Hedge Funds Similar to Evernest Financial Advisors

13F Portfolio OverlapQ2 2026Evernest Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Evernest Financial Advisors, LLC is an institutional investor managing $478M across 191 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 Evernest Financial Advisors are Bangor Savings Bank, Cassaday & Wealth, Copley Financial Group, with shared positions in $GLDM, $MCD, $AMGN, $QCOM, $SYK, $MAR. The full ranking of 25 similar funds is below.

#1Bangor Savings BankActive

Notable overlap · 5 shared positions

$GLDM $MCD $AMGN $QCOM $SYK

$1.4B

543 positions

#2Cassaday & Co Wealth Management LLCSmart money

Notable overlap · 3 shared positions

$GLDM $MCD $MAR

$5.3B

1,313 positions

#3Copley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$165M

118 positions

#4OakTrust Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $TJX $AMGN

$116M

69 positions

#5SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 3 shared positions

$GLDM $TJX $QCOM

$222M

100 positions

#6Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$GLDM $TJX $QCOM

$2.3B

157 positions

#7Austin Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $TXN $TJX

$473M

126 positions

#8Collaborative Wealth Managment Inc.Active

Notable overlap · 3 shared positions

$GLDM $MCD $QCOM

$238M

170 positions

#9My Portfolio Guide, LLC

Notable overlap · 3 shared positions

$GLDM $QCOM $MO

$181M

166 positions

#10PEAK FINANCIAL ADVISORS LLCPassive

Notable overlap · 3 shared positions

$242M

78 positions

#11RETIREMENT INCOME SOLUTIONS, INCSmart money

Notable overlap · 3 shared positions

$GLDM $MCD $AMGN

$581M

172 positions

#12Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 3 shared positions

$GLDM $TXN $MCD

$530M

235 positions

#13American National Bank of TexasActive

Some overlap · 3 shared positions

$GLDM $MCD $AMGN

$110M

56 positions

#14Accretive Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$GLDM $MCD $TJX

$412M

181 positions

#15BRIGHT FINANCIAL ADVISORS, INC.Active

Some overlap · 3 shared positions

$239M

72 positions

#16GOULD ASSET MANAGEMENT LLC /CA/Smart money

Some overlap · 3 shared positions

$GLDM $TXN $MCD

$635M

176 positions

#17Richard P Slaughter Associates IncActive

Some overlap · 3 shared positions

$510M

106 positions

#18Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$GLDM $TJX $AMGN

$1.8B

529 positions

#19WFA of San Diego, LLCPassive

Some overlap · 3 shared positions

$GLDM $AMGN $QCOM

$122M

94 positions

#20FULTON BREAKEFIELD BROENNIMAN LLCPassive

Some overlap · 4 shared positions

$GLDM $MCD $TJX $SYK

$1.7B

208 positions

#21BENJAMIN EDWARDS INCPassive

Some overlap · 6 shared positions

$GLDM $TXN $MCD $TJX $QCOM $SYK

$11.0B

1,425 positions

#22CERTIOR FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$GLDM $TXN $QCOM

$183M

146 positions

#23Hudson Capital Management LLCPassive

Some overlap · 3 shared positions

$GLDM $QCOM $VLO

$414M

74 positions

#24Alvarez & Marsal Private Wealth Partners, LLCActive

Some overlap · 4 shared positions

$GLDM $MS $TJX $VLO

$759M

107 positions

#25Gradient Investments LLCPassive

Some overlap · 3 shared positions

$7.2B

448 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.