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 Asset Ltd

13F Portfolio OverlapQ1 2026Evelyn Partners Asset Ltd portfolio →

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Most similar hedge funds by 13F overlap

Evelyn Partners Asset Management Ltd is an institutional investor managing $406M across 308 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Evelyn Partners Asset Ltd are WOODLEY FARRA MANION PORTFOLIO, Evelyn Partners Investment Services Ltd, Zhang Financial, with shared positions in $DOV, $SYK, $DIS, $ADP, $ACN, $AZN. The full ranking of 25 similar funds is below.

#1WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 8 shared positions

$DOV $SYK $DIS $ADP $ACN $AZN

$2.1B

131 positions

#2Evelyn Partners Investment Management Services Ltd

Notable overlap · 13 shared positions

$SYK $BKNG $ADP $AZN $ANET $INTU

$850M

281 positions

#3Zhang Financial LLCActive

Notable overlap · 3 shared positions

$DOV $SYK $IAU

$3.4B

392 positions

#4Three Bridge Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$DOV $IAU $UL $ASML $DIS $DEO

$399M

87 positions

#5Weil Company, Inc.Passive

Notable overlap · 5 shared positions

$DOV $IAU $INTU $CB $MCD

$568M

133 positions

#6Lakewood Asset Management LLCPassive

Notable overlap · 3 shared positions

$DOV $AZO $BKNG

$182M

107 positions

#7Systelligence, LLCActive

Notable overlap · 3 shared positions

$DOV $IAU $YMM

$599M

62 positions

#8Pacific Park Financial, Inc.Active

Notable overlap · 3 shared positions

$DOV $IAU $SGOL

$172M

77 positions

#9Robinson Value Management, Ltd.Passive

Notable overlap · 5 shared positions

$WAT $DIS $IAU $INTU $ACN

$187M

75 positions

#10CINCINNATI CASUALTY COSmart money

Notable overlap · 3 shared positions

$DOV $ADP $ACN

$188M

24 positions

#11Luminist Capital LLCActive

Notable overlap · 4 shared positions

$DOV $SGOL $MCD $YMM

$89M

418 positions

#12DC Investments Management, LLCActive

Notable overlap · 3 shared positions

$DOV $INTU $ASML

$293M

55 positions

#13MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

$DOV $ADP $SYK $INTU $ISRG $ACN

$1.3B

81 positions

#14GUARDCAP ASSET MANAGEMENT LtdActive

Notable overlap · 6 shared positions

$BKNG $ADP $CME $ACN $WAT $RELX

$1.4B

18 positions

#15Pictet North America Advisors SAActive

Notable overlap · 7 shared positions

$DOV $IAU $AZN $ASML $MCD $RELX

$1.1B

154 positions

#16NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$DOV $IAU $MCD

$270M

74 positions

#17SCHARF INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$CME $SYK $DIS $ZTS $CB $MCD

$3.0B

79 positions

#18Ethos Financial Group, LLCPassive

Notable overlap · 3 shared positions

$DOV $SGOL $YMM

$1.5B

648 positions

#19Martin Investment Management, LLCActive

Notable overlap · 7 shared positions

$BKNG $AZO $SYK $AZN $ACN $ASML

$300M

47 positions

#20Nutshell Asset Management LtdActive

Notable overlap · 7 shared positions

$INTU $ZTS $AZO $ACN $ANET $ADP

$300M

45 positions

#21Dundas Partners LLPActive

Notable overlap · 5 shared positions

$BKNG $ADP $SYK $INTU $ZTS

$1.4B

31 positions

#22Townsend & Associates, IncActive

Notable overlap · 6 shared positions

$DIS $CME $BKNG $AZO $IAU $DEO

$1.2B

115 positions

#23Vantage Point Financial LLCPassive

Notable overlap · 4 shared positions

$DOV $CB $MCD $IAU

$328M

188 positions

#24Bey-Douglas LLC

Notable overlap · 5 shared positions

$SYK $INTU $ADP $BKNG $ACN

$115M

56 positions

#25NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$SYK $ADP $UL $INTU $ANET

$341M

91 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.