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Hedge Funds Similar to EverSource Wealth Advisors,

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

EverSource Wealth Advisors, LLC is an institutional investor managing $3.3B across 4,386 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 EverSource Wealth Advisors, are First Eagle Investment ,, HOTCHKIS & WILEY, Marex Group plc, with shared positions in $ELV, $CRM, $MSTR, $WY, $USB, $BKNG. The full ranking of 25 similar funds is below.

#1First Eagle Investment Management, LLCActive
Some overlap · 4 shared positions
$ELV$CRM$MSTR$WY
$75.6B
425 positions
#2HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ELV$CRM$USB
$32.4B
465 positions
#3Marex Group plcPassive
Some overlap · 3 shared positions
$BKNG$MSTR$IONQ
$15.8B
1,007 positions
#4Hosking Partners LLPActive
Some overlap · 3 shared positions
$BKNG$ELV$SDRL
$2.8B
99 positions
#5Thomasville National Bank
Some overlap · 3 shared positions
$BKNG$CRM$USB
$1.6B
235 positions
#6Van Diest Capital, LLCPassive
Some overlap · 4 shared positions
$ELV$BKNG$USB$CRM
$127M
190 positions
#7Motley Fool Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BKNG$CRM$NEE
$884M
124 positions
#8Williams & Novak, LLCPassive
Some overlap · 4 shared positions
$CRM$LEN$USB$NEE
$134M
143 positions
#9Trajan Wealth LLCActive
Some overlap · 3 shared positions
$BKNG$ELV$CRM
$2.5B
150 positions
#10CAMBIAR INVESTORS LLCActive
Some overlap · 3 shared positions
$ELV$USB$WY
$2.2B
145 positions
#11683 Capital Management, LLCActive
Some overlap · 4 shared positions
$ELV$LEN$BKNG$SDRL
$1.9B
237 positions
#12Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 3 shared positions
$ELV$CRM$USB
$39.1B
628 positions
#13MANNING & NAPIER ADVISORS LLCActive
Some overlap · 3 shared positions
$ELV$BKNG$WY
$7.1B
616 positions
#14Sanders Capital, LLCActive
Some overlap · 3 shared positions
$ELV$CRM$BKNG
$83.9B
44 positions
#15POWER WEALTH MANAGEMENT LLCActive
Some overlap · 5 shared positions
$ELV$CRM$USB$LEN$NEE
$269M
96 positions
#16Integrity Advisory Solutions, LLCActive
Some overlap · 4 shared positions
$CRM$LEN$NEE$USB
$757M
293 positions
#17Passumpsic Savings Bank
Some overlap · 3 shared positions
$BKNG$HIG$USB
$183M
90 positions
#18Cardinal Capital Management, Inc.Active
Some overlap · 4 shared positions
$BKNG$TRP$NEE$USB
$3.7B
66 positions
#19AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$CRM$USB$NEE$AGQ
$710M
221 positions
#20Boomfish Wealth Group, LLCPassive
Some overlap · 3 shared positions
$BKNG$CRM$NEE
$187M
87 positions
#21ST GERMAIN D J CO INCPassive
Some overlap · 3 shared positions
$CRM$BKNG$NEE
$2.5B
901 positions
#22Aprio Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CRM$AGQ$NEE
$1.8B
613 positions
#23CMH Wealth Management LLCPassive
Some overlap · 3 shared positions
$CRM$LEN$USB
$583M
113 positions
#24Glassy Mountain Advisors, Inc.Passive
Some overlap · 3 shared positions
$BKNG$CRM$NEE
$322M
77 positions
#25Oregon Pacific Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$BKNG$ELV$CRM
$96M
105 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.