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 EVEXIA WEALTH

13F Portfolio OverlapQ1 2026EVEXIA WEALTH portfolio →

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Most similar hedge funds by 13F overlap

EVEXIA WEALTH LLC is an institutional investor managing $364M across 84 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 EVEXIA WEALTH are TILIA FIDUCIARY PARTNERS,, JLB & ASSOCIATES, Rithm, with shared positions in $KLAC, $HCA, $LOW, $EME, $SYK, $BR. The full ranking of 25 similar funds is below.

#1TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 7 shared positions

$KLAC $HCA $LOW $EME $SYK $BR

$182M

115 positions

#2JLB & ASSOCIATES INCPassive

Notable overlap · 4 shared positions

$CASY $KLAC $NOC $SYK

$696M

70 positions

#3Rithm Capital Corp.Active

Notable overlap · 7 shared positions

$GEV $HUBB $CEG $RSG $EME $PWR

$67M

38 positions

#4UNIO CAPITAL LLCActive

Notable overlap · 4 shared positions

$KLAC $PH $CB $ASML

$466M

21 positions

#5Lafayette Investments, Inc.Active

Notable overlap · 5 shared positions

$KLAC $B $LOW $PH $ASML

$494M

158 positions

#6Smith Group Asset Management, LLCActive

Notable overlap · 3 shared positions

$KLAC $PH $HUBB

$2.0B

162 positions

#7LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$CB $NOC $CASY $RSG

$970M

154 positions

#8CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$KLAC $LOW $SYK $INTU

$1.2B

103 positions

#9JGP Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$KLAC $LOW $WSM $INTU $MS

$961M

223 positions

#10OAK ASSOCIATES LTD /OH/Active

Notable overlap · 3 shared positions

$KLAC $LOW $CB

$1.5B

140 positions

#11LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 6 shared positions

$INTU $PH $SYK $EOG $LOW $ASML

$10.0B

560 positions

#12Running Oak Capital LLCPassive

Notable overlap · 5 shared positions

$RSG $PH $INTU $SYK $EME

$741M

55 positions

#13VISTA INVESTMENT PARTNERS II, LLCPassive

Notable overlap · 6 shared positions

$KLAC $PH $CB $HCA $FBTC $MSTR

$223M

157 positions

#14Concorde Financial CorpActive

Notable overlap · 4 shared positions

$HUBB $CB $LOW $NOC

$127M

26 positions

#15JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$KLAC $SYK $BR $INTU

$5.1B

84 positions

#16MCRAE CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$WSM $CB $LOW $BR $PWR

$482M

106 positions

#17Castlefield Investment Partners LLPActive

Notable overlap · 5 shared positions

$KLAC $CB $LOW $INTU $RSG

$131M

35 positions

#18Talbot Financial, LLCActive

Notable overlap · 5 shared positions

$GEV $CB $NOC $INTU $SYK

$1.2B

66 positions

#19First Long Island Investors, LLCActive

Notable overlap · 4 shared positions

$PH $WSM $LOW $INTU

$1.2B

70 positions

#20Skyview Financial Group LLC

Notable overlap · 5 shared positions

$KLAC $HCA $FCFS $PWR $MS

$97M

57 positions

#21Geneva Partners, LLCPassive

Notable overlap · 5 shared positions

$KLAC $GEV $PH $MS $PWR

$208M

63 positions

#22Tandem Investment Advisors, Inc.Active

Notable overlap · 4 shared positions

$INTU $RSG $SYK $BR

$2.0B

83 positions

#23ALBERT D MASON INCPassive

Notable overlap · 3 shared positions

$KLAC $PH $HUBB

$154M

129 positions

#24DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$RSG $SYK $CB $INTU $HUBB $PWR

$117M

106 positions

#25Barden Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$CASY $PH $HCA $INTU $PWR

$117M

58 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.