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Hedge Funds Similar to Iyo Bank, Ltd.

13F Portfolio OverlapQ1 2026Iyo Bank, Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Iyo Bank, Ltd. is an institutional investor managing $281M across 35 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 Iyo Bank, Ltd. are Socorro Asset, CFC Planning, Railway Pension Investments Ltd, with shared positions in $DIS, $PLD, $NEE, $KO, $TXN, $FTNT. The full ranking of 25 similar funds is below.

#1Socorro Asset Management LPPassive
Notable overlap · 5 shared positions
$DIS$PLD$NEE$KO$TXN
$221M
32 positions
#2CFC Planning Co LLCPassive
Notable overlap · 6 shared positions
$DIS$KO$TXN$FTNT$ADSK$MU
$140M
72 positions
#3Railway Pension Investments LtdActive
Notable overlap · 5 shared positions
$NEE$TMO$TXN$KLAC$NOW
$7.0B
103 positions
#4M. Kraus & CoActive
Notable overlap · 5 shared positions
$NEE$ROK$TMO$ECL$DIS
$343M
81 positions
#5AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 5 shared positions
$NEE$TXN$TMO$NOW$ECL
$1.4B
114 positions
#6TORRAY LLCPassive
Notable overlap · 5 shared positions
$NEE$PLD$TXN$KLAC$NOW
$682M
88 positions
#7Brown Shipley& Co LtdActive
Notable overlap · 5 shared positions
$DIS$NOW$NEE$KEYS$KO
$167M
78 positions
#8Beacon Harbor Wealth Advisors, Inc.Passive
Notable overlap · 4 shared positions
$NEE$KO$TXN$PLD
$477M
70 positions
#9Wilkinson Global Asset Management LLCActive
Notable overlap · 4 shared positions
$DIS$TXN$DE$SHW
$1.3B
60 positions
#10Quintet Private Bank (Europe) S.A.Active
Notable overlap · 6 shared positions
$DIS$NEE$NOW$KLAC$KO$ISRG
$1.5B
187 positions
#11FIRETRAIL INVESTMENTS PTY LTDActive
Notable overlap · 4 shared positions
$KEYS$NOW$DE$ECL
$293M
28 positions
#12Quilter PlcActive
Notable overlap · 5 shared positions
$TMO$ROK$KO$NEE$MU
$5.7B
124 positions
#13Grantham, Mayo, Van Otterloo & Co. LLCActive
Notable overlap · 5 shared positions
$TMO$TXN$KO$KLAC$ISRG
$39.1B
628 positions
#14Stokes Capital Advisors, LLCPassive
Notable overlap · 4 shared positions
$KO$TXN$NEE$SHW
$446M
104 positions
#15Foresight Group Ltd Liability PartnershipPassive
Notable overlap · 5 shared positions
$TMO$ADSK$ROK$ECL$PLD
$566M
59 positions
#16Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Notable overlap · 4 shared positions
$PLD$TMO$KO$ISRG
$672M
27 positions
#17Local Pensions Partnership Investment LtdActive
Notable overlap · 4 shared positions
$TMO$TXN$ADSK$KLAC
$4.6B
32 positions
#18D1 Capital Partners L.P.Active
Some overlap · 4 shared positions
$TMO$TXN$DIS$SHW
$11.2B
44 positions
#19DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$NEE$TXN$SHW$KLAC
$501M
138 positions
#20Haverford Financial Services, Inc.Active
Some overlap · 4 shared positions
$NEE$KO$TXN$TMO
$336M
46 positions
#21S-Bank Fund Management LtdActive
Some overlap · 6 shared positions
$PLD$TMO$NEE$MU$KO$ROK
$671M
178 positions
#22Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$NEE$TMO$KO$DIS$NOW
$210M
79 positions
#23Roberts Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$NEE$DIS$ROK$TMO$ISRG
$394M
110 positions
#24RBO & CO LLCActive
Some overlap · 3 shared positions
$KEYS$KO$DIS
$620M
57 positions
#25BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 5 shared positions
$TMO$DE$TXN$SHW$ISRG
$6.1B
61 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.