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 Mirabaud & Cie SA

13F Portfolio OverlapQ2 2026Mirabaud & Cie SA portfolio →

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Most similar hedge funds by 13F overlap

Mirabaud & Cie SA is an institutional investor managing $249M across 53 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 Mirabaud & Cie SA are EVERETT HARRIS, Evelyn Partners Asset Ltd, Ally Financial, with shared positions in $DIS, $AWK, $NVO, $MCD, $NKE, $ECL. The full ranking of 25 similar funds is below.

#1EVERETT HARRIS & CO /CA/Active

Slight overlap · 6 shared positions

$DIS $AWK $NVO $MCD $NKE $ECL

$8.1B

292 positions

#2Evelyn Partners Asset Management Ltd

Slight overlap · 3 shared positions

$SGOL $DIS $MCD

$406M

308 positions

#3Ally Financial Inc.Active

Slight overlap · 5 shared positions

$DIS $APD $MCD $NKE $UBER

$775M

131 positions

#4OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$DIS $URI $APD

$1.8B

203 positions

#5Pettee Investors, Inc.Passive

Slight overlap · 3 shared positions

$DIS $URI $MCD

$203M

115 positions

#6Smart Portfolios, LLC

Slight overlap · 4 shared positions

$DIS $APD $MCD $NKE

$100M

99 positions

#7Andrews Advisory Associates, LLCActive

Slight overlap · 4 shared positions

$DIS $APD $MCD $NKE

$208M

86 positions

#8Global Strategic Investment Solutions, LLCActive

Slight overlap · 4 shared positions

$DIS $ECL $NVO $MCD

$1.1B

151 positions

#9One Wealth Map LLCActive

Slight overlap · 4 shared positions

$DIS $APD $ECL $UBER

$220M

106 positions

#10Washington Trust Advisors, Inc.Passive

Slight overlap · 4 shared positions

$DIS $APD $ECL $UBER

$1.3B

724 positions

#11GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Slight overlap · 3 shared positions

$DIS $URI $UBER

$372M

82 positions

#12Boston PartnersPassive

Slight overlap · 3 shared positions

$DIS $URI $UBER

$112.6B

802 positions

#13AlpenGlobal Capital LLCActive

Slight overlap · 4 shared positions

$DIS $ECL $MCD $UBER

$156M

35 positions

#14Financial Gravity Companies, Inc. (FGCO)Passive

Slight overlap · 3 shared positions

$DIS $MRNA $NVO

$616M

1,040 positions

#15Financial Gravity Asset Management, Inc.

Slight overlap · 3 shared positions

$DIS $MRNA $NKE

$562M

973 positions

#16HS Management Partners, LLCActive

Slight overlap · 4 shared positions

$DIS $MCD $NKE $UBER

$291M

24 positions

#17Partnership Wealth Management, LLCActive

Slight overlap · 4 shared positions

$DIS $APD $MCD $CEG

$148M

67 positions

#18A. D. Beadell Investment Counsel, Inc.Passive

Slight overlap · 3 shared positions

$SGOL $APD $NVO

$156M

104 positions

#19HARBOUR INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$SGOL $APD $NVO

$194M

108 positions

#20Stonebridge Financial Group, LLCPassive

Slight overlap · 3 shared positions

$SGOL $APD $MCD

$1.3B

275 positions

#21INDEPENDENT INVESTORS INCSmart money

Slight overlap · 4 shared positions

$DIS $MCD $NKE $URI

$524M

73 positions

#22Capital Management Associates, IncActive

Slight overlap · 3 shared positions

$SGOL $ECL $MCD

$498M

153 positions

#23ROFFMAN MILLER ASSOCIATES INC /PA/Active

Slight overlap · 3 shared positions

$DIS $APD $MCD

$1.9B

88 positions

#24JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$DIS $APD $MCD

$128M

154 positions

#25VIKING GLOBAL INVESTORS LPActive

Slight overlap · 3 shared positions

$DIS $APD $MCD

$35.1B

90 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.