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 Evolution Wealth Advisors,

13F Portfolio OverlapQ1 2026Evolution Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Evolution Wealth Advisors, LLC is an institutional investor managing $981M across 176 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 Evolution Wealth Advisors, are Blue Sky Consultants Group,, Lauer Wealth,, Greenline Wealth, with shared positions in $PLTR, $IBIT, $SNOW, $MSTR, $AGQ, $ARKO. The full ranking of 25 similar funds is below.

#1Blue Sky Capital Consultants Group, Inc.Passive

Slight overlap · 6 shared positions

$PLTR $IBIT $SNOW $MSTR $AGQ $ARKO

$210M

76 positions

#2Lauer Wealth, LLCActive

Slight overlap · 6 shared positions

$PLTR $IBIT $MAR $MSTR $AGQ $ARKO

$126M

67 positions

#3Greenline Wealth Management LLCPassive

Slight overlap · 6 shared positions

$PLTR $IBIT $SNOW $MSTR $GBTC $HWM

$87M

94 positions

#4Belvedere Trading LLCActive

Slight overlap · 7 shared positions

$PLTR $IBIT $MSTR $SAN $AGQ $MAR

$84.4B

731 positions

#5GTS SECURITIES LLCPassive

Slight overlap · 6 shared positions

$PLTR $SNOW $MAR $MSTR $AGQ $ARKO

$2.8B

1,482 positions

#6Realta Investment AdvisorsPassive

Slight overlap · 5 shared positions

$PLTR $MAR $SAN $MSTR $AGQ

$288M

367 positions

#7Intrepid Financial Planning Group LLCPassive

Slight overlap · 7 shared positions

$PLTR $SNOW $SAN $AGQ $RCL $BAC

$248M

125 positions

#8COMPASS CAPITAL CORP /MA/ /ADVPassive

Slight overlap · 6 shared positions

$PLTR $IBIT $SAN $INTC $HWM $ARKO

$279M

202 positions

#9Owen LaRue, LLCPassive

Slight overlap · 5 shared positions

$PLTR $IBIT $SAN $REGN $SHW

$261M

128 positions

#10Nova Wealth Management, Inc.Passive

Slight overlap · 6 shared positions

$PLTR $MAR $SAN $AGQ $HSY $IAU

$154M

545 positions

#11KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$PLTR $IBIT $SNOW $SHW

$315M

156 positions

#12NavPoint Financial, Inc.Active

Slight overlap · 7 shared positions

$IBIT $PLTR $SNOW $SHW $GBTC $IAU

$247M

71 positions

#13Leeward Financial Partners, LLCPassive

Slight overlap · 5 shared positions

$PLTR $SNOW $MAR $SHW $DDOG

$336M

97 positions

#14Enclave Advisors LLCActive

Slight overlap · 5 shared positions

$PLTR $SNOW $MAR $DDOG $AGQ

$729M

132 positions

#15Verde Capital ManagementActive

Slight overlap · 4 shared positions

$PLTR $IBIT $SNOW $GBTC

$468M

69 positions

#16RoundAngle Advisors LLCPassive

Slight overlap · 4 shared positions

$PLTR $IBIT $SNOW $AGQ

$134M

60 positions

#17TITLEIST ASSET MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$PLTR $IBIT $MAR $ARKO

$1.3B

396 positions

#18QTR Family Wealth, LLCPassive

Slight overlap · 5 shared positions

$PLTR $IBIT $REGN $AGQ $GBTC

$240M

287 positions

#19VCI Wealth Management LLCPassive

Slight overlap · 5 shared positions

$IBIT $SNOW $MAR $SUI $IAU

$361M

123 positions

#20National Wealth Management Group, LLCPassive

Slight overlap · 4 shared positions

$PLTR $SNOW $MAR $REGN

$269M

215 positions

#21ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Slight overlap · 6 shared positions

$IBIT $MAR $PLTR $MSTR $GBTC $IAU

$730M

215 positions

#22RIVERSEDGE ADVISORS, LLCPassive

Slight overlap · 5 shared positions

$PLTR $MAR $IBIT $SNOW $DDOG

$618M

216 positions

#23Sovran Advisors, LLCPassive

Slight overlap · 4 shared positions

$IBIT $PLTR $SNOW $REGN

$1.3B

578 positions

#24Wealth Management Associates, Inc.Passive

Slight overlap · 5 shared positions

$PLTR $SNOW $MAR $BAC $IAU

$290M

234 positions

#25Secure Asset Management, LLCPassive

Slight overlap · 3 shared positions

$PLTR $IBIT $SNOW

$632M

327 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.