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

13F Portfolio OverlapQ2 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 $11.6B across 709 U.S. equity positions as of Q2 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 Peloton Wealth Strategists, FLOSSBACH VON STORCH SE, Bell Asset Ltd, with shared positions in $TMO, $C, $VRTX, $APH, $UBER, $ANET. The full ranking of 25 similar funds is below.

#1Peloton Wealth StrategistsPassive
Some overlap · 6 shared positions
$TMO$C$VRTX$APH$UBER$ANET
$271M
91 positions
#2FLOSSBACH VON STORCH SEActive
Some overlap · 6 shared positions
$TMO$SPGI$ABT$APH$MCD$ADI
$22.1B
106 positions
#3Bell Asset Management LtdPassive
Some overlap · 6 shared positions
$TMO$SPGI$MCD$ABT$APH$UBER
$375M
63 positions
#4CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$TMO$MCD$SPGI$VRTX$TXN
$767M
184 positions
#5Covington Investment Advisors Inc.Active
Some overlap · 6 shared positions
$TMO$SPGI$MCD$ABT$TXN$ANET
$774M
73 positions
#6DAVIS-REA LTD.Active
Some overlap · 4 shared positions
$TMO$MCD$SPGI$ABT
$351M
45 positions
#7ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$C$TMO$APH$MCD$TXN$UBER
$1.7B
652 positions
#8AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 5 shared positions
$TMO$C$APH$TXN$UBER
$1.6B
118 positions
#9DEARBORN PARTNERS LLCActive
Some overlap · 5 shared positions
$MCD$SPGI$ABT$APH$TXN
$1.8B
269 positions
#10WealthBridge Investment Counsel Inc.Active
Some overlap · 4 shared positions
$TMO$C$ABT$ADI
$375M
44 positions
#11CHAPMAN FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$TMO$C$MCD$UBER
$150M
260 positions
#12BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TMO$SPGI$APH$TXN$ANET
$499M
73 positions
#13United Super Pty Ltd in its capacity as Trustee for the ConsActive
Some overlap · 5 shared positions
$C$TMO$ABT$APH$TXN
$5.6B
184 positions
#14BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$MCD$ABT$SPGI$APH$TXN$ADI
$346M
113 positions
#15Fulcrum Capital LLCActive
Some overlap · 6 shared positions
$SPGI$VRTX$TMO$APH$UBER$ANET
$493M
103 positions
#16Coign Capital Advisors LLCActive
Some overlap · 5 shared positions
$C$TMO$APH$UBER$ADI
$222M
88 positions
#17Aureus Asset Management, LLCPassive
Some overlap · 4 shared positions
$TMO$SPGI$ABT$TXN
$1.6B
239 positions
#18Sandro Wealth Management LLCPassive
Some overlap · 4 shared positions
$TMO$MCD$SPGI$C
$138M
103 positions
#19FIRST AMERICAN TRUST, FSBPassive
Some overlap · 4 shared positions
$C$MCD$ABT$TMO
$1.7B
307 positions
#20TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Some overlap · 5 shared positions
$TMO$SPGI$TXN$UBER$ADI
$785M
68 positions
#21BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$TMO$ABT$APH$SPGI$UBER$ADI
$8.0B
1,334 positions
#22PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$C$MCD$ABT$TXN
$1.2B
103 positions
#23SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$C$MCD$ABT$TXN
$1.3B
97 positions
#24ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 4 shared positions
$TMO$SPGI$APH$TXN
$1.3B
109 positions
#25Evelyn Partners Investment Management Services Ltd
Some overlap · 5 shared positions
$MCD$TMO$SPGI$APH$ANET
$850M
281 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.