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Hedge Funds Similar to Erste Asset GmbH

13F Portfolio OverlapQ2 2026Erste Asset GmbH portfolio →
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Most similar hedge funds by 13F overlap

Erste Asset Management GmbH is an institutional investor managing $12.9B across 871 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 Erste Asset GmbH are SIGMA INVESTMENT COUNSELORS, PeakShares, Longbow Finance SA, with shared positions in $KLAC, $IAU, $TJX, $ANET, $CRWD, $WELL. The full ranking of 25 similar funds is below.

#1SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 5 shared positions
$KLAC$IAU$TJX$ANET$CRWD
$2.1B
218 positions
#2PeakShares LLCActive
Some overlap · 6 shared positions
$KLAC$TJX$WELL$ANET$PGR$CRWD
$134.4B
122 positions
#3Longbow Finance SAPassive
Some overlap · 5 shared positions
$KLAC$TJX$WELL$WAB$ANET
$782M
59 positions
#4PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$KLAC$IAU$WAB$CRWD
$462M
86 positions
#5Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$IAU$ANET$CRWD
$819M
339 positions
#6QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$IAU$KLAC$TJX$ANET
$856M
115 positions
#7Kelly Financial Services LLCActive
Some overlap · 3 shared positions
$KLAC$IAU$TJX
$467M
141 positions
#8Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$KLAC$TJX$WELL$CRWD
$1.6B
184 positions
#9CGN Advisors LLCPassive
Some overlap · 4 shared positions
$KLAC$TJX$ANET$CRWD
$1.4B
322 positions
#10JACKSON SQUARE CAPITAL, LLCActive
Some overlap · 4 shared positions
$KLAC$TJX$ANET$CRWD
$719M
138 positions
#11FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$IAU$TJX$ANET$PGR
$1.3B
159 positions
#12Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$KLAC$IAU$TJX
$1.8B
529 positions
#13Capital Group Private Client Services, Inc.Active
Some overlap · 3 shared positions
$KLAC$IAU$WELL
$7.1B
260 positions
#14Avalon Trust CoActive
Some overlap · 4 shared positions
$KLAC$TJX$ANET$PGR
$1.6B
462 positions
#15ABLE Financial Group, LLCPassive
Some overlap · 3 shared positions
$KLAC$IAU$ANET
$596M
222 positions
#16BLUEDOOR PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$IAU$TJX$KLAC
$238M
164 positions
#17DSG Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$TJX$ANET$KLAC
$704M
118 positions
#18WEDGE CAPITAL MANAGEMENT L L P/NCPassive
Some overlap · 4 shared positions
$KLAC$ADSK$ANET$NXT
$6.1B
484 positions
#19Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$KLAC$IAU$ANET$CRWD
$345M
111 positions
#20TSA Wealth Managment LLCActive
Some overlap · 3 shared positions
$IAU$KLAC$TJX
$354M
119 positions
#21Impact Investors, IncPassive
Some overlap · 3 shared positions
$IAU$KLAC$ANET
$137M
88 positions
#22WASHINGTON TRUST CoPassive
Some overlap · 3 shared positions
$KLAC$TJX$WAB
$3.2B
296 positions
#23Inspire Investing, LLCPassive
Some overlap · 4 shared positions
$KLAC$WELL$ANET$PGR
$2.4B
1,266 positions
#24Argos Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$KLAC$IAU$CRWD
$378M
224 positions
#25BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KLAC$TJX$ANET
$414M
106 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.