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Hedge Funds Similar to Evolution Advisers

13F Portfolio OverlapQ2 2026Evolution Advisers portfolio →
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Most similar hedge funds by 13F overlap

Evolution Advisers, Inc. is an institutional investor managing $272M across 943 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 Evolution Advisers are Silver Oak Advisory Group, SilverOak Wealth, DeDora, with shared positions in $NU, $DOV, $WFC, $UNP, $DAL, $AMGN. The full ranking of 25 similar funds is below.

#1Silver Oak Advisory Group, Inc.Active
Some overlap · 4 shared positions
$NU$DOV$WFC$UNP
$254M
86 positions
#2SilverOak Wealth Management LLCActive
Some overlap · 4 shared positions
$NU$DOV$WFC$DAL
$777M
126 positions
#3DeDora Capital, Inc.Passive
Some overlap · 3 shared positions
$NU$UNP$AMGN
$460M
129 positions
#4Unison Asset Management LLCActive
Some overlap · 4 shared positions
$NU$WFC$LOW$ELV
$246M
32 positions
#5McClarren Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$NU$UNP$AMGN$PEP$HSY
$193M
85 positions
#6Wilson & Boucher Capital Management, LLCPassive
Some overlap · 7 shared positions
$DOV$UNP$WFC$LOW$SYK$AMGN
$170M
121 positions
#7TRUE BLUE FINANCIAL, LLCActive
Some overlap · 3 shared positions
$NU$ORI$SYK
$237M
61 positions
#8Ridgewood Investments LLCPassive
Some overlap · 8 shared positions
$DOV$ORI$KMB$MKL$SNPS$LOW
$267M
208 positions
#9AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 8 shared positions
$UNP$WFC$LOW$ELV$SYK$PEP
$471M
78 positions
#10Olde Wealth Management, LLCActive
Some overlap · 7 shared positions
$UNP$CW$D$TDY$LOW$TMO
$353M
119 positions
#11Coronation Fund Managers Ltd.Active
Some overlap · 3 shared positions
$NU$ELV$TMO
$2.6B
48 positions
#12Westfuller Advisors, LLCPassive
Some overlap · 4 shared positions
$NU$UNP$TMO$PEP
$275M
765 positions
#13All Terrain Financial Advisors, LLCActive
Some overlap · 6 shared positions
$UNP$D$KMB$LOW$AMGN$PEP
$615M
157 positions
#14IMPACTfolio, LLCSmart money
Some overlap · 3 shared positions
$NU$SYK$AMGN
$266M
37 positions
#15Flagstone Financial ManagementSmart money
Some overlap · 5 shared positions
$UNP$WFC$D$MKL$PEP
$447M
77 positions
#16MeadowBrook Investment Advisors LLCPassive
Some overlap · 6 shared positions
$DOV$WFC$KMB$SYK$TMO$PEP
$126M
196 positions
#17Heritage Wealth AdvisorsActive
Some overlap · 5 shared positions
$UNP$DOV$MKL$LOW$J
$2.9B
703 positions
#18SECURITY NATIONAL BANK OF SO DAK
Some overlap · 5 shared positions
$UNP$DOV$TMO$J$PEP
$207M
119 positions
#19SCHNIEDERS CAPITAL MANAGEMENT, LLC.Passive
Some overlap · 4 shared positions
$UNP$WFC$D$AMGN
$762M
246 positions
#20TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 7 shared positions
$UNP$D$LOW$SYK$J$AMGN
$1.0B
880 positions
#21BAXTER BROS INCPassive
Some overlap · 4 shared positions
$UNP$WFC$MKL$TMO
$864M
172 positions
#22BRIDGES INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$UNP$WFC$LOW$SYK$TMO
$8.2B
401 positions
#23Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$DOV$UNP$WFC
$151M
58 positions
#24Aster Capital Management (DIFC) LtdPassive
Some overlap · 5 shared positions
$UNP$NU$LOW$SYK$PEP
$470M
808 positions
#25R.H. Investment Group, LLCActive
Some overlap · 5 shared positions
$UNP$WFC$TMO$AMGN$PEP
$133M
47 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.