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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 DNCA FINANCE, Evelyn Partners Investment LLP, Evelyn Partners Investment Services Ltd, with shared positions in $CRH, $TTE, $AZN, $LIN, $NDAQ, $BKNG. The full ranking of 25 similar funds is below.

#1DNCA FINANCEActive
Notable overlap · 4 shared positions
$CRH$TTE$AZN$LIN
$2.1B
118 positions
#2Evelyn Partners Investment Management LLP
Notable overlap · 10 shared positions
$CRH$AZN$TTE$NDAQ$BKNG$TMO
$3.7B
410 positions
#3Evelyn Partners Investment Management Services Ltd
Notable overlap · 9 shared positions
$AZN$MCD$CRH$NDAQ$BKNG$TMO
$850M
281 positions
#4ALTRINSIC GLOBAL ADVISORS LLCActive
Some overlap · 3 shared positions
$CRH$TTE$CB
$2.7B
55 positions
#5Albar Capital Partners LLPActive
Some overlap · 3 shared positions
$CRH$SW$LIN
$767M
38 positions
#6Groupe la FrancaisePassive
Some overlap · 5 shared positions
$TTE$AZN$CRH$TMO$LIN
$16.2B
797 positions
#7Exane Asset ManagementActive
Some overlap · 4 shared positions
$CRH$AZN$SW$TTE
$144M
20 positions
#8LGT Group FoundationActive
Some overlap · 4 shared positions
$AZN$CRH$TTE$CB
$8.8B
284 positions
#9THORNBURG INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$TTE$AZN$BKNG$LIN
$10.5B
139 positions
#10Rathbones Group PLCActive
Some overlap · 6 shared positions
$AZN$CRH$TTE$BKNG$TMO$LIN
$27.1B
665 positions
#11ABN AMRO Bank N.V.Active
Some overlap · 5 shared positions
$AZN$TTE$CRH$SYK$LIN
$7.7B
231 positions
#12CAISSE DES DEPOTS ET CONSIGNATIONSActive
Some overlap · 3 shared positions
$TTE$AZN$LIN
$5.9B
235 positions
#13Orca Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AZN$BX$TTE$CB$HON
$168M
84 positions
#14Parrish Capital LLCPassive
Some overlap · 3 shared positions
$AZN$TTE$BX
$103M
84 positions
#15SYCOMORE ASSET MANAGEMENTActive
Some overlap · 4 shared positions
$AZN$SW$TMO$SYK
$917M
68 positions
#16Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 4 shared positions
$AZN$TTE$TMO$LIN
$664M
143 positions
#17Skandinaviska Enskilda Banken AB (publ)Active
Some overlap · 5 shared positions
$MCD$AZN$TMO$SYK$BKNG
$2.7B
166 positions
#18CAPITAL INTERNATIONAL LTD /CA/Active
Some overlap · 4 shared positions
$AZN$TTE$TMO$LIN
$3.1B
150 positions
#19DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Some overlap · 4 shared positions
$AZN$TTE$CRH$TMO
$130.4B
1,077 positions
#20DekaBank Deutsche GirozentraleActive
Some overlap · 5 shared positions
$TTE$AZN$CRH$TMO$LIN
$87.8B
1,555 positions
#21Princeton Global Asset Management LLCPassive
Some overlap · 4 shared positions
$CRH$BX$CB$LIN
$692M
829 positions
#22Pictet North America Advisors SAActive
Some overlap · 4 shared positions
$AZN$MCD$TTE$TMO
$1.2B
189 positions
#23Stockman Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$CRH$MCD$HON
$968M
178 positions
#24SWP Investment Management LLCPassive
Some overlap · 3 shared positions
$AZN$BX$BKNG
$145M
43 positions
#25First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$MCD$BX$NDAQ$HON
$529M
75 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.