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Hedge Funds Similar to Evolution Wealth Advisors

13F Portfolio OverlapQ2 2026Evolution Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Evolution Wealth Advisors, LLC is an institutional investor managing $855M across 181 U.S. equity positions as of Q2 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 Lauer Wealth, UDINE WEALTH, Kapstone Financial Advisors, with shared positions in $PLTR, $IBIT, $IREN, $MSTR, $UBER, $PM. The full ranking of 25 similar funds is below.

#1Lauer Wealth, LLCActive
Some overlap · 4 shared positions
$PLTR$IBIT$IREN$MSTR
$167M
75 positions
#2UDINE WEALTH MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$PLTR$IBIT$IREN$UBER
$243M
40 positions
#3Kapstone Financial Advisors LLCActive
Some overlap · 5 shared positions
$PLTR$IBIT$MSTR$UBER$PM
$239M
175 positions
#4Bulltick Wealth Management, LLCPassive
Some overlap · 5 shared positions
$IBIT$PLTR$IAU$ASML$UBER
$490M
134 positions
#5DRW Securities, LLCPassive
Some overlap · 4 shared positions
$PLTR$IBIT$ASML$BABA
$4.1B
928 positions
#6CANTOR FITZGERALD, L. P.Active
Some overlap · 6 shared positions
$IREN$IBIT$PLTR$MSTR$SNDK$CRWV
$9.2B
319 positions
#7Foundation Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$PLTR$IBIT$SNDK$GBTC
$169M
51 positions
#8Mountain Capital Investment Advisors Inc.Smart money
Some overlap · 4 shared positions
$IBIT$PLTR$MSTR$ASML
$702M
95 positions
#9TITLEIST ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PLTR$IBIT$MSTR$IAU
$1.5B
412 positions
#10Transcendent Capital Group LLCPassive
Some overlap · 3 shared positions
$PLTR$IBIT$ASML
$257M
128 positions
#11Kingstone Capital Partners Texas, LLCActive
Some overlap · 3 shared positions
$PLTR$IBIT$UBER
$188M
60 positions
#12Bosman Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$IBIT$CRWV
$161M
56 positions
#13RIVERSEDGE ADVISORS, LLCPassive
Some overlap · 5 shared positions
$IBIT$PLTR$ASML$SNDK$C
$759M
316 positions
#14PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 4 shared positions
$IBIT$PLTR$IAU$UBER
$312M
131 positions
#15Pachira Investments Inc.Active
Some overlap · 3 shared positions
$IBIT$PLTR$IAU
$265M
78 positions
#16Verde Capital ManagementActive
Slight overlap · 4 shared positions
$PLTR$IBIT$GBTC$SNPS
$541M
80 positions
#17Rakuten Securities, Inc.Active
Slight overlap · 5 shared positions
$PLTR$IREN$MSTR$SNDK$CRWV
$430M
914 positions
#18Sovran Advisors, LLCPassive
Slight overlap · 4 shared positions
$PLTR$IBIT$IAU$ASML
$1.3B
615 positions
#19Owen LaRue, LLCPassive
Slight overlap · 5 shared positions
$PLTR$IBIT$IREN$SNDK$C
$288M
141 positions
#20Modus Advisors, LLCPassive
Slight overlap · 4 shared positions
$IBIT$PLTR$IAU$UBER
$405M
118 positions
#21Wedbush Fund Advisers, LLCActive
Slight overlap · 3 shared positions
$PLTR$IREN$CRWV
$1.1B
103 positions
#22Forefront Wealth Partners, LLCPassive
Slight overlap · 4 shared positions
$IBIT$PLTR$ASML$UBER
$323M
177 positions
#23Marathon Trading Investment Management LLCActive
Slight overlap · 5 shared positions
$IBIT$MSTR$IREN$PLTR$BABA
$3.2B
278 positions
#24Prospect Financial Services LLCPassive
Slight overlap · 3 shared positions
$PLTR$IBIT$UBER
$197M
115 positions
#25ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Slight overlap · 4 shared positions
$IBIT$MSTR$PLTR$IAU
$753M
223 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.