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Hedge Funds Similar to Everest Financial Group

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

Everest Financial Group LLC is an institutional investor managing $738M across 208 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 Everest Financial Group are GUERRA PAN ADVISORS, Bluebird Wealth, GFG, with shared positions in $CRWD, $ASML, $DAL, $UBER, $NOW, $CRM. The full ranking of 25 similar funds is below.

#1GUERRA PAN ADVISORS, LLCPassive
Notable overlap · 7 shared positions
$CRWD$ASML$DAL$UBER$NOW$CRM
$179M
118 positions
#2Bluebird Wealth Management LLCPassive
Notable overlap · 5 shared positions
$CRWD$ASML$NOW$ETN$UBER
$115M
89 positions
#3GFG Capital, LLCPassive
Notable overlap · 5 shared positions
$CRWD$NOW$DELL$UBER$ET
$363M
100 positions
#4Thomasville National BankPassive
Notable overlap · 6 shared positions
$CRWD$ASML$UBER$NOW$CRM$USB
$1.8B
241 positions
#5Advocacy Wealth Management, LLCActive
Some overlap · 6 shared positions
$ASML$NOW$ETN$UBER$IAU$SCHW
$2.8B
151 positions
#6Asio Capital, LLCActive
Some overlap · 5 shared positions
$CRWD$ASML$DELL$UBER$MS
$781M
109 positions
#7Forefront Wealth Partners, LLCPassive
Some overlap · 8 shared positions
$ASML$CRWD$UBER$NOW$ETN$CRM
$323M
177 positions
#8RED REEF ADVISORS LLCPassive
Some overlap · 7 shared positions
$CRWD$DELL$ETN$CRM$NOW$MRVL
$108M
183 positions
#9Parsonex Advisory Services, Inc.Passive
Some overlap · 6 shared positions
$CRWD$ETN$UBER$CRM$ASML$SCHW
$115M
50 positions
#10MATTERS CAPITAL LLCPassive
Some overlap · 7 shared positions
$ASML$UBER$ET$DELL$ETN$CRM
$143M
75 positions
#11Elevated Private Wealth, LLCPassive
Some overlap · 5 shared positions
$CRWD$ASML$NOW$CRM$SCHW
$106M
76 positions
#12Odyssey Capital Advisors, Inc.Passive
Some overlap · 6 shared positions
$CRWD$NOW$ETN$UBER$MRVL$MS
$140M
101 positions
#13Employees Provident Fund BoardActive
Some overlap · 4 shared positions
$CRWD$NOW$UBER$CRM
$17.4B
68 positions
#14Robbins FarleyPassive
Some overlap · 5 shared positions
$CRWD$DELL$ETN$UBER$ECL
$260M
157 positions
#15Avalon Global Asset Management LLCActive
Some overlap · 4 shared positions
$CRWD$NOW$ETN$MRVL
$917M
38 positions
#16RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 5 shared positions
$DELL$CRWD$NOW$ET$UBER
$136M
127 positions
#17GENERAL AMERICAN INVESTORS CO INCActive
Some overlap · 5 shared positions
$ASML$NOW$UBER$ET$MRVL
$1.7B
73 positions
#1871 West Capital PartnersActive
Some overlap · 4 shared positions
$CRWD$ASML$NOW$CRM
$2.9B
382 positions
#19Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$CRWD$NOW$UBER$CRM
$269M
51 positions
#20Suncoast Equity ManagementActive
Some overlap · 4 shared positions
$ASML$NOW$ETN$UBER
$798M
63 positions
#21Boothe Investment Group, Inc.Active
Some overlap · 3 shared positions
$CRWD$NOW$UBER
$317M
38 positions
#22ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$CRWD$NOW$UBER
$551M
40 positions
#23ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$CRWD$ASML$ECL
$713M
97 positions
#24KKM Financial LLCPassive
Some overlap · 4 shared positions
$ASML$NOW$CRWD$DAL
$730M
169 positions
#25Directional Asset ManagementPassive
Some overlap · 6 shared positions
$CRWD$UBER$ET$NOW$SCHW$MS
$118M
94 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.