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Hedge Funds Similar to SSA SWISS ADVISORS AG

13F Portfolio OverlapQ4 2025SSA SWISS ADVISORS AG portfolio →
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Most similar hedge funds by 13F overlap

SSA SWISS ADVISORS AG is an institutional investor managing $215M across 102 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SSA SWISS ADVISORS AG are FOUNDATION RESOURCE, Glass Wealth, Gunderson, with shared positions in $B, $ADBE, $PFE, $COP, $SNY, $NVO. The full ranking of 25 similar funds is below.

#1FOUNDATION RESOURCE MANAGEMENT INCActive
Notable overlap · 7 shared positions
$B$ADBE$PFE$COP$SNY$NVO
$889M
55 positions
#2Glass Wealth Management Co LLCPassive
Some overlap · 4 shared positions
$B$AMAT$PFE$SNY
$258M
67 positions
#3Gunderson Capital Management Inc.Passive
Some overlap · 3 shared positions
$B$AMAT$NVO
$239M
46 positions
#4Evergreen Private Wealth LLCPassive
Some overlap · 4 shared positions
$AMAT$ADBE$FTNT$ZTS
$247M
86 positions
#5Applied Finance Capital Management, LLCPassive
Some overlap · 4 shared positions
$AMAT$ADBE$COP$FISV
$1.3B
218 positions
#6Greenfield Seitz Capital Management, LLCPassive
Some overlap · 4 shared positions
$B$NVO$ADBE$ZTS
$332M
111 positions
#7RIVERPARK CAPITAL MANAGEMENT LLC
Some overlap · 5 shared positions
$AMAT$NKE$ADBE$ZTS$DDOG
$52M
36 positions
#8DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$ADBE$COP$ABT$ZTS$PFE
$16.0B
187 positions
#9MATTERS CAPITAL LLCPassive
Some overlap · 4 shared positions
$B$ABT$ADBE$FISV
$113M
64 positions
#10Blume Capital Management, Inc.Passive
Some overlap · 4 shared positions
$AMAT$PFE$RIO$FISV
$588M
337 positions
#11Persium Advisors, LLCActive
Some overlap · 4 shared positions
$AMAT$PFE$COP$ABT
$127M
60 positions
#12Northwest Bancshares, Inc.Active
Some overlap · 4 shared positions
$AMAT$COP$RIO$SNY
$502M
168 positions
#13Employees Provident Fund BoardActive
Some overlap · 5 shared positions
$AMAT$NKE$ZTS$B$DDOG
$13.2B
70 positions
#14Alpha Wealth Funds, LLCActive
Some overlap · 5 shared positions
$ADBE$ABT$MDY$AMAT$FISV
$149M
41 positions
#15Saranac Partners LtdPassive
Some overlap · 5 shared positions
$AMAT$ADBE$COP$FISV$DHR
$234M
103 positions
#16Palmer Knight CoPassive
Some overlap · 4 shared positions
$AMAT$ADBE$FTNT$DHR
$205M
32 positions
#17CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$AMAT$PFE$NVO$NKE
$1.4B
80 positions
#18BONNESS ENTERPRISES INCActive
Some overlap · 3 shared positions
$AMAT$PFE$ABT
$273M
39 positions
#19NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 4 shared positions
$AMAT$ABT$ADBE$DHR
$1.5B
139 positions
#20Dundas Partners LLPActive
Some overlap · 3 shared positions
$AMAT$ABT$ZTS
$1.3B
49 positions
#21Midway Capital Research & ManagementPassive
Some overlap · 3 shared positions
$AMAT$PFE$ADBE
$106M
117 positions
#22Cascade Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$AMAT$COP$SNY$PFE
$169M
116 positions
#23LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 3 shared positions
$B$PFE$ADBE
$6.2B
101 positions
#24MAVERICK CAPITAL LTDPassive
Some overlap · 4 shared positions
$AMAT$ABT$NVO$DHR
$8.7B
241 positions
#25Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Some overlap · 4 shared positions
$B$ZTS$DDOG$AMAT
$134M
80 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.