13F Pro

Hedge Funds Similar to S-Bank Fund Ltd

13F Portfolio OverlapQ2 2026S-Bank Fund Ltd portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

S-Bank Fund Management Ltd is an institutional investor managing $736M across 249 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 S-Bank Fund Ltd are SUMMITRY, Eldred Rock Partners, Evergreen Private Wealth, with shared positions in $WFC, $TMO, $EMR, $ROST, $CRM, $NEE. The full ranking of 25 similar funds is below.

#1SUMMITRY LLCPassive
Some overlap · 6 shared positions
$WFC$TMO$EMR$ROST$CRM$NEE
$3.0B
340 positions
#2Eldred Rock Partners, LLCActive
Some overlap · 4 shared positions
$WFC$COF$EMR$TMO
$465M
29 positions
#3Evergreen Private Wealth LLCPassive
Some overlap · 7 shared positions
$TMO$PLD$ROST$PH$ZTS$INTU
$270M
89 positions
#4Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$WFC$TMO$MCD$CRM$INTU$NEE
$223M
81 positions
#5Canoe Financial LPActive
Some overlap · 5 shared positions
$WFC$TMO$EMR$DHR$ROST
$8.1B
110 positions
#6NORTH STAR ASSET MANAGEMENT INC
Some overlap · 7 shared positions
$TMO$DHR$ILMN$INTU$SNPS$ECL
$2.5B
372 positions
#7Aristotle Capital Management, LLCActive
Some overlap · 5 shared positions
$WFC$COF$PH$SNPS$ECL
$47.7B
212 positions
#8Gibraltar Capital Management, Inc.Active
Some overlap · 5 shared positions
$WFC$TMO$EMR$CRM$ADBE
$650M
125 positions
#9Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$EMR$PLD$PH$MCD$NEE$ECL
$686M
532 positions
#10Athena Wealth Management, LLCActive
Some overlap · 5 shared positions
$COF$TMO$PLD$ALL$NEE
$134M
104 positions
#11Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$COF$DHR$PLD$PH$INTU
$856M
89 positions
#12Carlson Capital, L.P.Passive
Some overlap · 4 shared positions
$WFC$COF$MCD$SNPS
$494M
74 positions
#13AIGEN INVESTMENT MANAGEMENT, LPPassive
Some overlap · 5 shared positions
$WFC$COF$EMR$PH$TMO
$366M
517 positions
#14CAMDEN NATIONAL BANKPassive
Some overlap · 6 shared positions
$TMO$PLD$MCD$ZTS$NEE$ADBE
$767M
184 positions
#15DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$TMO$DHR$CRM$INTU$SNPS$ECL
$124M
100 positions
#16BOSTON FAMILY OFFICE LLCActive
Some overlap · 6 shared positions
$TMO$ROK$PH$NEE$CRM$ECL
$1.6B
314 positions
#17Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$EMR$TMO$DHR$CRM$NEE
$825M
104 positions
#18Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$EMR$TMO$DHR$MCD$ECL
$637M
146 positions
#19Peloton Wealth StrategistsPassive
Some overlap · 4 shared positions
$COF$EMR$TMO$ZTS
$271M
91 positions
#20Ally Financial Inc.Active
Some overlap · 6 shared positions
$TMO$DHR$WFC$CRM$MCD$ADBE
$775M
131 positions
#21Providence Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$WFC$TMO$EMR$PLD
$660M
385 positions
#22DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$COF$TMO$CRM$ZTS$ADBE
$12.5B
186 positions
#23DAVIS-REA LTD.Active
Some overlap · 5 shared positions
$WFC$TMO$MCD$ROK$SNPS
$351M
45 positions
#24PZENA INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$WFC$COF$PPG
$34.1B
161 positions
#25Phraction Management LLCActive
Some overlap · 4 shared positions
$WFC$TMO$DHR$SNPS
$596M
66 positions

Compare S-Bank Fund Ltd’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View S-Bank Fund Ltd’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.