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Hedge Funds Similar to Zurich Insurance Group Ltd/FI

13F Portfolio OverlapQ1 2026Zurich Insurance Group Ltd/FI portfolio →
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Most similar hedge funds by 13F overlap

Zurich Insurance Group Ltd/FI is an institutional investor managing $12.7B across 327 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Zurich Insurance Group Ltd/FI are FRANKLIN RESOURCES, Compagnie Lombard Odier SCmA, PARADIGM ASSET, with shared positions in $AZN, $NEE, $KO, $C, $PM, $LRCX. The full ranking of 25 similar funds is below.

#1FRANKLIN RESOURCES INCPassive
Some overlap · 7 shared positions
$AZN$NEE$KO$C$PM$LRCX
$408.3B
3,148 positions
#2Compagnie Lombard Odier SCmAActive
Some overlap · 6 shared positions
$AZN$TTE$NEE$KO$LIN$WM
$8.1B
454 positions
#3PARADIGM ASSET MANAGEMENT CO LLCPassive
Some overlap · 6 shared positions
$AZN$NEE$KO$C$LRCX$PM
$426M
424 positions
#4Evelyn Partners Investment Management LLPActive
Some overlap · 5 shared positions
$AZN$TTE$NEE$KO$LIN
$3.7B
410 positions
#5GROUPAMA ASSET MANAGMENTActive
Some overlap · 5 shared positions
$AZN$TTE$NEE$C$REGN
$6.8B
395 positions
#6Capital International SarlActive
Some overlap · 5 shared positions
$AZN$TTE$LIN$C$PM
$6.1B
287 positions
#7DekaBank Deutsche GirozentralePassive
Some overlap · 5 shared positions
$AZN$TTE$KO$LIN$PM
$61M
1,101 positions
#8Groupe la FrancaisePassive
Some overlap · 5 shared positions
$AZN$TTE$KO$LIN$LRCX
$7.3B
455 positions
#9Teucrium Investment Advisors, LLCActive
Some overlap · 5 shared positions
$AZN$KO$LIN$LRCX$PM
$129M
42 positions
#10Wahed Invest LLCPassive
Some overlap · 5 shared positions
$AZN$KO$LIN$LRCX$ADI
$770M
225 positions
#11Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$NEE$KO$C$PM$USB
$303M
121 positions
#12Brentview Investment Management LLCPassive
Some overlap · 5 shared positions
$NEE$LIN$LRCX$PM$WM
$231M
63 positions
#13HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$NEE$KO$AZN$PM$USB
$1.5B
477 positions
#14NORDEA INVESTMENT MANAGEMENT ABActive
Some overlap · 5 shared positions
$LIN$C$LRCX$WM$NEE
$107.2B
864 positions
#15STOCK YARDS BANK & TRUST COActive
Some overlap · 5 shared positions
$NEE$LIN$PM$WM$EQIX
$3.2B
396 positions
#16LGT Group FoundationActive
Some overlap · 4 shared positions
$AZN$TTE$NEE$KO
$8.2B
283 positions
#17Brookmont Capital ManagementActive
Some overlap · 5 shared positions
$AZN$WM$EQIX$USB$ADI
$179M
59 positions
#18BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$NEE$LIN$WM$USB$ADI
$7.8B
1,278 positions
#19Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$KO$LIN$WM$CAH$USB
$245M
98 positions
#20CAPITAL INTERNATIONAL LTD /CA/Active
Some overlap · 4 shared positions
$AZN$TTE$LIN$C
$2.7B
146 positions
#21THORNBURG INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$AZN$TTE$LIN$C
$9.6B
171 positions
#22Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 4 shared positions
$AZN$TTE$LIN$C
$585M
140 positions
#23Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 5 shared positions
$NEE$LRCX$PM$USB$ADI
$412M
46 positions
#24Consolidated Planning CorpActive
Some overlap · 5 shared positions
$KO$LRCX$PM$CAH$ADI
$617M
144 positions
#25EDMOND DE ROTHSCHILD HOLDING S.A.Passive
Some overlap · 4 shared positions
$AZN$TTE$NEE$WM
$6.9B
544 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.