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 Evelyn Partners Group Ltd

13F Portfolio OverlapQ2 2026Evelyn Partners Group Ltd portfolio →

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Most similar hedge funds by 13F overlap

Evelyn Partners Group Ltd is an institutional investor managing $46.9B across 551 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 Evelyn Partners Group Ltd are PRUDENTIAL PLC, CHANNING GLOBAL ADVISORS, CAISSE DES DEPOTS ET CONSIGNATIONS, with shared positions in $AZN, $DOV, $LIN, $SUNB, $TJX, $BKNG. The full ranking of 25 similar funds is below.

#1PRUDENTIAL PLCActive

Substantial overlap · 4 shared positions

$AZN $DOV $LIN $SUNB

$18.4B

691 positions

#2CHANNING GLOBAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$AZN $TJX $BKNG

$193M

41 positions

#3CAISSE DES DEPOTS ET CONSIGNATIONSActive

Notable overlap · 5 shared positions

$AZN $NEE $LIN $TTE $SUNB

$5.9B

235 positions

#4Evelyn Partners Investment Management Services Ltd

Notable overlap · 15 shared positions

$AZN $CRH $CB $SYK $APH $TMO

$850M

281 positions

#5Evelyn Partners Investment Management LLP

Notable overlap · 17 shared positions

$AZN $CRH $CB $SYK $TMO $IEX

$3.7B

410 positions

#6Intesa Sanpaolo S.p.A.Active

Notable overlap · 3 shared positions

$AZN $SYK $TTE

$2.9B

237 positions

#7Martin Investment Management, LLCActive

Notable overlap · 5 shared positions

$AZN $SYK $TMO $AZO $BKNG

$300M

47 positions

#8Exane Asset ManagementActive

Some overlap · 3 shared positions

$AZN $CRH $TTE

$277M

28 positions

#9Rathbones Group PLCActive

Some overlap · 9 shared positions

$AZN $CRH $APH $TMO $LIN $ISRG

$27.1B

665 positions

#10Border to Coast Pensions Partnership LtdActive

Some overlap · 4 shared positions

$AZN $NEE $TJX $TTE

$6.8B

90 positions

#11DNCA FINANCEActive

Some overlap · 5 shared positions

$AZN $CRH $LIN $TTE $ANET

$2.1B

118 positions

#12OAK FAMILY ADVISORS, LLCPassive

Some overlap · 3 shared positions

$AZN $SYK $APH

$391M

111 positions

#13THORNBURG INVESTMENT MANAGEMENT INCActive

Some overlap · 6 shared positions

$AZN $LIN $TJX $TTE $BKNG $FCX

$10.5B

139 positions

#14EDENTREE ASSET MANAGEMENT LtdActive

Some overlap · 3 shared positions

$AZN $LIN $SUNB

$328M

66 positions

#15LGT Group FoundationActive

Some overlap · 5 shared positions

$AZN $CRH $CB $NEE $TTE

$8.8B

284 positions

#16Pictet North America Advisors SAActive

Some overlap · 5 shared positions

$AZN $TMO $DOV $TTE $MCD

$1.1B

154 positions

#17ABN AMRO Bank N.V.Active

Some overlap · 6 shared positions

$AZN $CRH $SYK $LIN $TJX $TTE

$7.7B

231 positions

#18PROFESSIONAL ADVISORY SERVICES INCActive

Some overlap · 6 shared positions

$AZN $SYK $APH $TMO $TJX $BKNG

$836M

93 positions

#19SEB Asset Management ABActive

Some overlap · 4 shared positions

$AZN $CB $SYK $ANET

$26.6B

700 positions

#20M&G PlcActive

Some overlap · 4 shared positions

$AZN $TMO $NEE $TTE

$20.1B

374 positions

#21Orca Wealth Management, LLCPassive

Some overlap · 3 shared positions

$AZN $CB $TTE

$167M

83 positions

#22Andra AP-fonden

Some overlap · 3 shared positions

$AZN $NEE $TJX

$8.4B

396 positions

#23WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 5 shared positions

$AZN $CB $SYK $NEE $DOV

$2.1B

131 positions

#24Sivik Global Healthcare LLCActive

Some overlap · 4 shared positions

$AZN $SYK $TMO $ISRG

$132M

34 positions

#25ROYAL LONDON ASSET MANAGEMENT LTDActive

Some overlap · 4 shared positions

$AZN $CB $LIN $TTE

$54.3B

678 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.