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 Leo H. Evart,

13F Portfolio OverlapQ1 2026Leo H. Evart, portfolio →

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Most similar hedge funds by 13F overlap

Leo H. Evart, Inc. is an institutional investor managing $117M across 298 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 Leo H. Evart, are Windward Private Wealth, FMA Wealth ,, Family Investment Center,, with shared positions in $SNOW, $HUM, $DHR, $UNIT, $BAH, $MAR. The full ranking of 25 similar funds is below.

#1Windward Private Wealth Management Inc.Smart money

Notable overlap · 4 shared positions

$SNOW $HUM $DHR $UNIT

$289M

44 positions

#2FMA Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $BAH

$150M

38 positions

#3Family Investment Center, Inc.Active

Notable overlap · 3 shared positions

$SNOW $HUM $UNIT

$520M

91 positions

#4True Link Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $MAR

$1.6B

418 positions

#5Grove Street Fiduciary, LLCActive

Notable overlap · 4 shared positions

$SNOW $HUM $MAR $UNIT

$227M

74 positions

#6Enclave Advisors LLCActive

Notable overlap · 4 shared positions

$SNOW $HUM $MAR $UNH

$729M

132 positions

#7Darrow Company, Inc.Active

Notable overlap · 4 shared positions

$SNOW $MAR $HUM $KKR

$222M

56 positions

#8Capital Advisors Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$SNOW $HUM $MAR $KKR $UNIT

$745M

219 positions

#9CHRISTINE MESSMER PCActive

Notable overlap · 5 shared positions

$SNOW $MAR $UNIT $KKR $HUM

$156M

80 positions

#10FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 4 shared positions

$SNOW $HUM $UNIT $SGOL

$754M

345 positions

#11Kropog Financial Group, LLCActive

Notable overlap · 4 shared positions

$SNOW $MAR $KKR $HUM

$123M

33 positions

#12ACORN CREEK CAPITAL LLCActive

Notable overlap · 3 shared positions

$SNOW $MAR $DHR

$280M

84 positions

#13Equity Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $KKR

$155M

76 positions

#14PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$SNOW $HUM $UNIT

$198M

106 positions

#15Clear Retirement Advice LLCActive

Notable overlap · 4 shared positions

$SNOW $UNIT $SGOL $MAR

$127M

54 positions

#16McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$SNOW $HUM $BAH

$192M

27 positions

#17CAMBRIDGE CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$SNOW $HUM $KKR $UNIT

$232M

44 positions

#18LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$SNOW $HUM $DHR $MAR $KKR

$1.0B

232 positions

#19Scott Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $KKR $BAH $HUM

$493M

58 positions

#20Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $UNIT $HUM

$492M

385 positions

#21Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$SNOW $UNIT $HUM

$950M

192 positions

#22Passive Capital Management, LLC.Active

Notable overlap · 4 shared positions

$SNOW $MAR $KKR $UNIT

$335M

104 positions

#23Courage Miller Partners, LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $DHR

$354M

92 positions

#24KRM WEALTH MANAGEMENT L.L.C.Smart money

Notable overlap · 3 shared positions

$SNOW $KKR $MAR

$192M

43 positions

#25WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$SNOW $UNIT $KKR $HUM

$156M

139 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.