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 Evergreen Wealth ,

13F Portfolio OverlapQ1 2026Evergreen Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Evergreen Wealth Management, LLC is an institutional investor managing $194M across 54 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 , are Ariston Services Group, Ballast,, Reality Financial Planning Services,, with shared positions in $HUM, $KKR, $SNOW, $MKL, $REGN, $UNH. The full ranking of 25 similar funds is below.

#1Ariston Services GroupActive

Notable overlap · 3 shared positions

$HUM $KKR $SNOW

$167M

71 positions

#2Ballast, Inc.Active

Notable overlap · 4 shared positions

$KKR $MKL $REGN $UNH

$432M

133 positions

#3Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$HUM $KKR $SNOW

$104M

20 positions

#4Joel Isaacson & Co., LLCActive

Notable overlap · 5 shared positions

$HUM $KKR $MKL $SNOW $UNIT

$3.0B

455 positions

#5GreatBanc Trust COActive

Notable overlap · 4 shared positions

$HUM $MKL $KKR $UNIT

$143M

67 positions

#6Human Investing LLCSmart money

Notable overlap · 4 shared positions

$HUM $KKR $SNOW $AMGN

$687M

96 positions

#7Firestone Capital ManagementPassive

Notable overlap · 4 shared positions

$HUM $MKL $UNIT $REGN

$480M

160 positions

#8Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $LMT

$255M

70 positions

#9Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$KKR $MKL $HUM $UNIT

$365M

111 positions

#10M3 Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $MKL $DIS $LMT

$130M

35 positions

#11SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $UNIT $MKL

$272M

554 positions

#12Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $UNIT

$116M

80 positions

#13Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $SNOW $AMGN

$341M

64 positions

#14Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$HUM $KKR $UNIT

$230M

21 positions

#15Capital Advisors Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $SNOW $KKR $UNIT

$745M

219 positions

#16Buska Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $UNH

$249M

74 positions

#17Granite FO LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $UNIT

$169M

170 positions

#18Compton Wealth Advisory Group, LLCActive

Notable overlap · 5 shared positions

$HUM $MKL $UNH $UNIT $LMT

$449M

85 positions

#19HANOVER ADVISORS INCActive

Notable overlap · 4 shared positions

$HUM $SNOW $KKR $MKL

$246M

118 positions

#20SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$HUM $KKR $AMGN

$212M

66 positions

#21Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$HUM $SNOW $MKL $UNIT $AMGN

$227M

74 positions

#22Wealth Care LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $PTY

$113M

67 positions

#23VSM Wealth Advisory, LLCPassive

Notable overlap · 6 shared positions

$KKR $MKL $UNIT $LMT $HUM $SNOW

$335M

505 positions

#24Cornerstone Advisory, LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $SNOW $UNIT

$1.1B

262 positions

#25Sage Financial Management Group, Inc.Active

Notable overlap · 4 shared positions

$MKL $KKR $SNOW $UNIT

$325M

57 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.