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Hedge Funds Similar to Everest

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

Everest Management Corp. is an institutional investor managing $268M across 85 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 Everest are CIM, Sava Infond d.o.o., Kessler Investment Group, with shared positions in $ANET, $SNPS, $INTU, $WDC, $CRM, $SNDK. The full ranking of 25 similar funds is below.

#1CIM, LLCPassive
Some overlap · 3 shared positions
$ANET$SNPS$INTU
$773M
171 positions
#2Sava Infond d.o.o.Passive
Some overlap · 4 shared positions
$ANET$WDC$CRM$SNDK
$1.4B
242 positions
#3Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$ANET$CRM$KLAC$CRWD
$234M
81 positions
#4Mezzasalma Advisors, LLCPassive
Some overlap · 4 shared positions
$ANET$KLAC$CRWD$SNDK
$498M
171 positions
#5Sather Financial Group IncActive
Some overlap · 4 shared positions
$ANET$INTU$SNDK$WDC
$1.7B
121 positions
#6Beck Bode, LLCPassive
Some overlap · 3 shared positions
$ANET$WDC$CRWD
$660M
108 positions
#7Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$ANET$KLAC$CRWD$CRM
$269M
51 positions
#8Cache Advisors, LLCActive
Some overlap · 5 shared positions
$ANET$WDC$KLAC$CRWD$SNDK
$1.2B
139 positions
#9Goodman Advisory Group, LLCActive
Some overlap · 3 shared positions
$ANET$SNPS$CDNS
$435M
69 positions
#10GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ANET$CRWD$SNDK
$363M
43 positions
#11Clearwave Capital, LLCPassive
Some overlap · 3 shared positions
$ANET$KLAC$CRWD
$181M
166 positions
#12CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$ANET$CRM$KLAC
$195M
67 positions
#13Synergy Financial Group, LTDPassive
Some overlap · 3 shared positions
$ANET$CRWD$ZS
$139M
119 positions
#14SORA INVESTORS LLCPassive
Some overlap · 3 shared positions
$ANET$SNPS$SNDK
$1.3B
76 positions
#15Smith Group Asset Management, LLCActive
Some overlap · 3 shared positions
$ANET$KLAC$CDNS
$2.5B
166 positions
#16STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$ANET$WDC$KLAC
$125M
93 positions
#17Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$ANET$KLAC$CRWD$CDNS
$181M
73 positions
#18Sunstone Asset Management, L.P.Passive
Some overlap · 3 shared positions
$ANET$SNPS$KLAC
$92M
57 positions
#19Gunderson Capital Management Inc.Active
Some overlap · 3 shared positions
$ANET$KLAC$SNDK
$370M
52 positions
#20Eos Management, L.P.Active
Some overlap · 4 shared positions
$ANET$SNPS$CRWD$CDNS
$252M
35 positions
#21GUERRA PAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ANET$CRM$CRWD$CDNS
$179M
118 positions
#22True Vision MN LLC
Some overlap · 3 shared positions
$ANET$CRM$CRWD
$194M
98 positions
#23Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Some overlap · 4 shared positions
$ANET$SNPS$KLAC$CDNS
$157M
85 positions
#24BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ANET$KLAC$CDNS
$414M
106 positions
#25Alaethes Wealth, LLCPassive
Some overlap · 3 shared positions
$ANET$KLAC$CRWD
$345M
111 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.