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 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.

13F Portfolio OverlapQ1 2026FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. portfolio →

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Most similar hedge funds by 13F overlap

FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. is an institutional investor managing $2.8B across 462 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 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. are EDGAR LOMAX /VA, BCV Asset, WRIGHT INVESTORS SERVICE, with shared positions in $TXN, $GILD, $ACN, $NEE, $BAC, $PFE. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$TXN $GILD $ACN $NEE $BAC $PFE

$1.4B

56 positions

#2BCV Asset Management Inc.Active

Some overlap · 5 shared positions

$AMAT $TXN $ACN $NEE $BAC

$2.9B

120 positions

#3WRIGHT INVESTORS SERVICE INCPassive

Some overlap · 7 shared positions

$AMAT $GILD $NEE $BAC $CRM $PFE

$318M

148 positions

#4Verity & Verity, LLCActive

Some overlap · 6 shared positions

$ACN $TXN $GILD $NEE $PFE $AMGN

$1.3B

138 positions

#5DIAMOND HILL CAPITAL MANAGEMENT INCActive

Some overlap · 6 shared positions

$TXN $CRM $ACN $BAC $DIS $PFE

$16.0B

187 positions

#6AVITY INVESTMENT MANAGEMENT INC.Active

Some overlap · 5 shared positions

$AMAT $TXN $ACN $NEE $AMGN

$1.4B

114 positions

#7Coppell Advisory Solutions LLCActive

Some overlap · 6 shared positions

$ADSK $AMAT $BAC $AMGN $ACN $__PARK_1390777

$170M

39 positions

#8Maytus Capital Management, LLCPassive

Some overlap · 4 shared positions

$AMAT $TXN $CRM $ACN

$562M

62 positions

#9ADAPT Investment Managers SAActive

Some overlap · 5 shared positions

$TXN $CRM $GILD $ADSK $BAC

$7.6B

133 positions

#10Sanders Capital, LLCActive

Some overlap · 4 shared positions

$AMAT $ACN $CRM $BAC

$83.9B

44 positions

#11GRANDFIELD & DODD, LLCPassive

Some overlap · 4 shared positions

$AMAT $ADSK $GILD $DIS

$1.8B

209 positions

#12Employees Provident Fund BoardActive

Some overlap · 5 shared positions

$AMAT $CRM $NEE $BAC $DIS

$13.2B

70 positions

#13MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 5 shared positions

$AMAT $TXN $NEE $__PARK_1390777 $AMGN

$1.1B

105 positions

#14Cohen Investment Advisors LLCPassive

Some overlap · 7 shared positions

$CRM $NEE $BAC $DIS $KMI $PFE

$210M

79 positions

#15Glass Wealth Management Co LLCPassive

Some overlap · 5 shared positions

$AMAT $TXN $NEM $BAC $PFE

$258M

67 positions

#16Beech Hill Advisors, Inc.Passive

Some overlap · 5 shared positions

$AMAT $CRM $NEE $DIS $FSLR

$200M

94 positions

#17Curat Global, LLCPassive

Some overlap · 6 shared positions

$AMAT $TXN $GILD $PFE $AMGN $BAC

$102M

265 positions

#18PLIMOTH TRUST CO LLCPassive

Some overlap · 5 shared positions

$AMAT $CRM $NEE $BAC $AMGN

$447M

173 positions

#19WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 5 shared positions

$ACN $CRM $NEE $DIS $AMGN

$1.2B

69 positions

#20STANCE CAPITAL LLCPassive

Some overlap · 4 shared positions

$ADSK $TXN $NEM $__PARK_1390777

$206M

281 positions

#21Iyo Bank, Ltd.Active

Some overlap · 4 shared positions

$ADSK $TXN $NEE $DIS

$281M

35 positions

#22Granite Group Advisors, LLCActive

Some overlap · 6 shared positions

$TXN $NEE $DIS $__PARK_1390777 $ACN $AMGN

$165M

86 positions

#23CFC Planning Co LLCPassive

Some overlap · 5 shared positions

$TXN $CRM $ADSK $DIS $AMGN

$140M

72 positions

#24CHARTER RESEARCH & INVESTMENT GROUP, INC.Active

Some overlap · 5 shared positions

$AMAT $CRM $BAC $DIS $KMI

$150M

86 positions

#25Dundas Partners LLPActive

Some overlap · 3 shared positions

$AMAT $ACN $CRM

$1.3B

49 positions

Compare FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.’s portfolio side by side

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View FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.’s holdings

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.