What hedge funds are most similar to Evergreen Private Wealth LLC?

The funds with the most similar 13F portfolios to Evergreen Private Wealth LLC are Fulcrum, Nutshell Asset Ltd, Nexus Investment ULC, based on overlapping conviction holdings in the latest SEC filings.

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 Evergreen Private Wealth

13F Portfolio OverlapQ2 2026Evergreen Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Evergreen Private Wealth LLC is an institutional investor managing $270M across 89 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 Evergreen Private Wealth are Fulcrum, Nutshell Asset Ltd, Nexus Investment ULC, with shared positions in $FTNT, $WM, $ADBE, $ULTA, $EOG, $TMO. The full ranking of 25 similar funds is below.

#1Fulcrum Capital LLCActive

Notable overlap · 10 shared positions

$FTNT $WM $ADBE $ULTA $EOG $TMO

$493M

103 positions

#2Nutshell Asset Management LtdActive

Notable overlap · 6 shared positions

$FTNT $ADBE $ZTS $INTU $VRSK $ANET

$300M

45 positions

#3Nexus Investment Management ULCActive

Notable overlap · 5 shared positions

$ROST $TMO $EOG $GLW $T

$767M

72 positions

#4Robinson Value Management, Ltd.Passive

Notable overlap · 5 shared positions

$ADBE $PLD $EOG $TGT $INTU

$187M

75 positions

#5Sather Financial Group IncActive

Notable overlap · 5 shared positions

$ANET $ADBE $ROST $INTU $AMGN

$1.7B

121 positions

#6GROESBECK INVESTMENT MANAGEMENT CORP /NJ/Active

Notable overlap · 5 shared positions

$ANET $FTNT $TMO $ULTA $AMGN

$63M

100 positions

#7DB Fitzpatrick & Co, IncActive

Notable overlap · 5 shared positions

$TMO $WM $FTNT $INTU $AMGN

$124M

100 positions

#8MERIDIAN MANAGEMENT COActive

Notable overlap · 3 shared positions

$FTNT $TMO $ULTA

$446M

84 positions

#9Dundas Partners LLPActive

Notable overlap · 4 shared positions

$ROST $TMO $INTU $ZTS

$1.4B

31 positions

#10CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$TMO $ZTS $PLD $CHKP $ADBE $KMI

$767M

184 positions

#11Palmer Knight CoPassive

Notable overlap · 4 shared positions

$FTNT $WM $ADBE $TT

$260M

36 positions

#12Sierra Legacy GroupPassive

Notable overlap · 5 shared positions

$ROST $CHKP $ULTA $PH $TMO

$129M

79 positions

#13BRISTOL JOHN W & CO INC /NY/Active

Notable overlap · 3 shared positions

$ANET $TMO $VRSK

$6.8B

62 positions

#14Deane Retirement Strategies, Inc.Passive

Notable overlap · 4 shared positions

$ADBE $HCA $EOG $ZTS

$236M

52 positions

#15Seascape Capital ManagementPassive

Notable overlap · 4 shared positions

$FTNT $HCA $ANET $PLD

$417M

96 positions

#16Guardian Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$ANET $ZTS $WM

$204M

66 positions

#17First National Bank of Mount Dora, Trust Investment ServicesPassive

Notable overlap · 4 shared positions

$FTNT $WM $ANET $ADBE

$499M

126 positions

#18LITTLEJOHN FINANCIAL SERVICES, INC.Passive

Some overlap · 3 shared positions

$FTNT $WM $INTU

$138M

71 positions

#19RBO & CO LLCActive

Some overlap · 4 shared positions

$WM $ZTS $VRSK $ADBE

$628M

56 positions

#20NORTHSTAR ASSET MANAGEMENT CoActive

Some overlap · 4 shared positions

$TMO $ANET $ZTS $ADBE

$531M

261 positions

#21CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 3 shared positions

$FTNT $PH $TMO

$456M

67 positions

#22Financial Advisors Network, Inc.Passive

Some overlap · 4 shared positions

$FTNT $ADBE $ANET $EOG

$816M

208 positions

#23MASTER'S WEALTH MANAGEMENT INC.Smart money

Some overlap · 4 shared positions

$PH $PLD $WM $KMI

$332M

91 positions

#24LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 4 shared positions

$TMO $PH $EOG $INTU

$10.3B

565 positions

#25Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Some overlap · 3 shared positions

$TMO $VRSK $PLD

$373M

28 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.