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 Leo H. Evart

13F Portfolio OverlapQ2 2026Leo H. Evart portfolio →

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Most similar hedge funds by 13F overlap

Leo H. Evart, Inc. is an institutional investor managing $127M across 295 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 Leo H. Evart are Carson Advisory, V2 Financial group, A. D. Beadell Investment Counsel, with shared positions in $BAH, $EIX, $T, $BA, $SRE, $SGOL. The full ranking of 25 similar funds is below.

#1Carson Advisory Inc.Passive

Some overlap · 4 shared positions

$BAH $EIX $T $BA

$218M

204 positions

#2V2 Financial group LLCSmart money

Some overlap · 3 shared positions

$BAH $BA $T

$268M

123 positions

#3A. D. Beadell Investment Counsel, Inc.Passive

Some overlap · 3 shared positions

$SRE $SGOL $PEP

$156M

104 positions

#4Financial Designs CorpSmart money

Some overlap · 3 shared positions

$SGOL $SRE $EIX

$187M

41 positions

#5Presper Financial Architects, LLCSmart money

Some overlap · 3 shared positions

$BAH $T $PEP

$192M

55 positions

#6Newport Trust Company, LLCActive

Slight overlap · 3 shared positions

$SRE $T $BA

$41.5B

63 positions

#7RNC CAPITAL MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$SRE $T $PEP

$2.4B

181 positions

#8BCWM, LLCPassive

Slight overlap · 3 shared positions

$SRE $T $PEP

$342M

57 positions

#9FINANCIAL ADVISORY PARTNERS, LLCActive

Slight overlap · 3 shared positions

$SRE $PEP $SCHW

$383M

74 positions

#10DAVIDSON INVESTMENT ADVISORSActive

Slight overlap · 3 shared positions

$SRE $BA $SCHW

$2.4B

123 positions

#11DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Slight overlap · 3 shared positions

$SRE $PLD $PSA

$10.6B

162 positions

#12Metis Global Partners, LLCActive

Slight overlap · 3 shared positions

$SGOL $PLD $PSA

$4.4B

714 positions

#13WEALTH ALLIANCE, LLCPassive

Slight overlap · 3 shared positions

$BAH $PLD $PEP

$1.2B

573 positions

#14RM Financial Services, LLCPassive

Slight overlap · 3 shared positions

$BAH $BA $PEP

$135M

79 positions

#15Advisor Resource CouncilPassive

Slight overlap · 4 shared positions

$SRE $PLD $PEP $SCHW

$355M

276 positions

#16Allen Capital Group, LLCPassive

Slight overlap · 3 shared positions

$SGOL $PEP $SCHW

$1.2B

319 positions

#17Keystone Financial GroupPassive

Slight overlap · 3 shared positions

$BAH $T $BA

$1.7B

567 positions

#18Westbourne Investment Advisors, Inc.Passive

Slight overlap · 3 shared positions

$BAH $PEP $SCHW

$363M

120 positions

#19West Wealth Group, LLCActive

Slight overlap · 3 shared positions

$SRE $PLD $BA

$611M

143 positions

#20Navigoe, LLCPassive

Slight overlap · 4 shared positions

$EIX $T $BA $PSA

$191M

1,224 positions

#21CMG Global Holdings, LLCPassive

Slight overlap · 3 shared positions

$BAH $BA $SCHW

$236M

100 positions

#22Arbor Wealth Advisors LLCSmart money

Slight overlap · 3 shared positions

$SRE $T $BA

$164M

60 positions

#23VICUS CAPITALActive

Slight overlap · 3 shared positions

$BAH $T $SCHW

$1.5B

268 positions

#24Skyline Advisors, Inc.Active

Slight overlap · 3 shared positions

$SGOL $BA $PEP

$319M

123 positions

#25denkapparat Operations GmbHPassive

Slight overlap · 3 shared positions

$EIX $LOGI $EME

$306M

383 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.