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Hedge Funds Similar to Evergreen Wealth Partners

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

Evergreen Wealth Partners LLC is an institutional investor managing $167M 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 Wealth Partners are Horrell, Smart Portfolios, Security National Bank, with shared positions in $MUSA, $PEP, $SBUX, $MCD, $DIS, $ABT. The full ranking of 25 similar funds is below.

#1Horrell Capital Management, Inc.Active
Some overlap · 3 shared positions
$MUSA$PEP$SBUX
$189M
197 positions
#2Smart Portfolios, LLC
Some overlap · 6 shared positions
$PEP$MCD$SBUX$DIS$ABT$NKE
$100M
99 positions
#3Security National BankPassive
Some overlap · 3 shared positions
$MUSA$MUR$NEE
$865M
473 positions
#4PIONEER TRUST BANK N A/ORPassive
Some overlap · 6 shared positions
$PEP$MCD$ABT$NEE$DIS$NKE
$441M
87 positions
#5DLK Investment Management, LLCPassive
Some overlap · 5 shared positions
$PEP$MCD$ABT$DIS$NKE
$275M
99 positions
#6Coston, McIsaac & PartnersPassive
Some overlap · 5 shared positions
$PEP$MCD$SBUX$NEE$NKE
$497M
948 positions
#7Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$PEP$MCD$SBUX$NEE$O
$334M
127 positions
#8BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 5 shared positions
$MCD$PEP$ABT$NEE$DIS
$453M
121 positions
#9Schrum Private Wealth Management LLCPassive
Some overlap · 5 shared positions
$PEP$MCD$ABT$NEE$DIS
$97M
109 positions
#10FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$PEP$MCD$ABT$NEE$DIS
$1.2B
181 positions
#11Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$PEP$ABT$SBUX$NEE$DIS
$116M
240 positions
#12EVERETT HARRIS & CO /CA/Active
Some overlap · 6 shared positions
$MCD$ABT$SBUX$DIS$PEP$NKE
$8.1B
292 positions
#13Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$PEP$MCD$NEE$O$ATO
$170M
111 positions
#14Flavin Financial Services, Inc.Passive
Some overlap · 5 shared positions
$PEP$MCD$MUSA$NEE$SBUX
$185M
77 positions
#15Mustard Seed Financial, LLCActive
Some overlap · 4 shared positions
$MUSA$MUR$ABT$PEP
$192M
97 positions
#16Andrews Advisory Associates, LLCActive
Some overlap · 5 shared positions
$MCD$PEP$NEE$DIS$NKE
$215M
84 positions
#17William Allan CorpActive
Some overlap · 5 shared positions
$PEP$SBUX$MCD$DIS$NKE
$199M
65 positions
#18Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$MCD$SBUX$NEE$DIS$O
$233M
81 positions
#19Partnership Wealth Management, LLCActive
Some overlap · 5 shared positions
$PEP$ABT$DIS$MCD$NEE
$140M
67 positions
#20Ally Financial Inc.Active
Some overlap · 5 shared positions
$PEP$ABT$DIS$NKE$MCD
$775M
131 positions
#21Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 5 shared positions
$PEP$ABT$SBUX$DIS$NKE
$583M
82 positions
#22Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$PEP$MCD$ABT$NEE
$486M
109 positions
#23Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$PEP$MCD$ABT$NEE
$513M
70 positions
#24Tandem Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$PEP$MCD$ABT$NEE
$1.5B
68 positions
#25HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$PEP$MCD$ABT$NEE
$321M
107 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.