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Hedge Funds Similar to J. Safra Sarasin Holding AG

13F Portfolio OverlapQ1 2026J. Safra Sarasin Holding AG portfolio →
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Most similar hedge funds by 13F overlap

J. Safra Sarasin Holding AG is an institutional investor managing $5.9B across 542 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 J. Safra Sarasin Holding AG are Exeter Financial,, Carolina Wealth Advisors,, Aull & Monroe Investment, with shared positions in $EMR, $TXN, $AMGN, $RY, $MCD, $IBM. The full ranking of 25 similar funds is below.

#1Exeter Financial, LLCPassive
Notable overlap · 8 shared positions
$EMR$TXN$AMGN$RY$MCD$IBM
$245M
98 positions
#2Carolina Wealth Advisors, LLCPassive
Notable overlap · 8 shared positions
$GILD$AMGN$MCD$ITW$TXN$CL
$240M
278 positions
#3Aull & Monroe Investment Management CorpPassive
Notable overlap · 8 shared positions
$CME$AMGN$T$ITW$IBM$EMR
$215M
125 positions
#4Palisade Asset Management, LLCActive
Some overlap · 7 shared positions
$TXN$AMGN$RY$MCD$IBM$CL
$996M
195 positions
#5FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 6 shared positions
$GILD$TXN$MCD$T$CME$IBM
$1.5B
235 positions
#6UNITED BANKActive
Some overlap · 6 shared positions
$TXN$AMGN$CME$MCD$GILD$ITW
$781M
121 positions
#7Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$EMR$TXN$AMGN$MCD$CL$ADP
$98M
50 positions
#8TRUSTCO BANK CORP N YPassive
Some overlap · 7 shared positions
$MCD$TXN$AMAT$IBM$EMR$INTC
$113M
71 positions
#9Biondo Investment Advisors, LLCActive
Some overlap · 6 shared positions
$EMR$AMGN$MCD$ITW$IBM$ADP
$780M
82 positions
#10Advanced Asset Management Advisors IncActive
Some overlap · 6 shared positions
$EMR$TXN$AMGN$T$AMAT$EXC
$362M
79 positions
#11Guinness Asset Management LTDActive
Some overlap · 5 shared positions
$CME$EMR$TXN$ITW$AMAT
$5.8B
143 positions
#12Integras Partners LLCPassive
Some overlap · 6 shared positions
$GILD$AMGN$MCD$ITW$CL$IBM
$152M
69 positions
#13SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$CME$TXN$AMGN$T$IBM
$728M
79 positions
#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$CME$TXN$MCD$T$IBM
$220M
148 positions
#15NatWest Group plcActive
Some overlap · 5 shared positions
$CME$GILD$AMGN$CL$LOGI
$462M
44 positions
#16GODSEY & GIBB, INCPassive
Some overlap · 5 shared positions
$CME$AMGN$RY$T$IBM
$1.1B
389 positions
#17Sarasin & Partners LLPActive
Some overlap · 5 shared positions
$CME$EMR$AMGN$CL$TXN
$8.2B
88 positions
#18TICINO WEALTHPassive
Some overlap · 6 shared positions
$TXN$MCD$ITW$AMGN$IBM$EMR
$288M
138 positions
#19MCDANIEL TERRY & COActive
Some overlap · 5 shared positions
$EMR$TXN$PCAR$ITW$ADP
$1.2B
81 positions
#20DEARBORN PARTNERS LLCActive
Some overlap · 5 shared positions
$CME$TXN$MCD$ITW$ADP
$1.8B
269 positions
#21Applied Capital LLC/FLActive
Some overlap · 5 shared positions
$CME$PCAR$RY$ITW$O
$212M
92 positions
#22Harrington Investments, INCPassive
Some overlap · 5 shared positions
$GILD$EMR$AMGN$ITW$INTC
$190M
84 positions
#23Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$GILD$AMGN$RY$IBM$TXN
$873M
189 positions
#24VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$EMR$AMGN$MCD$O$DRI
$187M
55 positions
#25Garner Asset Management CorpPassive
Some overlap · 6 shared positions
$CME$T$AMAT$IBM$GILD$TXN
$255M
156 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.