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Hedge Funds Similar to EVOLVE PRIVATE WEALTH

13F Portfolio OverlapQ2 2026EVOLVE PRIVATE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

EVOLVE PRIVATE WEALTH, LLC is an institutional investor managing $1.6B across 1,003 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 EVOLVE PRIVATE WEALTH are Sanchez Gaunt, JSF Financial, PATTON FUND, with shared positions in $IAU, $KLAC, $UTHR, $SYF, $UAL, $JBL. The full ranking of 25 similar funds is below.

#1Sanchez Gaunt Capital Management, LLCPassive
Some overlap · 5 shared positions
$IAU$KLAC$UTHR$SYF$UAL
$179M
189 positions
#2JSF Financial, LLCActive
Some overlap · 4 shared positions
$IAU$KLAC$JBL$FLEX
$655M
146 positions
#3PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$IAU$KLAC$JBL$CVS
$389M
77 positions
#4Ifrah Financial Services, Inc.Passive
Some overlap · 4 shared positions
$IAU$KLAC$JBL$FLEX
$396M
205 positions
#5RHS Financial, LLCPassive
Some overlap · 6 shared positions
$KLAC$GM$HPE$FLEX$BMY$EXPE
$296M
185 positions
#6PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 6 shared positions
$KLAC$JBL$DAL$FLEX$BMY$UAL
$169.1B
324 positions
#7ABLE Financial Group, LLCPassive
Some overlap · 4 shared positions
$IAU$KLAC$SYF$CVS
$640M
221 positions
#8SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 6 shared positions
$KLAC$JBL$UTHR$COF$EXPE$VST
$892M
299 positions
#9SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$IAU$KLAC$HPE
$973M
379 positions
#10Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$KLAC$UTHR
$819M
339 positions
#11CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 4 shared positions
$KLAC$GM$JBL$COF
$1.3B
88 positions
#12WINCAP FINANCIAL LLCPassive
Some overlap · 5 shared positions
$KLAC$JBL$BMY$SYF$TOL
$185M
86 positions
#13Unison Advisors LLCActive
Some overlap · 6 shared positions
$GM$COF$DAL$SYF$CVS$DHI
$1.4B
173 positions
#14Zhang Financial LLCActive
Some overlap · 3 shared positions
$IAU$KLAC$AXP
$3.4B
392 positions
#15Bellwether Advisors, LLCActive
Some overlap · 4 shared positions
$IAU$HPE$FLEX$EXPE
$675M
167 positions
#16LSV ASSET MANAGEMENTActive
Some overlap · 6 shared positions
$GM$HPE$BMY$EXPE$UAL$CVS
$55.1B
889 positions
#17Silverleafe Capital Partners, LLCActive
Some overlap · 3 shared positions
$IAU$KLAC$VST
$351M
100 positions
#18Kendall Capital ManagementPassive
Some overlap · 5 shared positions
$KLAC$HPE$UTHR$BMY$EXPE
$605M
233 positions
#19Dynasty Wealth Management, LLCActive
Some overlap · 4 shared positions
$IAU$KLAC$FLEX$AXP
$13.5B
367 positions
#20COZAD ASSET MANAGEMENT INCPassive
Some overlap · 6 shared positions
$JBL$HPE$DAL$FLEX$EXPE$CVS
$1.5B
453 positions
#21EQUITABLE TRUST COPassive
Some overlap · 4 shared positions
$IAU$HPE$KLAC$AXP
$2.4B
444 positions
#22Hilltop National BankPassive
Some overlap · 3 shared positions
$IAU$KLAC$AXP
$465M
786 positions
#23PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 4 shared positions
$IAU$COF$BMY$UTHR
$2.8B
186 positions
#24Elevated Financial Group LLCActive
Some overlap · 4 shared positions
$IAU$DAL$SYF$AXP
$357M
117 positions
#25ANDERSON HOAGLAND & COActive
Some overlap · 3 shared positions
$IAU$GM$DAL
$1.3B
135 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.