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 PICTET BANK & Ltd

13F Portfolio OverlapQ1 2026PICTET BANK & Ltd portfolio →

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Most similar hedge funds by 13F overlap

PICTET BANK & TRUST Ltd is an institutional investor managing $76M across 33 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 PICTET BANK & Ltd are BANQUE PICTET & CIE SA, Pictet & Cie (Europe) SA, Fundsmith LLP, with shared positions in $MCD, $WM, $TXN, $ZTS, $MSCI, $TTE. The full ranking of 25 similar funds is below.

#1BANQUE PICTET & CIE SAActive

Substantial overlap · 19 shared positions

$MCD $WM $TXN $ZTS $MSCI $TTE

$14.2B

385 positions

#2Pictet & Cie (Europe) SAActive

Notable overlap · 14 shared positions

$LIN $ETN $WFC $ORLY $PM $SYK

$4.7B

207 positions

#3Fundsmith LLPActive

Notable overlap · 7 shared positions

$TXN $ZTS $PM $SYK $MAR $MSCI

$12.8B

34 positions

#4Longview Partners (Guernsey) LTDActive

Notable overlap · 5 shared positions

$TXN $MSCI $MRSH $CRM $UNH

$7.1B

25 positions

#5RBO & CO LLCActive

Notable overlap · 4 shared positions

$MCD $ZTS $PM $WM

$620M

57 positions

#6YCG, LLCActive

Notable overlap · 5 shared positions

$WM $MSCI $MRSH $LIN $SYK

$1.1B

42 positions

#7FUNDSMITH INVESTMENT SERVICES LTD.Smart money

Notable overlap · 6 shared positions

$TXN $ZTS $PM $SYK $WM $MAR

$4.4B

24 positions

#8ECOFI INVESTISSEMENTS SAPassive

Notable overlap · 4 shared positions

$WM $ZTS $CRM $BSX

$55M

36 positions

#9Stokes Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$MCD $TXN $SYK $MRSH $LIN

$446M

104 positions

#10PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 7 shared positions

$WM $SYK $LIN $BSX $MRSH $CRM

$34.1B

135 positions

#11Walsky Investment Management, Inc.Passive

Notable overlap · 4 shared positions

$MCD $TXN $ETN $WFC

$98M

50 positions

#12Blue Chip Partners, LLCActive

Notable overlap · 6 shared positions

$WM $PM $ETN $ORLY $MCD $ROL

$1.4B

170 positions

#13Terra Alpha Investments LLC

Notable overlap · 4 shared positions

$WM $ETN $CRM $SYK

$98M

32 positions

#14Palmer Knight CoPassive

Notable overlap · 4 shared positions

$TXN $WM $MAR $UNH

$205M

32 positions

#15CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$TXN $ETN $WFC $SYK

$1.2B

103 positions

#16Westchester Capital Management, Inc.Active

Notable overlap · 3 shared positions

$WM $MCD $CRM

$497M

45 positions

#17Cambridge Financial Group, Inc.Active

Notable overlap · 3 shared positions

$TXN $MCD $ETN

$267M

33 positions

#18FAYEZ SAROFIM & COActive

Notable overlap · 6 shared positions

$PM $MCD $TXN $ETN $UNH $MAR

$39.1B

294 positions

#19Kinsale Capital Group, Inc.Active

Notable overlap · 6 shared positions

$PM $TXN $MCD $MRSH $UNH $MAR

$624M

41 positions

#20Ilex Capital Partners (UK) LLPPassive

Notable overlap · 5 shared positions

$MCD $SYK $BSX $UNH $ROL

$4.1B

77 positions

#21HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$MCD $PM $ORLY $WFC $ZTS

$243M

44 positions

#22NS Partners LtdActive

Notable overlap · 8 shared positions

$MCD $SYK $PM $BSX $WFC $ZTS

$2.2B

71 positions

#23ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$MCD $ORLY $PM $MAR

$107M

35 positions

#24MOODY LYNN & LIEBERSON, LLCPassive

Notable overlap · 6 shared positions

$WM $SYK $LIN $ETN $WFC $MCD

$1.8B

250 positions

#25Banque Transatlantique SAActive

Notable overlap · 7 shared positions

$ETN $LIN $ORLY $SYK $BSX $MCD

$4.2B

442 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.