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Hedge Funds Similar to Evelyn Partners Investment (Europe) Ltd

13F Portfolio OverlapQ1 2026Evelyn Partners Investment (Europe) Ltd portfolio →
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Most similar hedge funds by 13F overlap

Evelyn Partners Investment Management (Europe) Ltd is an institutional investor managing $291M across 187 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 Evelyn Partners Investment (Europe) Ltd are Exane Asset, DNCA FINANCE, Evelyn Partners Investment LLP, with shared positions in $CRH, $AZN, $SW, $TTE, $LIN, $BKNG. The full ranking of 25 similar funds is below.

#1Exane Asset ManagementActive
Notable overlap · 6 shared positions
$CRH$AZN$SW$TTE$LIN$BKNG
$489M
32 positions
#2DNCA FINANCEActive
Notable overlap · 4 shared positions
$CRH$TTE$AZN$LIN
$1.7B
105 positions
#3Evelyn Partners Investment Management LLPActive
Notable overlap · 11 shared positions
$CRH$AZN$TTE$SW$BAC$NDAQ
$3.7B
410 positions
#4LGT Group FoundationActive
Notable overlap · 7 shared positions
$TTE$CRH$AZN$BAC$MCD$BKNG
$8.2B
283 positions
#5Evelyn Partners Investment Management Services LtdPassive
Some overlap · 9 shared positions
$AZN$CRH$MCD$NDAQ$BKNG$TMO
$850M
281 positions
#6TRANSATLANTIQUE PRIVATE WEALTH LLC
Some overlap · 5 shared positions
$MAR$AZN$CRH$BAC$TMO
$319M
206 positions
#7FUNDSMITH INVESTMENT SERVICES LTD.Smart money
Some overlap · 3 shared positions
$MAR$OTIS$SYK
$4.4B
24 positions
#8Fundsmith LLPActive
Some overlap · 3 shared positions
$MAR$OTIS$SYK
$12.8B
34 positions
#9Groupe la FrancaisePassive
Some overlap · 6 shared positions
$TTE$AZN$CRH$BAC$TMO$LIN
$7.3B
455 positions
#10PeakShares LLCPassive
Some overlap · 3 shared positions
$MAR$MCD$TMO
$109M
116 positions
#11FIRST FINANCIAL CORP /IN/Active
Some overlap · 4 shared positions
$MAR$WT$TMO$LIN
$255M
303 positions
#12Ridge Creek Global, IncActive
Some overlap · 4 shared positions
$MAR$WT$SYK$LIN
$118M
85 positions
#13TRUST CO OF OKLAHOMAPassive
Some overlap · 4 shared positions
$MAR$TMO$MCD$CB
$343M
139 positions
#14AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$MAR$BAC$SYK$CL
$445M
77 positions
#15Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$MAR$WT$TMO
$153M
344 positions
#16Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$MAR$WT$TMO
$118M
73 positions
#17Dougherty & Associates, LLCActive
Some overlap · 3 shared positions
$MAR$BKNG$TMO
$109M
52 positions
#18Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$MAR$WT$SYK
$170M
48 positions
#19CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 3 shared positions
$MAR$WT$GEHC
$149M
96 positions
#20DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Some overlap · 5 shared positions
$TTE$AZN$CRH$BAC$TMO
$112.7B
1,002 positions
#21WMG Financial Advisors, LLCActive
Some overlap · 3 shared positions
$MAR$BAC$WT
$240M
100 positions
#22FOUNDERS GROVE WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MAR$WT$BAC
$440M
162 positions
#23tru Independence LLCPassive
Some overlap · 5 shared positions
$MAR$MCD$WT$BAC$OTIS
$202M
102 positions
#24Compagnie Lombard Odier SCmAActive
Some overlap · 6 shared positions
$TTE$MCD$AZN$BAC$TMO$LIN
$8.1B
454 positions
#25VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 4 shared positions
$MAR$AZN$WT$TMO
$301M
176 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.