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 Bank Julius Baer & Ltd, Zurich

13F Portfolio OverlapQ1 2026Bank Julius Baer & Ltd, Zurich portfolio →

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Most similar hedge funds by 13F overlap

Bank Julius Baer & Co. Ltd, Zurich is an institutional investor managing $33.2B across 678 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 Bank Julius Baer & Ltd, Zurich are Wahed Invest, Kepler Cheuvreux (Suisse) SA, Raiffeisen Bank International AG, with shared positions in $KO, $AZN, $AMAT, $LRCX, $LIN, $IBM. The full ranking of 25 similar funds is below.

#1Wahed Invest LLCPassive

Some overlap · 10 shared positions

$KO $AZN $AMAT $LRCX $LIN $IBM

$770M

225 positions

#2Kepler Cheuvreux (Suisse) SAPassive

Some overlap · 7 shared positions

$LRCX $LIN $CME $KO $IBM $GE

$1.5B

171 positions

#3Raiffeisen Bank International AGActive

Some overlap · 8 shared positions

$LRCX $AMAT $LIN $IBM $UBER $ABT

$7.0B

824 positions

#4PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Some overlap · 8 shared positions

$LRCX $AMAT $KO $IBM $PGR $GE

$7.7B

190 positions

#5Vest Financial, LLCPassive

Some overlap · 7 shared positions

$LRCX $AMAT $LIN $IBM $ABT $GE

$8.3B

414 positions

#6Groupe la FrancaisePassive

Some overlap · 8 shared positions

$AZN $KO $GE $LIN $ISRG $AMAT

$7.3B

455 positions

#7Capital Research Global InvestorsActive

Some overlap · 7 shared positions

$AMAT $LIN $GE $WFC $ABT $UBER

$644.6B

459 positions

#8NatWest Group plcActive

Some overlap · 6 shared positions

$LRCX $CME $AZN $GE $UBS $UBER

$462M

44 positions

#9DARA CAPITAL US, INC.Passive

Some overlap · 6 shared positions

$LRCX $AMAT $ISRG $GE $IBM $EMR

$105M

119 positions

#10FORBES J M & CO LLPActive

Some overlap · 7 shared positions

$LIN $KO $IBM $PGR $ABT $EMR

$1.2B

150 positions

#11BDF-GESTIONActive

Some overlap · 8 shared positions

$AMAT $LRCX $ISRG $KO $ABT $BAC

$749M

144 positions

#12Persium Advisors, LLCActive

Some overlap · 5 shared positions

$LRCX $COP $AMAT $IBM $ABT

$127M

60 positions

#13Maple Capital Management, Inc.Active

Some overlap · 6 shared positions

$CME $AMAT $ISRG $GE $ABT $UBER

$1.5B

119 positions

#14Meiji Yasuda America IncActive

Some overlap · 6 shared positions

$COP $AMAT $KO $GE $PGR $UBER

$404M

57 positions

#15MASTERINVEST Kapitalanlage GmbHPassive

Some overlap · 7 shared positions

$CME $LRCX $KO $LIN $ABT $UBER

$962M

292 positions

#16CULLINAN ASSOCIATES INCActive

Some overlap · 6 shared positions

$AMAT $LRCX $KO $IBM $CME $UBER

$1.2B

207 positions

#17BONNESS ENTERPRISES INCActive

Some overlap · 7 shared positions

$AMAT $IBM $PGR $ABT $KO $EMR

$273M

39 positions

#18NS Partners LtdActive

Some overlap · 6 shared positions

$AMAT $ISRG $KO $GE $WFC $BAC

$2.2B

71 positions

#19Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$COP $LIN $KO $IBM $EMR $BAC

$245M

98 positions

#20TRUSTCO BANK CORP N YPassive

Some overlap · 6 shared positions

$AMAT $KO $IBM $GE $ABT $EMR

$113M

71 positions

#21VUB Generali dochodkova spravcovska spolocnost, a.s.Passive

Some overlap · 6 shared positions

$LIN $COP $GE $KO $WFC $BAC

$127M

91 positions

#22MOKAN Wealth Management Inc.Passive

Some overlap · 6 shared positions

$COP $LRCX $AMAT $GE $ABT $CME

$226M

109 positions

#23Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$COP $KO $IBM $WFC $EMR $BAC

$308M

137 positions

#24Massachusetts Wealth ManagementPassive

Some overlap · 6 shared positions

$COP $KO $GE $WFC $EMR $BAC

$231M

98 positions

#25Wynn Capital, LLCPassive

Some overlap · 6 shared positions

$AMAT $IBM $GE $KO $WFC $BAC

$195M

107 positions

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View Bank Julius Baer & Ltd, Zurich’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.