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 Fund Evaluation Group,

13F Portfolio OverlapQ1 2026Fund Evaluation Group, portfolio →

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Most similar hedge funds by 13F overlap

Fund Evaluation Group, LLC is an institutional investor managing $3.3B across 73 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 Fund Evaluation Group, are Jordan Park Group, Morningstar Investment, Shakespeare Wealth ,, with shared positions in $SE, $EPAM, $LEN, $NOW, $MUFG, $ICFI. The full ranking of 25 similar funds is below.

#1Jordan Park Group LLCSmart money

Notable overlap · 7 shared positions

$SE $EPAM $LEN $NOW $MUFG $ICFI

$1.9B

69 positions

#2Morningstar Investment Management LLCPassive

Notable overlap · 3 shared positions

$SE $SNOW $SCHW

$1.6B

315 positions

#3Shakespeare Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SE $SNOW $EPAM

$422M

98 positions

#4Verum Partners LLCActive

Notable overlap · 4 shared positions

$SE $EPAM $DHR $NKE

$527M

176 positions

#5Bear Mountain Capital, Inc.Active

Notable overlap · 5 shared positions

$SE $AFRM $UPST $SCHW $MUFG

$333M

198 positions

#6TIAA Wealth Investment Management LLCActive

Notable overlap · 4 shared positions

$SE $SNOW $NOW $MUFG

$13.1B

563 positions

#7Mill Creek Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$DHR $SE $EPAM $LEN $UPST

$4.9B

260 positions

#8Finley Financial, LLCActive

Notable overlap · 6 shared positions

$DHR $SNOW $EPAM $NOW $SE $MUFG

$214M

107 positions

#9Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$DHR $SE $SCHW

$90M

65 positions

#10Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$SE $DHR $SCHW

$255M

70 positions

#11Vantage Financial Partners, LLC

Notable overlap · 3 shared positions

$DHR $SE $LEN

$493M

212 positions

#12Waldron Private Wealth LLCActive

Notable overlap · 3 shared positions

$DHR $SNOW $EPAM

$2.6B

342 positions

#13SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 5 shared positions

$DHR $SNOW $SE $EPAM $SCHW

$125M

39 positions

#14Madson Wealth Advisors IncPassive

Notable overlap · 3 shared positions

$SE $DHR $AFRM

$120M

84 positions

#15Topel & Distasi Wealth Management, LLCActive

Notable overlap · 6 shared positions

$SE $AFRM $NOW $SNOW $SCHW $MUFG

$193M

58 positions

#16Hardy Reed LLCActive

Notable overlap · 3 shared positions

$DHR $SNOW $SCHW

$1.4B

243 positions

#17Beta Wealth Group, Inc.Passive

Notable overlap · 4 shared positions

$DHR $SNOW $NOW $AFRM

$242M

112 positions

#18WealthCollab, LLCPassive

Notable overlap · 6 shared positions

$DHR $SNOW $NOW $AFRM $NKE $SCHW

$243M

977 positions

#19GENERATION INVESTMENT MANAGEMENT LLPSmart money

Notable overlap · 3 shared positions

$DHR $SE $SCHW

$11.2B

29 positions

#20BLUELINE ADVISORS LLCActive

Notable overlap · 5 shared positions

$SE $AFRM $UPST $SCHW $NOW

$129M

217 positions

#21Traveka Wealth, LLCPassive

Notable overlap · 5 shared positions

$DHR $SE $SNOW $SCHW $MUFG

$262M

186 positions

#22Manchester Global Management (UK) LtdActive

Notable overlap · 5 shared positions

$DHR $SNOW $NOW $NKE $SCHW

$749M

23 positions

#23Townsend Financial Planning, LLCSmart money

Notable overlap · 4 shared positions

$DHR $SNOW $AFRM $SCHW

$103M

29 positions

#24MCF Advisors LLCPassive

Some overlap · 4 shared positions

$SE $SNOW $DHR $UPST

$2.3B

1,338 positions

#25Arcadia Wealth Management, LLCActive

Some overlap · 4 shared positions

$SE $SNOW $NKE $LEN

$276M

67 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.