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 EVOKE WEALTH,

13F Portfolio OverlapQ1 2026EVOKE WEALTH, portfolio →

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Most similar hedge funds by 13F overlap

EVOKE WEALTH, LLC is an institutional investor managing $5.6B across 711 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 EVOKE WEALTH, are NavPoint Financial,, American Investment Services,, CONTINUUM WEALTH ADVISORS,, with shared positions in $GLDM, $DOV, $IAU, $SCHW, $NKE, $LRCX. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$GLDM $DOV $IAU

$247M

71 positions

#2American Investment Services, Inc.Active

Notable overlap · 4 shared positions

$GLDM $IAU $SCHW $NKE

$448M

132 positions

#3CONTINUUM WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$GLDM $IAU $LRCX $HUM

$241M

70 positions

#4Austin Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$GLDM $FLEX $DOV $IAU $SCHW

$440M

118 positions

#5RM Financial Services, LLCActive

Notable overlap · 3 shared positions

$GLDM $HUM $SLV

$116M

75 positions

#6Piedmont Capital Management, LLCActive

Notable overlap · 4 shared positions

$GLDM $HUM $SCHW $NKE

$197M

50 positions

#7Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$GLDM $HUM $SCHW

$163M

67 positions

#8ENTREWEALTH, LLCPassive

Notable overlap · 3 shared positions

$GLDM $FLEX $IAU

$223M

104 positions

#9McAlvany Wealth Management LLCPassive

Notable overlap · 4 shared positions

$GLDM $IAU $SLV $API

$149M

42 positions

#10Strategic Financial Services, Inc.Smart money

Notable overlap · 4 shared positions

$GLDM $NKE $LRCX $BRZE

$2.1B

152 positions

#11SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $SCHW $IAU

$676M

137 positions

#12Timber Creek Capital Management LLCPassive

Notable overlap · 4 shared positions

$GLDM $FLEX $IAU $SCHW

$412M

78 positions

#13Cedar Point Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$GLDM $SCHW $NKE

$154M

71 positions

#14Mills Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$GLDM $SLV $NKE

$286M

80 positions

#15Versant Capital Management, IncPassive

Notable overlap · 5 shared positions

$FLEX $GLDM $IAU $HUM $API

$1.1B

2,745 positions

#16Trace Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$FLEX $HUM $SCHW $NKE

$133M

66 positions

#17VPR Management LLCActive

Some overlap · 4 shared positions

$FLEX $HUM $IAU $API

$250M

65 positions

#18Colony Family Offices, LLCActive

Some overlap · 4 shared positions

$FLEX $HUM $IAU $SCHW

$406M

62 positions

#19SNS Financial Group, LLCActive

Some overlap · 4 shared positions

$GLDM $MDLZ $DOV $HUM

$1.2B

208 positions

#20Greenline Partners, LLCActive

Some overlap · 3 shared positions

$GLDM $IAU $BRZE

$930M

144 positions

#21Upper Left Wealth Management, LLCPassive

Some overlap · 4 shared positions

$GLDM $IAU $SCHW $BRZE

$169M

68 positions

#22VeraBank, N.A.Active

Some overlap · 3 shared positions

$FLEX $SCHW $NKE

$546M

173 positions

#23Aureum Wealth Management, LLCPassive

Some overlap · 5 shared positions

$GLDM $HUM $IAU $SCHW $AFRM

$144M

60 positions

#24Boltwood Capital ManagementPassive

Some overlap · 3 shared positions

$FLEX $SCHW $API

$392M

184 positions

#25Lynx Investment AdvisoryPassive

Some overlap · 4 shared positions

$GLDM $HUM $IAU $API

$209M

181 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.