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 EVOLUTION WEALTH

13F Portfolio OverlapQ2 2026EVOLUTION WEALTH portfolio →

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Most similar hedge funds by 13F overlap

EVOLUTION WEALTH MANAGEMENT INC. is an institutional investor managing $170M across 935 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 WEALTH are FAYEZ SAROFIM, BRADY FAMILY WEALTH, First Long Island Investors, with shared positions in $ADP, $MCD, $ETN, $BLK, $DE, $ABT. The full ranking of 25 similar funds is below.

#1FAYEZ SAROFIM & CO

Slight overlap · 7 shared positions

$ADP $MCD $ETN $BLK $DE $ABT

$42.5B

300 positions

#2BRADY FAMILY WEALTH, LLCPassive

Slight overlap · 6 shared positions

$ADP $MCD $ETN $BLK $ABT $SBUX

$346M

113 positions

#3First Long Island Investors, LLCActive

Slight overlap · 6 shared positions

$ADP $MCD $ETN $BLK $ABT $PM

$1.4B

73 positions

#4CAMBIENT FAMILY OFFICE, LLCPassive

Slight overlap · 6 shared positions

$ADP $MCD $BLK $DE $PLTR $ABT

$813M

328 positions

#5Meadowbrook Wealth Management, LLCPassive

Slight overlap · 6 shared positions

$DUK $SHOP $ETN $PLTR $ABT $SBUX

$93M

81 positions

#6Lineweaver Wealth Advisors, LLCPassive

Slight overlap · 6 shared positions

$DUK $MCD $BLK $DE $ABT $GLW

$845M

182 positions

#7Fox Hill Wealth Management

Slight overlap · 5 shared positions

$AEE $DUK $NOC $PLTR $GLW

$249M

120 positions

#8Peachtree Investment Partners, LLCActive

Slight overlap · 6 shared positions

$ADP $MCD $NOC $PLTR $ABT $GLW

$312M

143 positions

#9Alley Investment Management Company, LLCActive

Slight overlap · 6 shared positions

$DUK $ETN $BLK $ABT $SBUX $PM

$856M

89 positions

#10CONNING INC.Passive

Slight overlap · 6 shared positions

$ADP $MCD $BLK $ABT $SBUX $GLW

$3.3B

327 positions

#11TRUST CO OF VIRGINIA /VAPassive

Slight overlap · 6 shared positions

$ADP $BLK $NOC $ABT $PM $GLW

$1.3B

226 positions

#12Papamarkou Wellner Asset Management inc.

Slight overlap · 6 shared positions

$MCD $ETN $BLK $DE $ABT $PM

$159M

75 positions

#13Powers Advisory Group, LLCActive

Slight overlap · 6 shared positions

$DUK $MCD $DE $SBUX $PM $GLW

$319M

130 positions

#14Gleason Group, Inc.Active

Slight overlap · 5 shared positions

$DUK $MCD $ETN $BLK $DE

$1.1B

449 positions

#15HAMEL ASSOCIATES, INC.Passive

Slight overlap · 5 shared positions

$DUK $ADP $MCD $ABT $SBUX

$363M

92 positions

#16Sky Investment Group LLCPassive

Slight overlap · 5 shared positions

$DUK $ADP $MCD $ABT $PM

$637M

146 positions

#17DB&C Advisors, LLCPassive

Slight overlap · 5 shared positions

$DUK $SHOP $ETN $BLK $PLTR

$92M

76 positions

#18Sepio Capital, LPActive

Slight overlap · 6 shared positions

$SHOP $BLK $ABT $SBUX $PM $GLW

$2.0B

346 positions

#19Aull & Monroe Investment Management CorpPassive

Slight overlap · 5 shared positions

$DUK $ADP $ETN $DE $GLW

$239M

126 positions

#20Stonebridge Capital Advisors LLCPassive

Slight overlap · 5 shared positions

$DUK $MCD $ETN $BLK $GLW

$1.6B

215 positions

#21Mattern Wealth Management LLCActive

Slight overlap · 5 shared positions

$ADP $MCD $BLK $DE $ABT

$609M

183 positions

#22Palisade Asset Management, LLCPassive

Slight overlap · 5 shared positions

$ADP $MCD $BLK $DE $ABT

$1.1B

204 positions

#23Heritage Wealth Management, Inc.Passive

Slight overlap · 5 shared positions

$DUK $MCD $ETN $DE $PM

$401M

272 positions

#24Graver Capital Management, LLCSmart money

Slight overlap · 4 shared positions

$AEE $DUK $MCD $PM

$140M

26 positions

#25Eliot Finkel Investment Counsel, LLCActive

Slight overlap · 5 shared positions

$DUK $MCD $ETN $DE $GLW

$214M

33 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.