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Hedge Funds Similar to Evergreen Wealth

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

Evergreen Wealth Management, LLC is an institutional investor managing $213M across 55 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 Wealth are Saber Managment, Focused Investors, AVENIR, with shared positions in $PBI, $FCNCA, $DIS, $CPRT, $NVR, $ELV. The full ranking of 25 similar funds is below.

#1Saber Capital Managment, LLCActive
Notable overlap · 5 shared positions
$PBI$FCNCA$DIS$CPRT$NVR
$147M
38 positions
#2Focused Investors LLCActive
Notable overlap · 4 shared positions
$ELV$DIS$ACN$LMT
$3.0B
23 positions
#3AVENIR CORPActive
Notable overlap · 4 shared positions
$MKL$ADBE$LMT$CPRT
$821M
79 positions
#4SCHARF INVESTMENTS, LLCActive
Notable overlap · 5 shared positions
$MKL$DIS$ADBE$LMT$CB
$3.0B
79 positions
#5Rockbridge Capital Management LLCActive
Notable overlap · 3 shared positions
$MKL$LMT$CPRT
$155M
31 positions
#6Bronte Capital Management Pty Ltd.Active
Notable overlap · 3 shared positions
$REGN$FCNCA$DIS
$931M
57 positions
#7INKWELL CAPITAL LLCActive
Notable overlap · 3 shared positions
$MKL$DIS$ELV
$96M
31 positions
#8Luma Capital S.A. - SPFSmart money
Notable overlap · 3 shared positions
$MKL$BKNG$NVR
$112M
12 positions
#9Lafayette Investments, Inc.Active
Notable overlap · 5 shared positions
$MKL$LMT$DIS$NVO$ASML
$542M
162 positions
#10Citadel Investment Advisory, Inc.Active
Notable overlap · 3 shared positions
$MKL$BKNG$DIS
$220M
76 positions
#11Lincoln Capital LLCActive
Notable overlap · 4 shared positions
$MKL$DIS$CPRT$CB
$562M
137 positions
#12PYA Waltman Capital, LLCActive
Notable overlap · 4 shared positions
$MKL$AMGN$LMT$NVR
$421M
67 positions
#13BARR E S & COActive
Notable overlap · 3 shared positions
$MKL$ADBE$FCNCA
$1.8B
112 positions
#14SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$ELV$DIS$REGN
$3.2B
40 positions
#15Unison Asset Management LLCActive
Some overlap · 3 shared positions
$ELV$ADBE$BKNG
$246M
32 positions
#16Mraz, Amerine & Associates, Inc.Active
Some overlap · 3 shared positions
$MKL$NVR$AMGN
$697M
199 positions
#17Berkeley, IncPassive
Some overlap · 3 shared positions
$MKL$CPRT$NVR
$319M
86 positions
#18Buttonwood Financial Advisors Inc.Active
Some overlap · 6 shared positions
$MKL$ADBE$CPRT$DIS$LMT$ASML
$329M
110 positions
#19CHECK CAPITAL MANAGEMENT INC/CASmart money
Some overlap · 4 shared positions
$MKL$FCNCA$DIS$AMGN
$3.8B
53 positions
#20Broad Run Investment Management, LLCSmart money
Some overlap · 3 shared positions
$MKL$NVR$DIS
$650M
24 positions
#21BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Some overlap · 3 shared positions
$ELV$ACN$AMGN
$235M
33 positions
#22Poehling Capital Management, INC.Passive
Some overlap · 3 shared positions
$MKL$DIS$JXN
$466M
166 positions
#23Womack Financial LLCActive
Some overlap · 4 shared positions
$MKL$NVR$ADBE$CB
$151M
70 positions
#24SECTOR GAMMA ASActive
Some overlap · 3 shared positions
$ELV$REGN$AMGN
$461M
40 positions
#25Regency Capital Management Inc.\DEPassive
Some overlap · 5 shared positions
$MKL$NVR$ADBE$CB$ASML
$251M
64 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.