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 Banco de Sabadell, S.A

13F Portfolio OverlapQ2 2026Banco de Sabadell, S.A portfolio →

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Most similar hedge funds by 13F overlap

Banco de Sabadell, S.A is an institutional investor managing $170M across 61 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 Banco de Sabadell, S.A are Haverford, Haverford Financial Services, CINCINNATI INSURANCE, with shared positions in $ETN, $NEE, $BLK, $TJX, $TMO, $APD. The full ranking of 25 similar funds is below.

#1Haverford Trust CoActive

Notable overlap · 12 shared positions

$ETN $NEE $BLK $TJX $TMO $APD

$11.6B

424 positions

#2Haverford Financial Services, Inc.Active

Notable overlap · 9 shared positions

$ETN $NEE $BLK $TJX $TXN $SYK

$339M

49 positions

#3CINCINNATI INSURANCE COActive

Notable overlap · 9 shared positions

$ADI $USB $TJX $BLK $MCD $VLO

$6.9B

64 positions

#4BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$ADI $BLK $TJX $TXN $AMGN $APD

$346M

113 positions

#5ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 8 shared positions

$ETN $ASML $TJX $TXN $TMO $SYK

$1.3B

109 positions

#6Phoenix Wealth AdvisorsActive

Notable overlap · 8 shared positions

$ETN $ADI $NEE $APD $UNP $CME

$297M

129 positions

#7BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$ADI $ASML $ETN $TJX $NEE $AMGN

$8.0B

1,334 positions

#8CINCINNATI FINANCIAL CORPActive

Notable overlap · 9 shared positions

$ADI $VLO $TJX $MCD $QCOM $CME

$5.2B

56 positions

#9Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$ETN $ADI $USB $MCD $AMGN $APD

$214M

33 positions

#10Clear Trail Advisors, LLCPassive

Notable overlap · 10 shared positions

$ETN $ADI $APD $CME $NEE $TJX

$655M

161 positions

#11Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$ETN $TXN $MCD $AMGN $APD $UNP

$108M

52 positions

#12Alley Investment Management Company, LLCActive

Notable overlap · 8 shared positions

$ETN $ASML $BLK $AMGN $UNP $SYK

$856M

89 positions

#13Kesler, Norman & Wride, LLCPassive

Notable overlap · 8 shared positions

$ADI $TXN $BLK $AMGN $NEE $UNP

$631M

271 positions

#14CrossGen Wealth, LLCPassive

Notable overlap · 7 shared positions

$ETN $VLO $TJX $APD $UNP $CME

$129M

214 positions

#15McGuire Investment Group, LLCActive

Notable overlap · 8 shared positions

$ASML $ADI $TMO $SYK $BLK $QCOM

$1.1B

137 positions

#16RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$ETN $ADI $VLO $NEE $MCD $QCOM

$1.1B

90 positions

#17Signet Investment Advisory Group, Inc.Passive

Notable overlap · 8 shared positions

$NEE $USB $MCD $CSX $ETN $AMGN

$227M

73 positions

#18AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 6 shared positions

$ETN $NEE $TJX $TXN $AMGN $TMO

$1.6B

118 positions

#19Somerset Trust CoPassive

Notable overlap · 7 shared positions

$ADI $NEE $MCD $AMGN $BLK $APD

$354M

186 positions

#20Destination Wealth ManagementPassive

Notable overlap · 7 shared positions

$ASML $ADI $TJX $MCD $SYK $QCOM

$4.3B

344 positions

#21Front Row Advisors LLCPassive

Notable overlap · 8 shared positions

$ASML $TJX $ADI $BLK $AMGN $ETN

$345M

576 positions

#22Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 8 shared positions

$ADI $VLO $TMO $TJX $USB $NEE

$449M

45 positions

#23FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 7 shared positions

$ETN $NEE $MCD $BLK $AMGN $MDT

$5.3B

210 positions

#24ST GERMAIN D J CO INCPassive

Notable overlap · 7 shared positions

$ASML $NEE $BLK $AMGN $QCOM $TJX

$2.8B

914 positions

#25ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$ASML $TXN $MCD $TJX $SYK $TMO

$1.9B

88 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.