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 OverlapQ2 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 $38.6B across 661 U.S. equity positions as of Q2 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 MASSACHUSETTS FINANCIAL SERVICES, INTERNATIONAL LTD, Group Investment Pte. Ltd., with shared positions in $KLAC, $UBS, $LIN, $ETN, $APH, $COP. The full ranking of 25 similar funds is below.

#1MASSACHUSETTS FINANCIAL SERVICES CO /MA/Passive

Some overlap · 6 shared positions

$KLAC $UBS $LIN $ETN $APH $COP

$315.2B

1,005 positions

#2CAPITAL INTERNATIONAL LTD /CA/Active

Some overlap · 5 shared positions

$KLAC $AZN $APH $LIN $ISRG

$3.1B

150 positions

#3Capital Group Investment Management Pte. Ltd.Passive

Some overlap · 5 shared positions

$KLAC $AZN $APH $LIN $ISRG

$664M

143 positions

#4Acumen Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$KLAC $ETN $APH $WFC $ISRG

$472M

493 positions

#5Capital International SarlActive

Some overlap · 5 shared positions

$KLAC $AZN $APH $ISRG $LIN

$7.1B

287 positions

#6NZS Capital, LLCActive

Some overlap · 5 shared positions

$KLAC $APH $PGR $LIN $ISRG

$3.9B

61 positions

#7BRIDGES INVESTMENT MANAGEMENT INCActive

Some overlap · 5 shared positions

$KLAC $PGR $WFC $ISRG $APH

$8.2B

401 positions

#8Cornerstone Advisors, LLCActive

Some overlap · 5 shared positions

$KLAC $APH $ETN $LIN $ISRG

$3.0B

112 positions

#9HENDLEY & CO INCActive

Some overlap · 5 shared positions

$AZN $ETN $APH $COP $LIN

$283M

47 positions

#10NATIXIS ADVISORS, LLCPassive

Some overlap · 6 shared positions

$KLAC $LIN $APH $ETN $AZN $WFC

$88.9B

1,819 positions

#11Clarendon Private LLCPassive

Some overlap · 5 shared positions

$KLAC $ETN $WFC $LIN $APH

$156M

124 positions

#12CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$KLAC $ETN $APH $WFC

$1.3B

99 positions

#13Heritage Family Offices, LLPPassive

Some overlap · 4 shared positions

$KLAC $ETN $APH $WFC

$259M

233 positions

#14Pacific Excel Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$KLAC $ETN $APH $WFC

$258M

228 positions

#15Ayrshire Capital Management LLCPassive

Some overlap · 4 shared positions

$KLAC $ETN $APH $LIN

$214M

50 positions

#16Community Financial Services Group, LLCPassive

Some overlap · 4 shared positions

$KLAC $ETN $APH $LIN

$686M

532 positions

#17Capital International InvestorsActive

Some overlap · 4 shared positions

$KLAC $AZN $APH $COP

$483.6B

446 positions

#18Jupiter Topco LLCPassive

Some overlap · 4 shared positions

$KLAC $AZN $ETN $APH

$245.4B

2,461 positions

#19S Harris Financial Group, LLCActive

Some overlap · 4 shared positions

$KLAC $AZN $LIN $ETN

$129M

124 positions

#20WELLINGTON MANAGEMENT GROUP LLPPassive

Some overlap · 6 shared positions

$AZN $KLAC $WFC $UBS $APH $ETN

$580.2B

1,921 positions

#21Baader Bank AktiengesellschaftPassive

Some overlap · 5 shared positions

$APH $KLAC $UBS $LIN $ETN

$1.3B

415 positions

#22Union Heritage Capital, LLCPassive

Some overlap · 4 shared positions

$KLAC $APH $COP $WFC

$295M

65 positions

#23PCB Capital LLCPassive

Some overlap · 4 shared positions

$KLAC $APH $WFC $ISRG

$82M

114 positions

#24Banque Transatlantique SAActive

Some overlap · 4 shared positions

$KLAC $ETN $LIN $ISRG

$4.7B

494 positions

#25FACTORY MUTUAL INSURANCE COActive

Some overlap · 4 shared positions

$KLAC $APH $ETN $ISRG

$10.6B

205 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.