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 Evergreen Advisors,

13F Portfolio OverlapQ1 2026Evergreen Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Evergreen Advisors, LLC is an institutional investor managing $426M across 168 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 Evergreen Advisors, are POWER WEALTH, Pioneer Wealth Group, FIRST INTERSTATE BANK, with shared positions in $USB, $VLTO, $HUM, $C, $DDOG, $MKL. The full ranking of 25 similar funds is below.

#1POWER WEALTH MANAGEMENT LLCActive

Substantial overlap · 4 shared positions

$USB $VLTO $HUM $C

$269M

96 positions

#2Pioneer Wealth Management GroupSmart money

Notable overlap · 4 shared positions

$USB $HUM $DDOG $MKL

$357M

50 positions

#3FIRST INTERSTATE BANKActive

Notable overlap · 5 shared positions

$USB $VLTO $LOW $KKR $C

$1.8B

187 positions

#4SpringVest Wealth Management LLCActive

Notable overlap · 4 shared positions

$USB $HUM $DDOG $MKL

$146M

67 positions

#5MilWealth Group LLCSmart money

Notable overlap · 6 shared positions

$USB $HUM $MKL $KKR $VLTO $PLTR

$420M

81 positions

#6FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 3 shared positions

$USB $HUM $LOW

$354M

66 positions

#7Capital Advantage, Inc.Active

Notable overlap · 3 shared positions

$USB $HUM $KKR

$765M

145 positions

#8KEYVANTAGE WEALTH, LLCActive

Notable overlap · 3 shared positions

$USB $DDOG $GEV

$227M

92 positions

#9BUFFALO BUSINESS & ESTATE SERVICES LTDActive

Notable overlap · 4 shared positions

$USB $LOW $PLTR $GEV

$689M

87 positions

#10Frisco Financial Planning LLCActive

Notable overlap · 3 shared positions

$USB $DDOG $MKL

$133M

29 positions

#11Benchmark Financial, LLCActive

Notable overlap · 3 shared positions

$USB $DDOG $HUM

$111M

52 positions

#12CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$USB $HUM $DDOG

$363M

102 positions

#13WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$VLTO $USB $HUM $DDOG $LOW

$350M

95 positions

#14Newton One Investments LLCActive

Notable overlap · 5 shared positions

$USB $DDOG $MKL $HUM $KKR

$368M

121 positions

#1525 LLCActive

Notable overlap · 3 shared positions

$USB $DDOG $LOW

$324M

69 positions

#16Family CFO IncActive

Notable overlap · 4 shared positions

$VLTO $USB $HUM $MKL

$223M

41 positions

#17Strategic Financial Services, Inc.Smart money

Notable overlap · 4 shared positions

$USB $DDOG $GE $GEV

$2.1B

152 positions

#18Cravens & Co Advisors, LLCActive

Notable overlap · 5 shared positions

$VLTO $USB $SMBK $LOW $GE

$154M

64 positions

#19Financial Futures Ltd Liability Co.Active

Notable overlap · 3 shared positions

$USB $DDOG $KKR

$228M

72 positions

#20Causey Wealth LLCPassive

Notable overlap · 3 shared positions

$USB $HUM $KKR

$236M

81 positions

#21Sagace Wealth Management LLCPassive

Notable overlap · 4 shared positions

$USB $KKR $GEV $C

$149M

70 positions

#22Cornerstone Financial Management LLCPassive

Notable overlap · 5 shared positions

$VLTO $USB $HUM $DDOG $KKR

$109M

1,311 positions

#23Fortress Financial Solutions, LLCActive

Notable overlap · 3 shared positions

$USB $MKL $PLTR

$96M

56 positions

#24Graetz Wealth LLCPassive

Notable overlap · 5 shared positions

$USB $VLTO $HUM $DDOG $PLTR

$112M

80 positions

#25Farrell Financial LLCPassive

Notable overlap · 4 shared positions

$USB $HUM $DDOG $MKL

$167M

76 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.