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 CIBC Bancorp USA

13F Portfolio OverlapQ1 2026CIBC Bancorp USA portfolio →

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Most similar hedge funds by 13F overlap

CIBC Bancorp USA Inc. is an institutional investor managing $74.4B across 1,751 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 CIBC Bancorp USA are CIBC Private Wealth Group,, FULTON BREAKEFIELD BROENNIMAN, ZEVIN ASSET, with shared positions in $AZN, $ODFL, $DJP, $NEE, $TJX, $CME. The full ranking of 25 similar funds is below.

#1CIBC Private Wealth Group, LLC

Notable overlap · 15 shared positions

$AZN $ODFL $DJP $NEE $TJX $CME

$59.2B

3,397 positions

#2FULTON BREAKEFIELD BROENNIMAN LLCActive

Some overlap · 8 shared positions

$LIN $NEE $ASML $TJX $HWM $MCD

$1.5B

200 positions

#3ZEVIN ASSET MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$AZN $LIN $ASML $TJX $PLD $ADI

$723M

93 positions

#4PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Some overlap · 8 shared positions

$NEE $LIN $TJX $ABT $MCD $AZN

$763M

214 positions

#5Minot DeBlois Advisors LLCPassive

Some overlap · 8 shared positions

$NEE $ASML $TJX $UNP $ABT $DHR

$110M

226 positions

#6SOMERVILLE KURT FPassive

Some overlap · 8 shared positions

$NEE $ASML $TJX $ABT $DHR $UNH

$379M

91 positions

#7Elefante Mark BPassive

Some overlap · 8 shared positions

$NEE $TJX $ASML $ABT $DHR $UNH

$182M

58 positions

#8Smith, Salley & AssociatesPassive

Some overlap · 7 shared positions

$LIN $NEE $ASML $TJX $UNP $ABT

$2.0B

267 positions

#9Cincinnati Specialty Underwriters Insurance COActive

Some overlap · 8 shared positions

$NEE $TJX $ABT $MCD $PLD $UNH

$412M

46 positions

#10BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$LIN $NEE $ASML $TJX $ABT $UNH

$7.8B

1,278 positions

#11BURLING WEALTH PARTNERS, LLCPassive

Some overlap · 7 shared positions

$LIN $NEE $TJX $CME $ABT $DHR

$618M

177 positions

#12Hemenway Trust Co LLCActive

Some overlap · 8 shared positions

$NEE $TJX $ABT $DHR $UNP $UNH

$1.2B

135 positions

#13WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 7 shared positions

$AZN $NEE $ASML $ABT $DHR $ADP

$2.1B

122 positions

#14Delaney Dennis RPassive

Some overlap · 8 shared positions

$NEE $ASML $TJX $ABT $DHR $ADI

$282M

60 positions

#15TRILLIUM ASSET MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$AZN $LIN $ASML $TJX $UNP $PLD

$3.0B

230 positions

#16FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Some overlap · 6 shared positions

$AZN $LIN $ASML $TJX $DHR $PLD

$102M

56 positions

#17MASTERINVEST Kapitalanlage GmbHPassive

Some overlap · 7 shared positions

$LIN $TJX $CME $UNP $ABT $MCD

$962M

292 positions

#18Broderick Brian CActive

Some overlap · 8 shared positions

$TJX $ABT $NEE $DHR $UNP $ASML

$542M

95 positions

#19MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$LIN $NEE $ABT $MCD $PLD $UNH

$835M

170 positions

#20Impact Capital Partners LLCPassive

Some overlap · 7 shared positions

$LIN $UNP $ABT $MCD $PLD $UNH

$331M

276 positions

#21Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$LIN $NEE $TJX $UNP $ABT $MCD

$446M

104 positions

#22FORBES J M & CO LLPActive

Some overlap · 6 shared positions

$LIN $NEE $TJX $UNP $ABT $PLD

$1.2B

150 positions

#23Dempze Nancy EPassive

Some overlap · 7 shared positions

$NEE $TJX $ABT $DHR $UNH $ADI

$182M

92 positions

#24Evelyn Partners Investment Management LLPActive

Some overlap · 5 shared positions

$AZN $LIN $NEE $TJX $UNH

$3.7B

410 positions

#25Mattern Wealth Management LLCActive

Some overlap · 7 shared positions

$NEE $ABT $MCD $LIN $UNP $ADI

$513M

158 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.