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 MASTERINVEST Kapitalanlage GmbH

13F Portfolio OverlapQ1 2026MASTERINVEST Kapitalanlage GmbH portfolio →

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Most similar hedge funds by 13F overlap

MASTERINVEST Kapitalanlage GmbH is an institutional investor managing $962M across 292 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 MASTERINVEST Kapitalanlage GmbH are Kepler Cheuvreux (Suisse) SA, Stokes Advisors,, FORBES J M & LLP, with shared positions in $KO, $CME, $LRCX, $TJX, $MU, $LIN. The full ranking of 25 similar funds is below.

#1Kepler Cheuvreux (Suisse) SAPassive

Some overlap · 7 shared positions

$KO $CME $LRCX $TJX $MU $LIN

$1.5B

171 positions

#2Stokes Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$KO $TJX $UNP $LIN $MCD $ABT

$446M

104 positions

#3FORBES J M & CO LLPActive

Some overlap · 7 shared positions

$KO $TJX $UNP $LIN $ABT $PLD

$1.2B

150 positions

#4BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$TJX $MU $KO $LIN $UNP $MCD

$1.6B

435 positions

#5Wahed Invest LLCPassive

Some overlap · 8 shared positions

$KO $MU $LRCX $LIN $ABT $TJX

$770M

225 positions

#6Bank Julius Baer & Co. Ltd, ZurichActive

Some overlap · 7 shared positions

$CME $LRCX $KO $LIN $ABT $UBER

$33.2B

678 positions

#7Meiji Yasuda America IncActive

Some overlap · 7 shared positions

$KO $MU $TJX $CB $WM $UBER

$404M

57 positions

#8Empire Life Investments Inc.Active

Some overlap · 6 shared positions

$KO $CME $LRCX $TJX $MU $PGR

$1.6B

110 positions

#9Brentview Investment Management LLCPassive

Some overlap · 6 shared positions

$CME $LRCX $TJX $UNP $LIN $WM

$231M

63 positions

#10Grantham, Mayo, Van Otterloo & Co. LLCActive

Some overlap · 6 shared positions

$KO $LRCX $TJX $ABT $CRM $UBER

$39.1B

628 positions

#11PeakShares LLCPassive

Some overlap · 7 shared positions

$TJX $MU $MCD $WM $CRM $UBER

$109M

116 positions

#12Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$KO $TJX $LIN $MCD $ABT $WM

$353M

78 positions

#13Onex Canada Asset Management Inc.Passive

Some overlap · 6 shared positions

$KO $CME $MU $UNP $TJX $UBER

$601M

78 positions

#14WOLFF WIESE MAGANA LLCPassive

Some overlap · 6 shared positions

$KO $MU $UNP $MCD $ABT $CB

$181M

983 positions

#15CONNORS INVESTOR SERVICES INCActive

Some overlap · 6 shared positions

$KO $TJX $LIN $ABT $CB $WM

$1.1B

149 positions

#16Papamarkou Wellner Asset Management inc.Passive

Some overlap · 6 shared positions

$KO $CME $UNP $MCD $ABT $PGR

$164M

86 positions

#17Dai-ichi Life Insurance Company, LtdActive

Some overlap · 7 shared positions

$TJX $KO $LRCX $MCD $LIN $CME

$3.5B

464 positions

#18Acumen Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$KO $LRCX $TJX $ABT $CRM $UBER

$372M

439 positions

#19Accretive Wealth Partners, LLCPassive

Some overlap · 7 shared positions

$CME $KO $TJX $MCD $WM $UNP

$356M

180 positions

#20FAYEZ SAROFIM & COActive

Some overlap · 6 shared positions

$KO $CME $MCD $ABT $CB $PGR

$39.1B

294 positions

#21CIBC Private Wealth Group, LLC

Some overlap · 7 shared positions

$CME $TJX $UNP $ABT $LIN $MCD

$59.2B

3,397 positions

#22Town & Country Bank & Trust CO dba First Bankers Trust COPassive

Some overlap · 6 shared positions

$TJX $UNP $KO $LIN $ABT $CB

$296M

146 positions

#23MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 6 shared positions

$KO $UNP $LIN $ABT $WM $MCD

$1.8B

250 positions

#24ICW Investment Advisors LLCPassive

Some overlap · 6 shared positions

$KO $TJX $LIN $MCD $ABT $FAST

$277M

147 positions

#25Impact Capital Partners LLCPassive

Some overlap · 6 shared positions

$KO $LIN $MCD $ABT $UNP $PLD

$331M

276 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.