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Hedge Funds Similar to B. Metzler seel. Sohn & AG

13F Portfolio OverlapQ1 2026B. Metzler seel. Sohn & AG portfolio →
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Most similar hedge funds by 13F overlap

B. Metzler seel. Sohn & Co. AG is an institutional investor managing $10.8B across 712 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 B. Metzler seel. Sohn & AG are CHAPMAN FINANCIAL GROUP,, TRUSTCO BANK N Y, CULLINAN ASSOCIATES, with shared positions in $TMO, $KO, $C, $PANW, $MCD, $UBER. The full ranking of 25 similar funds is below.

#1CHAPMAN FINANCIAL GROUP, LLCPassive
Notable overlap · 6 shared positions
$TMO$KO$C$PANW$MCD$UBER
$140M
265 positions
#2TRUSTCO BANK CORP N YPassive
Notable overlap · 6 shared positions
$KO$MCD$ABT$GE$TXN$AMAT
$113M
71 positions
#3CULLINAN ASSOCIATES INCActive
Some overlap · 6 shared positions
$KO$VRTX$MCD$UBER$TXN$AMAT
$1.2B
207 positions
#4Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$KO$ABT$MCD$TMO$TXN
$583M
140 positions
#5Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 5 shared positions
$TMO$ABT$KO$UBER$TXN
$39.1B
628 positions
#6SageGuard Financial Group, LLCPassive
Some overlap · 4 shared positions
$KO$MCD$TMO$GE
$646M
196 positions
#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$KO$MCD$C$TXN
$220M
148 positions
#8Quilter PlcActive
Some overlap · 5 shared positions
$TMO$KO$PANW$AMD$MU
$5.7B
124 positions
#9HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$KO$MCD$ABT
$243M
44 positions
#10Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 5 shared positions
$KO$ABT$TMO$PANW$AMAT
$506M
79 positions
#11Longbow Finance SAPassive
Some overlap · 6 shared positions
$C$PANW$MCD$GE$KO$HWM
$552M
55 positions
#12Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$MCD$ABT$KO$TMO
$353M
78 positions
#13RBO & CO LLCActive
Some overlap · 3 shared positions
$KO$MCD$ABT
$620M
57 positions
#14AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 7 shared positions
$TMO$PANW$C$UBER$APH$TXN
$1.4B
114 positions
#15James Hambro & Partners LLPActive
Some overlap · 4 shared positions
$KO$TMO$APH$TXN
$2.6B
57 positions
#16Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$KO$MCD$C
$223M
109 positions
#17FAYEZ SAROFIM & COActive
Some overlap · 4 shared positions
$KO$MCD$ABT$TXN
$39.1B
294 positions
#18FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 4 shared positions
$KO$MCD$C$TXN
$1.5B
235 positions
#19BNP PARIBASActive
Some overlap · 7 shared positions
$KO$PANW$TMO$AMD$UBER$MU
$3.1B
333 positions
#20Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$KO$MCD$ABT$TXN
$446M
104 positions
#21MARSICO CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$KO$C$GE$APH$MCD
$3.4B
65 positions
#22FLOSSBACH VON STORCH SEActive
Some overlap · 5 shared positions
$TMO$ABT$MCD$APH$AMAT
$21.4B
109 positions
#23MOODY LYNN & LIEBERSON, LLCPassive
Some overlap · 6 shared positions
$VRTX$ABT$TMO$KO$MCD$GE
$1.8B
250 positions
#24Compagnie Lombard Odier SCmAActive
Some overlap · 5 shared positions
$TMO$PANW$MCD$KO$UBER
$8.1B
454 positions
#25GUYASUTA INVESTMENT ADVISORS INCActive
Some overlap · 5 shared positions
$TMO$MCD$PANW$TXN$AMAT
$1.7B
268 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.