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 EVERPAR ADVISORS

13F Portfolio OverlapQ1 2026EVERPAR ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

EVERPAR ADVISORS LLC is an institutional investor managing $352M across 302 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 EVERPAR ADVISORS are MATRIX ASSET ADVISORS /NY, Peak Planning Group,, Live Oak Investment Partners, with shared positions in $TSN, $AEP, $AMAT, $MS, $OKE, $SHW. The full ranking of 25 similar funds is below.

#1MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 4 shared positions

$TSN $AEP $AMAT $MS

$1.1B

105 positions

#2Peak Planning Group, LLCActive

Some overlap · 4 shared positions

$OKE $SHW $AMAT $MS

$361M

120 positions

#3Live Oak Investment PartnersPassive

Some overlap · 4 shared positions

$OKE $AEP $MS $KO

$169M

93 positions

#4Autumn Glory Partners, LLCPassive

Some overlap · 4 shared positions

$OKE $MS $WMB $KO

$272M

204 positions

#5SHEETS SMITH WEALTH MANAGEMENTPassive

Slight overlap · 4 shared positions

$OKE $GWW $MS $KO

$888M

393 positions

#6Columbus Macro, LLCPassive

Slight overlap · 3 shared positions

$OKE $GWW $WMB

$936M

200 positions

#7Horizon Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$OKE $SHW $MS

$682M

137 positions

#8DIVIDEND ASSETS CAPITAL, LLCPassive

Slight overlap · 3 shared positions

$OKE $SHW $WMB

$501M

138 positions

#9Midwest Financial Group LLCPassive

Slight overlap · 3 shared positions

$OKE $SHW $AMAT

$234M

126 positions

#10Cherokee Insurance CoPassive

Slight overlap · 3 shared positions

$OKE $AEP $MS

$263M

121 positions

#11COFG Advisors, LLCPassive

Slight overlap · 3 shared positions

$OKE $SHW $MS

$404M

241 positions

#12Energy Income Partners, LLCActive

Slight overlap · 3 shared positions

$OKE $AEP $WMB

$6.2B

87 positions

#13Cadent Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$OKE $AMAT $WMB

$386M

187 positions

#14Directional Asset ManagementPassive

Slight overlap · 3 shared positions

$TSN $MS $KO

$109M

90 positions

#15Advisory Resource GroupPassive

Slight overlap · 3 shared positions

$OKE $AMAT $MS

$581M

172 positions

#16Pinnacle Holdings, LLCPassive

Slight overlap · 3 shared positions

$OKE $SHW $WMB

$309M

233 positions

#17CORRECT CAPITAL WEALTH MANAGEMENTActive

Slight overlap · 3 shared positions

$OKE $MS $KO

$536M

109 positions

#18Socorro Asset Management LPPassive

Slight overlap · 3 shared positions

$OKE $MS $KO

$221M

32 positions

#19Jackson Hole Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$OKE $WMB $KO

$605M

313 positions

#20SL ADVISORS, LLCActive

Slight overlap · 3 shared positions

$OKE $WMB $KO

$59M

32 positions

#21LeClair Wealth Partners LLCPassive

Slight overlap · 4 shared positions

$OKE $MS $KO $SHW

$289M

103 positions

#22Blue Water Asset ManagementActive

Slight overlap · 4 shared positions

$OKE $MS $KO $SHW

$289M

103 positions

#23Evergreen Wealth Partners LLCActive

Slight overlap · 3 shared positions

$OKE $MS $SHW

$131M

84 positions

#24Pine Harbor Wealth Management, LLCActive

Slight overlap · 3 shared positions

$OKE $MS $KO

$334M

102 positions

#25Granite Group Advisors, LLCActive

Slight overlap · 5 shared positions

$TSN $AEP $MS $SHW $WMB

$165M

86 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.