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 EVERMAY WEALTH

13F Portfolio OverlapQ1 2026EVERMAY WEALTH portfolio →

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Most similar hedge funds by 13F overlap

EVERMAY WEALTH MANAGEMENT LLC is an institutional investor managing $902M across 594 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to EVERMAY WEALTH are Cushing Partners,, Pinnacle Financial Group, / IL, Apeiron RIA, with shared positions in $KKR, $USB, $IAUM, $NEE, $DHR, $SLV. The full ranking of 25 similar funds is below.

#1Cushing Capital Partners, LLCPassive

Some overlap · 8 shared positions

$KKR $USB $IAUM $NEE $DHR $SLV

$130M

96 positions

#2Pinnacle Financial Group, LLC / ILPassive

Some overlap · 5 shared positions

$KKR $WT $USB $MCD $IAU

$365M

111 positions

#3Apeiron RIA LLCPassive

Slight overlap · 5 shared positions

$KKR $WT $DHR $SLV $IAU

$431M

204 positions

#4Causey Wealth LLCPassive

Slight overlap · 4 shared positions

$KKR $WT $USB $IAUM

$236M

81 positions

#5Rooted Wealth Advisors, Inc.Active

Slight overlap · 6 shared positions

$KKR $USB $IAUM $DHR $SLV $MCD

$379M

144 positions

#6Curran Financial Partners, LLCActive

Slight overlap · 4 shared positions

$KKR $WT $USB $SLV

$559M

127 positions

#7Prospect Financial Services LLCPassive

Slight overlap · 4 shared positions

$KKR $WT $USB $SLV

$164M

104 positions

#8Independent Wealth Network Inc.Passive

Slight overlap · 6 shared positions

$KKR $WT $USB $DHR $SLV $IAU

$337M

301 positions

#9Axis Wealth Partners, LLCPassive

Slight overlap · 4 shared positions

$KKR $WT $USB $MCD

$188M

174 positions

#10Hyposwiss Advisors SAPassive

Slight overlap · 5 shared positions

$KKR $WT $SLV $IAU $NEE

$101M

112 positions

#11Riverbend Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$KKR $WT $USB $IAU

$175M

152 positions

#12CROBANPassive

Slight overlap · 4 shared positions

$KKR $WT $NEE $NOC

$213M

73 positions

#13Talisman Wealth Advisors LLCPassive

Slight overlap · 4 shared positions

$KKR $WT $NEE $MCD

$124M

101 positions

#14Summit Wealth Partners, LLCPassive

Slight overlap · 5 shared positions

$KKR $WT $USB $NEE $DHR

$632M

271 positions

#15SONATA CAPITAL GROUP INCPassive

Slight overlap · 4 shared positions

$KKR $WT $USB $MCD

$271M

123 positions

#16Baker Ellis Asset Management LLCPassive

Slight overlap · 4 shared positions

$KKR $WT $DHR $NOC

$842M

254 positions

#17HBW Advisory Services LLCPassive

Slight overlap · 4 shared positions

$KKR $WT $USB $DHR

$949M

444 positions

#18Catalyst Investment Management LLCPassive

Slight overlap · 4 shared positions

$KKR $WT $DHR $IAU

$90M

65 positions

#19Cherry Tree Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$KKR $WT $DHR $USB

$473M

582 positions

#20FLAGSTAR ADVISORS INC.Passive

Slight overlap · 5 shared positions

$KKR $WT $USB $SLV $IAU

$276M

174 positions

#21Wealthcare Advisory Partners LLCPassive

Slight overlap · 4 shared positions

$KKR $WT $DHR $SLV

$5.1B

1,073 positions

#22Oxinas Partners Wealth Management LLCPassive

Slight overlap · 3 shared positions

$KKR $WT $USB

$219M

145 positions

#23Darrow Company, Inc.Active

Slight overlap · 3 shared positions

$KKR $WT $USB

$222M

56 positions

#24Infinity Wealth Counsel, LLCPassive

Slight overlap · 4 shared positions

$KKR $WT $DHR $IAU

$109M

63 positions

#25Hickory Point Bank & TrustPassive

Slight overlap · 3 shared positions

$KKR $WT $USB

$152M

456 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.