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 Investment LLP

13F Portfolio OverlapQ1 2026Evelyn Partners Investment LLP portfolio →

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Most similar hedge funds by 13F overlap

Evelyn Partners Investment Management LLP is an institutional investor managing $3.7B across 410 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 Investment LLP are Evelyn Partners Investment Services Ltd, Martin Investment, Rathbones Group PLC, with shared positions in $AZN, $SYK, $CB, $BKNG, $CRH, $TMO. The full ranking of 25 similar funds is below.

#1Evelyn Partners Investment Management Services Ltd

Substantial overlap · 13 shared positions

$AZN $SYK $CB $BKNG $CRH $TMO

$850M

281 positions

#2Martin Investment Management, LLCActive

Notable overlap · 5 shared positions

$AZN $SYK $BKNG $TMO $AZO

$300M

47 positions

#3Rathbones Group PLCActive

Notable overlap · 9 shared positions

$AZN $TMO $CRH $LIN $TTE $BKNG

$27.1B

665 positions

#4CAISSE DES DEPOTS ET CONSIGNATIONSActive

Notable overlap · 5 shared positions

$AZN $LIN $TTE $SUNB $NEE

$5.9B

235 positions

#5PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 6 shared positions

$AZN $SYK $BKNG $TMO $SPGI $TJX

$836M

93 positions

#6CHANNING GLOBAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$AZN $BKNG $TJX $SPGI

$193M

41 positions

#7Evelyn Partners Group LtdActive

Notable overlap · 17 shared positions

$AZN $CRH $CB $SYK $TMO $IEX

$46.9B

551 positions

#8Intesa Sanpaolo S.p.A.Active

Notable overlap · 3 shared positions

$AZN $TTE $SYK

$2.9B

237 positions

#9DNCA FINANCEActive

Notable overlap · 4 shared positions

$AZN $CRH $LIN $TTE

$2.1B

118 positions

#10Evelyn Partners Investment Management (Europe) Ltd

Notable overlap · 10 shared positions

$CRH $AZN $TTE $NDAQ $BKNG $TMO

$291M

187 positions

#11PRUDENTIAL PLCActive

Notable overlap · 3 shared positions

$AZN $SUNB $LIN

$18.4B

691 positions

#12ABN AMRO Bank N.V.Active

Notable overlap · 7 shared positions

$AZN $CRH $LIN $SYK $SPGI $TTE

$7.7B

231 positions

#13Exane Asset ManagementActive

Notable overlap · 4 shared positions

$AZN $CRH $SW $TTE

$277M

28 positions

#14LGT Group FoundationActive

Notable overlap · 6 shared positions

$AZN $CRH $NEE $SPGI $TTE $CB

$8.8B

284 positions

#15WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 4 shared positions

$AZN $SYK $CB $NEE

$2.1B

131 positions

#16THORNBURG INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$AZN $LIN $TTE $FCX $BKNG $TJX

$10.5B

139 positions

#17Evelyn Partners Asset Management Ltd

Notable overlap · 7 shared positions

$SYK $BKNG $AZN $AZO $CB $ISRG

$406M

308 positions

#18Renaissance Investment Group LLCPassive

Notable overlap · 6 shared positions

$CRH $BKNG $TMO $NEE $TJX $ISRG

$508M

84 positions

#19CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$CB $TMO $LIN $NEE $SPGI $TJX

$767M

184 positions

#20Border to Coast Pensions Partnership LtdActive

Notable overlap · 4 shared positions

$AZN $NEE $TTE $TJX

$6.8B

90 positions

#21Sivik Global Healthcare LLCActive

Notable overlap · 4 shared positions

$AZN $SYK $TMO $ISRG

$132M

34 positions

#22Saturna Capital CORPActive

Notable overlap · 6 shared positions

$SYK $AZN $CRH $AZO $LIN $TJX

$8.2B

140 positions

#23DAVIS-REA LTD.Active

Some overlap · 6 shared positions

$SYK $CB $TMO $LIN $SPGI $CRH

$351M

45 positions

#24SYCOMORE ASSET MANAGEMENTActive

Some overlap · 5 shared positions

$AZN $SYK $TMO $ISRG $SW

$932M

72 positions

#25Groupe la FrancaisePassive

Some overlap · 7 shared positions

$AZN $CRH $TTE $LIN $ISRG $TMO

$16.2B

797 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.