Hedge Funds Similar to Everhart Financial Group

13F Portfolio OverlapQ2 2026Everhart Financial Group portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Everhart Financial Group, Inc. is an institutional investor managing $1.6B across 481 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 Everhart Financial Group are Markin Volterra Fund, Compass Wealth, Fedenia Advisers, with shared positions in $WDC, $SNDK, $PWR, $MRVL, $VRT, $PLTR. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive

Some overlap · 6 shared positions

$WDC $SNDK $PWR $MRVL $VRT $PLTR

$147M

69 positions

#2Compass Wealth Management, LLC/GAActive

Some overlap · 5 shared positions

$WDC $SNDK $VRT $PM $PLTR

$251M

74 positions

#3Fedenia Advisers LLCPassive

Some overlap · 5 shared positions

$WDC $SNDK $MRVL $PLTR $VRT

$421M

459 positions

#4BankChampaign, National AssociationPassive

Some overlap · 5 shared positions

$WDC $PWR $MRVL $VRT $PLTR

$130M

200 positions

#5Precision Wealth Strategies, LLCPassive

Some overlap · 4 shared positions

$WDC $SNDK $PWR $VRT

$332M

170 positions

#6BANK OF NOVA SCOTIAPassive

Some overlap · 5 shared positions

$WDC $SNDK $MRVL $PM $PLTR

$66.2B

1,098 positions

#7Friday FinancialActive

Some overlap · 4 shared positions

$WDC $SNDK $PWR $PLTR

$373M

108 positions

#8Sava Infond d.o.o.Passive

Slight overlap · 4 shared positions

$WDC $SNDK $PWR $MRVL

$1.4B

242 positions

#9VMS Asset Management LimitedPassive

Slight overlap · 4 shared positions

$WDC $SNDK $MRVL $VRT

$315M

33 positions

#10WIN ADVISORS, INCPassive

Slight overlap · 4 shared positions

$WDC $SNDK $MRVL $VRT

$281M

75 positions

#11Polar Capital Holdings PlcActive

Slight overlap · 4 shared positions

$WDC $SNDK $MRVL $VRT

$42.4B

245 positions

#12Goldstream Capital Management LtdActive

Slight overlap · 4 shared positions

$WDC $SNDK $MRVL $VRT

$132M

45 positions

#13Retireful, LLCPassive

Slight overlap · 4 shared positions

$WDC $SNDK $MRVL $VRT

$107M

81 positions

#14Alpha Financial Advisors, LLCActive

Slight overlap · 4 shared positions

$WDC $SNDK $MRVL $PM

$382M

114 positions

#15Cache Advisors, LLCActive

Slight overlap · 4 shared positions

$WDC $SNDK $MRVL $PLTR

$1.2B

139 positions

#16Clear Street Group Inc.Active

Slight overlap · 4 shared positions

$WDC $SNDK $MRVL $PLTR

$39.5B

1,414 positions

#17Rakuten Securities, Inc.Active

Slight overlap · 4 shared positions

$WDC $SNDK $MRVL $PLTR

$430M

914 positions

#18Vann Equity Management LLCPassive

Slight overlap · 4 shared positions

$WDC $SNDK $MRVL $PLTR

$165M

168 positions

#19UNICOM Systems, Inc.Active

Slight overlap · 4 shared positions

$WDC $SNDK $MRVL $PLTR

$1.5B

39 positions

#20OAK RIDGE INVESTMENTS LLCActive

Slight overlap · 5 shared positions

$SNDK $PWR $MRVL $VRT $PLTR

$1.8B

170 positions

#21N10 ASSETS, LLCActive

Slight overlap · 5 shared positions

$SNDK $PWR $MRVL $VRT $PLTR

$231M

34 positions

#22Greenline Wealth Management LLCPassive

Slight overlap · 5 shared positions

$SNDK $PWR $MRVL $VRT $PLTR

$122M

131 positions

#23N10 WEALTH, LLCActive

Slight overlap · 5 shared positions

$SNDK $PWR $MRVL $VRT $PLTR

$282M

43 positions

#24Walleye Trading LLCPassive

Slight overlap · 5 shared positions

$SNDK $WDC $MRVL $VRT $PLTR

$87.6B

3,913 positions

#25China Universal Asset Management Co., Ltd.Passive

Slight overlap · 4 shared positions

$WDC $SNDK $MRVL $PLTR

$1.7B

513 positions

Compare Everhart Financial Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Everhart Financial Group’s holdings

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.