13F Pro

Hedge Funds Similar to Evanson Asset

13F Portfolio OverlapQ1 2026Evanson Asset portfolio →
Institutional-grade research for retail investors

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 Evanson Financial, TrustWell Financial Advisors, Forest Hill, with shared positions in $PHYS, $DOV, $ALRM, $SLV, $EPD, $OKE. The full ranking of 25 similar funds is below.

#1Evanson Financial, LLCActive
Substantial overlap · 15 shared positions
$PHYS$DOV$ALRM$SLV$EPD$OKE
$2.0B
316 positions
#2TrustWell Financial Advisors, LLCActive
Substantial overlap · 3 shared positions
$PHYS$DOV$PSLV
$118M
74 positions
#3Forest Hill Capital, LLCSmart money
Substantial overlap · 5 shared positions
$PHYS$SLV$PSLV$EPD$ENB
$130M
21 positions
#4Hubbell Strickland Wealth Management, LLCSmart money
Substantial overlap · 3 shared positions
$PHYS$DOV$MCD
$277M
87 positions
#5WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Substantial overlap · 3 shared positions
$PHYS$MDY$PSLV
$911M
99 positions
#6Basepoint Wealth LLCPassive
Notable overlap · 4 shared positions
$PHYS$AXP$PSLV$ADBE
$175M
632 positions
#7Pekin Hardy Strauss, Inc.Passive
Notable overlap · 4 shared positions
$PHYS$EPD$ET$PSLV
$1.1B
511 positions
#8Guild Investment Management, Inc.Active
Notable overlap · 4 shared positions
$PHYS$ACN$SLV$MDY
$146M
59 positions
#93EDGE Asset Management, LPActive
Notable overlap · 3 shared positions
$PHYS$DOV$MDY
$2.2B
94 positions
#10MACROVIEW INVESTMENT MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$PHYS$DOV$AXP
$167M
106 positions
#11Meixler Investment Management, Ltd.Passive
Notable overlap · 5 shared positions
$PHYS$OKE$EPD$ET$ENB
$181M
90 positions
#12Heritage Wealth AdvisorsActive
Notable overlap · 4 shared positions
$PHYS$DOV$EPD$MCD
$2.9B
703 positions
#13Cauble & Harre Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$PHYS$ADBE$ENB
$125M
72 positions
#14ALONGSIDE, LLCPassive
Notable overlap · 3 shared positions
$PHYS$DOV$PSLV
$525M
190 positions
#1549 WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$PHYS$DOV$PSLV
$524M
189 positions
#16Accordant Advisory Group IncPassive
Notable overlap · 3 shared positions
$PHYS$GSG$PSLV
$148M
242 positions
#17Mountain Lake Investment Management LLCActive
Notable overlap · 3 shared positions
$PHYS$ET$PSLV
$161M
31 positions
#18SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$MCD
$524M
174 positions
#19HC Advisors, LLCActive
Some overlap · 3 shared positions
$PHYS$AXP$PSLV
$165M
62 positions
#20REBALANCE, LLCSmart money
Some overlap · 3 shared positions
$PHYS$DOV$AXP
$1.9B
100 positions
#21Highland Investment Advisors LLCActive
Some overlap · 4 shared positions
$DOV$SLV$PHYS$MCD
$229M
734 positions
#22Eaton Financial Holdings Company, LLCPassive
Some overlap · 3 shared positions
$PHYS$SLV$EPD
$364M
134 positions
#23Walser Wealth Management Company, A Ltd Liability CoPassive
Some overlap · 3 shared positions
$PHYS$SLV$PSLV
$250M
217 positions
#24Seven Post Investment Office LPSmart money
Some overlap · 3 shared positions
$DOV$SLV$EPD
$328M
42 positions
#25New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$PHYS$SLV$PSLV
$669M
62 positions

Compare Evanson Asset’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Evanson Asset’s holdings

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.