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 Everest Financial Group

13F Portfolio OverlapQ1 2026Everest Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Everest Financial Group LLC is an institutional investor managing $607M across 199 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 Everest Financial Group are RED REEF ADVISORS, Employees Provident Fund Board, GFG ,, with shared positions in $NOW, $PANW, $CRM, $MU, $CRWD, $AMD. The full ranking of 25 similar funds is below.

#1RED REEF ADVISORS LLCPassive

Notable overlap · 9 shared positions

$NOW $PANW $CRM $MU $CRWD $AMD

$96M

179 positions

#2Employees Provident Fund BoardActive

Notable overlap · 7 shared positions

$NOW $PANW $CRWD $MU $UBER $CRM

$13.2B

70 positions

#3GFG Capital, LLCPassive

Notable overlap · 9 shared positions

$NOW $CRWD $MU $UBER $PANW $OKTA

$313M

88 positions

#4Lynch Asset Management, Inc.Active

Notable overlap · 6 shared positions

$PANW $AMD $CRWD $UNH $NOW $ETN

$298M

51 positions

#5Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Notable overlap · 6 shared positions

$NOW $PANW $AMD $CRWD $MU $SNOW

$194M

146 positions

#6Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 6 shared positions

$NOW $UNH $AMD $MU $CRM $SNOW

$566M

28 positions

#7Robocap Asset Management LtdActive

Notable overlap · 5 shared positions

$NOW $PANW $AMD $CRWD $MU

$94M

23 positions

#8Volterra Technologies LPPassive

Notable overlap · 8 shared positions

$PANW $CRWD $UBER $CRM $UNH $SNOW

$823M

301 positions

#9ITHAKA GROUP LLCActive

Notable overlap · 5 shared positions

$NOW $PANW $AMD $CRWD $UBER

$482M

38 positions

#10Benchmark Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$PANW $CRWD $ASML $MU $UBER $NOW

$172M

76 positions

#11PeakShares LLCPassive

Notable overlap · 7 shared positions

$AMD $MU $UBER $CRM $PANW $CRWD

$109M

116 positions

#12Quadrature Capital LtdPassive

Some overlap · 5 shared positions

$ASML $UNH $AMD $CRWD $MU

$8.4B

1,313 positions

#13KELLY LAWRENCE W & ASSOCIATES INC/CAActive

Some overlap · 5 shared positions

$NOW $PANW $UNH $AMD $CRM

$360M

124 positions

#14Beech Hill Advisors, Inc.Passive

Some overlap · 6 shared positions

$UNH $MU $AMD $UBER $CRM $ETN

$200M

94 positions

#15Asio Capital, LLCActive

Some overlap · 7 shared positions

$PANW $UNH $UBER $ASML $CRWD $DELL

$712M

110 positions

#16OMC Financial Services LTDActive

Some overlap · 7 shared positions

$AMD $CRWD $PANW $CRM $MAR $SNOW

$258M

64 positions

#17ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 6 shared positions

$AMD $CRWD $MU $UBER $NOW $SNOW

$3.5B

110 positions

#18RPG Investment Advisory, LLCPassive

Some overlap · 6 shared positions

$AMD $CRWD $NOW $CRM $OKTA $SNOW

$829M

92 positions

#19Game Creek Capital, LPPassive

Some overlap · 6 shared positions

$NOW $AMD $MU $UBER $DAL $AGQ

$301M

93 positions

#20Greater Midwest Financial Group, LLCPassive

Some overlap · 5 shared positions

$PANW $CRWD $AMD $MU $ETN

$186M

65 positions

#21MIROVAPassive

Some overlap · 6 shared positions

$NOW $CRWD $AMD $PANW $SNOW $ECL

$2.5B

179 positions

#22Parsonex Advisory Services, Inc.Passive

Some overlap · 7 shared positions

$UNH $CRWD $UBER $CRM $ETN $ASML

$102M

56 positions

#23Sphera Management Technology Funds LtdActive

Some overlap · 5 shared positions

$NOW $PANW $AMD $UBER $SNOW

$178M

55 positions

#24AXS Investments LLCActive

Some overlap · 9 shared positions

$MU $PANW $CRM $ASML $UBER $NOW

$248M

189 positions

#25Sava Infond d.o.o.Passive

Some overlap · 6 shared positions

$PANW $NOW $CRM $AMD $MU $UNH

$705M

230 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.