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Hedge Funds Similar to Elm Partners

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

Elm Partners Management LLC is an institutional investor managing $3.4B across 160 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 Elm Partners are Oak Grove, Clay Northam Wealth, Goldstream Ltd, with shared positions in $COHR, $CRWD, $BN, $DUK, $D, $VRT. The full ranking of 25 similar funds is below.

#1Oak Grove Capital LLCActive
Notable overlap · 8 shared positions
$COHR$CRWD$BN$DUK$D$VRT
$2.2B
114 positions
#2Clay Northam Wealth Management, LLCActive
Some overlap · 4 shared positions
$CRWD$VRT$STX$IAU
$214M
109 positions
#3Goldstream Capital Management LtdActive
Some overlap · 5 shared positions
$COHR$CRWD$VRT$STX$ASML
$132M
45 positions
#4Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$CRWD$VRT$ASML$ETN$LIN
$115M
89 positions
#5GUERRA PAN ADVISORS, LLCPassive
Some overlap · 3 shared positions
$CRWD$VRT$ASML
$176M
113 positions
#6Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$CRWD$VRT$ETN
$917M
38 positions
#7Parsonex Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$CRWD$ETN$ASML$LIN
$115M
50 positions
#8VMS Asset Management LimitedActive
Some overlap · 4 shared positions
$CRWD$COHR$VRT$STX
$264M
32 positions
#9Dedeker Financial LLCActive
Some overlap · 3 shared positions
$CRWD$COHR$STX
$176M
56 positions
#10RHL GROUP, LLCActive
Some overlap · 4 shared positions
$CRWD$ETN$DUK$LIN
$120M
271 positions
#11WIN ADVISORS, INCActive
Some overlap · 5 shared positions
$CRWD$VRT$STX$COHR$D
$281M
75 positions
#12Reliant Investment Management, LLCPassive
Some overlap · 4 shared positions
$CRWD$ETN$LIN$COHR
$271M
55 positions
#13Sterling Investment Advisors, Ltd.Passive
Some overlap · 3 shared positions
$CRWD$VRT$ETN
$606M
229 positions
#14WD RUTHERFORD LLCPassive
Some overlap · 3 shared positions
$CRWD$COHR$VRT
$263M
78 positions
#15Zweig-DiMenna Associates LLCPassive
Some overlap · 4 shared positions
$COHR$CRWD$VRT$STX
$1.1B
70 positions
#16JACKSON SQUARE CAPITAL, LLCActive
Some overlap · 5 shared positions
$COHR$CRWD$VRT$ASML$LIN
$667M
144 positions
#17Aldebaran Financial Inc.Passive
Some overlap · 3 shared positions
$COHR$CRWD$DUK
$123M
82 positions
#18Reliant Investment Partners, LLCPassive
Some overlap · 4 shared positions
$CRWD$DUK$VRT$STX
$147M
126 positions
#19Blue Zone Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$BN$LIN
$636M
128 positions
#20PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$CRWD$COHR$VRT$STX$IAU
$389M
77 positions
#21Meridian Financial Partners LLCPassive
Some overlap · 4 shared positions
$CRWD$DUK$D$LIN
$306M
124 positions
#22Thomasville National BankPassive
Some overlap · 4 shared positions
$CRWD$DUK$ASML$VLO
$1.8B
241 positions
#23DE BURLO GROUP INCPassive
Some overlap · 3 shared positions
$BN$CRWD$ASML
$547M
90 positions
#24Juno Financial Group LLCActive
Some overlap · 3 shared positions
$CRWD$D$ETN
$286M
72 positions
#25Retireful, LLCPassive
Some overlap · 4 shared positions
$CRWD$COHR$VRT$STX
$116M
86 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.