How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to EVEXIA WEALTH

13F Portfolio OverlapQ2 2026EVEXIA WEALTH portfolio →

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Most similar hedge funds by 13F overlap

EVEXIA WEALTH LLC is an institutional investor managing $369M across 77 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 EVEXIA WEALTH are JLB & ASSOCIATES, TILIA FIDUCIARY PARTNERS, FINANCIAL ADVISORY PARTNERS, with shared positions in $KLAC, $CASY, $NOC, $SYK, $WSM, $HUBB. The full ranking of 25 similar funds is below.

#1JLB & ASSOCIATES INCPassive

Notable overlap · 6 shared positions

$KLAC $CASY $NOC $SYK $WSM $HUBB

$748M

68 positions

#2TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 9 shared positions

$KLAC $HCA $SYK $LOW $EME $BR

$211M

127 positions

#3FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 6 shared positions

$PH $RSG $CB $SYK $LOW $MS

$383M

74 positions

#4UNIO CAPITAL LLCActive

Notable overlap · 4 shared positions

$KLAC $PH $CB $ASML

$526M

19 positions

#5Cunning Capital Partners, LPActive

Notable overlap · 7 shared positions

$KLAC $WSM $CEG $HCA $CB $PWR

$248M

55 positions

#6DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$RSG $CB $HUBB $SYK $INTU $PWR

$124M

100 positions

#7Tandem Investment Advisors, Inc.Passive

Notable overlap · 5 shared positions

$BLK $RSG $INTU $SYK $BR

$1.5B

68 positions

#8Smith Group Asset Management, LLCActive

Notable overlap · 3 shared positions

$KLAC $PH $HUBB

$2.5B

166 positions

#9Castlefield Investment Partners LLPActive

Notable overlap · 5 shared positions

$KLAC $CB $LOW $RSG $INTU

$147M

35 positions

#10Cornerstone Investment Partners, LLCActive

Notable overlap · 4 shared positions

$KLAC $CB $SYK $EME

$3.0B

312 positions

#11Lafayette Investments, Inc.Active

Notable overlap · 5 shared positions

$KLAC $B $LOW $PH $ASML

$542M

162 positions

#12DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$KLAC $WSM $LOW $PH $INTU $CASY

$517M

137 positions

#13EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 4 shared positions

$KLAC $CB $SYK $ETN

$808M

156 positions

#14JGP Wealth Management, LLCActive

Notable overlap · 3 shared positions

$KLAC $WSM $LOW

$1.1B

231 positions

#15MCRAE CAPITAL MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$WSM $CB $LOW $BR $PWR

$508M

113 positions

#16BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 6 shared positions

$BLK $CB $SYK $LOW $BR $ETN

$346M

113 positions

#17LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$CB $RSG $NOC $CASY

$1.0B

154 positions

#18FourThought Financial Partners, LLCPassive

Notable overlap · 6 shared positions

$KLAC $CB $LOW $NOC $BLK $ASML

$1.3B

393 positions

#19BANK OF STOCKTONActive

Notable overlap · 5 shared positions

$KLAC $PH $WSM $MS $ASML

$356M

126 positions

#20Prana Capital Management, LPActive

Notable overlap · 3 shared positions

$BLK $CB $HCA

$3.3B

122 positions

#21VISTA INVESTMENT PARTNERS II, LLCPassive

Notable overlap · 5 shared positions

$KLAC $PH $CB $FBTC $MSTR

$255M

160 positions

#22ALBERT D MASON INCPassive

Notable overlap · 4 shared positions

$KLAC $HUBB $PH $ETN

$176M

139 positions

#23Petros Family Wealth, LLCPassive

Notable overlap · 4 shared positions

$KLAC $BLK $LOW $SYK

$164M

134 positions

#24Riverview Trust CoActive

Notable overlap · 3 shared positions

$KLAC $LOW $BLK

$84M

166 positions

#25CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$KLAC $LOW $SYK $ETN

$1.3B

99 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.