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Hedge Funds Similar to Evercore Wealth ,

13F Portfolio OverlapQ1 2026Evercore Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Evercore Wealth Management, LLC is an institutional investor managing $6.4B across 418 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 Evercore Wealth , are Freedom Day Solutions,, Cornerstone Investment Partners,, CANTILLON, with shared positions in $FIX, $WT, $WMB, $AZO, $CB, $PGR. The full ranking of 25 similar funds is below.

#1Freedom Day Solutions, LLCActive
Notable overlap · 7 shared positions
$FIX$WT$WMB$AZO$CB$PGR
$373M
96 positions
#2Cornerstone Investment Partners, LLCActive
Notable overlap · 5 shared positions
$AZO$CB$CBRE$TMO$FIX
$2.4B
291 positions
#3CANTILLON CAPITAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$CBRE$TMO$UBER$SPOT$AMT$ADBE
$15.1B
38 positions
#4EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 4 shared positions
$CB$AZO$TMO$CBRE
$688M
158 positions
#5Westbourne Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$MS$CB$UBER$BLDR
$343M
115 positions
#6Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$WT$IAU$JHG$CB
$1.2B
262 positions
#7Gs Investments, Inc.Passive
Some overlap · 5 shared positions
$WMB$TMO$UBER$ADBE$MELI
$175M
134 positions
#8Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$WMB$CB$MS$TJX
$446M
104 positions
#9Alphinity Investment Management Pty LtdActive
Some overlap · 3 shared positions
$MS$CB$CBRE
$5.7B
29 positions
#10Endowment Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$MS$WT$JHG$UBER$IAU$TJX
$226M
165 positions
#11Riverbend Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MS$WT$IAU$UBER
$175M
152 positions
#12Prota Financial, LLCActive
Some overlap · 5 shared positions
$MS$TMO$TJX$ADBE$PGR
$138M
67 positions
#13OAK FAMILY ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MS$UBER$GNRC$IAU$EOG
$355M
116 positions
#14STRATEGIC PLANNING GROUP, LLCPassive
Some overlap · 4 shared positions
$FIX$MS$PGR$TJX
$715M
72 positions
#15Evergreen Private Wealth LLCPassive
Some overlap · 4 shared positions
$WT$TMO$EOG$ADBE
$247M
86 positions
#16Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$FIX$WT$IAU$JHG$MS
$477M
70 positions
#17New Millennium Group LLC
Some overlap · 4 shared positions
$FIX$MS$IAU$MKL
$231M
407 positions
#18Systelligence, LLCPassive
Some overlap · 3 shared positions
$MS$WT$IAU
$514M
56 positions
#19Retirement Management Systems Inc.Active
Some overlap · 4 shared positions
$MS$WT$JHG$IAU
$415M
51 positions
#20Investment Partners Asset Management, Inc.Passive
Some overlap · 4 shared positions
$MS$TMO$WT$ARCC
$162M
163 positions
#21J.P. Marvel Investment Advisors, LLCActive
Some overlap · 3 shared positions
$MS$TMO$EOG
$705M
60 positions
#22Nexus Investment Management ULCActive
Some overlap · 3 shared positions
$MS$TMO$EOG
$715M
70 positions
#23Barnett & Company, Inc.Passive
Some overlap · 3 shared positions
$WMB$TMO$GNRC
$129M
88 positions
#24Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$FIX$UBER$GNRC$MS
$474M
87 positions
#25CONNORS INVESTOR SERVICES INCActive
Some overlap · 4 shared positions
$WMB$CB$MS$TJX
$1.1B
149 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.