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Hedge Funds Similar to Group Private Client Services

13F Portfolio OverlapQ2 2026Group Private Client Services portfolio →
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Most similar hedge funds by 13F overlap

Capital Group Private Client Services, Inc. is an institutional investor managing $7.1B across 260 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 Group Private Client Services are International, International Sarl, Group Investment Pte. Ltd., with shared positions in $KLAC, $AZN, $TTE, $PM, $WELL, $MRSH. The full ranking of 25 similar funds is below.

#1Capital International, Inc./CA/Active
Notable overlap · 11 shared positions
$KLAC$AZN$TTE$PM$WELL$MRSH
$14.3B
302 positions
#2Capital International SarlActive
Notable overlap · 11 shared positions
$KLAC$AZN$TTE$PM$WELL$RCL
$7.1B
287 positions
#3Capital Group Investment Management Pte. Ltd.Passive
Notable overlap · 11 shared positions
$KLAC$AZN$TTE$WELL$LIN$RCL
$664M
143 positions
#4Capital International InvestorsActive
Notable overlap · 11 shared positions
$KLAC$AZN$PM$WELL$TTE$RCL
$483.6B
446 positions
#5CAPITAL INTERNATIONAL LTD /CA/Active
Notable overlap · 10 shared positions
$KLAC$AZN$TTE$LIN$RCL$RYAAY
$3.1B
150 positions
#6Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$KLAC$PM$WELL$RCL
$1.6B
184 positions
#7RiverGlades Family Offices LLCActive
Some overlap · 3 shared positions
$KLAC$IAU$PM
$218M
108 positions
#8Madson Wealth Advisors IncActive
Some overlap · 3 shared positions
$KLAC$AZN$IAU
$144M
93 positions
#9Ifrah Financial Services, Inc.Passive
Some overlap · 4 shared positions
$KLAC$IAU$LIN$VRTX
$396M
205 positions
#10BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$KLAC$PM$LIN$TDG
$1.8B
356 positions
#11Rathbones Group PLCActive
Some overlap · 6 shared positions
$AZN$TTE$MRSH$LIN$SHOP$APH
$27.1B
665 positions
#12Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$KLAC$IAU$LIN
$1.8B
529 positions
#13ALBERT D MASON INCPassive
Some overlap · 4 shared positions
$KLAC$TTE$LIN$ATO
$166M
140 positions
#14Capital World InvestorsActive
Some overlap · 6 shared positions
$KLAC$PM$RCL$AZN$TDG$VRTX
$846.4B
637 positions
#15Covenant Asset Management, LLCPassive
Some overlap · 4 shared positions
$KLAC$AZN$SHOP$VRTX
$746M
169 positions
#16AEGON ASSET MANAGEMENT UK PLCActive
Some overlap · 3 shared positions
$KLAC$AZN$TTE
$9.4B
172 positions
#17OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 4 shared positions
$KLAC$DOV$WELL$NOC
$501M
276 positions
#18BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$KLAC$IAU$DOV
$1.5B
234 positions
#19PCB Capital LLCPassive
Some overlap · 4 shared positions
$KLAC$PM$MDLZ$APH
$82M
114 positions
#20REXFORD CAPITAL INCPassive
Some overlap · 4 shared positions
$KLAC$AZN$RCL$PM
$163M
301 positions
#21ABN AMRO Bank N.V.Active
Some overlap · 5 shared positions
$AZN$TTE$LIN$KLAC$VRTX
$7.7B
231 positions
#22Timber Creek Capital Management LLCPassive
Some overlap · 4 shared positions
$IAU$AZN$TTE$LIN
$490M
80 positions
#23Pictet North America Advisors SAActive
Some overlap · 4 shared positions
$AZN$IAU$DOV$TTE
$1.2B
189 positions
#24Storen Legacy Partners, LLCActive
Some overlap · 5 shared positions
$IAU$PM$MRSH$MDLZ$NOC
$367M
116 positions
#25Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$KLAC$IAU$SHOP
$819M
339 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.