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 LLP

13F Portfolio OverlapQ1 2026Evelyn Partners Investment LLP portfolio →

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Most similar hedge funds by 13F overlap

Evelyn Partners Investment Management LLP is an institutional investor managing $3.7B across 410 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 LLP are Evelyn Partners Investment Services Ltd, Martin Investment ,, Exane Asset, with shared positions in $AZN, $SYK, $CB, $BKNG, $CRH, $TMO. The full ranking of 25 similar funds is below.

#1Evelyn Partners Investment Management Services LtdActive

Substantial overlap · 13 shared positions

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

$850M

281 positions

#2Martin Investment Management, LLCActive

Notable overlap · 5 shared positions

$AZN $SYK $TMO $AZO $BKNG

$334M

46 positions

#3Exane Asset ManagementActive

Notable overlap · 6 shared positions

$AZN $CRH $LIN $SW $TTE $BKNG

$489M

32 positions

#4ABN AMRO Bank N.V.Active

Notable overlap · 7 shared positions

$AZN $SYK $LIN $CRH $BAC $TTE

$9.3B

228 positions

#5LGT Group FoundationActive

Notable overlap · 8 shared positions

$AZN $CRH $KO $NEE $TTE $CB

$8.2B

283 positions

#6CAISSE DES DEPOTS ET CONSIGNATIONSSmart money

Notable overlap · 6 shared positions

$AZN $LIN $TTE $SUNB $KO $NEE

$6.1B

217 positions

#7CHANNING GLOBAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$AZN $BAC $TJX $BKNG

$171M

47 positions

#8DNCA FINANCEActive

Notable overlap · 5 shared positions

$AZN $CRH $TTE $ISRG $LIN

$1.7B

105 positions

#9Intesa Sanpaolo S.p.A.Active

Notable overlap · 4 shared positions

$AZN $BAC $UNH $TTE

$1.7B

219 positions

#10PRUDENTIAL PLCActive

Notable overlap · 4 shared positions

$AZN $SUNB $TTE $LIN

$17.1B

680 positions

#11WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$AZN $SYK $CB $NEE $KO

$2.1B

122 positions

#12THORNBURG INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$AZN $LIN $TTE $FCX $BKNG $TJX

$9.6B

171 positions

#13Evelyn Partners Investment Management (Europe) LtdActive

Notable overlap · 11 shared positions

$CRH $AZN $TTE $SW $BAC $NDAQ

$291M

187 positions

#14Renaissance Investment Group LLCActive

Notable overlap · 7 shared positions

$CRH $BKNG $TMO $NEE $TJX $ISRG

$465M

81 positions

#15Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$KO $CB $SYK $LIN $NEE $TJX

$446M

104 positions

#16Orca Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AZN $CB $BAC $TTE

$141M

67 positions

#17Rathbones Group PLCActive

Notable overlap · 8 shared positions

$KO $TMO $CRH $LIN $TTE $BKNG

$23.4B

643 positions

#18Groupe la FrancaisePassive

Notable overlap · 9 shared positions

$AZN $KO $CRH $TTE $LIN $ISRG

$7.3B

455 positions

#19DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive

Notable overlap · 8 shared positions

$AZN $TMO $CRH $BAC $TTE $TJX

$112.7B

1,002 positions

#20ZWJ INVESTMENT COUNSEL INCPassive

Notable overlap · 4 shared positions

$AZN $CB $KO $TMO

$2.8B

241 positions

#21Evelyn Partners Asset Management LtdPassive

Notable overlap · 7 shared positions

$SYK $BKNG $AZN $AZO $CB $ZTS

$406M

308 positions

#22EDENTREE ASSET MANAGEMENT LtdActive

Notable overlap · 3 shared positions

$AZN $SUNB $LIN

$332M

65 positions

#23Alphinity Investment Management Pty LtdActive

Notable overlap · 4 shared positions

$CRH $CB $KO $ISRG

$5.7B

29 positions

#24M&G PlcActive

Some overlap · 5 shared positions

$AZN $NEE $TMO $TTE $UNH

$19.4B

380 positions

#25CAPITAL INTERNATIONAL LTD /CA/Active

Some overlap · 6 shared positions

$AZN $LIN $BAC $TTE $TMO $ISRG

$2.7B

146 positions

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View Evelyn Partners Investment LLP’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.