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Hedge Funds Similar to EVERMAY WEALTH

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

EVERMAY WEALTH MANAGEMENT LLC is an institutional investor managing $971M across 651 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 EVERMAY WEALTH are Elefante Mark B, Hemenway, Renaissance Investment Group, with shared positions in $NEE, $DHR, $AXP, $ROK, $TJX, $APH. The full ranking of 25 similar funds is below.

#1Elefante Mark BActive
Some overlap · 6 shared positions
$NEE$DHR$AXP$ROK$TJX$APH
$232M
60 positions
#2Hemenway Trust Co LLCActive
Some overlap · 6 shared positions
$NEE$DHR$AXP$ROK$TJX$APH
$1.4B
135 positions
#3Renaissance Investment Group LLCPassive
Some overlap · 5 shared positions
$NEE$MLM$DHR$APH$TJX
$508M
84 positions
#4SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 5 shared positions
$IAUM$NEE$DHR$IAU$TJX
$2.1B
218 positions
#5Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$NEE$IAUM$SLV$MCD$IAU
$145M
99 positions
#6DAVENPORT & Co LLCPassive
Some overlap · 5 shared positions
$NEE$MLM$DHR$ROK$TJX
$20.4B
1,356 positions
#7Palisades Hudson Asset Management, L.P.Active
Some overlap · 6 shared positions
$APH$AXP$YUM$MCO$IAU$SLV
$286M
108 positions
#8Dempze Nancy EPassive
Some overlap · 5 shared positions
$NEE$DHR$AXP$ROK$TJX
$209M
91 positions
#9Notis-McConarty EdwardActive
Some overlap · 5 shared positions
$NEE$DHR$AXP$ROK$TJX
$231M
67 positions
#10Delaney Dennis RActive
Some overlap · 5 shared positions
$NEE$DHR$AXP$ROK$TJX
$314M
61 positions
#11SOMERVILLE KURT FActive
Some overlap · 5 shared positions
$NEE$DHR$AXP$ROK$TJX
$419M
97 positions
#12PIONEER TRUST BANK N A/ORPassive
Some overlap · 5 shared positions
$NEE$DHR$APH$MCD$TJX
$441M
87 positions
#13Bath Savings Trust CoActive
Some overlap · 5 shared positions
$NEE$DHR$APH$MCD$TJX
$965M
177 positions
#14WENDELL DAVID ASSOCIATES INCActive
Some overlap · 5 shared positions
$NEE$DHR$APH$MCD$TJX
$947M
155 positions
#15RWA WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$NEE$DHR$AXP$MCD$TJX
$10.4B
645 positions
#16Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$NEE$DHR$AXP$IAU$TJX
$710M
193 positions
#17Bigelow Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$NEE$DHR$AXP$IAU$TJX
$276M
157 positions
#18BLUEDOOR PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$DHR$MCO$MCD$IAU$TJX$AXP
$238M
164 positions
#19YHB Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$NEE$DHR$APH$MCD$TJX
$1.6B
314 positions
#20CPA Asset Management LLCActive
Some overlap · 5 shared positions
$NEE$DHR$AXP$MCD$IAU
$347M
97 positions
#21Broderick Brian CActive
Some overlap · 5 shared positions
$NEE$DHR$AXP$ROK$TJX
$646M
95 positions
#22BFSG, LLCPassive
Some overlap · 5 shared positions
$NEE$APH$AXP$IAU$TJX
$1.1B
768 positions
#23Alhambra Investment Partners LLCPassive
Some overlap · 5 shared positions
$NEE$AXP$MCD$IAU$TJX
$229M
182 positions
#24PUZO MICHAEL JPassive
Some overlap · 5 shared positions
$NEE$DHR$AXP$ROK$TJX
$388M
66 positions
#25Family Capital Trust CoActive
Some overlap · 5 shared positions
$DHR$APH$AXP$YUM$TJX
$307M
83 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.