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Hedge Funds Similar to Everhart Financial Group,

13F Portfolio OverlapQ1 2026Everhart Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Everhart Financial Group, Inc. is an institutional investor managing $1.6B across 481 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 Everhart Financial Group, are DOPKINS WEALTH ,, Graetz Wealth, FIDUCIARY FINANCIAL GROUP,, with shared positions in $SNOW, $UNIT, $SCHW, $GEV, $GE, $HUM. The full ranking of 25 similar funds is below.

#1DOPKINS WEALTH MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$SNOW$UNIT$SCHW$GEV$GE$HUM
$249M
92 positions
#2Graetz Wealth LLCPassive
Some overlap · 6 shared positions
$SNOW$UNIT$SCHW$HUM$AMAT$PLTR
$112M
80 positions
#3FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$SNOW$UNIT$SCHW$PLTR$HUM$MU
$754M
345 positions
#4Grove Street Fiduciary, LLCActive
Some overlap · 5 shared positions
$SNOW$UNIT$GEV$GE$HUM
$227M
74 positions
#5OPTIMA CAPITAL LLCPassive
Some overlap · 5 shared positions
$SNOW$UNIT$PLTR$HUM$AMD
$215M
159 positions
#6Clarity Capital Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$UNIT$SCHW$HUM
$215M
95 positions
#7Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$SNOW$UNIT$SCHW$HUM
$163M
67 positions
#8Discipline Wealth Solutions, LLCActive
Some overlap · 4 shared positions
$SNOW$UNIT$SCHW$HUM
$950M
192 positions
#9Black Diamond Financial, LLCActive
Some overlap · 4 shared positions
$SNOW$UNIT$SCHW$HUM
$916M
185 positions
#10O'ROURKE & COMPANY, IncPassive
Some overlap · 4 shared positions
$SNOW$UNIT$SCHW$HUM
$253M
171 positions
#11Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$SNOW$UNIT$SCHW$AMAT
$313M
119 positions
#12Tradition Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SNOW$UNIT$SCHW$PLTR$HUM
$1.4B
527 positions
#13Marotta Asset ManagementActive
Some overlap · 4 shared positions
$SNOW$UNIT$SCHW$GEV
$543M
103 positions
#14Greenline Wealth Management LLCPassive
Some overlap · 6 shared positions
$SNOW$GEV$PLTR$GE$MU$AMD
$87M
94 positions
#15Grey Fox Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$UNIT$SCHW$HUM
$518M
140 positions
#16Consilium Wealth Advisory, LLCActive
Some overlap · 6 shared positions
$SNOW$GEV$GE$MU$AMAT$AMD
$293M
102 positions
#17Capital Advisors Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SNOW$SCHW$UNIT$PLTR$HUM
$745M
219 positions
#18Sterling Financial Planning, Inc.Active
Some overlap · 4 shared positions
$SNOW$UNIT$SCHW$HUM
$337M
117 positions
#19Mustard Seed Financial, LLCPassive
Some overlap · 3 shared positions
$SNOW$UNIT$SCHW
$167M
92 positions
#20LMG Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$SNOW$UNIT$SCHW
$549M
154 positions
#21Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$UNIT$SCHW
$1.4B
58 positions
#22CAMBRIDGE CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$SNOW$SCHW$UNIT$HUM
$232M
44 positions
#23Asset Management Group, Inc.Passive
Some overlap · 4 shared positions
$SNOW$UNIT$SCHW$HUM
$619M
138 positions
#24Smith Partners Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SNOW$SCHW$HUM$GEV$GE
$112M
76 positions
#25PLANNING DIRECTIONS INCActive
Some overlap · 4 shared positions
$SNOW$UNIT$HUM$AMAT
$198M
106 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.