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Hedge Funds Similar to Evansbrook

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

Evansbrook LLC is an institutional investor managing $150M across 117 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 Evansbrook are AMI INVESTMENT, NS Partners Ltd, PARADIGM ASSET, with shared positions in $MAR, $DDOG, $UPST, $BAC, $UNH, $WFC. The full ranking of 25 similar funds is below.

#1AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 7 shared positions
$MAR$DDOG$UPST$BAC$UNH$WFC
$445M
77 positions
#2NS Partners LtdActive
Some overlap · 8 shared positions
$MAR$BAC$UNH$WFC$MCD$NEE
$2.2B
71 positions
#3PARADIGM ASSET MANAGEMENT CO LLCPassive
Some overlap · 8 shared positions
$BAC$MS$PH$ASML$WFC$UNH
$426M
424 positions
#4Alaethes Wealth, LLCPassive
Some overlap · 8 shared positions
$DDOG$MS$ASML$NEE$ISRG$ANET
$351M
124 positions
#5Alhambra Investment Partners LLCPassive
Some overlap · 8 shared positions
$UPST$MS$DDOG$NEE$ISRG$PH
$217M
176 positions
#6CAPE ANN SAVINGS BANKPassive
Some overlap · 7 shared positions
$UPST$MAR$MS$BAC$MCD$NEE
$199M
121 positions
#7HOWE & RUSLING INCPassive
Some overlap · 8 shared positions
$BAC$MS$MCD$NEE$GD$USB
$1.5B
477 positions
#871 West Capital PartnersActive
Some overlap · 6 shared positions
$MAR$BAC$ASML$UNH$CRWD$DDOG
$2.3B
313 positions
#9EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$BAC$MS$UNH$WFC$NEE$GD
$1.4B
56 positions
#10NORTH DALLAS BANK & TRUST COPassive
Some overlap · 6 shared positions
$MAR$BAC$MS$MCD$NEE$GD
$148M
109 positions
#11Aventura Private Wealth, LLCPassive
Some overlap · 8 shared positions
$MS$BAC$WFC$CRWD$UNH$TJX
$273M
904 positions
#12Silicon Valley Capital PartnersActive
Some overlap · 6 shared positions
$MAR$BAC$UNH$AXP$ISRG$USB
$1.0B
454 positions
#13FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 5 shared positions
$MAR$MS$PH$NEE$USB
$354M
66 positions
#14American Money Management, LLCActive
Some overlap · 6 shared positions
$MAR$UPST$ASML$MCD$PM$WFC
$632M
168 positions
#15Odyssey Capital Advisors, Inc.Passive
Some overlap · 6 shared positions
$MAR$MS$USB$ANET$CRWD$AXP
$112M
97 positions
#16Miller Capital Partners, Inc.Passive
Some overlap · 7 shared positions
$DDOG$PH$ASML$MCD$USB$TJX
$208M
262 positions
#17Clarendon Private LLCPassive
Some overlap · 7 shared positions
$MS$BAC$UPST$WFC$NEE$UNH
$130M
119 positions
#18WHALEROCK POINT PARTNERS, LLCActive
Some overlap · 7 shared positions
$BAC$MS$WFC$MCD$NEE$TJX
$518M
197 positions
#19Brucke Financial, Inc.Passive
Some overlap · 6 shared positions
$UPST$DDOG$BAC$WFC$ASML$USB
$197M
166 positions
#20Tranquilli Financial Advisor LLCPassive
Some overlap · 6 shared positions
$UPST$MAR$MS$WFC$GD$PM
$171M
132 positions
#21RWA WEALTH PARTNERS, LLCActive
Some overlap · 7 shared positions
$DDOG$UPST$TJX$MCD$ASML$NEE
$9.1B
618 positions
#22MassMutual Private Wealth & Trust, FSBPassive
Some overlap · 6 shared positions
$MAR$BAC$UPST$MCD$NEE$USB
$3.7B
2,429 positions
#23Leeward Financial Partners, LLCPassive
Some overlap · 5 shared positions
$MAR$DDOG$UNH$USB$ISRG
$336M
97 positions
#24MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 6 shared positions
$DDOG$UPST$PH$NEE$ASML$GD
$295M
82 positions
#25DCM Advisors, LLCActive
Some overlap · 7 shared positions
$BAC$MS$WFC$MCD$USB$PM
$220M
38 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.