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 EVOLVE PRIVATE WEALTH,

13F Portfolio OverlapQ1 2026EVOLVE PRIVATE WEALTH, portfolio →

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Most similar hedge funds by 13F overlap

EVOLVE PRIVATE WEALTH, LLC is an institutional investor managing $1.9B across 994 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 EVOLVE PRIVATE WEALTH, are PATTON FUND ,, First Financial Group, Philadelphia Investment Partners,, with shared positions in $IAU, $LRCX, $KLAC, $JBL, $VLO, $COF. The full ranking of 25 similar funds is below.

#1PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$IAU $LRCX $KLAC $JBL $VLO

$589M

488 positions

#2First Financial Group CorpActive

Some overlap · 5 shared positions

$IAU $COF $LRCX $IBM $WT

$122M

80 positions

#3Philadelphia Investment Partners, LLCPassive

Some overlap · 5 shared positions

$IAU $KLAC $MAR $WT $VLO

$147M

189 positions

#4JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$IAU $BMY $LRCX $MU $GM

$1.1B

286 positions

#5ANDERSON HOAGLAND & COPassive

Some overlap · 4 shared positions

$IAU $GM $IBM $WT

$1.2B

136 positions

#6Faithward Advisors, LLCPassive

Some overlap · 4 shared positions

$IAU $UTHR $IBM $BMY

$701M

261 positions

#7WORLDQUANT MILLENNIUM ADVISORS LLCPassive

Slight overlap · 6 shared positions

$GM $LRCX $COF $BMY $AXP $MU

$25.9B

593 positions

#8COWA, LLCActive

Slight overlap · 5 shared positions

$IAU $IBM $BMY $WT $EPD

$371M

158 positions

#9China Universal Asset Management Co., Ltd.Passive

Slight overlap · 4 shared positions

$IAU $LRCX $KLAC $MU

$1.3B

502 positions

#10BALDWIN WEALTH PARTNERS LLC/MAActive

Slight overlap · 4 shared positions

$IAU $IBM $KLAC $MAR

$1.4B

222 positions

#11Exit Wealth Advisors, LLC.Active

Slight overlap · 4 shared positions

$IAU $LRCX $BMY $WT

$195M

131 positions

#12Yeomans Consulting Group, Inc.

Slight overlap · 5 shared positions

$IAU $KLAC $MU $IBM $LRCX

$341M

113 positions

#13WINCAP FINANCIAL LLCPassive

Slight overlap · 6 shared positions

$LRCX $IBM $KLAC $JBL $BMY $SYF

$150M

87 positions

#14FMB WEALTH MANAGEMENTActive

Slight overlap · 4 shared positions

$IAU $LRCX $MAR $MU

$242M

73 positions

#15Forza Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$IAU $IBM $BMY $KKR

$287M

188 positions

#16CAPE ANN SAVINGS BANKPassive

Slight overlap · 4 shared positions

$IAU $IBM $MAR $WT

$199M

121 positions

#17Elyxium Wealth, LLCPassive

Slight overlap · 4 shared positions

$IAU $LRCX $AXP $MU

$312M

165 positions

#18Verity Asset Management, Inc.Passive

Slight overlap · 5 shared positions

$IAU $IBM $BMY $KKR $EPD

$238M

213 positions

#19MBA Advisors LLCPassive

Slight overlap · 4 shared positions

$IAU $IBM $KKR $WT

$260M

146 positions

#20Old Port AdvisorsPassive

Slight overlap · 4 shared positions

$IAU $IBM $KKR $WT

$434M

239 positions

#21Cornerstone Select Advisors, LLCPassive

Slight overlap · 6 shared positions

$LRCX $IBM $KLAC $EPD $VLO $MU

$160M

124 positions

#22Convergence Investment Partners, LLCPassive

Slight overlap · 6 shared positions

$LRCX $IBM $JBL $BMY $VLO $MU

$611M

235 positions

#23Elevated Financial Group LLCActive

Slight overlap · 5 shared positions

$IAU $MAR $AXP $MU $SYF

$308M

134 positions

#24Virtus Family Office LLCPassive

Slight overlap · 4 shared positions

$IAU $UTHR $WT $SYF

$117M

73 positions

#25TruWealth Advisors, LLCActive

Slight overlap · 4 shared positions

$IAU $LRCX $IBM $BMY

$2.1B

182 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.