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Hedge Funds Similar to Evergreen Wealth Solutions,

13F Portfolio OverlapQ1 2026Evergreen Wealth Solutions, portfolio →
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Most similar hedge funds by 13F overlap

Evergreen Wealth Solutions, LLC is an institutional investor managing $1.4B across 406 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 Wealth Solutions, are Cornerstone Advisory,, McCarthy Asset ,, BNB Wealth ,, with shared positions in $SNOW, $HUM, $JHG, $BAH, $TROW, $UNIT. The full ranking of 25 similar funds is below.

#1Cornerstone Advisory, LLCPassive
Notable overlap · 6 shared positions
$SNOW$HUM$JHG$BAH$TROW$UNIT
$1.1B
262 positions
#2McCarthy Asset Management, Inc.
Notable overlap · 3 shared positions
$BAH$SNOW$HUM
$192M
27 positions
#3BNB Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$BAH$SNOW$JHG
$156M
90 positions
#4DAHRING {-} CUSMANO LLCActive
Notable overlap · 5 shared positions
$BAH$HUM$JHG$NTRB$CRM
$163M
58 positions
#5GENESIS PRIVATE WEALTH, LLCPassive
Notable overlap · 4 shared positions
$SNOW$HUM$JHG$OKE
$318M
182 positions
#6LifeGoal Investments, LLCPassive
Notable overlap · 3 shared positions
$BAH$SNOW$HUM
$175M
112 positions
#7Leo H. Evart, Inc.Passive
Notable overlap · 4 shared positions
$SNOW$HUM$BAH$UNIT
$117M
298 positions
#8D'Orazio & Associates, Inc.Active
Notable overlap · 3 shared positions
$BAH$SNOW$HUM
$772M
299 positions
#9Bienville Capital Management, LLCPassive
Notable overlap · 4 shared positions
$SNOW$JHG$CIEN$HUM
$550M
74 positions
#10Colter Lewis Investment Partners LLCPassive
Some overlap · 4 shared positions
$SNOW$HUM$JHG$DOV
$106M
111 positions
#11SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 5 shared positions
$BAH$HUM$DIA$DOV$CRM
$222M
135 positions
#12Destiny Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$JHG$HUM$XYZ$DOV$OKE
$914M
1,148 positions
#13Capital Advantage, Inc.Active
Some overlap · 3 shared positions
$BAH$HUM$UNIT
$765M
145 positions
#14Onyx Bridge Wealth Group LLCPassive
Some overlap · 5 shared positions
$BAH$HUM$XYZ$CRM$OKE
$930M
373 positions
#15GREAT VALLEY ADVISOR GROUP, INC.Passive
Some overlap · 5 shared positions
$BAH$JHG$SNOW$CRM$HUM
$5.5B
999 positions
#16CORA CAPITAL ADVISORS LLCActive
Some overlap · 3 shared positions
$BAH$HUM$JHG
$302M
134 positions
#17PLANNING DIRECTIONS INCActive
Some overlap · 5 shared positions
$SNOW$HUM$DOV$UNIT$NTRB
$198M
106 positions
#18FMA Wealth Management, LLCActive
Some overlap · 3 shared positions
$SNOW$HUM$BAH
$150M
38 positions
#19Vigilare Wealth ManagementActive
Some overlap · 3 shared positions
$HUM$JHG$SNOW
$296M
109 positions
#20Mascagni Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$BAH$SNOW$HUM$CRM$UNIT
$140M
127 positions
#21Hartmann Taylor Wealth Management, LLCActive
Some overlap · 4 shared positions
$BAH$HUM$DOV$CRM
$151M
54 positions
#22Cornerstone Financial Management LLCPassive
Some overlap · 5 shared positions
$HUM$SNOW$NTRB$DOV$UNIT
$109M
1,311 positions
#23ADE, LLCActive
Some overlap · 3 shared positions
$BAH$XYZ$DOV
$209M
86 positions
#24Centerpoint Advisory GroupPassive
Some overlap · 3 shared positions
$BAH$HUM$OKE
$133M
108 positions
#25Equity Wealth Partners, LLCActive
Some overlap · 3 shared positions
$SNOW$HUM$JHG
$155M
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.