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Hedge Funds Similar to EVERGREEN

13F Portfolio OverlapQ1 2026EVERGREEN portfolio →
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Most similar hedge funds by 13F overlap

EVERGREEN CAPITAL MANAGEMENT LLC is an institutional investor managing $4.6B across 1,506 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 EVERGREEN are SHEPHERD KAPLAN KROCHUK,, Cascade Investment Advisors,, Blume ,, with shared positions in $SCHW, $JHG, $EPD, $APP, $DDOG, $PCAR. The full ranking of 25 similar funds is below.

#1SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 5 shared positions
$SCHW$JHG$EPD$APP$DDOG
$119M
61 positions
#2Cascade Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$SCHW$PCAR$FDX$USB
$169M
116 positions
#3Blume Capital Management, Inc.Passive
Some overlap · 6 shared positions
$SCHW$FDX$USB$UBER$ABNB$C
$588M
337 positions
#4Hershey Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$SCHW$FDX$DELL$APP$DDOG
$116M
80 positions
#5FIDUCIENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$PCAR$USB$UBER$MKL$EPD
$765M
139 positions
#6JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$SCHW$DDOG$FDX$APP
$551M
78 positions
#7PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$SCHW$OVV$FDX$APP$UBER
$3.0B
77 positions
#8HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$PCAR$OVV$FDX$USB$C
$32.4B
465 positions
#9Ballast Rock Private Wealth LLCPassive
Some overlap · 4 shared positions
$SCHW$JHG$DDOG$APP
$181M
177 positions
#10IF Advisors, LLCPassive
Some overlap · 3 shared positions
$SCHW$JHG$DDOG
$141M
53 positions
#11Peak Asset Management, LLCPassive
Some overlap · 3 shared positions
$PCAR$JHG$UBER
$567M
148 positions
#12HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PCAR$JHG$DDOG
$184M
101 positions
#13Birch Capital Management, LLCActive
Some overlap · 4 shared positions
$SCHW$EPD$FDX$OKE
$191M
78 positions
#14Financial Futures Ltd Liability Co.Active
Some overlap · 4 shared positions
$SCHW$DDOG$USB$ABNB
$228M
72 positions
#15Partners in Financial PlanningActive
Some overlap · 4 shared positions
$SCHW$DDOG$USB$MKL
$603M
122 positions
#16LINCOLN CAPITAL CORPPassive
Some overlap · 3 shared positions
$SCHW$JHG$DDOG
$272M
99 positions
#17Disciplined Investments, LLCPassive
Some overlap · 4 shared positions
$SCHW$DDOG$USB$OKE
$279M
141 positions
#18BOS Asset Management, LLCPassive
Some overlap · 4 shared positions
$SCHW$JHG$USB$OKE
$392M
200 positions
#19BAKER BOYER NATIONAL BANKSmart money
Some overlap · 3 shared positions
$PCAR$DDOG$USB
$333M
91 positions
#20Rockwood Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$SCHW$DDOG$EPD$USB$MKL
$1.4B
118 positions
#21EPIQ PARTNERS, LLCPassive
Some overlap · 5 shared positions
$JHG$DDOG$SCHW$USB$EPD
$214M
83 positions
#22Firestone Capital ManagementPassive
Some overlap · 4 shared positions
$SCHW$DDOG$MKL$USB
$480M
160 positions
#23BLUELINE ADVISORS LLCActive
Some overlap · 3 shared positions
$SCHW$JHG$USB
$129M
217 positions
#24Strategic Wealth Investment Group, LLCPassive
Some overlap · 4 shared positions
$SCHW$APP$USB$UBER
$788M
94 positions
#25Beverly Hills Private Wealth, LLCPassive
Some overlap · 3 shared positions
$SCHW$JHG$USB
$600M
347 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.