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 Evernest Financial Advisors,

13F Portfolio OverlapQ1 2026Evernest Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Evernest Financial Advisors, LLC is an institutional investor managing $481M across 180 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 Evernest Financial Advisors, are OakTrust Wealth Advisors,, New Perspectives,, Roan Partners, with shared positions in $GLDM, $WT, $HUM, $TJX, $MCD, $TXN. The full ranking of 25 similar funds is below.

#1OakTrust Wealth Advisors, LLCActive

Notable overlap · 7 shared positions

$GLDM $WT $HUM $TJX $MCD $TXN

$110M

68 positions

#2New Perspectives, IncSmart money

Notable overlap · 4 shared positions

$GLDM $WT $HUM $AMGN

$289M

44 positions

#3Roan Capital PartnersPassive

Notable overlap · 3 shared positions

$GLDM $WT $DHR

$108M

77 positions

#4Beckerman Institutional, LLCPassive

Notable overlap · 7 shared positions

$WT $GLDM $MAR $MS $TXN $HUM

$188M

121 positions

#5Warren Street Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $AMGN

$393M

129 positions

#6Magnolia Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $TXN

$150M

134 positions

#7Avos Capital Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $WT $VLO

$253M

29 positions

#8CONTINUUM WEALTH ADVISORS, LLCActive

Notable overlap · 5 shared positions

$GLDM $WT $MS $HUM $MCD

$241M

70 positions

#9Team Financial Group, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $HUM

$220M

273 positions

#10Tidemark, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $MAR

$393M

901 positions

#11SNS Financial Group, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $HUM

$1.2B

208 positions

#12Bravias Capital Group, LLCActive

Notable overlap · 4 shared positions

$WT $GLDM $MAR $DHR

$153M

96 positions

#13Collaborative Wealth Managment Inc.Passive

Notable overlap · 7 shared positions

$WT $GLDM $MCD $MAR $MS $HUM

$218M

162 positions

#14Carolina Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$GLDM $MCD $TXN $AMGN $KO

$240M

278 positions

#15GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 4 shared positions

$WT $GLDM $MCD $HUM

$5.5B

999 positions

#16Hobbs Group Advisors, LLCPassive

Some overlap · 3 shared positions

$WT $GLDM $MS

$334M

160 positions

#17Joseph Group Capital ManagementPassive

Some overlap · 4 shared positions

$WT $GLDM $HUM $AMGN

$400M

379 positions

#18Copley Financial Group, Inc.Active

Some overlap · 4 shared positions

$GLDM $MCD $MS $KO

$166M

115 positions

#19Henderson Brothers Financial Partners, LLCActive

Some overlap · 3 shared positions

$GLDM $WT $TJX

$395M

105 positions

#20SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive

Some overlap · 4 shared positions

$GLDM $WT $HUM $KO

$4.9B

646 positions

#21KRAEMATON INVESTMENT ADVISORS, INCPassive

Some overlap · 3 shared positions

$GLDM $WT $MAR

$123M

99 positions

#22SENTINEL PENSION ADVISORS, LLCActive

Some overlap · 3 shared positions

$GLDM $WT $MCD

$676M

137 positions

#23Piedmont Capital Management, LLCActive

Some overlap · 4 shared positions

$GLDM $HUM $AMGN $KO

$197M

50 positions

#24Mills Wealth Advisors LLCActive

Some overlap · 3 shared positions

$GLDM $MCD $MAR

$286M

80 positions

#25ENTREWEALTH, LLCPassive

Some overlap · 3 shared positions

$GLDM $MAR $TXN

$223M

104 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.