML$BBVA$NVS
$10.6B
82 positions
#10Benchmark Investment Advisors LLCPassive
Slight overlap · 4 shared positions
$SPOT$ASML$VRT$SNDK
$228M
70 positions
#11Slow Capital, Inc.Active
Slight overlap · 3 shared positions
$SPOT$NET$ASML
$857M
111 positions
#12SORA INVESTORS LLCPassive
Slight overlap · 4 shared positions
$SPOT$ASML$MKSI$SNDK
$1.3B
76 positions
#13Sunstone Asset Management, L.P.Passive
Slight overlap · 4 shared positions
$NET$ASML$GLW$MKSI
$92M
57 positions
#14Malaga Cove Capital, LLCPassive
Slight overlap · 3 shared positions
$SPOT$NET$ASML
$314M
185 positions
#15Defiance ETFs, LLCPassive
Slight overlap · 4 shared positions
$NET$ASML$VRT$MKSI
$7.4B
388 positions
#16JACKSON SQUARE CAPITAL, LLCActive
Slight overlap · 4 shared positions
$ASML$NET$GLW$VRT
$719M
138 positions
#17TREMBLANT CAPITAL GROUPActive
Slight overlap · 3 shared positions
$SPOT$NET$MKSI
$3.5B
58 positions
#18BEARING POINT CAPITAL, LLCPassive
Slight overlap · 4 shared positions
$NET$GLW$CTVA$CB
$740M
203 positions
#19COATUE MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$SPOT$ASML$VRT
$48.6B
66 positions
#20WEALTHEDGE INVESTMENT ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$NET$GLW$VRT$SNDK
$294M
143 positions
#21JMN Financial LLCPassive
Slight overlap · 4 shared positions
$ASML$GLW$BBVA$NVS
$129M
229 positions
#22MITCHELL CAPITAL MANAGEMENT COPassive
Slight overlap · 4 shared positions
$ASML$GLW$VRT$SNDK
$657M
117 positions
#23Entelevest, LLCPassive
Slight overlap · 3 shared positions
$SPOT$ASML$NVS
$117M
142 positions
#24VOYA INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$NET$GLW$ASML$SNDK
$115.6B
2,484 positions
#25Strategic Global Advisors, LLCPassive
Slight overlap · 3 shared positions
$SPOT$ASML$MKSI
$702M
129 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.