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 Elser Financial Planning

13F Portfolio OverlapQ2 2026Elser Financial Planning portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Elser Financial Planning, Inc is an institutional investor managing $2.3B across 124 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 Elser Financial Planning are Aberdeen Wealth, Walsky Investment, Strategic Wealth Advisors, with shared positions in $NVS, $UNP, $NSC, $CSX, $PEP, $CL. The full ranking of 25 similar funds is below.

#1Aberdeen Wealth Management LLCActive

Slight overlap · 8 shared positions

$NVS $UNP $NSC $CSX $PEP $CL

$208M

427 positions

#2Walsky Investment Management, Inc.Passive

Slight overlap · 8 shared positions

$NVS $UNP $CSX $PEP $CL $TXN

$108M

52 positions

#3Strategic Wealth Advisors LLCActive

Slight overlap · 6 shared positions

$NVS $UNP $NSC $CSX $PEP $SYK

$117M

260 positions

#4Cohen Capital Management, Inc.Active

Slight overlap · 6 shared positions

$NVS $UNP $CSX $PEP $SYK $NEE

$735M

152 positions

#5ROBERTS GLORE & CO INC /IL/Passive

Slight overlap · 5 shared positions

$NVS $UNP $NSC $PEP $SYK

$404M

246 positions

#6Cottage Street Advisors LLCPassive

Slight overlap · 7 shared positions

$UNP $NSC $CSX $PEP $TXN $SYK

$259M

149 positions

#7Cambridge Advisors Inc.Active

Slight overlap · 5 shared positions

$NVS $UNP $BITW $PEP $LOW

$582M

183 positions

#8Boit C F DavidPassive

Slight overlap · 5 shared positions

$NVS $UNP $PEP $CL $SYK

$238M

85 positions

#9HUTNER CAPITAL MANAGEMENT INCActive

Slight overlap · 4 shared positions

$NVS $UNP $NSC $PEP

$252M

43 positions

#10NORTHSTAR ASSET MANAGEMENT CoActive

Slight overlap · 5 shared positions

$NVS $UNP $PEP $SYK $AME

$531M

261 positions

#11First Fiduciary Investment Counsel, Inc.Passive

Slight overlap · 5 shared positions

$NVS $UNP $TXN $LOW $NEE

$529M

75 positions

#12INDEPENDENT INVESTORS INCSmart money

Slight overlap · 4 shared positions

$NVS $UNP $NSC $CL

$524M

73 positions

#13PENINSULA ASSET MANAGEMENT INCActive

Slight overlap · 5 shared positions

$BRO $PEP $LOW $SYK $NEE

$209M

54 positions

#14St. Clair Advisors, LLCSmart money

Slight overlap · 5 shared positions

$NVS $NSC $PEP $LOW $SYK

$389M

78 positions

#15MB, LEVIS & ASSOCIATES, LLCPassive

Slight overlap · 5 shared positions

$NVS $NSC $PEP $LOW $NEE

$271M

254 positions

#16American National Bank of TexasActive

Slight overlap · 3 shared positions

$BRO $UNP $CL

$110M

56 positions

#17Integrity Financial Corp /WAPassive

Slight overlap · 3 shared positions

$BRO $UNP $TXN

$209M

292 positions

#18Ironvine Capital Partners, LLCActive

Slight overlap · 3 shared positions

$BRO $UNP $LOW

$1.1B

57 positions

#19CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Slight overlap · 4 shared positions

$NVS $UNP $PEP $CL

$200M

76 positions

#20Altus Wealth Group LLCPassive

Slight overlap · 4 shared positions

$NVS $UNP $PEP $TXN

$277M

155 positions

#21Hayek Kallen Investment ManagementActive

Slight overlap · 4 shared positions

$NVS $UNP $PEP $LOW

$330M

97 positions

#22Peoples Bank/KSPassive

Slight overlap · 4 shared positions

$NVS $UNP $PEP $LOW

$103M

98 positions

#23FAIRFIELD, BUSH & CO.Passive

Slight overlap · 4 shared positions

$NVS $UNP $PEP $LOW

$203M

126 positions

#24CMH Wealth Management LLCPassive

Slight overlap · 4 shared positions

$NVS $UNP $PEP $SYK

$655M

117 positions

#25Keyes, Stange & Wooten Wealth Management, LLCActive

Slight overlap · 3 shared positions

$BRO $UNP $NEE

$251M

74 positions

Compare Elser Financial Planning’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 Elser Financial Planning’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.