EliteFunds
MERIDIAN CAPITAL FUND +1.84% HARBOR GROWTH SERIES -0.42% SUMMIT FIXED INCOME +0.63% ATLAS MULTI-STRATEGY +2.11% CASCADE VALUE PARTNERS -0.18% IRONGATE CREDIT FUND +0.97% NORTHBRIDGE EQUITY TRUST +1.29%
FUND INTELLIGENCE FOR U.S. INVESTMENT TEAMS

Capital moves fast. Your research should move with it.

EliteFundsMonitor tracks fund positioning, capital flows and allocation shifts across the U.S. market, giving advisors and portfolio managers a clearer read before decisions get made.

Explore Fund Insights View Monitor Tools
Capital Flow Snapshot Updated Weekly
Equity Funds62%
Fixed Income24%
Alternatives14%

1,240

Funds Tracked

$318B

Capital Monitored

Fund Performance Overview

Category-level performance drawn from our monitored fund universe, reviewed each trading week.

Full Performance Data →

LARGE-CAP EQUITY

+9.6%

Trailing 12 months

SMALL-CAP EQUITY

+6.1%

Trailing 12 months

FIXED INCOME

+3.4%

Trailing 12 months

ALTERNATIVES

+7.8%

Trailing 12 months

Featured Investment Reports

Investment analysts reviewing fund performance in a research meeting
Q3 CAPITAL REVIEW

Where institutional capital rotated in the third quarter

A category-by-category breakdown of allocation shifts across the funds in our monitored universe, with notes on where flows accelerated and where they stalled.

 Analyst reviewing financial data on a laptop screen
RISK NOTE

Credit spreads widen across mid-tier funds

A read on the funds most exposed to the move.

 Financial charts and analytics on a desk
SECTOR FOCUS

Industrial funds outperform on reshoring capital

Three funds worth watching this quarter.
CAPITAL ALLOCATION

A clearer view of where capital is actually going

We track allocation changes at the fund level, not just the index level, so advisors can see which strategies are genuinely gaining conviction versus which are simply riding a sector's momentum.

A

Active reallocation tracking

Fund-level position changes reviewed weekly.

B

Cross-fund concentration checks

Flags where crowding risk is building.

Portfolio manager analyzing capital allocation data
BUDGET INTELLIGENCE

Planning models built around real fund behavior

Our budget models translate fund-level capital data into planning frameworks advisors can put in front of clients directly.

Browse Budget Models →
Model Horizon Risk Band Typical Use
Conservative Reserve 1–2 years Low Capital preservation
Balanced Growth 3–5 years Moderate Blended client mandates
Expansion Capital 5+ years Elevated Business owner planning

Monitor Dashboard

A working preview of the panels available inside our monitor tools — built for advisors who need a fast read before a client call.

RISK MONITOR

Volatility flag on Fund #0417

PORTFOLIO SNAPSHOT

$4.62M

+1.7% this week

71% of target allocation reached

PERFORMANCE METRICS

  • Sharpe Ratio1.34
  • Alpha2.1
  • Beta0.92
  • Max Drawdown-8.4%

Expert Insights

Senior portfolio strategist

"Capital discipline is showing up more in fund selection than in headline allocation numbers this cycle."

Dana Whitfield

Senior Portfolio Strategist

Fixed income research lead

"Duration positioning across monitored funds has narrowed considerably since the start of the quarter."

Marcus Ilori

Fixed Income Research Lead

Risk research analyst

"Watch concentration risk in mid-cap growth funds — several are leaning on the same handful of names."

Priya Nandakumar

Risk Research Analyst

Get the weekly capital briefing

A concise Monday briefing on fund flows, allocation shifts and risk notes — written for advisors, not for headlines.