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 Quintet Private Bank (Europe) S.A.

13F Portfolio OverlapQ1 2026Quintet Private Bank (Europe) S.A. portfolio →

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Most similar hedge funds by 13F overlap

Quintet Private Bank (Europe) S.A. is an institutional investor managing $1.6B across 196 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 Quintet Private Bank (Europe) S.A. are Brown Shipley& Ltd, MIROVA, Employees Provident Fund Board, with shared positions in $DIS, $NEE, $SNPS, $WM, $T, $AMT. The full ranking of 25 similar funds is below.

#1Brown Shipley& Co LtdActive

Notable overlap · 12 shared positions

$DIS $NEE $SNPS $WM $T $AMT

$167M

78 positions

#2MIROVAPassive

Notable overlap · 8 shared positions

$SNPS $WM $ISRG $NOW $PANW $XYL

$2.5B

179 positions

#3Employees Provident Fund BoardActive

Notable overlap · 8 shared positions

$PANW $NEE $SNPS $ISRG $NOW $DIS

$13.2B

70 positions

#4Mirova US LLCActive

Notable overlap · 7 shared positions

$NEE $PANW $WM $ISRG $XYL $FSLR

$8.8B

42 positions

#5Triodos Investment Management BVActive

Notable overlap · 6 shared positions

$T $PANW $ISRG $XYL $KLAC $FSLR

$1.3B

49 positions

#6EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$T $NEE $AMT $UNH $PFE $KO

$1.4B

56 positions

#7Iyo Bank, Ltd.Active

Notable overlap · 6 shared positions

$DIS $NEE $NOW $KLAC $KO $ISRG

$281M

35 positions

#8Intesa Sanpaolo Wealth ManagementPassive

Notable overlap · 7 shared positions

$DIS $WM $PANW $PFE $T $ISRG

$410M

299 positions

#9MIDDLETON & CO INC/MAActive

Notable overlap · 6 shared positions

$PANW $NEE $NOW $XYL $AMT $SNPS

$877M

164 positions

#10Socorro Asset Management LPPassive

Notable overlap · 5 shared positions

$DIS $NEE $AMT $PFE $KO

$221M

32 positions

#11Robocap Asset Management LtdActive

Some overlap · 6 shared positions

$PANW $SNPS $ISRG $NOW $KLAC $HON

$94M

23 positions

#12M3 Wealth Management, LLCPassive

Some overlap · 4 shared positions

$NEE $DIS $WM $PANW

$130M

35 positions

#13Argo Wealth Advisory, LLCActive

Some overlap · 6 shared positions

$NEE $AMT $XYL $UNH $PFE $HON

$170M

48 positions

#14NICOLA WEALTH MANAGEMENT LTD.Passive

Some overlap · 5 shared positions

$T $SNPS $ISRG $NOW $KO

$833M

62 positions

#15LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$T $WM $UNH $NEE $KO

$970M

154 positions

#16CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 6 shared positions

$PANW $NEE $AMT $KLAC $PFE $KO

$180M

58 positions

#17NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 7 shared positions

$NEE $WM $ISRG $AMT $PANW $DIS

$2.4B

189 positions

#18CapWealth Advisors, LLCActive

Some overlap · 5 shared positions

$T $NEE $UNH $KO $HON

$1.3B

118 positions

#19Alpha Cubed Investments, LLC

Some overlap · 5 shared positions

$NEE $PANW $ISRG $UNH $KO

$2.9B

299 positions

#20Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$NEE $WM $UNH $PFE $KO $HON

$218M

69 positions

#21ACCOUNT MANAGEMENT LLCActive

Some overlap · 4 shared positions

$NEE $SNPS $AMT $ISRG

$91M

23 positions

#22J. Stern & Co. LLPActive

Some overlap · 6 shared positions

$DIS $AMT $XYL $OTIS $HON $ISRG

$1.0B

49 positions

#23Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 6 shared positions

$NEE $T $DIS $PFE $OTIS $KO

$974M

782 positions

#24Newport Trust Company, LLCSmart money

Some overlap · 4 shared positions

$T $DIS $HON $WBD

$40.7B

64 positions

#25Persium Advisors, LLCActive

Some overlap · 5 shared positions

$T $PANW $UNH $PFE $HON

$127M

60 positions

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View Quintet Private Bank (Europe) S.A.’s holdings

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.