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Hedge Funds Similar to Maxele Advisors

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

Maxele Advisors, LLC is an institutional investor managing $143M across 98 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 Maxele Advisors are Elyxium Wealth, Sherry Group, Lighthouse Investment Partners, with shared positions in $SPCX, $MDY, $MS, $DE, $SLV, $AEE. The full ranking of 25 similar funds is below.

#1Elyxium Wealth, LLCPassive
Some overlap · 4 shared positions
$SPCX$MDY$MS$DE
$952M
298 positions
#2Sherry Group, Inc.Active
Some overlap · 3 shared positions
$SPCX$SLV$MDY
$102M
52 positions
#3Lighthouse Investment Partners, LLCPassive
Some overlap · 3 shared positions
$SPCX$AEE$PM
$3.7B
703 positions
#4KEB ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$AEE$DE$UNP$ABT
$618M
137 positions
#5Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$ABT$MS$BNY$MO
$159M
62 positions
#6SPRENG CAPITAL MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$SPCX$DE$UNP$MO
$275M
77 positions
#7Wheelhouse Advisory Group LLCActive
Some overlap · 4 shared positions
$AEE$DE$PM$MO
$354M
55 positions
#8Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$ABT$MS$LOW$MO
$226M
42 positions
#9Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$ABT$MS$UNP$PM
$856M
89 positions
#10Private Wealth Asset Management, LLCPassive
Some overlap · 5 shared positions
$MDY$SLV$DE$UNP$PM
$1.0B
930 positions
#11CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 5 shared positions
$MDY$DE$MS$UNP$PM
$116M
77 positions
#12COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$MS$DE$UNP$PM$MO
$166M
88 positions
#13Alpha Wealth Funds, LLCActive
Some overlap · 4 shared positions
$ABT$MDY$SPCX$LOW
$183M
63 positions
#14Tarbox Group, Inc.Smart money
Some overlap · 4 shared positions
$ABT$DE$LOW$MDY
$698M
96 positions
#15Papamarkou Wellner Asset Management inc.
Some overlap · 5 shared positions
$ABT$DE$UNP$PM$MO
$159M
75 positions
#16TI-TRUST, INCPassive
Some overlap · 4 shared positions
$AEE$MDY$DE$MO
$186M
132 positions
#17P.A.W. CAPITAL CORPPassive
Some overlap · 4 shared positions
$ABT$MS$PM$MO
$133M
66 positions
#18Stolper CoPassive
Some overlap · 5 shared positions
$MS$UNP$BNY$PM$MO
$387M
91 positions
#19NBT BANK N A /NYPassive
Some overlap · 5 shared positions
$DE$MDY$ABT$UNP$LOW
$1.5B
1,069 positions
#20Cherokee Insurance CoPassive
Some overlap · 5 shared positions
$MS$UNP$BNY$LOW$MO
$259M
124 positions
#21Consolidated Planning CorpActive
Some overlap · 5 shared positions
$MS$ABT$SPCX$BNY$PM
$742M
159 positions
#22CONNING INC.Passive
Some overlap · 4 shared positions
$ABT$MS$UNP$BNY
$3.3B
327 positions
#23RIA Advisory Group LLCActive
Some overlap · 3 shared positions
$SPCX$SLV$AEE
$460M
154 positions
#24First Citizens Financial CorpPassive
Some overlap · 5 shared positions
$MS$DE$UNP$LOW$PM
$239M
139 positions
#25O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$SPCX$SLV$PM$MO
$125M
61 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.