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 Evanson Asset ,

13F Portfolio OverlapQ1 2026Evanson Asset , portfolio →

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Most similar hedge funds by 13F overlap

Evanson Asset Management, LLC is an institutional investor managing $1.9B across 321 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 Evanson Asset , are TrustWell Financial Advisors,, Forest Hill ,, Valued Retirements,, with shared positions in $PHYS, $DOV, $BRZE, $MKL, $COP, $SLV. The full ranking of 25 similar funds is below.

#1TrustWell Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$PHYS $DOV $BRZE $MKL $COP

$106M

70 positions

#2Forest Hill Capital, LLCActive

Notable overlap · 4 shared positions

$PHYS $SLV $UNIT $EPD

$152M

19 positions

#3Valued Retirements, Inc.Passive

Notable overlap · 6 shared positions

$NKE $PHYS $WT $IAU $MKL $EPD

$102M

90 positions

#4Capital Wealth Alliance, LLCActive

Notable overlap · 3 shared positions

$PHYS $BRZE $AMN

$221M

93 positions

#5Basepoint Wealth LLCActive

Notable overlap · 3 shared positions

$PHYS $NEE $COP

$175M

643 positions

#6Guild Investment Management, Inc.Active

Notable overlap · 4 shared positions

$PHYS $SLV $NEE $ACN

$140M

47 positions

#7Harbour Wealth Management Group, Inc.Passive

Notable overlap · 3 shared positions

$PHYS $WT $IAU

$133M

89 positions

#8JP Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$PHYS $AMN $DOV

$147M

15 positions

#9Beaird Harris Wealth Management, LLCActive

Notable overlap · 10 shared positions

$NKE $DDOG $PHYS $IAU $MKL $AMN

$1.5B

686 positions

#10Financially in Tune, LLCActive

Notable overlap · 5 shared positions

$NKE $WT $KKR $MKL $UNIT

$116M

77 positions

#11ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 8 shared positions

$NKE $WT $SLV $DDOG $BRZE $SCHW

$753M

159 positions

#12ATLas Financial Planning LLCActive

Notable overlap · 5 shared positions

$NKE $WT $DOV $BRZE $AMN

$112M

69 positions

#13CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 10 shared positions

$NKE $BRZE $KKR $SCHW $IAU $MKL

$532M

162 positions

#14ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 8 shared positions

$NKE $DDOG $KKR $SCHW $IAU $AMN

$158M

125 positions

#15Kestra Investment Management, LLCActive

Notable overlap · 7 shared positions

$NKE $WT $DDOG $NEE $MKL $AMN

$5.8B

439 positions

#16Burk Holdings LLCPassive

Notable overlap · 7 shared positions

$NKE $WT $SCHW $IAU $AMN $DDOG

$233M

676 positions

#17COWA, LLCActive

Notable overlap · 8 shared positions

$NKE $WT $IAU $MKL $AMN $COP

$371M

158 positions

#18Opus Financial Solutions LLCPassive

Notable overlap · 8 shared positions

$NKE $WT $BRZE $SLV $SCHW $IAU

$106M

103 positions

#19Disciplined Investments, LLCPassive

Notable overlap · 8 shared positions

$NKE $DDOG $SCHW $NEE $IAU $UNIT

$279M

141 positions

#20Trinity Financial Advisors LLCActive

Notable overlap · 4 shared positions

$NKE $DDOG $KKR $COP

$351M

89 positions

#21Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 8 shared positions

$NKE $DDOG $NEE $AMN $IAU $COP

$1.1B

81 positions

#22McCartney Wealth Management LLCActive

Notable overlap · 5 shared positions

$NKE $DOV $WT $NEE $AMN

$119M

65 positions

#23Frankly Finances, LLCActive

Notable overlap · 8 shared positions

$NKE $DOV $SCHW $IAU $MKL $AMN

$110M

64 positions

#24Tillman Hartley LLCActive

Notable overlap · 8 shared positions

$NKE $SCHW $WT $IAU $AMN $DOV

$398M

88 positions

#25Wealth Management NebraskaSmart money

Notable overlap · 7 shared positions

$NKE $DOV $KKR $COP $UNIT $NEE

$987M

100 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.