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Hedge Funds Similar to Evanson Financial

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

Evanson Financial, LLC is an institutional investor managing $2.0B across 325 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 Evanson Financial are Evanson Asset, Hubbell Strickland Wealth, Forest Hill, with shared positions in $PHYS, $DOV, $ALRM, $SLV, $EPD, $OKE. The full ranking of 25 similar funds is below.

#1Evanson Asset Management, LLC
Substantial overlap · 15 shared positions
$PHYS$DOV$ALRM$SLV$EPD$OKE
$1.9B
321 positions
#2Hubbell Strickland Wealth Management, LLCSmart money
Substantial overlap · 3 shared positions
$PHYS$DOV$PM
$277M
87 positions
#3Forest Hill Capital, LLCSmart money
Substantial overlap · 4 shared positions
$PHYS$SLV$EPD$ENB
$130M
21 positions
#4WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Substantial overlap · 3 shared positions
$PHYS$MDY$PM
$1.1B
105 positions
#5Basepoint Wealth LLCPassive
Notable overlap · 3 shared positions
$PHYS$AXP$ADBE
$175M
632 positions
#6Guild Investment Management, Inc.Passive
Notable overlap · 5 shared positions
$PHYS$SLV$ACN$MDY$CRWD
$146M
59 positions
#7Pekin Hardy Strauss, Inc.Passive
Notable overlap · 3 shared positions
$PHYS$EPD$ET
$1.1B
511 positions
#83EDGE Asset Management, LPActive
Notable overlap · 3 shared positions
$PHYS$DOV$MDY
$2.2B
94 positions
#9MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$PHYS$DOV$AXP$CRWD
$162M
106 positions
#10Meixler Investment Management, Ltd.Passive
Notable overlap · 5 shared positions
$PHYS$EPD$OKE$ET$ENB
$181M
90 positions
#11Heritage Wealth AdvisorsActive
Notable overlap · 4 shared positions
$PHYS$DOV$EPD$PM
$2.9B
703 positions
#12ALONGSIDE, LLCPassive
Notable overlap · 3 shared positions
$PHYS$DOV$PM
$525M
190 positions
#1349 WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$PHYS$DOV$PM
$524M
189 positions
#14Cauble & Harre Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$PHYS$ADBE$ENB
$125M
72 positions
#15Intesa Sanpaolo Wealth ManagementPassive
Some overlap · 3 shared positions
$PHYS$AXP$CRWD
$500M
309 positions
#16REBALANCE, LLCSmart money
Some overlap · 4 shared positions
$PHYS$DOV$AXP$CRWD
$1.9B
103 positions
#17Highland Investment Advisors LLCPassive
Some overlap · 4 shared positions
$DOV$PHYS$SLV$PM
$229M
734 positions
#18Seven Post Investment Office LPSmart money
Some overlap · 3 shared positions
$DOV$SLV$EPD
$352M
42 positions
#19Addis & Hill, IncSmart money
Some overlap · 4 shared positions
$DOV$EPD$OKE$ET
$181M
29 positions
#20Eaton Financial Holdings Company, LLCPassive
Some overlap · 3 shared positions
$PHYS$SLV$EPD
$364M
134 positions
#21SCS Capital Management LLCActive
Some overlap · 4 shared positions
$DOV$EPD$ET$MDY
$10.6B
485 positions
#22Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$SLV$PM
$166M
570 positions
#23Coordinated Financial Services, Inc.
Some overlap · 3 shared positions
$DOV$SLV$MDY
$174M
176 positions
#24Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$EPD$ET
$149M
636 positions
#25Frisch Financial Group, Inc.Passive
Some overlap · 3 shared positions
$DOV$EPD$MDY
$583M
187 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.