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Hedge Funds Similar to Swiss Life Asset Ltd

13F Portfolio OverlapQ1 2026Swiss Life Asset Ltd portfolio →
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Most similar hedge funds by 13F overlap

Swiss Life Asset Management Ltd is an institutional investor managing $20.4B across 1,506 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 Swiss Life Asset Ltd are Center for Wealth Advisory, Keystone Financial Planning,, FUKOKU MUTUAL LIFE INSURANCE, with shared positions in $VZ, $PFE, $MO, $CME, $MS, $UPS. The full ranking of 25 similar funds is below.

#1Center for Wealth Management AdvisoryActive
Some overlap · 7 shared positions
$VZ$PFE$MO$CME$MS$UPS
$139M
62 positions
#2Keystone Financial Planning, Inc.Smart money
Some overlap · 6 shared positions
$VZ$MO$PFE$CME$IBM$UPS
$374M
40 positions
#3FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 6 shared positions
$VZ$MO$PFE$CME$TXN$IBM
$1.5B
235 positions
#4Verity & Verity, LLCActive
Some overlap · 6 shared positions
$VZ$MO$PFE$OKE$TXN$UPS
$1.3B
138 positions
#5Disciplined Equity Management, Inc.Active
Some overlap · 6 shared positions
$VZ$MO$PFE$OKE$PLTR$TXN
$199M
44 positions
#6Garner Asset Management CorpPassive
Some overlap · 7 shared positions
$VZ$CME$OKE$MS$TXN$IBM
$255M
156 positions
#7WBI INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$VZ$MO$PFE$OKE$UPS
$362M
275 positions
#8WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 7 shared positions
$PFE$VZ$CME$OKE$IBM$PLTR
$210M
141 positions
#9AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$VZ$MO$PFE$MS$IBM
$160M
137 positions
#10CFC Planning Co LLCPassive
Some overlap · 6 shared positions
$VZ$MO$TXN$IBM$UPS$UNH
$140M
72 positions
#11Persium Advisors, LLCActive
Some overlap · 6 shared positions
$VZ$PFE$LRCX$IBM$AMAT$UNH
$127M
60 positions
#12Palouse Capital Management, Inc.Passive
Some overlap · 6 shared positions
$VZ$PFE$OKE$TXN$UPS$UNH
$151M
135 positions
#13ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$VZ$PFE$MS$TXN$IBM$UPS
$639M
126 positions
#14Measured Risk Portfolios, Inc.Passive
Some overlap · 5 shared positions
$VZ$MO$CME$TXN$UPS
$91M
66 positions
#15Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$VZ$MO$LRCX$TXN$IBM
$240M
278 positions
#16TrueMark Investments, LLCPassive
Some overlap · 5 shared positions
$VZ$MO$CME$UPS$UNH
$514M
167 positions
#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$VZ$CME$OKE$TXN$IBM$UPS
$220M
148 positions
#18HF Advisory Group, LLCPassive
Some overlap · 5 shared positions
$VZ$MO$PFE$MS$AMAT
$293M
166 positions
#19Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$VZ$MO$PFE$MS$IBM
$232M
44 positions
#20IBEX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$VZ$PFE$CME$OKE$PLTR
$1.1B
203 positions
#21VIKING FUND MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$VZ$MO$PFE$MS
$976M
142 positions
#22Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 5 shared positions
$VZ$PFE$CME$TXN$UNH
$2.8B
87 positions
#23PARK CIRCLE CoActive
Some overlap · 4 shared positions
$VZ$MO$PFE$IBM
$108M
51 positions
#24SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$VZ$PFE$CME$TXN$IBM
$728M
79 positions
#25BCWM, LLCPassive
Some overlap · 4 shared positions
$VZ$MO$PFE$UPS
$353M
57 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.