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 Skandinaviska Enskilda Banken AB (publ)

13F Portfolio OverlapQ1 2026Skandinaviska Enskilda Banken AB (publ) portfolio →

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Most similar hedge funds by 13F overlap

Skandinaviska Enskilda Banken AB (publ) is an institutional investor managing $4.3B across 163 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 Skandinaviska Enskilda Banken AB (publ) are BROADWATER, ROFFMAN MILLER ASSOCIATES /PA/, DAVIS-REA LTD., with shared positions in $MCD, $SYK, $IBM, $INTC, $GD, $ADP. The full ranking of 25 similar funds is below.

#1BROADWATER CAPITAL MANAGEMENT LLC

Notable overlap · 6 shared positions

$MCD $SYK $IBM $INTC $GD $ADP

$134M

211 positions

#2ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$MCD $SYK $GD $TMO $INTC $ADP

$1.7B

86 positions

#3DAVIS-REA LTD.Passive

Some overlap · 5 shared positions

$SYK $MCD $BAC $TMO $SNPS

$384M

54 positions

#4BONNESS ENTERPRISES INCActive

Some overlap · 6 shared positions

$IBM $SYK $INTC $TMO $PGR $HPQ

$273M

39 positions

#5STONEBRIDGE CAPITAL MANAGEMENT INCPassive

Some overlap · 6 shared positions

$SYK $IBM $INTC $GD $AMD $NSC

$220M

80 positions

#6PARNASSUS INVESTMENTS, LLCActive

Some overlap · 6 shared positions

$SYK $BAC $TMO $SNPS $AMD $BSX

$34.1B

135 positions

#7LETSON INVESTMENT MANAGEMENT, INC.Active

Some overlap · 5 shared positions

$MCD $SYK $BAC $CARR $ADP

$260M

101 positions

#8Exeter Financial, LLCPassive

Some overlap · 5 shared positions

$MCD $IBM $GD $BAC $ADP

$245M

98 positions

#9Boit C F DavidPassive

Some overlap · 5 shared positions

$MCD $SYK $BAC $TMO $ADP

$225M

117 positions

#10Ilex Capital Partners (UK) LLPPassive

Some overlap · 5 shared positions

$MCD $SYK $TMO $BSX $TMUS

$4.1B

77 positions

#11Paragon Capital Management LLCActive

Some overlap · 4 shared positions

$MCD $IBM $INTC $BAC

$202M

57 positions

#12Stokes Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$MCD $IBM $SYK

$446M

104 positions

#13LYNCH & ASSOCIATES/INPassive

Some overlap · 4 shared positions

$MCD $IBM $BAC $SYK

$533M

126 positions

#14Palisade Asset Management, LLCActive

Some overlap · 5 shared positions

$IBM $MCD $GD $SYK $ADP

$996M

195 positions

#15Catherine Avery Investment Management LLCPassive

Some overlap · 3 shared positions

$MCD $IBM $BAC

$223M

109 positions

#16Rayburn West Financial Services LLCPassive

Some overlap · 4 shared positions

$IBM $BAC $GD $MCD

$170M

82 positions

#17SEARLE & CO.Passive

Some overlap · 5 shared positions

$IBM $MCD $BAC $AZN $ADP

$398M

194 positions

#18NICHOLAS COMPANY, INC.Active

Some overlap · 6 shared positions

$TMO $MCD $SYK $AZN $SNPS $AMD

$5.1B

203 positions

#19HALL LAURIE J TRUSTEEPassive

Some overlap · 5 shared positions

$IBM $SYK $AMD $CARR $VRTX

$283M

104 positions

#20HOERTKORN RICHARD CHARLESActive

Some overlap · 6 shared positions

$BAC $MCD $INTC $AMD $TMUS $MRVL

$122M

75 positions

#21Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$IBM $MCD $TMO $SNPS $NOW

$353M

78 positions

#22Mystic Asset Management, Inc.Passive

Some overlap · 5 shared positions

$BAC $SYK $IBM $MCD $GD

$431M

218 positions

#23Evelyn Partners Investment Management Services LtdPassive

Some overlap · 5 shared positions

$SYK $MCD $TMO $AZN $ADP

$850M

281 positions

#24Capital Wealth Planning, LLCActive

Some overlap · 3 shared positions

$MCD $IBM $NSC

$18.1B

151 positions

#25Yoffe Investment Management, LLCPassive

Some overlap · 4 shared positions

$IBM $MCD $INTC $SNPS

$78M

111 positions

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View Skandinaviska Enskilda Banken AB (publ)’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.