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 Everstar Asset ,

13F Portfolio OverlapQ1 2026Everstar Asset , portfolio →

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Most similar hedge funds by 13F overlap

Everstar Asset Management, LLC is an institutional investor managing $188M across 186 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 Everstar Asset , are HF Advisory Group,, Plan Group Financial,, Good Harbor Advisors,, with shared positions in $SO, $WT, $MO, $PFE, $SHEL, $AEP. The full ranking of 25 similar funds is below.

#1HF Advisory Group, LLCPassive

Some overlap · 5 shared positions

$SO $WT $MO $PFE $SHEL

$293M

166 positions

#2Plan Group Financial, LLCPassive

Some overlap · 5 shared positions

$SO $MO $PFE $AEP $OHI

$426M

229 positions

#3Good Harbor Advisors, Inc.Passive

Some overlap · 4 shared positions

$BRZE $SO $WT $PFE

$92M

82 positions

#4Energy Income Partners, LLCActive

Some overlap · 5 shared positions

$SO $AEP $SHEL $FE $LNT

$6.2B

87 positions

#5Aventail Capital Group, LPPassive

Some overlap · 5 shared positions

$SO $AEP $SHEL $FE $LNT

$2.1B

170 positions

#6CASCADE INVESTMENT GROUP, INC.Passive

Some overlap · 4 shared positions

$BRZE $MO $OHI $PFE

$152M

147 positions

#7WBI INVESTMENTS, LLCPassive

Some overlap · 4 shared positions

$AROC $WT $MO $PFE

$362M

275 positions

#8Ares Financial Consulting, LLCPassive

Some overlap · 4 shared positions

$BRZE $WT $PFE $MO

$127M

1,066 positions

#9FUKOKU MUTUAL LIFE INSURANCE CoPassive

Some overlap · 4 shared positions

$SO $MO $PFE $AEP

$1.5B

235 positions

#10Barry Investment Advisors, LLCActive

Some overlap · 5 shared positions

$WT $PFE $SHEL $HSBC $AEP

$454M

99 positions

#11apricus wealth, LLCPassive

Some overlap · 4 shared positions

$SO $PFE $TSN $SHEL

$205M

120 positions

#12RESOLUTE CAPITAL, LLCActive

Some overlap · 4 shared positions

$BRZE $WT $SHEL $SO

$247M

57 positions

#13ATLas Financial Planning LLCActive

Some overlap · 3 shared positions

$BRZE $SO $WT

$112M

69 positions

#14Cherokee Insurance CoPassive

Some overlap · 4 shared positions

$MO $PFE $SHEL $AEP

$263M

121 positions

#15Next Level Private LLCPassive

Some overlap · 4 shared positions

$WT $MO $PFE $SHEL

$443M

175 positions

#16Value Investment Professionals, LLCPassive

Some overlap · 3 shared positions

$BRZE $WT $MO

$89M

81 positions

#17Joseph Group Capital ManagementPassive

Some overlap · 3 shared positions

$BRZE $WT $AEP

$400M

379 positions

#18Shelter Mutual Insurance CoPassive

Slight overlap · 3 shared positions

$BRZE $PFE $SHEL

$450M

58 positions

#19THEORY FINANCIAL LLCPassive

Slight overlap · 3 shared positions

$BRZE $WT $HSBC

$285M

94 positions

#20LuminArx Capital Management LPActive

Slight overlap · 3 shared positions

$BABA $SO $WT

$136M

83 positions

#21Stelac Advisory Services LLCPassive

Slight overlap · 3 shared positions

$BABA $WT $PFE

$494M

163 positions

#22Ellsworth Advisors, LLCPassive

Slight overlap · 3 shared positions

$AROC $MO $AEP

$532M

164 positions

#23TODD ASSET MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$BABA $MO $SHEL

$5.1B

179 positions

#24GRANITE ISLANDS PRIVATE WEALTH, LLCPassive

Slight overlap · 3 shared positions

$SO $WT $PFE

$109M

70 positions

#25Baugh & Associates, LLCActive

Slight overlap · 3 shared positions

$SO $MO $PFE

$232M

44 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.