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Hedge Funds Similar to Evelyn Partners Asset Ltd

13F Portfolio OverlapQ1 2026Evelyn Partners Asset Ltd portfolio →
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Most similar hedge funds by 13F overlap

Evelyn Partners Asset Management Ltd is an institutional investor managing $406M across 308 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 Asset Ltd are WOODLEY FARRA MANION PORTFOLIO, Evelyn Partners Investment Services Ltd, Dundas Partners LLP, with shared positions in $DOV, $SYK, $DIS, $ADP, $ACN, $AZN. The full ranking of 25 similar funds is below.

#1WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 9 shared positions
$DOV$SYK$DIS$ADP$ACN$AZN
$2.1B
122 positions
#2Evelyn Partners Investment Management Services LtdPassive
Notable overlap · 12 shared positions
$SYK$BKNG$ADP$AZN$INTU$DIS
$850M
281 positions
#3Dundas Partners LLPActive
Notable overlap · 6 shared positions
$BKNG$SYK$ADP$ZTS$INTU$ACN
$1.3B
49 positions
#4CINCINNATI CASUALTY COActive
Notable overlap · 4 shared positions
$DOV$USB$ADP$ACN
$191M
24 positions
#5Systelligence, LLCPassive
Notable overlap · 4 shared positions
$DOV$USB$IAU$YMM
$514M
56 positions
#6GoalFusion Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$DOV$USB$ACN
$220M
30 positions
#7MCDANIEL TERRY & COActive
Notable overlap · 6 shared positions
$DOV$ADP$SYK$INTU$ACN$ISRG
$1.2B
81 positions
#8Weil Company, Inc.Passive
Notable overlap · 5 shared positions
$DOV$INTU$IAU$CB$MCD
$445M
115 positions
#9Coyle Financial Counsel LLCActive
Notable overlap · 4 shared positions
$DOV$USB$AZO$EPAM
$473M
113 positions
#10Lakewood Asset Management LLCPassive
Notable overlap · 3 shared positions
$DOV$AZO$BKNG
$156M
107 positions
#11Passumpsic Savings Bank
Notable overlap · 4 shared positions
$USB$BKNG$DIS$ANET
$183M
90 positions
#12CINCINNATI FINANCIAL CORPActive
Notable overlap · 6 shared positions
$DOV$CME$ACN$ADP$USB$MCD
$5.0B
55 positions
#13SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Notable overlap · 6 shared positions
$SYK$WAT$ADP$INTU$USB$ISRG
$1.3B
158 positions
#14David R. Rahn & Associates Inc.Passive
Notable overlap · 4 shared positions
$USB$YMM$IAU$ANET
$354M
122 positions
#15NORTHSTAR ASSET MANAGEMENT INCActive
Notable overlap · 5 shared positions
$SYK$ADP$INTU$UL$ANET
$326M
86 positions
#16Tandem Investment Advisors, Inc.Active
Notable overlap · 6 shared positions
$SYK$INTU$ZTS$ADP$MCD$ISRG
$2.0B
83 positions
#17NEPC LLCSmart money
Notable overlap · 3 shared positions
$USB$DOV$EPAM
$5.0B
51 positions
#18LETSON INVESTMENT MANAGEMENT, INC.Active
Notable overlap · 6 shared positions
$SYK$ADP$INTU$ACN$CB$MCD
$260M
101 positions
#19Barry Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$USB$DOV$RELX$AZN
$454M
99 positions
#20Orcam Financial GroupSmart money
Notable overlap · 3 shared positions
$DOV$USB$IAU
$141M
62 positions
#21TSG Advice Partners, LLCActive
Notable overlap · 3 shared positions
$DOV$USB$MCD
$667M
135 positions
#22Townsend & Associates, IncActive
Notable overlap · 6 shared positions
$CME$DIS$AZO$BKNG$IAU$DEO
$1.2B
115 positions
#23FUNDSMITH INVESTMENT SERVICES LTD.Smart money
Notable overlap · 4 shared positions
$SYK$ADP$WAT$ZTS
$4.4B
24 positions
#24Fundsmith LLPActive
Notable overlap · 4 shared positions
$SYK$ADP$WAT$ZTS
$12.8B
34 positions
#25RETIREMENT CAPITAL STRATEGIESActive
Notable overlap · 3 shared positions
$DOV$RELX$ANET
$265M
62 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.