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Hedge Funds Similar to Evergreen Wealth Partners

13F Portfolio OverlapQ1 2026Evergreen Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Evergreen Wealth Partners LLC is an institutional investor managing $131M across 84 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 Evergreen Wealth Partners are Clarity Asset ,, Beckerman Institutional,, Trademark Financial ,, with shared positions in $ZBRA, $NKE, $MS, $DIS, $OKE, $SAN. The full ranking of 25 similar funds is below.

#1Clarity Asset Management, Inc.Passive
Notable overlap · 4 shared positions
$ZBRA$NKE$MS$DIS
$198M
290 positions
#2Beckerman Institutional, LLCPassive
Notable overlap · 5 shared positions
$NKE$MS$OKE$SAN$ZBRA
$188M
121 positions
#3Trademark Financial Management, LLCPassive
Some overlap · 4 shared positions
$NKE$MS$ZBRA$SHW
$204M
102 positions
#4COWA, LLCActive
Some overlap · 5 shared positions
$NKE$OKE$HLT$SSL$SHEL
$371M
158 positions
#5Embree Financial GroupPassive
Some overlap · 4 shared positions
$NKE$OKE$ABT$MCD
$849M
265 positions
#6RIVERCHASE WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$NKE$MS$SHW$NEE$SSL
$192M
73 positions
#7OMNI 360 Wealth, Inc.Passive
Some overlap · 3 shared positions
$NKE$MS$NEE
$194M
125 positions
#8Confluence Wealth Services, Inc.Active
Some overlap · 3 shared positions
$NKE$MS$NEE
$2.6B
365 positions
#9Accel Wealth ManagementPassive
Some overlap · 4 shared positions
$NKE$MS$SAN$SHW
$383M
290 positions
#10Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$NKE$OKE$NEE
$279M
141 positions
#11COFG Advisors, LLCPassive
Some overlap · 5 shared positions
$OKE$MS$MCD$ABT$SHW
$404M
241 positions
#12Prism Advisors, Inc.Active
Some overlap · 3 shared positions
$NKE$MS$MCD
$375M
75 positions
#13SB Capital Management Inc
Some overlap · 5 shared positions
$NKE$ZBRA$DIS$NEE$SHW
$273M
93 positions
#14SAX WEALTH ADVISORS, LLCActive
Some overlap · 5 shared positions
$NKE$MCD$NEE$SSL$HLT
$2.1B
482 positions
#15Socorro Asset Management LPPassive
Some overlap · 4 shared positions
$OKE$MS$DIS$NEE
$221M
32 positions
#16VeraBank, N.A.Active
Some overlap · 4 shared positions
$NKE$MCD$ABT$NEE
$546M
173 positions
#17Innovative Wealth Building LLCActive
Some overlap · 3 shared positions
$OKE$MS$MCD
$142M
70 positions
#18HS Management Partners, LLCActive
Some overlap · 4 shared positions
$NKE$MCD$DIS$SBUX
$286M
24 positions
#19DiNuzzo Private Wealth, Inc.Active
Some overlap · 4 shared positions
$NKE$MCD$NEE$SHW
$928M
1,345 positions
#20McGlone Suttner Wealth Management, Inc.Active
Some overlap · 4 shared positions
$NKE$MCD$HLT$SSL
$755M
189 positions
#21Cedar Point Capital Partners, LLCPassive
Some overlap · 3 shared positions
$NKE$OKE$NEE
$154M
71 positions
#22RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$NKE$MS$SBUX$SHW
$296M
80 positions
#23Live Oak Investment PartnersPassive
Some overlap · 3 shared positions
$OKE$MS$DIS
$169M
93 positions
#24Destiny Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$NKE$MS$OKE
$914M
1,148 positions
#25LANDAAS & CO /WI /ADVActive
Some overlap · 5 shared positions
$NKE$SAN$MCD$NEE$DIS
$456M
130 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.