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Hedge Funds Similar to EFG International AG

13F Portfolio OverlapQ2 2026EFG International AG portfolio →
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Most similar hedge funds by 13F overlap

EFG International AG is an institutional investor managing $5.5B across 1,088 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to EFG International AG are Athena Wealth, New England Research, DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt, with shared positions in $URI, $AZN, $PHM, $MCK, $MELI, $UNP. The full ranking of 25 similar funds is below.

#1Athena Wealth Management, LLCActive
Some overlap · 5 shared positions
$URI$AZN$PHM$MCK$MELI
$139M
103 positions
#2New England Research & Management, Inc.Passive
Some overlap · 5 shared positions
$URI$AZN$UNP$ULTA$VRT
$259M
131 positions
#3DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Some overlap · 5 shared positions
$AZN$UNP$MCK$URI$TTE
$130.4B
1,077 positions
#4PATTON ALBERTSON MILLER GROUP, LLCPassive
Some overlap · 4 shared positions
$URI$PHM$UNP$MCK
$994M
219 positions
#5J2 Capital Management IncActive
Some overlap · 5 shared positions
$HEI$FANG$ULTA$TTE$MELI
$158M
119 positions
#6M&G PlcActive
Some overlap · 5 shared positions
$AZN$UBS$AMCR$CME$TTE
$20.1B
374 positions
#7Cumberland Partners LtdPassive
Some overlap · 4 shared positions
$AZN$UNP$PHM$MCK
$1.5B
153 positions
#8SYCOMORE ASSET MANAGEMENTActive
Some overlap · 4 shared positions
$URI$AZN$RACE$VRT
$917M
68 positions
#9Henry James International Management Inc.Passive
Some overlap · 4 shared positions
$AZN$RACE$UBS$IBN
$330M
90 positions
#10GROUPAMA ASSET MANAGMENTActive
Some overlap · 4 shared positions
$AZN$URI$CME$TTE
$7.9B
408 positions
#11Eley Financial Management, IncPassive
Some overlap · 4 shared positions
$URI$UNP$MCK$VRT
$309M
72 positions
#12BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 4 shared positions
$URI$UNP$ULTA$MCK
$1.5B
234 positions
#13London & Capital Asset Management LtdActive
Some overlap · 4 shared positions
$URI$VMC$CME$MELI
$10.9B
203 positions
#14SIH Partners, LLLPActive
Some overlap · 4 shared positions
$AZN$RACE$UBS$TTE
$15.9B
320 positions
#15Distillate Capital Partners LLCPassive
Some overlap · 4 shared positions
$FANG$PHM$MCK$CME
$1.9B
118 positions
#16Border to Coast Pensions Partnership LtdActive
Some overlap · 4 shared positions
$AZN$UBS$UNP$TTE
$7.3B
89 positions
#17Strategic Wealth Partners, Ltd.Passive
Some overlap · 3 shared positions
$URI$AZN$UNP
$1.6B
1,462 positions
#18SWP Investment Management LLCPassive
Some overlap · 3 shared positions
$URI$AZN$UNP
$145M
43 positions
#19BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$URI$AZN$UNP
$171M
116 positions
#20Compagnie Lombard Odier SCmAActive
Some overlap · 5 shared positions
$UBS$AZN$RACE$TTE$DDOG
$9.2B
514 positions
#21WESTPORT ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$URI$UNP$AZN$VRT
$245M
80 positions
#22Generali Asset Management SPA SGRPassive
Some overlap · 4 shared positions
$AZN$UBS$RACE$TTE
$5.7B
504 positions
#23Obion Capital Management LPActive
Some overlap · 3 shared positions
$HEI$VMC$UNP
$118M
16 positions
#24Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$HEI$PHM$MCK
$754M
41 positions
#25DNCA FINANCEActive
Some overlap · 4 shared positions
$AZN$RACE$TTE$VRT
$2.1B
118 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.