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Hedge Funds Similar to Evercore Wealth

13F Portfolio OverlapQ2 2026Evercore Wealth portfolio →
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Most similar hedge funds by 13F overlap

Evercore Wealth Management, LLC is an institutional investor managing $7.1B across 433 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Evercore Wealth are Cornerstone Investment Partners, Hedeker Wealth, NEW VERNON INVESTMENT, with shared positions in $AZO, $CB, $TMO, $CBRE, $BX, $FIX. The full ranking of 25 similar funds is below.

#1Cornerstone Investment Partners, LLCActive
Notable overlap · 5 shared positions
$AZO$CB$TMO$CBRE$BX
$3.0B
312 positions
#2Hedeker Wealth, LLCPassive
Notable overlap · 6 shared positions
$FIX$BX$GNRC$MS$BLK$UBER
$545M
93 positions
#3NEW VERNON INVESTMENT MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$MS$CB$BX$UBER$PGR$TJX
$82M
37 positions
#4OLD SECOND NATIONAL BANK OF AURORAPassive
Notable overlap · 6 shared positions
$MS$BLK$BX$VIK$EOG$ARCC
$501M
276 positions
#5Freedom Day Solutions, LLCActive
Notable overlap · 6 shared positions
$FIX$WMB$MS$CB$PGR$SHW
$455M
133 positions
#6ROSENBLUM SILVERMAN SUTTON S F INC /CAPassive
Notable overlap · 7 shared positions
$TMO$SN$APH$BX$NOW$TJX
$416M
80 positions
#7Osprey Private Wealth LLCPassive
Notable overlap · 6 shared positions
$TMO$AZO$BLK$PGR$APH$TJX
$387M
88 positions
#8Westbourne Investment Advisors, Inc.Passive
Notable overlap · 4 shared positions
$MS$CB$UBER$BLDR
$378M
124 positions
#9BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$TMO$BLK$APH$MS$EOG$TJX
$529M
72 positions
#10Coign Capital Advisors LLCActive
Some overlap · 5 shared positions
$MS$CB$APH$TMO$UBER
$222M
88 positions
#11Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$WMB$CB$MS$TJX$SHW
$455M
118 positions
#12GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 5 shared positions
$TMO$WMB$BLK$UBER$NOW
$372M
82 positions
#13EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 4 shared positions
$CB$TMO$AZO$CBRE
$799M
156 positions
#14Greenline Partners, LLCActive
Some overlap · 6 shared positions
$WMB$CB$EOG$BLK$IAU$GLDM
$983M
149 positions
#15Katamaran Capital LLPActive
Some overlap · 4 shared positions
$FIX$GNRC$APH$SPOT
$126M
36 positions
#16Alcosta Capital Management, Inc.Active
Some overlap · 4 shared positions
$MS$VIK$APH$TJX
$148M
22 positions
#17ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$BLK$APH$MS$UBER$TMO$TJX
$1.8B
792 positions
#18Benchmark Investment Advisors LLCActive
Some overlap · 5 shared positions
$FIX$APH$SPOT$UBER$NOW
$228M
70 positions
#19Hurley Capital, LLCPassive
Some overlap · 4 shared positions
$MS$BX$CBRE$APH
$193M
678 positions
#20Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MS$WMB$BLK$BX
$202M
58 positions
#21Gallagher Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$MS$BX$UBER$NOW
$187M
72 positions
#22FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$WMB$BX$BLK$NOW
$5.3B
210 positions
#23STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 4 shared positions
$FIX$MS$PGR$TJX
$965M
79 positions
#24HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$TMO$APH$CB$NOW$UBER$TJX
$2.9B
286 positions
#25Accretive Wealth Partners, LLCPassive
Some overlap · 8 shared positions
$BLK$PGR$SPOT$BX$TMO$IAU
$412M
181 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.