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Hedge Funds Similar to EVERGREEN

13F Portfolio OverlapQ3 2026EVERGREEN portfolio →
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Most similar hedge funds by 13F overlap

EVERGREEN CAPITAL MANAGEMENT LLC is an institutional investor managing $5.7B across 1,464 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to EVERGREEN are Ardmore Road Asset, Blume, HOTCHKIS & WILEY, with shared positions in $TMUS, $ECHO, $DELL, $UBER, $AMT, $ASML. The full ranking of 25 similar funds is below.

#1Ardmore Road Asset Management LPPassive
Some overlap · 6 shared positions
$TMUS$ECHO$DELL$UBER$AMT$ASML
$1.7B
70 positions
#2Blume Capital Management, Inc.Passive
Some overlap · 6 shared positions
$COF$FDX$SLB$C$UBER$TMUS
$678M
357 positions
#3HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$OVV$PCAR$APA$FDX$SLB$C
$34.3B
462 positions
#4DAVIDSON KEMPNER CAPITAL MANAGEMENT LPPassive
Some overlap · 5 shared positions
$ECHO$TMUS$JD$UBER$ASML
$8.4B
241 positions
#5FIDUCIENT ADVISORS LLCActive
Some overlap · 5 shared positions
$PCAR$EPD$UBER$C$MTB
$698M
153 positions
#6Mengis Capital Management, Inc.Passive
Some overlap · 4 shared positions
$PCAR$DELL$SLB$ASML
$673M
215 positions
#7Peloton Wealth StrategistsPassive
Some overlap · 4 shared positions
$COF$SLB$C$UBER
$271M
91 positions
#8Xcel Wealth Management, LLCPassive
Some overlap · 3 shared positions
$COF$FDX$UBER
$404M
140 positions
#9Optimist Retirement Group LLCActive
Some overlap · 3 shared positions
$PCAR$DELL$EPD
$259M
118 positions
#10ANTIPODES PARTNERS LtdActive
Some overlap · 3 shared positions
$COF$SLB$AMT
$5.5B
130 positions
#11Steamboat Capital Partners, LLCPassive
Some overlap · 3 shared positions
$COF$TMUS$DELL
$468M
59 positions
#12Karras Company, Inc.Active
Some overlap · 5 shared positions
$TMUS$DELL$EPD$UBER$ASML
$109M
65 positions
#13MLP3, LLC
Some overlap · 3 shared positions
$COF$FDX$C
$116M
110 positions
#14Loudon Investment Management, LLCPassive
Some overlap · 3 shared positions
$TMUS$EPD$AMT
$204M
95 positions
#15Teewinot Capital Advisers, L.L.C.Active
Some overlap · 3 shared positions
$COF$C$UBER
$1.4B
31 positions
#16CONTINENTAL ADVISORS LLCActive
Some overlap · 3 shared positions
$COF$C$UBER
$233M
52 positions
#17Asio Capital, LLCActive
Some overlap · 5 shared positions
$COF$DELL$C$UBER$ASML
$816M
131 positions
#18Kennondale Capital Management LLCPassive
Some overlap · 3 shared positions
$COF$PCAR$C
$150M
80 positions
#19Counterpoint Mutual Funds LLCActive
Some overlap · 3 shared positions
$ECHO$APA$DELL
$1.2B
323 positions
#20SAMLYN CAPITAL, LLCActive
Some overlap · 3 shared positions
$COF$ITUB$ASML
$6.1B
79 positions
#21Wealth Advisory Solutions, LLCPassive
Some overlap · 4 shared positions
$COF$TMUS$UBER$ASML
$484M
149 positions
#22Contrarius Group Holdings LtdActive
Some overlap · 3 shared positions
$ECHO$DELL$ASML
$2.2B
34 positions
#23Black Maple Capital Management LPActive
Some overlap · 3 shared positions
$COF$UBER$C
$176M
94 positions
#24Venator Management LLCActive
Some overlap · 3 shared positions
$COF$UBER$TMUS
$444M
27 positions
#25Athena Wealth Management, LLCActive
Some overlap · 4 shared positions
$COF$FDX$C$ASML
$139M
103 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.