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 EVOLUTION WEALTH

13F Portfolio OverlapQ1 2026EVOLUTION WEALTH portfolio →

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Most similar hedge funds by 13F overlap

EVOLUTION WEALTH MANAGEMENT INC. is an institutional investor managing $137M across 852 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 EVOLUTION WEALTH are Glen Eagle Advisors,, ORBA Wealth Advisors, L.L.C., BlackDiamond Wealth ,, with shared positions in $WT, $HUM, $LRCX, $SHW, $NOC, $GMM. The full ranking of 25 similar funds is below.

#1Glen Eagle Advisors, LLCPassive

Some overlap · 5 shared positions

$WT $HUM $LRCX $SHW $NOC

$714M

1,021 positions

#2ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 4 shared positions

$WT $GMM $LRCX $BAC

$84M

65 positions

#3BlackDiamond Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WT $LRCX $GMM $MCD $FCFS

$208M

203 positions

#4PRECEDENT WEALTH PARTNERS, LLCPassive

Some overlap · 4 shared positions

$WT $BAC $LRCX $MCD

$500M

166 positions

#5Linscomb Wealth, Inc.Active

Some overlap · 4 shared positions

$WT $BAC $LRCX $MCD

$2.2B

337 positions

#6GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 5 shared positions

$WT $HUM $SHW $MCD $ZBRA

$5.5B

999 positions

#7tru Independence LLCPassive

Some overlap · 4 shared positions

$WT $BAC $HUM $MCD

$202M

102 positions

#8First Financial Group CorpActive

Some overlap · 4 shared positions

$WT $HUM $LRCX $SHW

$122M

80 positions

#9Key FInancial IncPassive

Some overlap · 4 shared positions

$WT $GMM $MCD $ADP

$562M

1,394 positions

#10KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$WT $GMM $BAC

$743M

262 positions

#11WESCAP Management Group, Inc.Active

Some overlap · 4 shared positions

$WT $HUM $GMM $NOC

$508M

107 positions

#12Axis Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $BAC $MCD

$188M

174 positions

#13Cascade Financial Partners, LLCActive

Some overlap · 3 shared positions

$WT $GMM $HUM

$970M

263 positions

#14ShoreHaven Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$WT $GMM $BTC

$278M

103 positions

#15Etesian Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $BAC $MCD $FCFS

$313M

138 positions

#16Collaborative Wealth Managment Inc.Passive

Some overlap · 5 shared positions

$WT $GMM $HUM $MCD $FCFS

$218M

162 positions

#17WealthPoint Financial, LLCPassive

Some overlap · 3 shared positions

$WT $GMM $BAC

$115M

117 positions

#18Bristlecone Value Partners, LLCPassive

Some overlap · 3 shared positions

$WT $BAC $HUM

$114M

68 positions

#19RATIONAL ADVISORS, INC.Active

Some overlap · 3 shared positions

$WT $BAC $HUM

$980M

179 positions

#20Friedenthal FinancialPassive

Some overlap · 3 shared positions

$WT $EH $LRCX

$199M

244 positions

#21TigerOak Management, L.L.C.Active

Some overlap · 4 shared positions

$WT $BTC $MCD $TMO

$317M

126 positions

#22COLUMBIA ADVISORY PARTNERS LLCActive

Some overlap · 4 shared positions

$WT $HUM $FCFS $MCD

$157M

92 positions

#23Bravias Capital Group, LLCActive

Some overlap · 3 shared positions

$WT $GMM $SHW

$153M

96 positions

#24Joseph Group Capital ManagementPassive

Some overlap · 3 shared positions

$WT $HUM $LRCX

$400M

379 positions

#25Vines Capital Management, LLCActive

Some overlap · 3 shared positions

$WT $BAC $HUM

$101M

77 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.