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, CHANNING GLOBAL ADVISORS, with shared positions in $AZN, $SYK, $CB, $BKNG, $CRH, $TMO. The full ranking of 25 similar funds is below.

#1Evelyn Partners Investment Management LLP

Substantial overlap · 13 shared positions

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

$3.7B

410 positions

#2Evelyn Partners Asset Management Ltd

Notable overlap · 13 shared positions

$SYK $BKNG $ADP $AZN $ANET $INTU

$406M

308 positions

#3CHANNING GLOBAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$AZN $BKNG $TJX $SPGI

$193M

41 positions

#4Evelyn Partners Group LtdActive

Notable overlap · 15 shared positions

$AZN $CRH $CB $SYK $APH $TMO

$46.9B

551 positions

#5Martin Investment Management, LLCActive

Notable overlap · 4 shared positions

$AZN $BKNG $SYK $TMO

$300M

47 positions

#6PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 8 shared positions

$AZN $SYK $BKNG $TMO $SPGI $TJX

$836M

93 positions

#7WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 7 shared positions

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

$2.1B

131 positions

#8PRUDENTIAL PLCActive

Notable overlap · 3 shared positions

$AZN $DOV $LIN

$18.4B

691 positions

#9Rathbones Group PLCActive

Notable overlap · 8 shared positions

$AZN $CRH $TMO $BKNG $SPGI $LIN

$27.1B

665 positions

#10ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 8 shared positions

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

$1.9B

88 positions

#11CAMDEN NATIONAL BANKPassive

Notable overlap · 9 shared positions

$CB $MCD $ADP $TMO $MDLZ $SPGI

$767M

184 positions

#12Dundas Partners LLPActive

Notable overlap · 8 shared positions

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

$1.4B

31 positions

#13Boit C F DavidPassive

Notable overlap · 7 shared positions

$CB $SYK $MCD $ADP $INTU $BKNG

$238M

85 positions

#14DAVIS-REA LTD.Active

Notable overlap · 8 shared positions

$SYK $MCD $CB $TMO $DIS $SPGI

$351M

45 positions

#15BLI - Banque de Luxembourg InvestmentsPassive

Notable overlap · 8 shared positions

$AZN $WPM $FNV $ANET $MDLZ $SPGI

$2.8B

195 positions

#16SCHARF INVESTMENTS, LLCActive

Notable overlap · 8 shared positions

$CB $SYK $FNV $TMO $DIS $ZTS

$3.0B

79 positions

#17BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$SYK $CB $ADP $MCD $SPGI $TJX

$346M

113 positions

#18Bath Savings Trust CoActive

Notable overlap · 8 shared positions

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

$965M

177 positions

#19Evelyn Partners Investment Management (Europe) Ltd

Notable overlap · 9 shared positions

$AZN $MCD $CRH $NDAQ $BKNG $TMO

$291M

187 positions

#20Sivik Global Healthcare LLCActive

Notable overlap · 4 shared positions

$AZN $SYK $ISRG $TMO

$132M

34 positions

#21OAK FAMILY ADVISORS, LLCPassive

Notable overlap · 3 shared positions

$AZN $SYK $APH

$391M

111 positions

#22ABN AMRO Bank N.V.Active

Notable overlap · 6 shared positions

$AZN $CRH $SYK $SPGI $TJX $LIN

$7.7B

231 positions

#23NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

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

$341M

91 positions

#24DNCA FINANCEActive

Notable overlap · 4 shared positions

$AZN $CRH $ANET $LIN

$2.1B

118 positions

#25WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 6 shared positions

$SYK $MCD $ADP $INTU $TJX $APH

$947M

155 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.