13F Pro

Hedge Funds Similar to Covea Finance

13F Portfolio OverlapQ1 2026Covea Finance portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Covea Finance is an institutional investor managing $3.2B across 153 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 Covea Finance are Mirova US, McLaughlin Asset ,, MATTERN ,, with shared positions in $WM, $TMO, $ISRG, $TJX, $AWK, $PANW. The full ranking of 25 similar funds is below.

#1Mirova US LLCActive
Notable overlap · 9 shared positions
$WM$TMO$ISRG$TJX$AWK$PANW
$8.8B
42 positions
#2McLaughlin Asset Management, Inc.Passive
Notable overlap · 9 shared positions
$GEV$ISRG$TJX$AXP$PANW$KO
$105M
91 positions
#3MATTERN CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 9 shared positions
$AWK$LHX$MSI$ABT$WM$LOW
$835M
170 positions
#4BOWEN HANES & CO INCActive
Notable overlap · 8 shared positions
$CCJ$MSI$GEV$ISRG$AXP$PANW
$4.1B
151 positions
#5Renaissance Investment Group LLCPassive
Notable overlap · 7 shared positions
$TMO$GEV$CCJ$ISRG$TJX$HWM
$465M
81 positions
#6Michael Brady & Co., LLCActive
Notable overlap · 8 shared positions
$WM$TJX$AXP$ABT$LHX$GEV
$100M
54 positions
#7Greystone Financial Group, LLCPassive
Notable overlap · 7 shared positions
$WM$EMR$TMO$TJX$ABT$KO
$353M
78 positions
#8Vertrix Wealth Management, LLCPassive
Notable overlap · 7 shared positions
$WM$EMR$TJX$TMO$KO$AXP
$272M
95 positions
#9Community Financial Services Group, LLCPassive
Notable overlap · 8 shared positions
$BAC$EMR$PANW$AXP$WM$LOW
$568M
460 positions
#10GROUPAMA ASSET MANAGMENTActive
Notable overlap · 7 shared positions
$TMO$MSI$GEV$TJX$PANW$FNV
$6.8B
395 positions
#11PARK NATIONAL CORP /OH/Passive
Notable overlap · 7 shared positions
$WM$GEV$TJX$ADI$KO$PANW
$3.3B
381 positions
#12NORRIS PERNE & FRENCH LLP/MIActive
Notable overlap · 7 shared positions
$WM$TMO$TJX$MSI$ABT$AMAT
$1.5B
139 positions
#13Baker Chad RActive
Notable overlap · 7 shared positions
$WM$TJX$ABT$ADI$XYL$LOW
$530M
56 positions
#14Petros Family Wealth, LLCPassive
Notable overlap · 8 shared positions
$LHX$BAC$ADI$EMR$LOW$TJX
$140M
131 positions
#15ALTA CAPITAL MANAGEMENT LLC/Active
Notable overlap · 7 shared positions
$WM$TMO$TJX$PANW$CEG$SHW
$1.3B
100 positions
#16Quilter PlcActive
Notable overlap · 7 shared positions
$TMO$BAC$EMR$KO$PANW$MAR
$5.7B
124 positions
#17DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Notable overlap · 8 shared positions
$BAC$TMO$AXP$TJX$AMAT$PH
$112.7B
1,002 positions
#18S-Bank Fund Management LtdActive
Notable overlap · 7 shared positions
$BAC$TMO$EMR$KO$GEV$AMAT
$671M
178 positions
#19Pettee Investors, Inc.Passive
Some overlap · 8 shared positions
$WM$AXP$TDY$EMR$LOW$HUBB
$194M
115 positions
#20PARNASSUS INVESTMENTS, LLCActive
Some overlap · 6 shared positions
$WM$TMO$BAC$MAR$AMAT$SHW
$34.1B
135 positions
#21DUPONT CAPITAL MANAGEMENT CORPPassive
Some overlap · 7 shared positions
$BAC$TJX$ADI$KO$EMR$AMAT
$879M
101 positions
#22Avalon Trust CoActive
Some overlap · 7 shared positions
$AWK$TMO$TJX$PANW$LOW$ADI
$1.5B
460 positions
#23TRUSTCO BANK CORP N YPassive
Some overlap · 7 shared positions
$GEV$ABT$KO$AXP$LOW$EMR
$113M
71 positions
#24CHILTON CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$TMO$GEV$WM$TJX$LOW$AXP
$2.9B
658 positions
#25Hemenway Trust Co LLCActive
Some overlap · 7 shared positions
$TJX$ABT$ADI$AXP$XYL$WM
$1.2B
135 positions

Compare Covea Finance’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Covea Finance’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.