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 Compagnie Lombard Odier SCmA

13F Portfolio OverlapQ2 2026Compagnie Lombard Odier SCmA portfolio →

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Most similar hedge funds by 13F overlap

Compagnie Lombard Odier SCmA is an institutional investor managing $9.2B across 514 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 Compagnie Lombard Odier SCmA are CAISSE DES DEPOTS ET CONSIGNATIONS, SIH Partners, LLLP, Vontobel Holding Ltd., with shared positions in $UBS, $LIN, $TTE, $ALC, $AZN, $NEE. The full ranking of 25 similar funds is below.

#1CAISSE DES DEPOTS ET CONSIGNATIONSActive

Some overlap · 6 shared positions

$UBS $LIN $TTE $ALC $AZN $NEE

$5.9B

235 positions

#2SIH Partners, LLLPActive

Some overlap · 5 shared positions

$UBS $TTE $ALC $AZN $RACE

$15.9B

320 positions

#3Vontobel Holding Ltd.Passive

Some overlap · 6 shared positions

$UBS $LIN $ALC $NEE $WM $ANET

$31.4B

1,469 positions

#4Mendel Money ManagementPassive

Some overlap · 6 shared positions

$TMO $LIN $AME $UBER $NOW $ANET

$273M

127 positions

#5BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$LIN $TMO $NEE $AMGN $ETN $WM

$8.0B

1,334 positions

#6Strategic Wealth Investment Group, LLCPassive

Some overlap · 6 shared positions

$TMO $LIN $NEE $UBER $ETN $WM

$825M

104 positions

#7Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$TMO $LIN $MCD $AMGN $WM $NOW

$358M

74 positions

#8Pictet North America Advisors SAActive

Some overlap · 6 shared positions

$UBS $ALC $MCD $AZN $TTE $TMO

$1.1B

154 positions

#9GAM Holding AGPassive

Some overlap · 5 shared positions

$UBS $AZN $RACE $ETN $ALC

$1.3B

273 positions

#10Groupe la FrancaisePassive

Some overlap · 7 shared positions

$TTE $LIN $AZN $TMO $RACE $ETN

$16.2B

797 positions

#11DAVIS R M INCActive

Some overlap · 5 shared positions

$LIN $AME $TMO $NEE $ETN

$6.3B

280 positions

#12Smith, Salley & AssociatesPassive

Some overlap · 5 shared positions

$TMO $LIN $AME $NEE $ANET

$2.3B

275 positions

#13ABN AMRO Bank N.V.Active

Some overlap · 5 shared positions

$LIN $TTE $UBS $AZN $UBER

$7.7B

231 positions

#14LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 6 shared positions

$LIN $MCD $NEE $UBER $AMGN $WM

$152M

84 positions

#15FLOSSBACH VON STORCH SEActive

Some overlap · 4 shared positions

$TMO $LIN $AME $MCD

$22.1B

106 positions

#16AVITY INVESTMENT MANAGEMENT INC.Active

Some overlap · 6 shared positions

$TMO $NEE $UBER $AMGN $ETN $NOW

$1.6B

118 positions

#17M&G PlcActive

Some overlap · 5 shared positions

$UBS $TTE $TMO $NEE $AZN

$20.1B

374 positions

#18Fulcrum Capital LLCActive

Some overlap · 7 shared positions

$LIN $TMO $UBER $WM $NOW $ANET

$493M

103 positions

#19Evelyn Partners Investment Management LLP

Some overlap · 5 shared positions

$TMO $LIN $NEE $TTE $AZN

$3.7B

410 positions

#20Generali Asset Management SPA SGRPassive

Some overlap · 5 shared positions

$UBS $TTE $AZN $RACE $LIN

$5.5B

526 positions

#21DJE Kapital AGActive

Some overlap · 5 shared positions

$LIN $TTE $UBS $NEE $ANET

$5.3B

124 positions

#22DNCA FINANCEActive

Some overlap · 6 shared positions

$TTE $LIN $AZN $RACE $ETN $ANET

$2.1B

118 positions

#23Cornerstone Capital, Inc.Active

Some overlap · 5 shared positions

$TMO $AME $UBER $AMGN $ETN

$1.1B

120 positions

#24Zurcher Kantonalbank (Zurich Cantonalbank)Passive

Some overlap · 4 shared positions

$UBS $ALC $AZN $LIN

$52.2B

2,551 positions

#25WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 6 shared positions

$LIN $TMO $NEE $AMGN $ETN $WM

$1.3B

73 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.