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Hedge Funds Similar to Evergreen Wealth Solutions

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

Evergreen Wealth Solutions, LLC is an institutional investor managing $1.9B across 515 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 Solutions are PYA Waltman, CERTIOR FINANCIAL GROUP, ADE, with shared positions in $BAH, $TROW, $TXN, $AMGN, $UPS, $GD. The full ranking of 25 similar funds is below.

#1PYA Waltman Capital, LLCActive
Notable overlap · 6 shared positions
$BAH$TROW$TXN$AMGN$UPS$GD
$421M
67 positions
#2CERTIOR FINANCIAL GROUP, LLCPassive
Notable overlap · 3 shared positions
$BAH$DOV$TXN
$184M
143 positions
#3ADE, LLCActive
Notable overlap · 3 shared positions
$BAH$DOV$AMGN
$237M
93 positions
#4Lighthouse Financial LLCActive
Some overlap · 3 shared positions
$BAH$DOV$AMGN
$222M
98 positions
#5Cornerstone Advisory, LLCPassive
Some overlap · 3 shared positions
$BAH$TROW$CRWD
$1.2B
278 positions
#6Gutierrez Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$BAH$DOV$AMGN
$173M
70 positions
#7Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$TROW$DOV$TXN$AMGN
$241M
98 positions
#8ARS Wealth Advisors Group, LLCActive
Some overlap · 3 shared positions
$BAH$UPS$GD
$1.4B
218 positions
#9LIBERTY WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$BAH$AMGN$UPS
$800M
268 positions
#10Harvest Investment Advisors, LLCActive
Slight overlap · 4 shared positions
$BAH$AMGN$UPS$GD
$202M
58 positions
#11Ridgewood Investments LLCPassive
Slight overlap · 4 shared positions
$TROW$DOV$TXN$UPS
$271M
217 positions
#12Goldstream Capital Management LtdActive
Slight overlap · 3 shared positions
$CIEN$CRWD$TXN
$132M
45 positions
#13Martin Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$TROW$TXN$AMGN$GD
$279M
73 positions
#14Exeter Financial, LLCPassive
Slight overlap · 4 shared positions
$TROW$TXN$AMGN$GD
$265M
100 positions
#15Andrews Advisory Associates, LLCActive
Slight overlap · 3 shared positions
$TROW$DOV$TXN
$215M
84 positions
#16Investment Research Partners LLCPassive
Slight overlap · 3 shared positions
$CIEN$AMGN$UPS
$295M
280 positions
#17FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money
Slight overlap · 3 shared positions
$CIEN$TXN$GD
$1.3B
201 positions
#18Kassira Wealth Management LLCPassive
Slight overlap · 3 shared positions
$CIEN$AMGN$GD
$125M
64 positions
#19BECKER CAPITAL MANAGEMENT INCActive
Slight overlap · 3 shared positions
$CIEN$AMGN$GD
$3.7B
303 positions
#20Forty-three Eighteen Advisors, LLCPassive
Slight overlap · 3 shared positions
$CIEN$TXN$CRWD
$149M
74 positions
#21RM Financial Services, LLCPassive
Slight overlap · 3 shared positions
$BAH$TXN$UPS
$135M
79 positions
#22PATTON FUND MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$CIEN$CRWD$TXN
$389M
77 positions
#23Carolina Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$TROW$TXN$AMGN
$263M
373 positions
#24Measured Risk Portfolios, Inc.Active
Slight overlap · 3 shared positions
$TROW$TXN$UPS
$94M
64 positions
#25Sylvest Advisors, LLCActive
Slight overlap · 3 shared positions
$TROW$AMGN$UPS
$224M
78 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.