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Hedge Funds Similar to Covea Finance

13F Portfolio OverlapQ3 2026Covea Finance portfolio →
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Most similar hedge funds by 13F overlap

Covea Finance is an institutional investor managing $3.1B across 166 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Covea Finance are Michael Brady, Mirova US, BOWEN HANES, with shared positions in $WM, $EMR, $AXP, $LHX, $TJX, $ADI. The full ranking of 25 similar funds is below.

#1Michael Brady & Co., LLCActive
Notable overlap · 7 shared positions
$WM$EMR$AXP$LHX$TJX$ADI
$110M
55 positions
#2Mirova US LLCActive
Notable overlap · 7 shared positions
$WM$TMO$ISRG$TJX$AWK$CP
$9.3B
45 positions
#3BOWEN HANES & CO INCActive
Some overlap · 6 shared positions
$CCJ$TDY$SOLS$AXP$ISRG$PH
$4.1B
151 positions
#4Destination Wealth ManagementPassive
Some overlap · 6 shared positions
$WM$ADI$AXP$TJX$TMO$ISRG
$4.3B
344 positions
#5GHP Investment Advisors, Inc.Passive
Some overlap · 7 shared positions
$TDY$TJX$ADI$AXP$ROK$PH
$2.7B
1,321 positions
#6Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$WM$EMR$TMO$TJX$MS$AXP
$360M
73 positions
#7Smith Group Asset Management, LLCActive
Some overlap · 6 shared positions
$CDNS$ADI$AXP$TJX$HUBB$PH
$1.5B
143 positions
#8Petros Family Wealth, LLCPassive
Some overlap · 6 shared positions
$EMR$ADI$LHX$TJX$ISRG$AXP
$164M
134 positions
#9Front Row Advisors LLCPassive
Some overlap · 6 shared positions
$KEYS$ADI$TJX$TMO$ROK$ISRG
$345M
576 positions
#10Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$WM$EMR$AXP$TJX$MS
$292M
99 positions
#11Nordwand Advisors, LLCPassive
Some overlap · 6 shared positions
$WM$LHX$AXP$TMO$HUBB$MS
$652M
146 positions
#12BCS Private Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$WM$TMO$CCJ$AXP$MS
$332M
187 positions
#13CHILTON CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$TMO$WM$TJX$AXP$MS$GILD
$3.2B
592 positions
#14Quilter PlcActive
Some overlap · 6 shared positions
$EMR$TMO$MAR$CP$ROK$AXP
$6.9B
127 positions
#15HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$WM$AXP$EMR$TJX$ISRG
$321M
107 positions
#16BROWN BROTHERS HARRIMAN & COActive
Some overlap · 6 shared positions
$WM$CDNS$ROK$PH$ADI$TMO
$22.8B
1,818 positions
#17Brookmont Capital ManagementActive
Some overlap · 5 shared positions
$WM$ADI$SOLS$LHX$GILD
$176M
64 positions
#18LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$WM$AXP$CDNS$MAR$ROK
$213M
124 positions
#19Renaissance Investment Group LLCPassive
Some overlap · 5 shared positions
$TMO$CCJ$HWM$ISRG$TJX
$508M
84 positions
#20MIROVAActive
Some overlap · 5 shared positions
$WM$CDNS$TMO$ISRG$KEYS
$2.7B
185 positions
#21Saranac Partners LtdPassive
Some overlap · 5 shared positions
$CDNS$KEYS$ISRG$TJX$CP
$343M
117 positions
#22Walter Public Investments Inc.Passive
Some overlap · 5 shared positions
$CDNS$TDY$CCJ$CP$HUBB
$416M
53 positions
#23Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$EMR$TMO$AXP$WM$HUBB
$825M
104 positions
#24Navera Investment Management Ltd.Active
Some overlap · 6 shared positions
$CDNS$TMO$ISRG$FNV$HUBB$AXP
$3.7B
56 positions
#25HALL LAURIE J TRUSTEEPassive
Some overlap · 5 shared positions
$WM$ADI$TJX$ROK$MS
$314M
98 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.