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 VUB Generali dochodkova spravcovska spolocnost, a.s.

13F Portfolio OverlapQ1 2026VUB Generali dochodkova spravcovska spolocnost, a.s. portfolio →

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Most similar hedge funds by 13F overlap

VUB Generali dochodkova spravcovska spolocnost, a.s. is an institutional investor managing $127M across 91 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 VUB Generali dochodkova spravcovska spolocnost, a.s. are FORBES J M & LLP, Group Private Client Services,, Massachusetts Wealth, with shared positions in $IAU, $NEE, $LIN, $BAC, $UNP, $KO. The full ranking of 25 similar funds is below.

#1FORBES J M & CO LLPActive

Notable overlap · 7 shared positions

$IAU $NEE $LIN $BAC $UNP $KO

$1.2B

150 positions

#2Capital Group Private Client Services, Inc.Active

Some overlap · 6 shared positions

$IAU $GE $GEV $COP $LIN $WELL

$5.9B

240 positions

#3Massachusetts Wealth ManagementPassive

Some overlap · 7 shared positions

$GE $GEV $COP $BAC $KO $DE

$231M

98 positions

#4NS Partners LtdActive

Some overlap · 7 shared positions

$NEE $GEV $GE $BAC $KO $UNH

$2.2B

71 positions

#5Rachor Investment Advisory Services, LLCActive

Some overlap · 5 shared positions

$IAU $GE $GEV $BAC $NEE

$190M

464 positions

#6CapWealth Advisors, LLCActive

Some overlap · 6 shared positions

$GE $NEE $GEV $BAC $KO $UNH

$1.3B

118 positions

#7Signet Investment Advisory Group, Inc.Passive

Some overlap · 5 shared positions

$IAU $NEE $COP $KO $UNH

$218M

69 positions

#8Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$IAU $NEE $PLD $KO $UNH

$477M

70 positions

#9CADINHA & CO LLCActive

Some overlap · 5 shared positions

$IAU $GE $GEV $UNP $WFC

$537M

103 positions

#10Summit Place Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$IAU $GE $GEV $WELL

$208M

106 positions

#11Estabrook Capital ManagementPassive

Some overlap · 7 shared positions

$GE $GEV $COP $BAC $UNP $WFC

$685M

380 positions

#12EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$NEE $COP $BAC $UNP $KO $UNH

$1.4B

56 positions

#13S-Bank Fund Management LtdActive

Some overlap · 7 shared positions

$NEE $LIN $PLD $BAC $GEV $KO

$671M

178 positions

#14Wallington Asset Management, LLCActive

Some overlap · 5 shared positions

$IAU $LIN $BAC $UNP $DE

$752M

61 positions

#15Pavion Blue Capital, LLCPassive

Some overlap · 6 shared positions

$GE $GEV $BAC $COP $KO $WFC

$230M

108 positions

#16Slocum, Gordon & Co LLPPassive

Some overlap · 5 shared positions

$GE $NEE $GEV $COP $UNP

$147M

64 positions

#17ANDERSON HOAGLAND & COPassive

Some overlap · 4 shared positions

$IAU $GE $GEV $BAC

$1.2B

136 positions

#18PRING TURNER CAPITAL GROUP INCPassive

Some overlap · 7 shared positions

$COP $PLD $BAC $GE $UNP $WFC

$166M

72 positions

#19Meiji Yasuda America IncActive

Some overlap · 5 shared positions

$GE $NEE $COP $WELL $KO

$404M

57 positions

#20WEALTHSPAN PARTNERS, LLCPassive

Some overlap · 5 shared positions

$IAU $COP $NEE $DE $WFC

$284M

123 positions

#21Weinberger Asset Management, IncActive

Some overlap · 6 shared positions

$GE $GEV $BAC $IAU $DE $KO

$267M

92 positions

#22Purkiss Capital Advisors LLCPassive

Some overlap · 5 shared positions

$IAU $WELL $BAC $NEE $GEV

$227M

168 positions

#23BECK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$IAU $GE $GEV $WELL

$437M

115 positions

#24Munro PartnersActive

Some overlap · 4 shared positions

$GE $NEE $GEV $LIN

$3.0B

59 positions

#25Yoffe Investment Management, LLCPassive

Some overlap · 5 shared positions

$GE $GEV $UNP $KO $UNH

$78M

111 positions

Compare VUB Generali dochodkova spravcovska spolocnost, a.s.’s portfolio side by side

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View VUB Generali dochodkova spravcovska spolocnost, a.s.’s holdings

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.