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 Private Wealth

13F Portfolio OverlapQ1 2026Evergreen Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Evergreen Private Wealth LLC is an institutional investor managing $247M across 86 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 Private Wealth are Dundas Partners LLP, Midway Research &, Bristol Gate Partners, with shared positions in $AMAT, $ROST, $TMO, $ZTS, $INTU, $CRM. The full ranking of 25 similar funds is below.

#1Dundas Partners LLPActive

Notable overlap · 6 shared positions

$AMAT $ROST $TMO $ZTS $INTU $CRM

$1.3B

49 positions

#2Midway Capital Research & ManagementPassive

Notable overlap · 5 shared positions

$AMAT $WT $VRSK $ADBE $WM

$106M

117 positions

#3Bristol Gate Capital Partners Inc.Active

Notable overlap · 4 shared positions

$AMAT $TMO $VRSK $INTU

$1.6B

31 positions

#4Fulcrum Capital LLCActive

Notable overlap · 8 shared positions

$WM $ADBE $FTNT $ZTS $INTU $ULTA

$461M

101 positions

#5Palmer Knight CoPassive

Notable overlap · 4 shared positions

$AMAT $WM $ADBE $FTNT

$205M

32 positions

#6Maytus Capital Management, LLCPassive

Notable overlap · 7 shared positions

$AMAT $T $FTNT $INTU $CHKP $IBM

$562M

62 positions

#7ECOFI INVESTISSEMENTS SAPassive

Notable overlap · 7 shared positions

$TMO $WM $ZTS $PLD $ADBE $PH

$55M

36 positions

#8Sather Financial Group IncActive

Notable overlap · 5 shared positions

$ROST $ANET $ADBE $INTU $AMGN

$1.6B

109 positions

#9Nutshell Asset Management LtdActive

Notable overlap · 6 shared positions

$ADBE $ANET $INTU $FTNT $VRSK $CHKP

$184M

35 positions

#10RBA Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$AMAT $WM $PLD $EOG $ADBE $CRM

$278M

92 positions

#11SUMMITRY LLCPassive

Notable overlap · 6 shared positions

$TMO $ULTA $ROST $SSL $T $CRM

$2.3B

266 positions

#12Nexus Investment Management ULCActive

Notable overlap · 4 shared positions

$ROST $TMO $EOG $T

$715M

70 positions

#13Sierra Legacy GroupPassive

Notable overlap · 6 shared positions

$ROST $CHKP $INTU $ULTA $ZTS $TMO

$131M

77 positions

#14Guinness Atkinson Asset Management IncPassive

Notable overlap · 5 shared positions

$TMO $AMAT $ADBE $INTU $CRM

$200M

123 positions

#15Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Notable overlap · 4 shared positions

$TMO $VRSK $PLD $INTU

$672M

27 positions

#16NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 5 shared positions

$AMAT $WM $VRSK $TMO $ADBE

$1.5B

139 positions

#17Robinson Value Management, Ltd.Passive

Notable overlap · 5 shared positions

$ADBE $PLD $EOG $INTU $TGT

$180M

73 positions

#18McGuire Investment Group, LLCActive

Notable overlap · 4 shared positions

$AMAT $WT $TMO $AMGN

$885M

121 positions

#19Cohen Capital Management, Inc.Passive

Notable overlap · 4 shared positions

$AMAT $TMO $IBM $CRM

$644M

154 positions

#20EdgePoint Investment Group Inc.Active

Notable overlap · 4 shared positions

$TMO $ROST $AMAT $PH

$12.5B

37 positions

#21Processus Wealth & Capital Management, LLCActive

Notable overlap · 6 shared positions

$AMAT $TMO $ULTA $EOG $AMGN $CRM

$147M

35 positions

#22PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$WM $AMAT $TMO $VRSK $CRM

$34.1B

135 positions

#23Taylor Hoffman Capital Management LLCPassive

Notable overlap · 3 shared positions

$AMAT $ANET $ADBE

$325M

116 positions

#24CEERA INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$WT $INTU $ADBE $TGT $EOG $CRM

$228M

93 positions

#25LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 5 shared positions

$TMO $INTU $PH $EOG $ADBE

$10.0B

560 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.