What hedge funds are most similar to Capital Group Private Client Services, Inc.?

The funds with the most similar 13F portfolios to Capital Group Private Client Services, Inc. are International, /CA/, International Investors, International Sarl, based on overlapping conviction holdings in the latest SEC filings.

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 Group Private Client Services,

13F Portfolio OverlapQ1 2026Group Private Client Services, portfolio →

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Most similar hedge funds by 13F overlap

Capital Group Private Client Services, Inc. is an institutional investor managing $5.9B across 240 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 Group Private Client Services, are International, /CA/, International Investors, International Sarl, with shared positions in $AZN, $TTE, $KLAC, $PM, $GE, $NOC. The full ranking of 25 similar funds is below.

#1Capital International, Inc./CA/Active

Notable overlap · 16 shared positions

$AZN $TTE $KLAC $PM $GE $NOC

$13.0B

303 positions

#2Capital International InvestorsActive

Notable overlap · 15 shared positions

$AZN $GE $PM $TTE $NOC $COP

$426.5B

438 positions

#3Capital International SarlActive

Notable overlap · 11 shared positions

$AZN $TTE $PM $GE $NOC $KLAC

$6.1B

287 positions

#4Capital Group Investment Management Pte. Ltd.Passive

Notable overlap · 11 shared positions

$AZN $TTE $GE $NOC $LIN $KLAC

$585M

140 positions

#5CAPITAL INTERNATIONAL LTD /CA/Active

Notable overlap · 9 shared positions

$AZN $TTE $GE $LIN $KLAC $MU

$2.7B

146 positions

#6Parrish Capital LLCPassive

Notable overlap · 5 shared positions

$AZN $GE $TTE $GEV $PM

$112M

86 positions

#7VUB Generali dochodkova spravcovska spolocnost, a.s.Passive

Some overlap · 6 shared positions

$IAU $GE $GEV $COP $LIN $WELL

$127M

91 positions

#8Meiji Yasuda America IncActive

Some overlap · 7 shared positions

$GE $PM $COP $WELL $AMGN $MU

$404M

57 positions

#9Groupe la FrancaisePassive

Some overlap · 5 shared positions

$AZN $TTE $GE $GEV $LIN

$7.3B

455 positions

#10Teucrium Investment Advisors, LLCActive

Some overlap · 6 shared positions

$GEV $AZN $PM $GE $LIN $MU

$129M

42 positions

#11Covenant Asset Management, LLCPassive

Some overlap · 5 shared positions

$AZN $GEV $KLAC $GE $SHOP

$664M

165 positions

#12BECK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$IAU $GEV $GE $WELL $MU

$437M

115 positions

#13Pictet North America Advisors SAActive

Some overlap · 5 shared positions

$AZN $IAU $GE $MU $TTE

$1.0B

154 positions

#14WULFF, HANSEN & CO.Passive

Some overlap · 5 shared positions

$GE $GEV $PM $COP $MDLZ

$98M

98 positions

#15PRIMECAP MANAGEMENT CO/CA/Active

Some overlap · 5 shared positions

$AZN $KLAC $COP $AMGN $MU

$127.0B

320 positions

#16NatWest Group plcActive

Some overlap · 4 shared positions

$AZN $GE $KLAC $AMGN

$462M

44 positions

#17Town & Country Bank & Trust CO dba First Bankers Trust COPassive

Some overlap · 7 shared positions

$PM $CEG $LIN $MRSH $ABT $ATO

$296M

146 positions

#18Timber Creek Capital Management LLCPassive

Some overlap · 5 shared positions

$IAU $TTE $LIN $CRM $MU

$412M

78 positions

#19ABN AMRO Bank N.V.Active

Some overlap · 4 shared positions

$AZN $TTE $GEV $LIN

$9.3B

228 positions

#20Summit Place Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$IAU $GE $GEV $WELL

$208M

106 positions

#21Massachusetts Wealth ManagementPassive

Some overlap · 5 shared positions

$GE $GEV $COP $AMGN $MU

$231M

98 positions

#22HFM Investment Advisors, LLCActive

Some overlap · 5 shared positions

$GE $GEV $CEG $NOC $DOV

$260M

1,210 positions

#23Wahed Invest LLCPassive

Some overlap · 9 shared positions

$AZN $GEV $LIN $MU $KLAC $ABT

$770M

225 positions

#24DNCA FINANCEActive

Some overlap · 5 shared positions

$AZN $TTE $MU $CRM $LIN

$1.7B

105 positions

#25D L CARLSON INVESTMENT GROUP INCPassive

Some overlap · 5 shared positions

$GEV $IAU $GE $WELL $AMGN

$582M

135 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.