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Hedge Funds Similar to Everest

13F Portfolio OverlapQ1 2026Everest portfolio →
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Most similar hedge funds by 13F overlap

Everest Management Corp. is an institutional investor managing $197M across 72 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 are CHERRYDALE WEALTH ,, PORTLAND INVESTMENT COUNSEL, Manuka Financial,, with shared positions in $DHR, $BRZE, $WT, $MU, $AMD, $AMAT. The full ranking of 25 similar funds is below.

#1CHERRYDALE WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 6 shared positions
$DHR$BRZE$WT$MU$AMD$AMAT
$324M
77 positions
#2PORTLAND INVESTMENT COUNSEL INC.Active
Notable overlap · 3 shared positions
$ARES$DHR$CRM
$312M
55 positions
#3Manuka Financial, LLCActive
Some overlap · 3 shared positions
$DHR$BRZE$MU
$162M
56 positions
#4CATALYST PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$DHR$BRZE$CRM
$185M
76 positions
#5WealthCollab, LLCPassive
Some overlap · 3 shared positions
$DHR$BRZE$CRM
$243M
977 positions
#6GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 3 shared positions
$DHR$BRZE$MAR
$128M
42 positions
#7MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$DHR$BRZE$MAR
$147M
67 positions
#8Downshift Financial, LLCActive
Some overlap · 3 shared positions
$DHR$BRZE$MAR
$193M
77 positions
#9Capstone Financial Advisors, Inc.Smart money
Some overlap · 3 shared positions
$DHR$BRZE$MU
$1.9B
187 positions
#10Guinness Atkinson Asset Management IncPassive
Some overlap · 5 shared positions
$DHR$AMAT$INTU$CRM$NEE
$200M
123 positions
#11FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$DHR$BRZE$MAR
$133M
121 positions
#12Palestra Capital Management LLCActive
Some overlap · 3 shared positions
$DHR$AMAT$CRM
$2.6B
23 positions
#13COGENT STRATEGIC WEALTH LLCActive
Some overlap · 4 shared positions
$BRZE$DHR$NEE$MU
$97M
56 positions
#14Global X Japan Co., Ltd.Active
Some overlap · 5 shared positions
$DHR$AMAT$INTU$MU$AMD
$1.9B
378 positions
#15Elefante Mark BPassive
Some overlap · 4 shared positions
$DHR$AMAT$NEE$AMD
$182M
58 positions
#16Pacific Park Financial, Inc.Active
Some overlap · 4 shared positions
$DHR$BRZE$MU$MAR
$153M
73 positions
#17Charter Oak Capital Management, LLCActive
Some overlap · 3 shared positions
$BRZE$DHR$CRM
$1.3B
208 positions
#18Hardy Reed LLCActive
Some overlap · 4 shared positions
$DHR$BRZE$AMAT$NEE
$1.4B
243 positions
#19SENTINEL WEALTH MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$DHR$NEE$OKE$WT
$125M
39 positions
#20UNIVEST FINANCIAL CorpActive
Some overlap · 5 shared positions
$BRZE$NEE$AMAT$CRM$MU
$1.8B
254 positions
#21Palmer Knight CoPassive
Some overlap · 3 shared positions
$DHR$AMAT$MAR
$205M
32 positions
#22Hemenway Trust Co LLCActive
Some overlap · 4 shared positions
$DHR$AMAT$NEE$AMD
$1.2B
135 positions
#23White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$BRZE$DHR$MAR
$721M
145 positions
#24Edge Financial Advisors LLC
Some overlap · 4 shared positions
$DHR$NEE$BRZE$SOLV
$238M
135 positions
#25Global Trust Asset Management, LLCPassive
Some overlap · 6 shared positions
$AMAT$BRZE$NEE$MU$ANET$AMD
$262M
458 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.