13F Pro

Hedge Funds Similar to EDMOND DE ROTHSCHILD HOLDING S.A.

13F Portfolio OverlapQ1 2026EDMOND DE ROTHSCHILD HOLDING S.A. portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

EDMOND DE ROTHSCHILD HOLDING S.A. is an institutional investor managing $6.9B across 544 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 EDMOND DE ROTHSCHILD HOLDING S.A. are Pictet & Cie (Europe) SA, Allied Investment Advisors,, Compagnie Lombard Odier SCmA, with shared positions in $TTE, $SLB, $WFC, $ZTS, $BSX, $BAC. The full ranking of 25 similar funds is below.

#1Pictet & Cie (Europe) SAActive
Some overlap · 5 shared positions
$TTE$SLB$WFC$ZTS$BSX
$4.7B
207 positions
#2Allied Investment Advisors, LLCActive
Some overlap · 4 shared positions
$TTE$BAC$WFC$MDT
$697M
100 positions
#3Compagnie Lombard Odier SCmAActive
Some overlap · 5 shared positions
$TTE$BAC$AZN$NEE$WM
$8.1B
454 positions
#4Te Ahumairangi Investment Management LtdActive
Some overlap · 5 shared positions
$TTE$CHKP$AZN$VZ$MDT
$597M
86 positions
#5SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$BAC$WFC$VZ$SLB$WM$WY
$274M
131 positions
#6KR Capital LPPassive
Some overlap · 3 shared positions
$SLB$VEEV$HUBS
$499M
49 positions
#7ABN AMRO Bank N.V.Active
Some overlap · 4 shared positions
$BAC$TTE$VEEV$AZN
$9.3B
228 positions
#8Ares Systematic Credit LtdPassive
Some overlap · 3 shared positions
$AKAM$WK$NEE
$127M
150 positions
#9INCOME RESEARCH & MANAGEMENTActive
Some overlap · 4 shared positions
$AKAM$NEE$WFC$BAC
$169M
26 positions
#10Socorro Asset Management LPPassive
Some overlap · 3 shared positions
$SLB$BAC$NEE
$221M
32 positions
#11Game Creek Capital, LPPassive
Some overlap · 5 shared positions
$BAC$BAH$VZ$MDT$WY
$301M
93 positions
#12DMKC Advisory Services, LLCPassive
Some overlap · 4 shared positions
$BAC$TTE$WFC$MDT
$240M
84 positions
#13WATERS PARKERSON & CO., LLCActive
Some overlap · 5 shared positions
$BAC$BAH$WM$VZ$BSX
$1.9B
188 positions
#14WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$SLB$ILMN$IQV$MDT$WY
$698M
119 positions
#15ALTRINSIC GLOBAL ADVISORS LLCSmart money
Some overlap · 4 shared positions
$TTE$CHKP$MDT$BAH
$2.8B
43 positions
#16Employees Provident Fund BoardActive
Some overlap · 5 shared positions
$BAC$SLB$NEE$ZTS$BSX
$13.2B
70 positions
#17AXA S.A.Active
Some overlap · 5 shared positions
$TTE$STLA$BAC$NEE$BSX
$256M
74 positions
#18EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$TTE$WFC$VZ$MDT
$5.1B
71 positions
#19Sicart Associates LLCActive
Some overlap · 4 shared positions
$SLB$ILMN$WFC$MDT
$389M
74 positions
#20BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$VEEV$SLB$NEE$VZ$ZTS
$506M
75 positions
#21SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$BAC$CHKP$WFC$MDT
$3.0B
40 positions
#22M&G PlcActive
Some overlap · 5 shared positions
$TTE$AZN$NEE$WFC$MDT
$19.4B
380 positions
#23CAMBIAR INVESTORS LLCActive
Some overlap · 4 shared positions
$SLB$AZN$MDT$WY
$2.2B
145 positions
#24Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$BAC$WFC$VZ$MDT$NEE
$685M
380 positions
#25EDENTREE ASSET MANAGEMENT LtdActive
Some overlap · 5 shared positions
$BRKR$AZN$IQV$MDT$BSX
$332M
65 positions

Compare EDMOND DE ROTHSCHILD HOLDING S.A.’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 EDMOND DE ROTHSCHILD HOLDING S.A.’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.