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Hedge Funds Similar to Intesa Sanpaolo Wealth

13F Portfolio OverlapQ1 2026Intesa Sanpaolo Wealth portfolio →
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Most similar hedge funds by 13F overlap

Intesa Sanpaolo Wealth Management is an institutional investor managing $410M across 299 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 Intesa Sanpaolo Wealth are Round Hill Asset, Quintet Private Bank (Europe) S.A., PARNASSUS INVESTMENTS,, with shared positions in $DIS, $KHC, $NVO, $ICE, $PFE, $T. The full ranking of 25 similar funds is below.

#1Round Hill Asset ManagementPassive
Notable overlap · 6 shared positions
$DIS$KHC$NVO$ICE$PFE$T
$153M
62 positions
#2Quintet Private Bank (Europe) S.A.Active
Notable overlap · 7 shared positions
$DIS$WM$PANW$PFE$T$ISRG
$1.5B
187 positions
#3PARNASSUS INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$WM$LIN$ICE$CRM$__PARK_1390777
$34.1B
135 positions
#4Granite Group Advisors, LLCActive
Some overlap · 3 shared positions
$DIS$GSAT$__PARK_1390777
$165M
86 positions
#5Compagnie Lombard Odier SCmAActive
Some overlap · 7 shared positions
$LIN$PANW$WM$ICE$TTE$RACE
$8.1B
454 positions
#6DCM Advisors, LLCActive
Some overlap · 4 shared positions
$DIS$AXP$T$PFE
$220M
38 positions
#7Brown Shipley& Co LtdActive
Some overlap · 6 shared positions
$DIS$WM$T$PANW$PFE$ICE
$167M
78 positions
#8J. Stern & Co. LLPActive
Some overlap · 6 shared positions
$DIS$ICE$CRM$ETN$ISRG$LIN
$1.0B
49 positions
#9Westchester Capital Management, Inc.Active
Some overlap · 7 shared positions
$WM$CRM$DIS$PFE$T$__PARK_1390777
$497M
45 positions
#10CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$DIS$AXP$CRM
$140M
72 positions
#11PICTET BANK & TRUST LtdActive
Some overlap · 5 shared positions
$WM$LIN$CRM$TTE$ETN
$76M
33 positions
#12Sonoma Private Wealth LLCPassive
Some overlap · 3 shared positions
$PHYS$PANW$T
$81M
67 positions
#13DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$WM$LIN$ICE$RACE
$253M
92 positions
#14YCG, LLCActive
Some overlap · 4 shared positions
$WM$LIN$RSG$RACE
$1.1B
42 positions
#15M3 Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WM$DIS$PANW$ETN
$130M
35 positions
#16DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$WM$DIS$CRM$PFE
$16.0B
187 positions
#17Auxano Advisors, LLCActive
Some overlap · 4 shared positions
$PHYS$NVO$DIS$RSG
$501M
199 positions
#18VAN STRUM & TOWNE INC.Passive
Some overlap · 5 shared positions
$DIS$PANW$AXP$CRM$PFE
$343M
111 positions
#19United Super Pty Ltd in its capacity as Trustee for the ConsActive
Some overlap · 6 shared positions
$LIN$CRM$RSG$ICE$T$ISRG
$5.3B
185 positions
#20Phraction Management LLCActive
Some overlap · 4 shared positions
$PHYS$LIN$ICE$ETN
$483M
65 positions
#21Bruce G. Allen Investments, LLCPassive
Some overlap · 4 shared positions
$PHYS$T$__PARK_1390777$TTE
$153M
1,084 positions
#22Timber Creek Capital Management LLCPassive
Some overlap · 5 shared positions
$GLDM$LIN$ICE$CRM$TTE
$412M
78 positions
#23ABN AMRO Bank N.V.Active
Some overlap · 4 shared positions
$DIS$LIN$PANW$TTE
$9.3B
228 positions
#24Basepoint Wealth LLCActive
Some overlap · 3 shared positions
$PHYS$AXP$__PARK_1390777
$175M
643 positions
#25AMF Tjanstepension ABActive
Some overlap · 5 shared positions
$LIN$ICE$BABA$CRM$ETN
$15.1B
117 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.