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 Union Bancaire Privee, UBP SA

13F Portfolio OverlapQ1 2026Union Bancaire Privee, UBP SA portfolio →

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Most similar hedge funds by 13F overlap

Union Bancaire Privee, UBP SA is an institutional investor managing $9.2B across 491 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 Union Bancaire Privee, UBP SA are Employees Provident Fund Board, Applied Finance ,, ARGUS INVESTORS' COUNSEL,, with shared positions in $AMAT, $NEE, $PWR, $PANW, $MU, $COP. The full ranking of 25 similar funds is below.

#1Employees Provident Fund BoardActive

Some overlap · 5 shared positions

$AMAT $NEE $PWR $PANW $MU

$13.2B

70 positions

#2Applied Finance Capital Management, LLCPassive

Some overlap · 4 shared positions

$AMAT $PWR $COP $UNP

$1.3B

218 positions

#3ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 4 shared positions

$AMAT $PWR $PANW $SNOW

$112M

102 positions

#4TOCQUEVILLE ASSET MANAGEMENT L.P.Passive

Some overlap · 6 shared positions

$AMAT $NEE $PH $RSG $MU $VRT

$6.7B

547 positions

#5Zweig-DiMenna Associates LLCPassive

Some overlap · 4 shared positions

$AMAT $PWR $MU $VRT

$722M

61 positions

#6Tairen Capital LtdActive

Some overlap · 4 shared positions

$AMAT $PH $MU $NDAQ

$924M

44 positions

#7CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 4 shared positions

$AMAT $NEE $PANW $KO

$180M

58 positions

#8Connective Capital Management, LLCPassive

Some overlap · 4 shared positions

$AMAT $PANW $COP $SNOW

$121M

66 positions

#9CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Some overlap · 4 shared positions

$AMAT $NEE $PWR $PANW

$60M

36 positions

#10Pflug Koory, LLCPassive

Some overlap · 4 shared positions

$AMAT $PH $UNP $SNOW

$218M

419 positions

#11DARA CAPITAL US, INC.Passive

Some overlap · 4 shared positions

$AMAT $PANW $MU $VRT

$105M

119 positions

#12Rench Wealth Management, Inc.Active

Some overlap · 3 shared positions

$AMAT $NEE $RSG

$332M

62 positions

#13Hershey Financial Advisers, LLCPassive

Some overlap · 4 shared positions

$AMAT $COP $SNOW $MU

$116M

80 positions

#14ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 3 shared positions

$AMAT $NEE $PH

$331M

183 positions

#15AVITY INVESTMENT MANAGEMENT INC.Active

Some overlap · 3 shared positions

$AMAT $NEE $PANW

$1.4B

114 positions

#16BNP PARIBASActive

Some overlap · 5 shared positions

$AMAT $PH $KO $PANW $MU

$3.1B

333 positions

#17Gunderson Capital Management Inc.Passive

Some overlap · 3 shared positions

$AMAT $PWR $MU

$239M

46 positions

#18BURR FINANCIAL SERVICES, LLCActive

Some overlap · 4 shared positions

$AMAT $PANW $MU $PWR

$126M

25 positions

#19Citizens National Bank Trust DepartmentPassive

Some overlap · 5 shared positions

$AMAT $NEE $KO $MU $SNOW

$601M

382 positions

#20Cohen Capital Management, Inc.Passive

Some overlap · 3 shared positions

$AMAT $NEE $UNP

$644M

154 positions

#21GUYASUTA INVESTMENT ADVISORS INCActive

Some overlap · 4 shared positions

$AMAT $PWR $RSG $PANW

$1.7B

268 positions

#22Shepherd Street Advisors LLCPassive

Some overlap · 3 shared positions

$AMAT $PH $UNP

$101M

86 positions

#23Aureus Asset Management, LLCPassive

Some overlap · 3 shared positions

$AMAT $NEE $KO

$1.5B

225 positions

#24Van Diest Capital, LLCPassive

Some overlap · 3 shared positions

$AMAT $KO $COP

$127M

190 positions

#25Benchmark Investment Advisors LLCPassive

Some overlap · 5 shared positions

$AMAT $PANW $PH $MU $VRT

$172M

76 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.