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 Evelyn Partners Investment Services Ltd

13F Portfolio OverlapQ1 2026Evelyn Partners Investment Services Ltd portfolio →

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Most similar hedge funds by 13F overlap

Evelyn Partners Investment Management Services Ltd is an institutional investor managing $850M across 281 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 Services Ltd are Evelyn Partners Investment LLP, Evelyn Partners Asset Ltd, WOODLEY FARRA MANION PORTFOLIO, with shared positions in $AZN, $SYK, $CB, $BKNG, $CRH, $TMO. The full ranking of 25 similar funds is below.

#1Evelyn Partners Investment Management LLPActive

Substantial overlap · 13 shared positions

$AZN $SYK $CB $BKNG $CRH $TMO

$3.7B

410 positions

#2Evelyn Partners Asset Management LtdPassive

Notable overlap · 12 shared positions

$SYK $BKNG $ADP $AZN $INTU $DIS

$406M

308 positions

#3WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 8 shared positions

$AZN $SYK $CB $ADP $DIS $AJG

$2.1B

122 positions

#4CHANNING GLOBAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$AZN $TJX $BKNG

$171M

47 positions

#5CAISSE DES DEPOTS ET CONSIGNATIONSSmart money

Notable overlap · 3 shared positions

$AZN $LIN $KO

$6.1B

217 positions

#6PRUDENTIAL PLCActive

Notable overlap · 3 shared positions

$AZN $DOV $LIN

$17.1B

680 positions

#7ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 8 shared positions

$CB $SYK $MCD $ADP $TMO $DIS

$1.7B

86 positions

#8Martin Investment Management, LLCActive

Notable overlap · 4 shared positions

$AZN $SYK $TMO $BKNG

$334M

46 positions

#9Exane Asset ManagementActive

Notable overlap · 5 shared positions

$AZN $CRH $INTU $LIN $BKNG

$489M

32 positions

#10Sandhill Capital Partners LLCActive

Notable overlap · 9 shared positions

$SYK $BKNG $ISRG $ANET $AJG $LIN

$1.2B

95 positions

#11ABN AMRO Bank N.V.Active

Notable overlap · 6 shared positions

$AZN $SYK $DIS $CRH $TJX $LIN

$9.3B

228 positions

#12Dundas Partners LLPActive

Notable overlap · 8 shared positions

$SYK $BKNG $ADP $TMO $INTU $NDAQ

$1.3B

49 positions

#13DNCA FINANCEActive

Notable overlap · 5 shared positions

$AZN $CRH $ANET $ISRG $LIN

$1.7B

105 positions

#14Boit C F DavidActive

Notable overlap · 7 shared positions

$CB $SYK $MCD $ADP $INTU $LIN

$225M

117 positions

#15Bath Savings Trust CoActive

Notable overlap · 8 shared positions

$SYK $ADP $MCD $INTU $TJX $AJG

$936M

168 positions

#16Tandem Investment Advisors, Inc.Active

Notable overlap · 8 shared positions

$SYK $ADP $MCD $INTU $ZTS $NDAQ

$2.0B

83 positions

#17MCDANIEL TERRY & COActive

Notable overlap · 8 shared positions

$SYK $ADP $ISRG $TMO $INTU $KO

$1.2B

81 positions

#18LGT Group FoundationActive

Notable overlap · 6 shared positions

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

$8.2B

283 positions

#19SCHARF INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$CB $BKNG $FNV $TMO $DIS $ZTS

$3.2B

70 positions

#20DAVIS-REA LTD.Active

Notable overlap · 6 shared positions

$SYK $MCD $CB $TMO $DIS $LIN

$384M

54 positions

#21CAMDEN NATIONAL BANKActive

Notable overlap · 7 shared positions

$CB $MCD $ADP $TMO $TJX $ZTS

$739M

164 positions

#22BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 6 shared positions

$SYK $CB $MCD $ADP $TJX $APH

$321M

110 positions

#23NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$SYK $ADP $INTU $ANET $TJX $NDAQ

$326M

86 positions

#24LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 5 shared positions

$SYK $MCD $CB $ADP $INTU

$260M

101 positions

#25Renaissance Investment Group LLCActive

Notable overlap · 7 shared positions

$BKNG $CRH $ISRG $TMO $TJX $AJG

$465M

81 positions

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View Evelyn Partners Investment Services 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.