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 LGT Group Foundation

13F Portfolio OverlapQ1 2026LGT Group Foundation portfolio →

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Most similar hedge funds by 13F overlap

LGT Group Foundation is an institutional investor managing $8.2B across 283 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 LGT Group Foundation are Evelyn Partners Investment LLP, CAISSE DES DEPOTS ET CONSIGNATIONS, M&G Plc, with shared positions in $AZN, $CRH, $KO, $NEE, $TTE, $CB. The full ranking of 25 similar funds is below.

#1Evelyn Partners Investment Management LLPActive

Notable overlap · 8 shared positions

$AZN $CRH $KO $NEE $TTE $CB

$3.7B

410 positions

#2CAISSE DES DEPOTS ET CONSIGNATIONSSmart money

Notable overlap · 8 shared positions

$AZN $TTE $UBS $ALC $ACN $KO

$6.1B

217 positions

#3M&G PlcActive

Notable overlap · 5 shared positions

$AZN $NEE $TTE $ACN $UBS

$19.4B

380 positions

#4Orca Wealth Management, LLCActive

Notable overlap · 6 shared positions

$AZN $UBS $TTE $CB $BAC $MU

$141M

67 positions

#5DNCA FINANCEActive

Notable overlap · 4 shared positions

$AZN $TTE $CRH $MU

$1.7B

105 positions

#6Exane Asset ManagementActive

Notable overlap · 7 shared positions

$AZN $CRH $UBS $ACN $TTE $ALC

$489M

32 positions

#7WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$AZN $NEE $ACN $CB $KO

$2.1B

122 positions

#8Evelyn Partners Investment Management Services LtdPassive

Notable overlap · 6 shared positions

$AZN $CRH $KO $CB $MCD $BKNG

$850M

281 positions

#9Pictet North America Advisors SAActive

Notable overlap · 6 shared positions

$AZN $UBS $TTE $MCD $ALC $MU

$1.0B

154 positions

#10THORNBURG INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$AZN $TTE $PFE $ALC $BKNG

$9.6B

171 positions

#11Compagnie Lombard Odier SCmAActive

Notable overlap · 8 shared positions

$TTE $UBS $KO $AZN $NEE $BAC

$8.1B

454 positions

#12ABN AMRO Bank N.V.Active

Notable overlap · 5 shared positions

$AZN $TTE $CRH $BAC $UBS

$9.3B

228 positions

#13Evelyn Partners Investment Management (Europe) LtdActive

Notable overlap · 7 shared positions

$TTE $CRH $AZN $BAC $MCD $BKNG

$291M

187 positions

#14CHANNING GLOBAL ADVISORS, LLCActive

Some overlap · 5 shared positions

$AZN $UBS $BAC $BKNG $MU

$171M

47 positions

#15DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive

Some overlap · 6 shared positions

$AZN $TTE $CRH $PLD $KO $BAC

$112.7B

1,002 positions

#16Groupe la FrancaisePassive

Some overlap · 5 shared positions

$AZN $TTE $KO $CRH $BAC

$7.3B

455 positions

#17Intesa Sanpaolo S.p.A.Active

Some overlap · 5 shared positions

$AZN $PFE $TTE $BAC $MU

$1.7B

219 positions

#18Socorro Asset Management LPPassive

Some overlap · 6 shared positions

$NEE $KO $PLD $PFE $BAC $ALC

$221M

32 positions

#19Signet Investment Advisory Group, Inc.Passive

Some overlap · 5 shared positions

$NEE $ACN $KO $PFE $MCD

$218M

69 positions

#20Generali Asset Management SPA SGRPassive

Some overlap · 3 shared positions

$AZN $TTE $UBS

$4.8B

484 positions

#21Capital Group Investment Management Pte. Ltd.Passive

Some overlap · 4 shared positions

$AZN $TTE $BAC $MU

$585M

140 positions

#22CAPITAL INTERNATIONAL LTD /CA/Active

Some overlap · 4 shared positions

$AZN $TTE $BAC $MU

$2.7B

146 positions

#23SEB Asset Management ABPassive

Some overlap · 5 shared positions

$AZN $CB $MU $ADSK $BAC

$23.4B

680 positions

#24ZWJ INVESTMENT COUNSEL INCPassive

Some overlap · 5 shared positions

$AZN $KO $ACN $CB $MU

$2.8B

241 positions

#25EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$NEE $KO $ACN $PFE $BAC

$1.4B

56 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.