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Hedge Funds Similar to Evansbrook

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

Evansbrook LLC is an institutional investor managing $168M across 127 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 Evansbrook are BTC, Night Squared, Aventura Private Wealth, with shared positions in $STX, $MS, $PH, $CRWD, $NEE, $WFC. The full ranking of 25 similar funds is below.

#1BTC Capital Management, Inc.Passive
Notable overlap · 9 shared positions
$STX$MS$PH$CRWD$NEE$WFC
$1.6B
207 positions
#2Night Squared LPPassive
Notable overlap · 8 shared positions
$ASML$STX$PH$ANET$ADI$TXN
$930M
69 positions
#3Aventura Private Wealth, LLCPassive
Notable overlap · 10 shared positions
$MS$CRWD$ASML$STX$TXN$WFC
$326M
986 positions
#4Alaethes Wealth, LLCPassive
Some overlap · 8 shared positions
$ASML$MS$CRWD$NEE$ANET$DE
$345M
111 positions
#5Blue Chip Partners, LLCActive
Some overlap · 8 shared positions
$ASML$MS$CRWD$NEE$ETN$BLK
$1.6B
184 positions
#6NIXON PEABODY TRUST COActive
Some overlap · 8 shared positions
$ASML$MS$NEE$ANET$ETN$DE
$1.4B
177 positions
#7FAYEZ SAROFIM & COActive
Some overlap · 9 shared positions
$ASML$MS$TXN$ETN$MCD$BLK
$42.5B
300 positions
#8Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$ASML$STX$PH$MS$ANET$ADI
$29.1B
66 positions
#9Umpqua BankPassive
Some overlap · 7 shared positions
$ASML$PH$CRWD$MS$MCD$DE
$446M
165 positions
#10GLOBALT Investments LLC / GAActive
Some overlap · 9 shared positions
$MS$ADI$ANET$STX$TXN$WFC
$3.0B
213 positions
#11Banco de Sabadell, S.APassive
Some overlap · 8 shared positions
$ASML$NEE$ADI$TXN$ETN$MCD
$170M
61 positions
#12PITTENGER & ANDERSON INCPassive
Some overlap · 8 shared positions
$ASML$MS$CRWD$ETN$BLK$PM
$2.8B
507 positions
#13EASTERN BANKPassive
Some overlap · 8 shared positions
$STX$NEE$ANET$ADI$PH$ETN
$6.5B
1,038 positions
#14MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 7 shared positions
$STX$ASML$NEE$TXN$MCD$BLK
$272M
149 positions
#15HOWE & RUSLING INCPassive
Some overlap · 7 shared positions
$MS$ASML$CRWD$NEE$MCD$PM
$1.7B
479 positions
#16Miller Capital Partners, Inc.Active
Some overlap · 7 shared positions
$ASML$PH$ETN$MCD$DE$TJX
$257M
258 positions
#17BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$ASML$NEE$ADI$ETN$DE$TJX
$8.0B
1,334 positions
#18LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$ASML$STX$MS$ADI$PH$PM
$320M
82 positions
#19Alley Investment Management Company, LLCActive
Some overlap · 6 shared positions
$ASML$MS$PH$ETN$BLK$PM
$856M
89 positions
#20ST GERMAIN D J CO INCPassive
Some overlap · 7 shared positions
$ASML$NEE$WFC$ETN$BLK$TJX
$2.8B
914 positions
#21RWA WEALTH PARTNERS, LLCActive
Some overlap · 7 shared positions
$ASML$NEE$ETN$MCD$BLK$TJX
$10.4B
645 positions
#22Legacy Bridge, LLCPassive
Some overlap · 6 shared positions
$ASML$PH$STX$ANET$ETN$DE
$324M
322 positions
#23Haverford Trust CoActive
Some overlap · 8 shared positions
$NEE$ASML$TXN$ETN$MCD$BLK
$11.6B
424 positions
#24Signet Private Wealth LLCPassive
Some overlap · 6 shared positions
$ASML$MS$NEE$TXN$ETN$MCD
$125M
127 positions
#25Acumen Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$ASML$ANET$PH$WFC$ETN$BLK
$472M
493 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.