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Hedge Funds Similar to Everstar Asset

13F Portfolio OverlapQ2 2026Everstar Asset portfolio →
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Most similar hedge funds by 13F overlap

Everstar Asset Management, LLC is an institutional investor managing $207M across 202 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Everstar Asset are Plan Group Financial, MILLINGTON SECURITIES, FUKOKU MUTUAL LIFE INSURANCE, with shared positions in $SO, $MO, $AEP, $OHI, $PFE, $AROC. The full ranking of 25 similar funds is below.

#1Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$SO$MO$AEP$OHI$PFE
$510M
228 positions
#2MILLINGTON SECURITIES, LLC
Some overlap · 5 shared positions
$MO$AROC$PFE$UPS$DRI
$362M
275 positions
#3FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$SO$MO$AEP$PFE
$1.7B
256 positions
#4OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$SO$AEP$UPS$PFE
$2.2B
70 positions
#5OmniStar Financial Group, Inc.Passive
Some overlap · 4 shared positions
$SO$AEP$UPS$DRI
$230M
116 positions
#6TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$MO$AEP$UPS$HSBC
$798M
187 positions
#7Energy Income Partners, LLCActive
Some overlap · 4 shared positions
$SO$AEP$FE$LNT
$6.4B
88 positions
#8Greenland Capital Management LPPassive
Some overlap · 4 shared positions
$AEP$OHI$LNT$FE
$812M
296 positions
#9Wolff Financial Management LLCActive
Some overlap · 4 shared positions
$MO$AEP$PFE$UPS
$494M
102 positions
#10SPRENG CAPITAL MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$SO$MO$AEP$FE
$275M
77 positions
#11Ted Buchan & CoActive
Some overlap · 4 shared positions
$HSBC$PFE$MO$UPS
$303M
94 positions
#12High Point Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SO$AEP$MO$FE
$122M
250 positions
#13Bellars Harris Wealth Management, LLCPassive
Some overlap · 3 shared positions
$HSBC$AEP$OHI
$491M
96 positions
#14Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$SO$MO$AEP
$182M
43 positions
#15Capital Square, LLCPassive
Some overlap · 3 shared positions
$SO$MO$UPS
$227M
252 positions
#16Portman Square Capital LLPActive
Some overlap · 3 shared positions
$SO$BABA$FE
$1.8B
87 positions
#17Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$SO$MO$PFE
$221M
41 positions
#18Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$MO$SO$PFE
$955M
337 positions
#19GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$SO$AEP$MO
$2.3B
224 positions
#20Aurora Investment Managers, LLC.Active
Some overlap · 3 shared positions
$BABA$BIDU$PFE
$176M
52 positions
#21Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$MO$AEP$UPS
$94M
64 positions
#22Welch Group, LLCPassive
Some overlap · 3 shared positions
$SO$AEP$PFE
$2.9B
326 positions
#23CAMDEN ASSET MANAGEMENT L P /CAActive
Some overlap · 3 shared positions
$SO$LNT$FE
$3.4B
73 positions
#24INCOME RESEARCH & MANAGEMENTPassive
Some overlap · 3 shared positions
$SO$LNT$FE
$164M
33 positions
#25Signature Wealth Management Group
Some overlap · 3 shared positions
$SO$UPS$PFE
$263M
128 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.